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

LATTICE STRATEGIES TR

77 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 518416409·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$393M
visible holders
Holders
77
filers reporting
Concentration
20.83%
NorthRock Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported ROUS in Q2 2026. NorthRock Partners, LLC leads at 20.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NorthRock Partners, LLC
CIK 0001632097
$82M1.2M1.19%Q2 202602
Hartford Funds Management Co LLC
CIK 0001546587
$54M801K4.32%Q2 202603
LPL Financial LLC
CIK 0001403438
$52M776K0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$35M524K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M453K0.01%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$19M287K0.00%Q2 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M264K0.01%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M204K0.00%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$12M183K0.00%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M162K0.00%Q2 202611
Western Wealth Management, LLC
CIK 0001767902
$10M152K0.34%Q2 202612
Fermata Advisors, LLC
CIK 0001859259
$8M123K1.67%Q2 202613
UBS Group AG
CIK 0001610520
$8M112K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$7M105K0.01%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M101K0.01%Q2 202616
Marshall Financial Group, LLC
CIK 0001841496
$6M86K0.84%Q2 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$5M80K0.01%Q2 202618
&PARTNERS
CIK 0000107136
$5M68K0.02%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$5M85K0.03%Q2 202520
NewEdge Advisors, LLC
CIK 0001633516
$4M64K0.01%Q2 2026
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