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 (MS, MS-P, GUGGENHEIM CAPITAL LLC, LPL Financial LLC.

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Institutional Holders

Total Value

$30.7M

Ownership %

—

🏦 Top Institutional Holders

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

482.8K shares

$8.4M

GUGGENHEIM CAPITAL LLC

STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD)

120.2K shares

$2.1M

ROYAL BANK OF CANADA (RY, RYLBF)

110.3K shares

$1.9M

📊 Financials

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

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