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

LATTICE STRATEGIES TR

28 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 518416508·28 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$53M
visible holders
Holders
28
filers reporting
Concentration
30.99%
Blueprint Financial Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported ROSC in Q2 2026. Blueprint Financial Advisors LLC leads at 31.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Blueprint Financial Advisors LLC
CIK 0002054129
$17M296K1.84%Q2 202602
Blueprint Investment Partners LLC
CIK 0001794467
$17M296K1.38%Q2 202603
LPL Financial LLC
CIK 0001403438
$11M201K0.00%Q2 202604
Solano Wealth Investment Advisors LLC
CIK 0002049179
$2M27K0.69%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M18K0.00%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$756K16K0.00%Q4 202507
Strategic Blueprint, LLC
CIK 0001767821
$730K13K0.04%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$714K13K0.00%Q2 202609
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$623K15K0.08%Q2 202510
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$536K10K0.00%Q2 202611
Gateway Wealth Partners, LLC
CIK 0001966037
$449K8K0.03%Q2 202612
ATLas Financial Planning LLC
CIK 0002110886
$431K8K0.35%Q2 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$423K8K0.01%Q2 202614
NORTHWEST WEALTH MANAGEMENT, LLC
CIK 0001695344
$321K6K0.04%Q2 202615
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$321K6K0.00%Q2 202616
Mariner, LLC
CIK 0001373442
$271K5K0.00%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$256K5K0.00%Q2 202618
Golden Bell Financial Planning LLC
CIK 0002044309
$243K4K0.18%Q2 202619
Advisors Preferred, LLC
CIK 0001598841
$227K4K0.04%Q2 202620
Kathleen S. Wright Associates Inc.
CIK 0001908433
$220K5K0.08%Q3 2025
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