13FBOX
LAZARD GLOBAL TOTAL RETURN & · 13F Institutional Holdings
Options Calculator Rankings

LAZARD GLOBAL TOTAL RETURN &

LGI
Institutions
44
Combined AUM (Q2 2026)
$36.7M
Combined Shares (Q2 2026)
2.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+101,006
23 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-165,592
21 · 10 Exit · ≈
⚖️ Net
-64,586
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$36.7M
Institutions
44
New Buys
8
Adds
15
Reduces
11
Exits
10
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#26$8.5M461,527$8.2M475,354-13,827-2.91%Reduce
GUGGENHEIM CAPITAL LLC
0.03%0.02%#5$4.0M215,269$3.2M195,971+19,298+9.85%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#21$3.4M184,988$3.0M186,362-1,374-0.74%Reduce
LPL Financial LLC
<0.01%<0.01%#22$3.3M180,552$2.8M172,424+8,128+4.71%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#18$2.3M125,772$2.0M124,169+1,603+1.29%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#28$2.3M124,685$2.0M122,081+2,604+2.13%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#31$2.1M115,659$1.8M112,008+3,651+3.26%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$1.7M93,070$1.6M96,855-3,785-3.91%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$905,70649,010$766,78947,656+1,354+2.84%Add
UBS Group AG
<0.01%<0.01%#36$705,47438,175$682,79542,436-4,261-10.04%Reduce
EVOLVE PRIVATE WEALTH, LLC
0.04%0.03%#3$648,85135,111$606,43237,690-2,579-6.84%Reduce
FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#6$616,56933,364$496,97230,887+2,477+8.02%Add
BENJAMIN EDWARDS INC
0.01%0.01%#10$595,07032,194$546,63733,971-1,777-5.23%Reduce
&PARTNERS
<0.01%<0.01%#16$586,01931,711$368,78322,920+8,791+38.36%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#43$583,32331,565$511,65231,799-234-0.74%Reduce
Mezzasalma Advisors, LLC
0.11%0.13%#2$555,29230,048$526,06532,695-2,647-8.10%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#23$452,06524,123$283,21417,123+7,000+40.88%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#38$394,19521,331$311,17919,340+1,991+10.29%Add
PMG Family Office LLC
0.33%0.33%#1$360,82219,525$298,32518,541+984+5.31%Add
Cetera Investment Advisers
<0.01%#32$294,44215,933$00+15,933New Buy
CoreCap Advisors, LLC
0.01%0.01%#8$292,26115,815$244,80915,215+600+3.94%Add
Wilmington Savings Fund Society, FSB
0.01%0.01%#9$265,24314,353$230,94014,35300.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$260,07014,073$171,60010,665+3,408+31.95%Add
Waverly Advisors, LLC
<0.01%<0.01%#19$248,28613,435$240,67014,958-1,523-10.18%Reduce
Kovack Advisors, Inc.
0.01%0.01%#7$242,63413,080$215,57313,002+78+0.60%Add
CARY STREET PARTNERS FINANCIAL LLC
<0.01%<0.01%#11$215,49511,661$187,62511,66100.00%Unchanged
Janney Montgomery Scott LLC
<0.01%#27$193,81810,488$00+10,488New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#39$120,2866,509$129,2748,034-1,525-18.98%Reduce
Integrated Wealth Concepts LLC
<0.01%#25$114,9276,219$00+6,219New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#29$113,0256,116$98,4066,11600.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$50,8922,754$00+2,754New Buy
Institute for Wealth Management, LLC.
<0.01%#13$47,5682,574$00+2,574New Buy
Allworth Financial LP
<0.01%<0.01%#35$36,9602,000$32,1802,00000.00%Unchanged
Colonial Trust Co / SC
<0.01%<0.01%#14$26,0381,433$22,2121,43300.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#20$17,855966$15,153941+25+2.66%Add
Atlantic Union Bankshares Corp
<0.01%<0.01%#33$13,398725$11,66672500.00%Unchanged
MATHER GROUP, LLC.
<0.01%#37$10,053544$00+544New Buy
Strategic Advocates LLC
0.03%0.03%#4$8,334451$7,25745100.00%Unchanged
MB, LEVIS & ASSOCIATES, LLC
<0.01%#15$7,392400$00+400New Buy
BEACON INVESTMENT ADVISORY SERVICES, INC.
<0.01%<0.01%#34$5,544300$4,82730000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$4,324234$5,415336-102-30.36%Reduce
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#24$3,086167$2,68716700.00%Unchanged
Parallel Advisors, LLC
<0.01%<0.01%#42$2,943159$2,56215900.00%Unchanged
Arax Advisory Partners
<0.01%#44$1,885102$00+102New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow