Funds holding Lattice Strategies Trust
ISIN US5184164094 · United States · LEI 549300X74R262ISYFF63
- Fund holders
- 0
This issuer has other securities: LATTICE STRATEGIES TRUST (US5184165083), LATTICE STRATEGIES TRUST (US5184162015)
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | -1 | 95,993 | -93.8 % |
| 2024Q4 | 2 | -1 | 1,552,307 | +1.2 % |
| 2024Q3 | 3 | 0 | 1,534,318 | 0.0 % |
| 2024Q2 | 3 | 0 | 1,534,318 | 0.0 % |
| 2024Q1 | 3 | 0 | 1,534,318 | 0.0 % |
| 2023Q4 | 3 | 1,534,318 |
Institutional managers
65 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| NorthRock Partners, LLC | 1,274,569 | 75.3M $ | as of Mar 31, 2026 |
| Hartford Funds Management Co LLC | 866,177 | 51.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 724,779 | 42.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 449,820 | 26.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 341,012 | 20.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 301,870 | 17.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 197,415 | 11.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 181,332 | 10.7M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 177,876 | 10.5M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 164,457 | 9.6M $ | as of Mar 31, 2026 |
| Western Wealth Management, LLC | 150,426 | 8.9M $ | as of Mar 31, 2026 |
| Fermata Advisors, LLC | 124,610 | 7.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 99,961 | 5.9M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 87,438 | 5.2M $ | as of Mar 31, 2026 |
| Marshall Financial Group, LLC | 84,511 | 5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 78,495 | 4.6M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 71,055 | 4.2M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 69,954 | 70K $ | as of Mar 31, 2026 |
| Vista Cima Wealth Management LLC | 62,051 | 3.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 55,507 | 3.3M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 52,127 | 3.1M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 51,331 | 3M $ | as of Mar 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 51,061 | 3M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 38,420 | 2.3K $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 37,784 | 2.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Lattice Strategies Trust". https://titelia.com/en/stocks/lattice-strategies-trust-US5184164094