Position in LAZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,437,139
+$2,974,847 QoQ
Shares Held
296,546
+33.1% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $1,150,682,597 across 35 Capital Markets names. LAZ ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,795,131 | $442,446,737 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
2,106,272 | $183,329,914 | |
| 3 | GS |
Goldman Sachs Group Inc
|
122,701 | $124,096,110 | |
| 4 | MS |
Morgan Stanley
|
379,345 | $79,298,278 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
928,364 | $46,399,632 | |
| 6 | SF |
Stifel Financial Corp
|
449,845 | $31,385,685 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
261,987 | $26,272,055 | |
| 8 | WULF |
Terawulf Inc.
|
675,557 | $16,686,257 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,437,139 | 296,546 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,462,292 | 222,747 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,447,038 | 544,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,132,448 | 419,334 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,894,863 | 310,439 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,548,163 | 728,595 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,835,843 | 734,962 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,509,736 | 168,911 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,929,152 | 129,103 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,415,149 | 105,449 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||