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 874k $62M 6% Jun 2026
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Envestnet Asset Management 684k $49M 2% Jun 2026
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LPL Financial 361k $26M 10% Jun 2026
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Raymond James Financial 236k $17M 3% Jun 2026
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Royal Bank of Canada 135k $9.4M -4% Jun 2026
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Janney Montgomery Scott 70k $5.0M 2% Jun 2026
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Jones Financial Companies, L.L 57k $4.0M 84% Jun 2026
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Stifel Financial 36k $2.6M 9% Jun 2026
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Jpmorgan Chase & Co 21k $1.5M 100% Jun 2026
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Branch Banking & Trust Company 17k $1.2M 1% Jun 2026
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Commonwealth Equity Services 14k $1.0M 12% Jun 2026
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Citadel Advisors 14k $977k 37% Jun 2026
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Cetera Investment Advisers 7.6k $544k -1% Jun 2026
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Wiley Bros.-aintree Capital 6.0k $424k 3% Jun 2026
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Nicolet Bankshares 3.6k $256k 0% Jun 2026
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Wedbush Morgan Securities 3.6k $253k -2% Jun 2026
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Savant Capital Management 3.5k $250k 0% Jun 2026
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Fifth Third Bancorp 3.2k $226k 0% Jun 2026
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Moors & Cabot 3.0k $214k 100% Jun 2026
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Wealth Enhancement Advisory Services 2.9k $211k 100% Jun 2026
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Sowell Financial Services 2.9k $203k -47% Jun 2026
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Private Trust Co Na 2.6k $182k 38% Jun 2026
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Advisor Group Holdings 2.0k $140k 0% Jun 2026
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Td Private Client Wealth 666.00 $47k 73% Jun 2026
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Mercer Global Advisors 550.00 $39k 100% Jun 2026
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GAMMA Investing 540.00 $38k 0% Jun 2026
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Harbour Investments 506.00 $36k 0% Jun 2026
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UBS Group 494.00 $35k 108% Jun 2026
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BlackRock 394.00 $28k 100% Jun 2026
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FMR 110.00 $7.8k -78% Jun 2026
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Spire Wealth Management 91.00 $6.5k -12% Jun 2026
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Who sold out of Lattice Strategies Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2026 14k $878k
Koshinski Asset Management Dec 2025 10k $649k
Morgan Stanley Dec 2025 1.1k $69k
Annis Gardner Whiting Capital Advisors Mar 2026 1.1k $67k
Advisory Services Network Mar 2026 747.00 $47k
MAI Wealth Advisors Mar 2026 396.00 $25k