LATTICE STRATEGIES TR (VMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
3
Reporting holders
$47.2M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | $46.7M | 749,608 | 3.74% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $502.9K | 8,070 | 0.00% | 4q | -2.9%-$15.0K |
| FMR LLC | $62 | 1 | 0.00% | new | NEW |
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 | 3 | $47.2M | 757,679 | 1 | 0 | 1 | 0.0% |
| Q1 2026 | 2 | $42.5M | 757,918 | 0 | 0 | 2 | 0.0% |
| Q4 2025 | 3 | $47.2M | 868,400 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $46.0M | 867,810 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $42.9M | 856,855 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 2 | $41.8M | 872,115 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $41.6M | 865,846 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 1 | $275.1K | 5,587 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 1 | $333.2K | 7,217 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 1 | $271.2K | 5,703 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $384.7K | 9,102 | 1 | 0 | 0 | 0.0% |