Latest imported 13F data
XLGIX

LAZARD GLOBAL TOTAL RETURN &

Institutional Ownership · Q4 2025

Filing: Q4 2025

LAZARD GLOBAL TOTAL RETURN & (XLGIX) is held by 37 institutional investors with combined holdings of $31M. Major holders include MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, LPL Financial LLC.

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Institutional Holders
37
Total Value
$30.7M
Ownership %
—

🏦 Top Institutional Holders

MORGAN STANLEY
482.8K shares
$8.4M
GUGGENHEIM CAPITAL LLC
186.5K shares
$3.3M
LPL Financial LLC
171.7K shares
$3.0M
STIFEL FINANCIAL CORP
120.2K shares
$2.1M
ROYAL BANK OF CANADA
110.3K shares
$1.9M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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