Who Owns LATTICE STRATEGIES TR (HDUS)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $183.2M of LATTICE STRATEGIES TR (HDUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: RiverFront Investment Group, LLC ($62.1M), ENVESTNET ASSET MANAGEMENT INC ($48.6M), LPL Financial LLC ($25.6M), RAYMOND JAMES FINANCIAL INC ($16.8M), Royal Bank of Canada ($9.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RiverFront Investment Group, LLC | $62.1M | 873,672 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $48.6M | 684,062 | Added |
| 3 | LPL Financial LLC | $25.6M | 360,535 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.8M | 236,371 | Added |
| 5 | Royal Bank of Canada | $9.6M | 135,373 | Trimmed |
| 6 | Janney Montgomery Scott LLC | $5.0M | 70,372 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 57,063 | Added |
| 8 | STIFEL FINANCIAL CORP | $2.6M | 36,280 | Added |
| 9 | JPMORGAN CHASE & CO | $1.5M | 20,991 | Added |
| 10 | TRUIST FINANCIAL CORP | $1.2M | 16,480 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 14,329 | Added |
| 12 | CITADEL ADVISORS LLC | $976,643 | 13,734 | Added |
| 13 | Koshinski Asset Management, Inc. | $708,482 | 9,963 | Added |
| 14 | Cetera Investment Advisers | $543,853 | 7,648 | Trimmed |
| 15 | &PARTNERS | $423,683 | 5,960 | Added |
| 16 | NICOLET BANKSHARES INC | $255,761 | 3,567 | Added |
| 17 | WEDBUSH SECURITIES INC | $253,000 | 3,563 | Trimmed |
| 18 | Savant Capital, LLC | $249,825 | 3,513 | Added |
| 19 | Kingsview Wealth Management, LLC | $248,250 | 3,491 | Trimmed |
| 20 | FIFTH THIRD BANCORP | $225,983 | 3,178 | Hold |
| 21 | Moors & Cabot, Inc. | $213,974 | 3,009 | New |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $211,244 | 2,932 | New |
| 23 | Sowell Financial Services LLC | $202,945 | 2,854 | Trimmed |
| 24 | PRIVATE TRUST CO NA | $182,329 | 2,564 | Added |
| 25 | OSAIC HOLDINGS, INC. | $140,298 | 1,973 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30