13F Insight
DOSSIER · 13F Holders · Q3 2026
ROSC

LATTICE STRATEGIES TR

27 institutions still hold LATTICE STRATEGIES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 518416508·27 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
27
filers reporting
Concentration
33.97%
Blueprint Financial Advisors LLC #1
top holder share
AI Holders Summary · Q3 2026

27 institutions reported ROSC in Q3 2026. Blueprint Financial Advisors LLC leads at 34.0% 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
$16M302K1.73%Q3 202602
Blueprint Investment Partners LLC
CIK 0001794467
$16M302K1.30%Q3 202603
LPL Financial LLC
CIK 0001403438
$7M127K0.00%Q3 202604
Solano Wealth Investment Advisors LLC
CIK 0002049179
$1M25K0.61%Q3 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$960K18K0.00%Q3 202606
Private Advisor Group, LLC
CIK 0001567755
$717K13K0.00%Q3 202607
Strategic Blueprint, LLC
CIK 0001767821
$694K13K0.03%Q3 202608
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$623K15K0.08%Q2 202509
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$536K10K0.00%Q2 202610
Gateway Wealth Partners, LLC
CIK 0001966037
$449K8K0.03%Q2 202611
ATLas Financial Planning LLC
CIK 0002110886
$431K8K0.35%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$395K7K0.00%Q3 202613
CITADEL ADVISORS LLC
CIK 0001423053
$350K6K0.00%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$346K6K0.00%Q3 202615
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$309K6K0.00%Q3 202616
NORTHWEST WEALTH MANAGEMENT, LLC
CIK 0001695344
$309K6K0.04%Q3 202617
Mariner, LLC
CIK 0001373442
$259K5K0.00%Q3 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$257K5K0.00%Q3 202619
Golden Bell Financial Planning LLC
CIK 0002044309
$232K4K0.17%Q3 202620
Kathleen S. Wright Associates Inc.
CIK 0001908433
$220K5K0.08%Q3 2025
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