XLGIX LAZARD GLOBAL TOTAL RETURN &: institutional ownership and insider trading
47 funds reported holding $37.5M of LAZARD GLOBAL TOTAL RETURN & in their latest 13F filings; in Q2 2026 funds net sold $1.11M, with 6 new positions and 9 funds selling out.
Largest institutional holders of XLGIX
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $8.53M
- GUGGENHEIM CAPITAL LLC — $3.98M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $3.42M
- LPL Financial LLC — $3.34M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $2.32M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $2.30M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $2.14M
- OSAIC HOLDINGS, INC. — $1.72M
- Steward Partners Investment Advisory, LLC — $906K
- Shaker Financial Services, LLC — $873K
5%+ owners
- First Trust Portfolios L.P.: 9.7% (Schedule 13G/A, filed Oct 14, 2026)