Who owns Lattice Strategies Tr us eqt strat?

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

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Top investors of Lattice Strategies Tr us eqt strat stock

Who bought or sold Lattice Strategies Tr us eqt strat this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
NorthRock Partners 1.3M $77M 100% Dec 2025
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Hartford Funds Management 866k $50M -5% Dec 2025
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LPL Financial 676k $39M 11% Dec 2025
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Ameriprise Financial 581k $33M -75% Sep 2025
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Raymond James Financial 189k $11M 14% Sep 2025
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Mariner Wealth Advisors 137k $7.9M 1% Dec 2025
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Western Wealth Management 134k $7.7M 7% Dec 2025
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Fermata Advisors 124k $7.1M 0% Dec 2025
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Cetera Investment Advisers 99k $5.7M -1% Dec 2025
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Royal Bank of Canada 90k $5.2M 18% Sep 2025
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Jones Financial Companies, L.L 87k $5.0M 55% Sep 2025
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Marshall Financial Group 86k $4.9M 13% Dec 2025
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Rockefeller Capital Management 70k $4.0M 2892% Dec 2025
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Vista Cima Wealth Management 68k $3.9M 7% Sep 2025
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Wells Fargo & Company 67k $3.9M -17% Dec 2025
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Commonwealth Equity Services 65k $3.7M 19% Dec 2025
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UBS Group 61k $3.5M -3% Dec 2025
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Goss Wealth Management 59k $3.4M 230% Dec 2025
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Brass Tax Wealth Management 54k $3.1M 0% Sep 2025
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Warren Averett Asset Management 54k $3.1M 100% Dec 2025
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Coldstream Capital Management 53k $3.0M 0% Dec 2025
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Susquehanna International 41k $2.3M 533% Dec 2025
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Advisor Group Holdings 40k $2.3M 118% Dec 2025
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Janney Montgomery Scott 38k $2.2M -7% Dec 2025
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Stratos Wealth Partners 37k $2.1M -52% Dec 2025
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WCG Wealth Advisors 31k $1.8M 100% Dec 2025
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Golden Bell Financial Planning 30k $1.7M -2% Sep 2025
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Main Street Financial Solutions 29k $1.7M 13% Dec 2025
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Gladstone Institutional Advisory 24k $1.4M 1% Dec 2025
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First PREMIER Bank 21k $1.2M 0% Dec 2025
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Wagner Wealth Management 20k $1.1M 0% Dec 2025
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Citadel Advisors 19k $1.1M 100% Sep 2025
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Thurston, Springer, Miller, Herd & Titak 18k $1.0M 472% Dec 2025
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Van Hulzen Asset Management 17k $1.0M 22% Dec 2025
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Kingsview Wealth Management 17k $957k 10% Dec 2025
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Northwestern Mutual Wealth Management Company 14k $777k 9% Dec 2025
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Harbour Investments 11k $605k -1% Dec 2025
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Sanctuary Advisors 11k $604k 0% Dec 2025
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Ieq Capital 9.4k $545k 0% Dec 2025
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Baird Financial 9.0k $519k 0% Dec 2025
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Envestnet Asset Management 6.9k $400k -90% Dec 2025
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J.w. Cole Advisors 6.7k $386k 0% Dec 2025
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RAM Investment Partners 6.7k $386k 0% Dec 2025
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Private Advisor 6.3k $363k -37% Dec 2025
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Kathleen S. Wright Associates 6.2k $356k 0% Sep 2025
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Stifel Financial 5.9k $338k 4% Dec 2025
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HighTower Advisors 4.8k $276k 0% Dec 2025
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Summit Financial 4.7k $271k -37% Dec 2025
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Steward Partners Investment Advisory 4.3k $248k 0% Dec 2025
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Wealth Enhancement Advisory Services 3.8k $227k 0% Dec 2025
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Lido Advisors 3.5k $204k 100% Dec 2025
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Umb Bank N A 2.7k $153k 100% Dec 2025
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FMR 2.3k $134k -5% Sep 2025
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Russell Investments 2.1k $123k 0% Dec 2025
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Hanson McClain Advisors 2.0k $116k 48% Dec 2025
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Global Retirement Partners 1.9k $111k -11% Dec 2025
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Optima Capital 1.7k $101k 100% Dec 2025
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Assetmark 1.0k $58k 0% Dec 2025
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Farther Finance Advisors 388.00 $22k 0% Dec 2025
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Quest 10 Wealth Builders 350.00 $20k 0% Dec 2025
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CWM 315.00 $18k 0% Dec 2025
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Sound Income Strategies 83.00 $5.0k 0% Dec 2025
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Who sold out of Lattice Strategies Tr us eqt strat?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Sep 2025 4.7k $272k
Keystone Financial Group Sep 2025 1.6k $93k
Huntington National Bank Sep 2025 428.00 $25k
Advisory Services Network Sep 2025 115.00 $6.6k