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 | 823k | $52M | 9% | Mar 2026 |
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| Envestnet Asset Management | 669k | $42M | 3% | Mar 2026 |
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| LPL Financial | 327k | $21M | 8% | Mar 2026 |
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| Raymond James Financial | 223k | $15M | -4% | Dec 2025 |
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| Royal Bank of Canada | 141k | $8.9M | -2% | Mar 2026 |
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| Janney Montgomery Scott | 69k | $4.4M | 0% | Mar 2026 |
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| Stifel Financial | 33k | $2.1M | 4% | Mar 2026 |
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| Jones Financial Companies, L.L | 31k | $1.9M | 115% | Mar 2026 |
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| Branch Banking & Trust Company | 16k | $1.0M | -2% | Mar 2026 |
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| Jane Street | 14k | $878k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 13k | $807k | 5% | Mar 2026 |
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| Citadel Advisors | 10k | $633k | -18% | Mar 2026 |
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| Koshinski Asset Management | 10k | $629k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 7.7k | $486k | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 5.8k | $365k | 12% | Mar 2026 |
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| Sowell Financial Services | 5.3k | $337k | 2% | Mar 2026 |
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| Kingsview Wealth Management | 4.2k | $264k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 3.6k | $229k | -4% | Mar 2026 |
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| Nicolet Bankshares | 3.6k | $226k | 100% | Mar 2026 |
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| Nicolet Advisory Services | 3.5k | $235k | 10% | Dec 2025 |
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| Savant Capital Management | 3.5k | $222k | -2% | Mar 2026 |
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| Brian McDonald | 3.2k | $207k | -5% | Dec 2025 |
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| Fifth Third Bancorp | 3.2k | $201k | 100% | Mar 2026 |
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| Advisor Group Holdings | 2.0k | $125k | 6% | Mar 2026 |
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| Private Trust Co Na | 1.9k | $117k | 0% | Mar 2026 |
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| Annis Gardner Whiting Capital Advisors | 1.1k | $67k | -1% | Mar 2026 |
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| Morgan Stanley | 949.00 | $60k | -11% | Mar 2026 |
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| Advisory Services Network | 747.00 | $47k | 100% | Mar 2026 |
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| GAMMA Investing | 540.00 | $34k | 0% | Mar 2026 |
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| Harbour Investments | 506.00 | $32k | 0% | Mar 2026 |
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| FMR | 503.00 | $32k | 357% | Mar 2026 |
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| MAI Wealth Advisors | 396.00 | $25k | 0% | Mar 2026 |
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| Td Private Client Wealth | 385.00 | $24k | 43% | Mar 2026 |
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| UBS Group | 238.00 | $15k | 100% | Mar 2026 |
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| Spire Wealth Management | 104.00 | $6.6k | 0% | Mar 2026 |
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| Lummis Asset Management | 61.00 | $3.9k | 0% | Mar 2026 |
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Who sold out of Lattice Strategies Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 18k | $1.2M |
| Wealth Enhancement Advisory Services | Dec 2025 | 5.1k | $334k |
| Rockefeller Capital Management | Dec 2025 | 247.00 | $16k |
| Wells Fargo & Company | Dec 2025 | 228.00 | $15k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 129.00 | $8.4k |