# LATTICE STRATEGIES TR (RORE)

> Institutional ownership reported to the SEC as of Q2 2020, from Form 13F filings. Source: https://holderbook.com/stocks/RORE/

- Reporting holders: 8
- Reported value: $1.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $525.0K | 42,946 | 0.0% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $257.0K | 21,008 | 0.0% | 7 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $219.0K | 17,950 | 0.0% | 5 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $194.0K | 15,822 | 0.0% | 7 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $152.0K | 12,412 | 0.0% | 2 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $64.0K | 5,198 | 0.0% | 7 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $29.0K | 2,373 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $28.0K | 2,263 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2020 | 8 | $1.5M |
| Q1 2020 | 8 | $1.7M |
| Q4 2019 | 8 | $6.3M |
| Q3 2019 | 11 | $7.9M |
| Q2 2019 | 10 | $7.3M |
| Q1 2019 | 8 | $7.0M |
| Q4 2018 | 10 | $3.8M |

