13F Insight
DOSSIER · 13F Holders · Q2 2026
HDUS

LATTICE STRATEGIES TR

38 institutions still hold LATTICE STRATEGIES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 518416870·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
38
filers reporting
Concentration
34.16%
RiverFront Investment Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported HDUS in Q2 2026. RiverFront Investment Group, LLC leads at 34.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RiverFront Investment Group, LLC
CIK 0001469751
$62M874K0.82%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M684K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$26M361K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M236K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$10M135K0.00%Q2 202606
Janney Montgomery Scott LLC
CIK 0001329948
$4M69K0.01%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M57K0.00%Q2 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$3M36K0.00%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$1M21K0.00%Q2 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$1M16K0.00%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M14K0.00%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$878K14K0.00%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$799K12K0.00%Q4 202514
Koshinski Asset Management, Inc.
CIK 0001633389
$708K10K0.04%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$544K8K0.00%Q2 202616
&PARTNERS
CIK 0000107136
$424K6K0.00%Q2 202617
Marcum Wealth, LLC
CIK 0001784450
$321K6K0.03%Q1 202518
NICOLET BANKSHARES INC
CIK 0001174850
$256K4K0.01%Q2 202619
Savant Capital, LLC
CIK 0001482880
$250K4K0.00%Q2 202620
Kingsview Wealth Management, LLC
CIK 0001791965
$248K3K0.00%Q2 2026
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