Who owns LATTICE STRATEGIES TR?
- Ticker: HDUS
- CUSIP Number: 518416870
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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 | 725k | $47M | 3% | Sep 2025 |
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| Envestnet Asset Management | 641k | $41M | 0% | Sep 2025 |
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| LPL Financial | 297k | $19M | 8% | Sep 2025 |
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| Raymond James Financial | 233k | $15M | -1% | Sep 2025 |
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| Royal Bank of Canada | 144k | $9.1M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 70k | $4.5M | 1% | Sep 2025 |
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| Stifel Financial | 33k | $2.1M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 18k | $1.2M | 37% | Sep 2025 |
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| Branch Banking & Trust Company | 16k | $1.1M | -1% | Sep 2025 |
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| Koshinski Asset Management | 11k | $679k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 10k | $666k | 43% | Sep 2025 |
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| Cetera Investment Advisers | 7.3k | $470k | -1% | Sep 2025 |
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| Sowell Financial Services | 5.3k | $339k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 5.0k | $324k | 7% | Sep 2025 |
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| Jones Financial Companies, L.L | 4.7k | $299k | 139% | Sep 2025 |
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| Wedbush Morgan Securities | 4.0k | $257k | -35% | Sep 2025 |
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| Savant Capital Management | 3.9k | $250k | 3% | Sep 2025 |
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| Moors & Cabot | 3.8k | $242k | 100% | Sep 2025 |
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| Brian McDonald | 3.3k | $215k | -2% | Sep 2025 |
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| Nicolet Advisory Services | 3.2k | $208k | 100% | Sep 2025 |
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| Advisor Group Holdings | 1.9k | $119k | 372% | Sep 2025 |
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| Private Trust Co Na | 1.7k | $107k | 100% | Sep 2025 |
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| Morgan Stanley | 1.2k | $70k | 100% | Jun 2025 |
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| Advisory Services Network | 747.00 | $48k | 100% | Sep 2025 |
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| GAMMA Investing | 540.00 | $35k | 0% | Sep 2025 |
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| Harbour Investments | 506.00 | $33k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 396.00 | $26k | 0% | Sep 2025 |
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| Td Private Client Wealth | 284.00 | $18k | -59% | Sep 2025 |
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| FMR | 111.00 | $7.1k | 1% | Sep 2025 |
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| Spire Wealth Management | 104.00 | $6.7k | 0% | Sep 2025 |
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| Wells Fargo & Company | 26.00 | $1.7k | -70% | Sep 2025 |
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| UBS Group | 13.00 | $836.999800 | -99% | Sep 2025 |
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| Hanson McClain Advisors | 12.00 | $773.000400 | 0% | Sep 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 |
| GeoWealth Management | Jun 2025 | 3.8k | $224k |
| Annis Gardner Whiting Capital Advisors | Jun 2025 | 1.1k | $64k |
| Signature | Jun 2025 | 79.00 | $4.7k |
| Principal Securities | Jun 2025 | 31.00 | $1.8k |