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 | 1.3M | $75M | -5% | Mar 2026 |
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| Hartford Funds Management | 866k | $51M | 0% | Mar 2026 |
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| LPL Financial | 725k | $43M | 7% | Mar 2026 |
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| Morgan Stanley | 450k | $27M | -2% | Mar 2026 |
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| Ameriprise Financial | 302k | $18M | 1% | Mar 2026 |
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| Raymond James Financial | 252k | $15M | 34% | Dec 2025 |
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| Bank of America Corporation | 197k | $12M | 100% | Mar 2026 |
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| Royal Bank of Canada | 181k | $11M | 102% | Mar 2026 |
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| Kingsview Wealth Management | 178k | $11M | 973% | Mar 2026 |
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| Western Wealth Management | 150k | $8.9M | 12% | Mar 2026 |
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| Fermata Advisors | 125k | $7.4M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 115k | $6.7M | 33% | Dec 2025 |
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| Cetera Investment Advisers | 100k | $5.9M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 87k | $5.2M | 35% | Mar 2026 |
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| Marshall Financial Group | 85k | $5.0M | -1% | Mar 2026 |
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| Wells Fargo & Company | 79k | $4.6M | 17% | Mar 2026 |
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| Rockefeller Capital Management | 71k | $4.2M | 2% | Mar 2026 |
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| Goss Wealth Management | 70k | $70k | 19% | Mar 2026 |
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| Vista Cima Wealth Management | 62k | $3.7M | -8% | Mar 2026 |
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| UBS Group | 56k | $3.3M | -9% | Mar 2026 |
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| Warren Averett Asset Management | 54k | $3.1M | 100% | Dec 2025 |
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| Harbour Investments | 52k | $3.1M | 397% | Mar 2026 |
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| Coldstream Capital Management | 51k | $3.0M | -3% | Mar 2026 |
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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 | $2.3M | 2% | Mar 2026 |
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| Stratos Wealth Partners | 38k | $2.2M | 3% | Mar 2026 |
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| WCG Wealth Advisors | 31k | $1.8M | 0% | Mar 2026 |
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| Main Street Financial Solutions | 29k | $1.7M | 13% | Dec 2025 |
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| Golden Bell Financial Planning | 29k | $1.7M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 28k | $1.7M | 111% | Mar 2026 |
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| Mariner Wealth Advisors | 26k | $1.6M | -81% | Mar 2026 |
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| First PREMIER Bank | 21k | $1.3M | 0% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 21k | $1.2M | 15% | Mar 2026 |
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| Wagner Wealth Management | 20k | $1.2M | 0% | Mar 2026 |
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| Van Hulzen Asset Management | 17k | $1.0M | 22% | Dec 2025 |
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| Gladstone Institutional Advisory | 16k | $946k | -32% | Mar 2026 |
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| Arkadios Wealth Advisors | 13k | $776k | 100% | Mar 2026 |
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| Sanctuary Advisors | 10k | $615k | -1% | Mar 2026 |
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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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| Independent Advisor Alliance | 7.5k | $443k | 100% | Mar 2026 |
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| RAM Investment Partners | 6.7k | $394k | 0% | Mar 2026 |
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| Envestnet Asset Management | 6.3k | $370k | -10% | Mar 2026 |
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| Private Advisor | 6.2k | $366k | -1% | Mar 2026 |
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| Henderson Brothers Financial Partners | 6.2k | $364k | 100% | Mar 2026 |
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| Stifel Financial | 5.4k | $316k | -9% | Mar 2026 |
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| Summit Financial | 4.7k | $278k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.3k | $254k | 0% | Mar 2026 |
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| HighTower Advisors | 4.3k | $252k | -11% | Mar 2026 |
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| Citadel Advisors | 3.6k | $212k | -83% | Mar 2026 |
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| FMR | 2.8k | $161k | 20% | Dec 2025 |
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| Umb Bank N A | 2.7k | $157k | 0% | Mar 2026 |
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| Russell Investments | 2.1k | $127k | 0% | Mar 2026 |
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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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| International Assets Investment Management | 1.6k | $94k | 100% | Mar 2026 |
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| Medallion Wealth Advisors | 1.4k | $82k | 0% | Mar 2026 |
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| Assetmark | 1.0k | $59k | 0% | Mar 2026 |
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| Vanguard Advisers | 622.00 | $37k | 100% | Mar 2026 |
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| Farther Finance Advisors | 388.00 | $23k | 0% | Mar 2026 |
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| Quest 10 Wealth Builders | 350.00 | $21k | 0% | Mar 2026 |
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| CWM | 315.00 | $18k | 0% | Dec 2025 |
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| Sound Income Strategies | 83.00 | $4.9k | 0% | Mar 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 |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 6.7k | $386k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.8k | $227k |
| Lido Advisors | Dec 2025 | 3.5k | $204k |
| Optima Capital | Dec 2025 | 1.7k | $101k |
| Huntington National Bank | Sep 2025 | 428.00 | $25k |
| Advisory Services Network | Sep 2025 | 115.00 | $6.6k |