LAZARD ACTIVE ETF TR (IEQ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

LAZARD ACTIVE ETF TR (IEQ)

17 + Investors. Track Smart Money conviction in IEQ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IEQ

Based on 17 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

17 hedge funds hold IEQ right now — the highest count in 2.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +1600% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+1600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 83% buying

15 buying3 selling

Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 2 → 11 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 94% entered in last year

■ 6% conviction (2yr+) ■ 0% medium ■ 94% new

Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +167% but shares only +149% — price-driven

Value

+166%

+149%

Last quarter: the total dollar value of institutional holdings rose +167%, but actual share count only changed +149%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~6 new funds/quarter

0 → 0 → 2 → 11 → 6 new funds/Q

New funds entering each quarter: 0 → 2 → 11 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new

Of 17 current holders: 16 (94%) entered in the past year, only 1 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

5 of 17 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in IEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	17	13	30.77%
13F Shares	3M	1M	149.03%
Total Value	$91M	$34M	166.62%
New Positions	6	11	-5
Increased Positions	9	1	+8
Closed Positions	2	1	+1
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

30.77%

13F Shares

149.03%

Total Value

$91M

$34M

166.62%

New Positions

-5

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEQ. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of IEQ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pinnacle Wealth Management, LLC	9.69%	452,901	$14.4M
2	DENVER WEALTH MANAGEMENT, INC.	4.71%	431,011	$13.7M
3	Meridian Financial Partners LLC	2.99%	245,657	$7.9M
4	Payne Capital LLC	2.14%	73,561	$2.3M
5	Members Advisory Group LLC	1.90%	174,319	$5.5M
6	Future Financial Wealth Managment LLC	1.66%	75,731	$2.6M
7	Provident Wealth Management, LLC	1.50%	156,238	$5.0M
8	Endowment Wealth Management, Inc.	1.48%	105,631	$3.4M
9	MEMBERS WEALTH LLC	1.30%	64,068	$2.2M
10	SENTINEL PENSION ADVISORS, LLC	0.62%	132,974	$4.2M
11	Bill Few Associates, Inc.	0.50%	66,334	$2.1M
12	Cornerstone Planning Group LLC	0.38%	83,902	$2.9M
13	Swisher Financial Concepts, Inc.	0.36%	20,050	$637K
14	BAKER TILLY WEALTH MANAGEMENT, LLC	0.24%	31,504	$1.0M
15	Coastline Trust Co	0.22%	71,000	$2.3M
16	Sigma Planning Corp	0.13%	147,508	$4.7M
17	Sunpointe, LLC	0.09%	8,458	$269K
18	Baer Investment Advisory LLC	0.08%	21,342	$678K
19	VICTORY FINANCIAL GROUP, LLC	0.08%	21,342	$678K
20	Embree Financial Group	0.08%	21,010	$667K
21	Dynamic Advisor Solutions LLC	0.05%	50,990	$1.6M
22	United Advisor Group, LLC	0.03%	8,479	$269K
23	First American Bank	0.02%	11,893	$378K
24	World Investment Advisors	0.02%	42,086	$1.3M
25	D.A. DAVIDSON & CO.	0.02%	85,975	$2.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — LAZARD ACTIVE ETF TR (IEQ)

What does the Smart Money Trend signal show for IEQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IEQ?

More buyers than sellers — 83% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEQ holders?

Elite ownership — 76% AUM from top-100 funds: 5 of 17 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in IEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IEQ?

Mostly new holders — 94% entered in last year: Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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LAZARD ACTIVE ETF TR (IEQ)

Smart Money Signals — IEQ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1600% more funds vs a year ago

More buyers than sellers — 83% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 94% entered in last year

Value +167% but shares only +149% — price-driven

Steady discovery — ~6 new funds/quarter

Early stage — 94% of holders entered in last year

Elite ownership — 76% AUM from top-100 funds

Hedge Fund Ownership: IEQ

Market Analysis: IEQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEQ

Hedge Fund Positioning: IEQ

Statistics: IEQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — LAZARD ACTIVE ETF TR (IEQ)

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