LATTICE STRATEGIES TR (HDUS)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
33
Reporting holders
$178.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | $62.1M | 873,672 | 0.82% | 14q | +6.2%+$3.6M |
| ENVESTNET ASSET MANAGEMENT INC | $48.6M | 684,062 | 0.01% | 13q | +2.2%+$1.1M |
| LPL Financial LLC | $25.6M | 360,535 | 0.01% | 13q | +10.3%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $16.8M | 236,371 | 0.00% | 7q | +3.2%+$521.2K |
| ROYAL BANK OF CANADA | $9.6M | 135,373 | 0.00% | 12q | -3.8%-$385.3K |
| JONES FINANCIAL COMPANIES LLLP | $4.0M | 57,063 | 0.00% | 7q | +84.5%+$1.8M |
| STIFEL FINANCIAL CORP | $2.6M | 36,280 | 0.00% | 12q | +9.3%+$219.2K |
| JPMORGAN CHASE & CO | $1.5M | 20,991 | 0.00% | 12q | +4.2%+$59.4K |
| TRUIST FINANCIAL CORP | $1.2M | 16,480 | 0.00% | 13q | +1.2%+$13.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 14,329 | 0.00% | 9q | +12.0%+$109.4K |
| CITADEL ADVISORS LLC | $976.6K | 13,734 | 0.00% | 3q | +36.9%+$263.2K |
| Koshinski Asset Management, Inc. | $708.5K | 9,963 | 0.04% | 9q | HELD |
| Cetera Investment Advisers | $543.9K | 7,648 | 0.00% | 10q | -0.7%-$3.8K |
| &PARTNERS | $423.7K | 5,960 | 0.00% | 3q | +3.0%+$12.3K |
| NICOLET BANKSHARES INC | $255.8K | 3,567 | 0.01% | 2q | HELD |
| Savant Capital, LLC | $249.8K | 3,513 | 0.00% | 7q | HELD |
| Kingsview Wealth Management, LLC | $248.2K | 3,491 | 0.00% | 2q | -16.7%-$49.7K |
| FIFTH THIRD BANCORP | $226.0K | 3,178 | 0.00% | 2q | HELD |
| Moors & Cabot, Inc. | $214.0K | 3,009 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $211.2K | 2,932 | 0.00% | new | NEW |
| Sowell Financial Services LLC | $202.9K | 2,854 | 0.01% | 6q | -46.6%-$177.2K |
| PRIVATE TRUST CO NA | $182.3K | 2,564 | 0.01% | 4q | +37.8%+$50.0K |
| OSAIC HOLDINGS, INC. | $140.3K | 1,973 | 0.00% | 13q | HELD |
| MORGAN STANLEY | $65.2K | 917 | 0.00% | 12q | -3.4%-$2.3K |
| TD PRIVATE CLIENT WEALTH LLC | $47.4K | 666 | 0.00% | 13q | +73.0%+$20.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $39.1K | 550 | 0.00% | new | NEW |
| GAMMA Investing LLC | $38.4K | 540 | 0.00% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $36.0K | 506 | 0.00% | 8q | HELD |
| UBS Group AG | $35.1K | 494 | 0.00% | 2q | +107.6%+$18.2K |
| BlackRock, Inc. | $28.0K | 394 | 0.00% | new | NEW |
| FMR LLC | $7.8K | 110 | 0.00% | 7q | -78.1%-$27.9K |
| Spire Wealth Management | $6.5K | 91 | 0.00% | 7q | -12.5% |
| Highland Investment Advisors LLC | $5.7K | 80 | 0.00% | new | FIRST |
| Janney Montgomery Scott LLC | $5.0K | 70,372 | 0.01% | 13q | +2.0% |
| WEDBUSH SECURITIES INC | $253 | 3,563 | 0.01% | 12q | -2.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 33 | $178.0M | 2,503,890 | 4 | 14 | 7 | 0.0% |
| Q1 2026 | 33 | $150.0M | 2,378,345 | 6 | 15 | 5 | 0.0% |
| Q4 2025 | 34 | $145.3M | 2,228,805 | 6 | 11 | 12 | 0.0% |
| Q3 2025 | 30 | $140.3M | 2,179,629 | 4 | 8 | 8 | 0.0% |
| Q2 2025 | 32 | $135.2M | 2,271,120 | 5 | 6 | 15 | 0.0% |
| Q1 2025 | 31 | $123.2M | 2,275,550 | 3 | 7 | 9 | 0.0% |
| Q4 2024 | 30 | $118.7M | 2,100,336 | 9 | 9 | 6 | 0.0% |
| Q3 2024 | 24 | $111.1M | 1,999,030 | 2 | 3 | 14 | 0.0% |
| Q2 2024 | 27 | $113.1M | 2,158,557 | 5 | 8 | 7 | 0.0% |
| Q1 2024 | 26 | $104.3M | 2,050,001 | 6 | 7 | 8 | 0.0% |
| Q4 2023 | 20 | $91.6M | 1,970,879 | 3 | 6 | 6 | 0.0% |
| Q3 2023 | 20 | $85.3M | 2,016,671 | 10 | 7 | 2 | 0.0% |
| Q2 2023 | 12 | $46.3M | 1,052,249 | 11 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $1.4M | 34,721 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $383.6K | 9,857 | 1 | 0 | 0 | 0.0% |