Position in LAZ
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,417,261
-$679,163 QoQ
Shares Held
80,444
-4.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026ALPS ADVISORS INC holds $34,594,750 across 10 Capital Markets names. LAZ ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
89,324 | $12,828,712 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
28,895 | $4,767,097 | |
| 3 | MC |
Moelis & Co
|
80,690 | $4,599,330 | |
| 4 | EVR |
Evercore Inc.
|
15,090 | $4,504,515 | |
| 5 | LAZ |
Lazard, Inc.
This page
|
80,444 | $3,417,261 | |
| 6 | PJT |
PJT Partners Inc.
|
14,753 | $2,061,289 | |
| 7 | GS |
Goldman Sachs Group Inc
|
932 | $788,462 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,667 | $557,094 |
All Filings in LAZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,417,261 | 80,444 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,096,424 | 84,358 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,744,499 | 89,892 | Shares | Defined | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||