IDEQ · Insider trading · 13F holders · Congress trades
Lazard Active ETF Tr (IDEQ)
Who is buying and selling IDEQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 31
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IDEQ at a glance
- No open-market insider purchases or sales of IDEQ were filed in the last 90 days.
- 31 13F filers hold IDEQ among their 50 largest positions, worth $312.5M combined. The biggest bets by portfolio weight are Pinnacle Wealth Management, LLC (8.8%), Northland Securities, Inc. (8.4%) and Northwest Financial Advisors (8.0%). In their latest 13Fs, 1 manager opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in IDEQ.
IDEQ insider trading
No open-market insider purchases or sales of IDEQ were filed in the last 90 days.
Who owns IDEQ? Hedge funds and superinvestors
31 13F filers hold IDEQ among their 50 largest positions, worth $312.5M combined. The biggest bets by portfolio weight are Pinnacle Wealth Management, LLC (8.8%), Northland Securities, Inc. (8.4%) and Northwest Financial Advisors (8.0%). In their latest 13Fs, 1 manager opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Northwest Financial AdvisorsWealth manager | 8.0% | $59.4M | 1,697,284 | +1.3% shares | Q3 2026 |
| Tompkins Financial CorpBank & trust | 2.3% | $33.0M | 942,394 | +8.4% shares | Q3 2026 |
| Snowden Capital Advisors LLCWealth manager | 0.5% | $21.9M | 624,788 | — | Q2 2026 |
| Denver Wealth Management, Inc.Wealth manager | 5.7% | $19.7M | 562,823 | +30.6% shares | Q2 2026 |
| Alliance Wealth Advisors, LLCWealth manager | 6.8% | $17.1M | 488,178 | +7.2% shares | Q3 2026 |
| JSF Financial, LLCWealth manager | 2.3% | $14.8M | 423,463 | +3.5% shares | Q3 2026 |
| Northland Securities, Inc.Wealth manager | 8.4% | $14.5M | 412,738 | — | Q2 2026 |
| Pinnacle Wealth Management, LLCWealth manager | 8.8% | $14.2M | 405,922 | -10.4% shares | Q2 2026 |
| Meridian Financial Partners LLCWealth manager | 4.0% | $12.3M | 359,120 | +12.5% shares | Q3 2026 |
| Navigation Group, LLCWealth manager | 2.3% | $11.5M | 329,224 | -1.7% shares | Q3 2026 |
| Members Advisory Group LLCWealth manager | 3.0% | $10.9M | 311,190 | +78.5% shares | Q2 2026 |
| Prosperity Bancshares IncBank & trust | 7.1% | $10.8M | 308,275 | +29.8% shares | Q2 2026 |
| Baker Tilly Wealth Management, LLCInstitutional asset manager | 2.0% | $10.1M | 287,189 | +76.1% shares | Q3 2026 |
| Foundry Financial Group, Inc.Wealth manager | 3.0% | $7.3M | 207,313 | — | Q3 2026 |
| Madrona Financial Services, LLCWealth manager | 1.1% | $6.9M | 195,822 | — | Q3 2026 |
| Provident Wealth Management, LLCWealth manager | 2.0% | $5.6M | 160,901 | -7.8% shares | Q3 2026 |
| Future Financial Wealth Managment LLCWealth manager | 3.3% | $5.4M | 153,127 | +105.9% shares | Q3 2026 |
| Sentinel Pension Advisors, LLCPension fund | 0.7% | $5.0M | 145,966 | +9.8% shares | Q2 2026 |
| Coastline Trust CoBank & trust | 0.4% | $4.8M | 135,925 | +0.0% shares | Q3 2026 |
| Endowment Wealth Management, Inc.Wealth manager | 1.5% | $4.0M | 113,659 | +7.6% shares | Q2 2026 |
| Cornerstone Planning Group LLCWealth manager | 0.5% | $4.0M | 114,070 | +30.7% shares | Q3 2026 |
| Benson Investment Management Company, Inc.Asset manager | 20.0% | $3.6M | 101,626 | +0.1% shares | Q3 2026 |
| Bill Few Associates, Inc.Wealth manager | 0.6% | $3.0M | 84,557 | +13.9% shares | Q3 2026 |
| Members Wealth LLCWealth manager | 1.3% | $2.6M | 75,524 | +21.0% shares | Q3 2026 |
| Sunpointe, LLCWealth manager | 0.8% | $2.6M | 74,836 | — | Q3 2026 |
| Payne Capital LLCWealth manager | 2.2% | $2.6M | 73,588 | +0.0% shares | Q2 2026 |
| Avise Financial Cooperative, Inc.Wealth manager | 1.2% | $1.7M | 48,563 | — | Q2 2026 |
| SFG Wealth Management, LLC.Wealth manager | 0.4% | $1.3M | 35,719 | — | Q3 2026 |
| Rasp Wealth Solutions, LLCWealth manager | 0.4% | $1.1M | 30,231 | — | Q2 2026 |
| Swisher Financial Concepts, Inc.Wealth manager | 0.5% | $719K | 20,513 | +2.3% shares | Q2 2026 |
The 30 largest of 31 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 12). Screen IDEQ in the grand portfolio →
IDEQ stock trades by members of Congress
No member of Congress has disclosed a trade in IDEQ.
IDEQ questions and answers
Are insiders buying IDEQ stock?
No open-market insider purchases or sales of IDEQ were filed in the last 90 days.
Which hedge funds own IDEQ?
31 13F filers hold IDEQ among their 50 largest positions, worth $312.5M combined. The biggest bets by portfolio weight are Pinnacle Wealth Management, LLC (8.8%), Northland Securities, Inc. (8.4%) and Northwest Financial Advisors (8.0%). In their latest 13Fs, 1 manager opened a new position and 13 added to one.
Has Congress traded IDEQ?
No member of Congress has disclosed a trade in IDEQ.
Who is the largest holder of IDEQ?
Among 13F filers, Northwest Financial Advisors reports the largest IDEQ position, $59.4M (1,697,284 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Pinnacle Wealth Management, LLC's: 8.8% of its portfolio.
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