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
Hartford Funds Management 914k $53M 0% Sep 2025
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LPL Financial 609k $35M 11% Sep 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 136k $7.8M -9% Sep 2025
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Western Wealth Management 126k $7.2M -1% Sep 2025
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Fermata Advisors 124k $7.1M 0% Dec 2025
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Cetera Investment Advisers 100k $5.7M 476% Sep 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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Wells Fargo & Company 81k $4.7M 3% Sep 2025
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Stratos Wealth Partners 76k $4.4M -3% Sep 2025
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Envestnet Asset Management 69k $4.0M -13% Sep 2025
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Vista Cima Wealth Management 68k $3.9M 7% Sep 2025
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UBS Group 63k $3.6M -14% Sep 2025
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Brass Tax Wealth Management 54k $3.1M 0% Sep 2025
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Commonwealth Equity Services 54k $3.1M 18% Sep 2025
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Coldstream Capital Management 53k $3.0M 0% Sep 2025
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Janney Montgomery Scott 40k $2.3M -4% Sep 2025
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Golden Bell Financial Planning 30k $1.7M -2% Sep 2025
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Main Street Financial Solutions 26k $1.5M 3% Sep 2025
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Gladstone Institutional Advisory 23k $1.3M -9% Sep 2025
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First PREMIER Bank 21k $1.2M 0% Sep 2025
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Wagner Wealth Management 19k $1.1M -4% Sep 2025
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Citadel Advisors 19k $1.1M 100% Sep 2025
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Advisor Group Holdings 18k $1.0M -12% Sep 2025
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Goss Wealth Management 18k $1.0M -21% Sep 2025
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Kingsview Wealth Management 15k $865k 29% Sep 2025
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Van Hulzen Asset Management 14k $819k 11% Sep 2025
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Northwestern Mutual Wealth Management Company 12k $712k 4% Sep 2025
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Sanctuary Advisors 12k $619k 19% Sep 2025
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Harbour Investments 11k $611k 1% Sep 2025
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Private Advisor 9.9k $571k 50% Sep 2025
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Ieq Capital 9.4k $543k 0% Sep 2025
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Baird Financial 9.0k $517k 0% Sep 2025
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Summit Financial 7.4k $426k 100% Sep 2025
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RAM Investment Partners 6.7k $384k 0% Sep 2025
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J.w. Cole Advisors 6.7k $383k -7% Sep 2025
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Susquehanna International 6.4k $369k -69% Sep 2025
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Kathleen S. Wright Associates 6.2k $356k 0% Sep 2025
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Stifel Financial 5.6k $323k 100% Sep 2025
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HighTower Advisors 4.8k $274k 0% Sep 2025
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Goldman Sachs Group 4.7k $272k 100% Sep 2025
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Steward Partners Investment Advisory 4.3k $247k 1% Sep 2025
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Wealth Enhancement Advisory Services 3.8k $227k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 3.1k $180k -91% Sep 2025
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Rockefeller Capital Management 2.3k $134k 100% Sep 2025
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FMR 2.3k $134k -5% Sep 2025
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Global Retirement Partners 2.1k $123k -7% Sep 2025
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Russell Investments 2.1k $123k -2% Sep 2025
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Keystone Financial Group 1.6k $93k 100% Sep 2025
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Hanson McClain Advisors 1.4k $79k 225% Sep 2025
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Assetmark 1.0k $58k 0% Sep 2025
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Huntington National Bank 428.00 $25k 0% Sep 2025
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Farther Finance Advisors 388.00 $22k 100% Sep 2025
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Quest 10 Wealth Builders 350.00 $20k 0% Sep 2025
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CWM 315.00 $18k 0% Sep 2025
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Advisory Services Network 115.00 $6.6k 100% Sep 2025
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Sound Income Strategies 83.00 $4.8k 100% Sep 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
Envestnet Portfolio Solutions Jun 2025 12k $652k