DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
VMAX

LATTICE STRATEGIES TR

3 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 518416847·3 13F holders·last filed Mar 31, 2026
Market cap
4.8%
vs prior quarter
13F value held
$43M
50.0% inst. owned
of float
Holders
3
+134 QoQ
filers reporting
Activity
+74 / −25
+980 added · −972 reduced
this quarter
Concentration
98.90%
Hartford Funds Management Co LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported VMAX in Q1 2026. Hartford Funds Management Co LLC leads at 98.9% of the visible book. +134 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Hartford Funds Management Co LLC
CIK 0001546587
$42M750K3.65%Q1 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$466,3488K0.00%Q1 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025