LATTICE STRATEGIES TR (LVUS)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
7
Reporting holders
$2.2M
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.4M | 49,653 | 0.00% | 6q | +122.3%+$754.7K |
| LPL Financial LLC | $322.0K | 11,640 | 0.00% | 2q | -12.1%-$44.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $228.0K | 8,258 | 0.00% | 2q | -84.8%-$1.3M |
| Financial Advocates Investment Management | $224.0K | 8,100 | 0.02% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $25.0K | 900 | 0.00% | 2q | -12.0%-$3.4K |
| BANK OF AMERICA CORP /DE/ | $21.0K | 775 | 0.00% | 3q | HELD |
| UBS Group AG | $18.0K | 659 | 0.00% | 7q | +39.9%+$5.1K |
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 2020 | 7 | $2.2M | 79,985 | 1 | 2 | 3 | 0.0% |
| Q1 2020 | 7 | $2.2M | 93,066 | 3 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $955.0K | 29,952 | 1 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $957.0K | 30,989 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 4 | $846.0K | 28,180 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 5 | $836.0K | 29,146 | 3 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $381.0K | 15,032 | 0 | 0 | 0 | 0.0% |