DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
HQGO

LATTICE STRATEGIES TR

5 institutions still hold LATTICE STRATEGIES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 518416839·5 13F holders·last filed Mar 31, 2026
Market cap
4.9%
vs prior quarter
13F value held
$42M
53.0% inst. owned
of float
Holders
5
-77 QoQ
filers reporting
Activity
+33 / −48
+872 added · −856 reduced
this quarter
Concentration
97.70%
Hartford Funds Management Co LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported HQGO in Q1 2026. Hartford Funds Management Co LLC leads at 97.7% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Hartford Funds Management Co LLC
CIK 0001546587
$41M731K3.60%Q1 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$645,87711K0.00%Q4 2025
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$325,0626K0.00%Q1 2026
04
UBS Group AG
CIK 0001610520
$4,592810.00%Q1 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025