Who owns Lattice Strategies Tr us eqt strat?
- Ticker: ROUS
- CUSIP Number: 518416409
Tip: Access positions for across all investors
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 | 1.2M | $82M | -5% | Jun 2026 |
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| Hartford Funds Management | 802k | $54M | -7% | Jun 2026 |
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| LPL Financial | 776k | $52M | 7% | Jun 2026 |
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| Raymond James Financial | 453k | $31M | 33% | Jun 2026 |
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| Morgan Stanley | 450k | $27M | -2% | Mar 2026 |
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| Ameriprise Financial | 287k | $19M | -5% | Jun 2026 |
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| Jones Financial Companies, L.L | 264k | $18M | 60% | Jun 2026 |
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| Bank of America Corporation | 205k | $14M | 4% | Jun 2026 |
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| Royal Bank of Canada | 183k | $12M | 1% | Jun 2026 |
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| Kingsview Wealth Management | 178k | $11M | 973% | Mar 2026 |
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| Wells Fargo & Company | 162k | $11M | 106% | Jun 2026 |
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| Western Wealth Management | 152k | $10M | 1% | Jun 2026 |
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| Fermata Advisors | 123k | $8.3M | -2% | Jun 2026 |
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| UBS Group | 112k | $7.5M | 101% | Jun 2026 |
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| Cetera Investment Advisers | 105k | $7.1M | 5% | Jun 2026 |
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| Commonwealth Equity Services | 101k | $6.8M | 16% | Jun 2026 |
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| Marshall Financial Group | 86k | $5.8M | 2% | Jun 2026 |
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| Rockefeller Capital Management | 80k | $5.4M | 12% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 68k | $4.6M | 161% | Jun 2026 |
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| Goss Wealth Management | 64k | $4.3M | -8% | Jun 2026 |
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| Vista Cima Wealth Management | 63k | $4.2M | 1% | Jun 2026 |
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| Harbour Investments | 56k | $3.8M | 8% | Jun 2026 |
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| Warren Averett Asset Management | 51k | $3.5M | 0% | Jun 2026 |
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| Coldstream Capital Management | 51k | $3.4M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 49k | $3.3M | 71% | Jun 2026 |
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| Advisor Group Holdings | 47k | $3.2M | 24% | Jun 2026 |
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| Main Street Financial Solutions | 43k | $2.9M | 36% | Jun 2026 |
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| Stratos Wealth Partners | 39k | $2.7M | 4% | Jun 2026 |
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| Janney Montgomery Scott | 37k | $2.5M | -4% | Jun 2026 |
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| WCG Wealth Advisors | 31k | $2.1M | 0% | Jun 2026 |
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| Golden Bell Financial Planning | 29k | $1.9M | -1% | Jun 2026 |
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| Two Sigma Investments | 28k | $1.9M | 100% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 25k | $1.7M | 21% | Jun 2026 |
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| First PREMIER Bank | 21k | $1.4M | 0% | Jun 2026 |
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| Wagner Wealth Management | 20k | $1.3M | 1% | Jun 2026 |
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| Natixis Asset Management Advisors | 19k | $1.3M | 100% | Jun 2026 |
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| Goldman Sachs Group | 17k | $1.1M | 100% | Jun 2026 |
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| Susquehanna International | 17k | $1.1M | 70% | Jun 2026 |
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| Gladstone Institutional Advisory | 14k | $920k | -15% | Jun 2026 |
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| Private Advisor | 12k | $817k | 96% | Jun 2026 |
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| Sanctuary Advisors | 10k | $702k | 0% | Jun 2026 |
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| Ieq Capital | 9.4k | $637k | 0% | Jun 2026 |
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| AQR Capital Management | 8.0k | $538k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 7.0k | $470k | -73% | Jun 2026 |
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| RAM Investment Partners | 6.7k | $450k | 0% | Jun 2026 |
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| J.w. Cole Advisors | 6.5k | $435k | 100% | Jun 2026 |
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| Harborfront Financial Group | 6.3k | $424k | 100% | Jun 2026 |
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| Envestnet Asset Management | 6.2k | $421k | 0% | Jun 2026 |
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| Perennial Investment Advisors | 6.1k | $414k | 100% | Jun 2026 |
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| Stifel Financial | 5.5k | $370k | 2% | Jun 2026 |
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| Steward Partners Investment Advisory | 5.0k | $334k | 15% | Jun 2026 |
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| Summit Financial | 4.7k | $318k | 0% | Jun 2026 |
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| HighTower Advisors | 4.3k | $288k | 0% | Jun 2026 |
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| International Assets Investment Management | 4.1k | $277k | 163% | Jun 2026 |
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| Total Clarity Wealth Management | 4.1k | $273k | 100% | Jun 2026 |
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| Mission Financial Group | 3.8k | $258k | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.5k | $233k | 100% | Jun 2026 |
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| Lido Advisors | 3.3k | $223k | 100% | Jun 2026 |
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| Henderson Brothers Financial Partners | 3.1k | $209k | -50% | Jun 2026 |
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| Hanson McClain Advisors | 2.7k | $180k | 32% | Jun 2026 |
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| Umb Bank N A | 2.7k | $179k | 0% | Jun 2026 |
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| FMR | 2.6k | $172k | -2% | Jun 2026 |
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| Russell Investments | 2.2k | $145k | 0% | Jun 2026 |
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| Global Retirement Partners | 1.7k | $116k | -10% | Jun 2026 |
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| Medallion Wealth Advisors | 1.4k | $94k | 0% | Jun 2026 |
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| Assetmark | 1.0k | $67k | 0% | Jun 2026 |
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| Vanguard Advisers | 577.00 | $39k | -7% | Jun 2026 |
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| Jpmorgan Chase & Co | 570.00 | $38k | 100% | Jun 2026 |
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| Farther Finance Advisors | 388.00 | $26k | 0% | Jun 2026 |
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| Quest 10 Wealth Builders | 351.00 | $24k | 0% | Jun 2026 |
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| CWM | 315.00 | $19k | 0% | Mar 2026 |
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| Mercer Global Advisors | 67.00 | $4.5k | 100% | Jun 2026 |
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Who sold out of Lattice Strategies Tr us eqt strat?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Van Hulzen Asset Management | Mar 2026 | 18k | $1.1M |
| Arkadios Wealth Advisors | Mar 2026 | 13k | $776k |
| Baird Financial | Mar 2026 | 9.2k | $541k |
| Independent Advisor Alliance | Mar 2026 | 7.5k | $443k |
| Citadel Advisors | Mar 2026 | 3.6k | $212k |
| Sound Income Strategies | Mar 2026 | 83.00 | $4.9k |