LATTICE STRATEGIES TR (HLGE)
Institutional ownership reported to the SEC as of Q2 2025, across 12 quarters.
1
Reporting holders
$2.7M
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $2.7M | 85,661 | 0.00% | 10q | -4.1%-$117.7K |
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 2025 | 1 | $2.7M | 85,661 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 1 | $2.7M | 89,347 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 3 | $3.1M | 98,214 | 1 | 2 | 0 | 0.0% |
| Q3 2024 | 3 | $1.7M | 52,101 | 1 | 2 | 0 | 0.0% |
| Q2 2024 | 2 | $1.2M | 38,996 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $1.4M | 45,813 | 1 | 2 | 0 | 0.0% |
| Q4 2023 | 3 | $736.3K | 27,059 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 50,700 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 3 | $1.3M | 50,319 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 2 | $1.2M | 52,033 | 2 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $1.0K | 25 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $1.0K | 25 | 1 | 0 | 0 | 0.0% |