Who owns LATTICE STRATEGIES TR?

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Analyze quarterly positions in Lattice Strategies Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Lattice Strategies Tr stock

Who bought or sold LATTICE STRATEGIES TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
RiverFront Investment Group 757k $49M 4% Dec 2025
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Envestnet Asset Management 647k $42M 1% Dec 2025
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LPL Financial 303k $20M 2% Dec 2025
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Raymond James Financial 223k $15M -4% Dec 2025
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Royal Bank of Canada 144k $9.1M -1% Sep 2025
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Janney Montgomery Scott 69k $4.5M -1% Dec 2025
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Stifel Financial 32k $2.1M -1% Dec 2025
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Jpmorgan Chase & Co 18k $1.2M 100% Sep 2025
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Branch Banking & Trust Company 17k $1.1M 2% Dec 2025
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Jones Financial Companies, L.L 14k $940k 208% Dec 2025
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Commonwealth Equity Services 12k $795k 18% Dec 2025
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Koshinski Asset Management 10k $649k -6% Dec 2025
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Cetera Investment Advisers 7.6k $497k 5% Dec 2025
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Sowell Financial Services 5.2k $341k -1% Dec 2025
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Wiley Bros.-aintree Capital 5.2k $336k 100% Dec 2025
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Wealth Enhancement Advisory Services 5.1k $334k 1% Dec 2025
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Wedbush Morgan Securities 3.8k $247k -5% Dec 2025
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Savant Capital Management 3.6k $234k -7% Dec 2025
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Nicolet Advisory Services 3.5k $235k 10% Dec 2025
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Brian McDonald 3.2k $207k -5% Dec 2025
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Advisor Group Holdings 1.9k $121k -2% Dec 2025
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Private Trust Co Na 1.9k $121k 12% Dec 2025
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Annis Gardner Whiting Capital Advisors 1.1k $70k 100% Dec 2025
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GAMMA Investing 540.00 $35k 0% Dec 2025
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Harbour Investments 506.00 $33k 0% Dec 2025
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MAI Wealth Advisors 396.00 $26k 0% Dec 2025
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Td Private Client Wealth 270.00 $18k -5% Dec 2025
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Rockefeller Capital Management 247.00 $16k 100% Dec 2025
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Wells Fargo & Company 228.00 $15k 777% Dec 2025
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Northwestern Mutual Wealth Management Company 129.00 $8.4k 100% Dec 2025
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FMR 111.00 $7.1k 1% Sep 2025
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Spire Wealth Management 104.00 $6.8k 0% Dec 2025
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Lummis Asset Management 61.00 $4.0k 100% Dec 2025
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Hanson McClain Advisors 12.00 $783.000000 0% Dec 2025
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Who sold out of Lattice Strategies Tr?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 11k $670k
Moors & Cabot Sep 2025 3.8k $242k
Advisory Services Network Sep 2025 747.00 $48k
UBS Group Sep 2025 13.00 $836.999800