ROSC — Lattice Strategies Tr Institutional Holders · Q2 2026

Name: Who Owns ROSC? 29 Institutions Hold $53.9M (Q2 2026)
Creator: ko.io

Who owns Lattice Strategies Tr (ROSC)? 29 institutions reported holding $53.87M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Blueprint Investment Partners LLC ($16.5M), Blueprint Financial Advisors LLC ($16.5M), LPL Financial LLC ($11.2M).

Rank	Institution	Value	Shares	Change
1	Blueprint Investment Partners LLC	$16.5M	295,550	Added
2	Blueprint Financial Advisors LLC	$16.5M	295,550	Added
3	LPL Financial LLC	$11.2M	200,905	Added
4	Solano Wealth Investment Advisors LLC	$1.5M	27,031	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$1.0M	17,943	Trimmed
6	JANE STREET GROUP, LLC	$871,225	15,574	New
7	Strategic Blueprint, LLC	$730,198	13,053	Added
8	Private Advisor Group, LLC	$713,890	12,761	Trimmed
9	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	$591,531	10,574	Added
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$536,418	9,589	Trimmed
11	Gateway Wealth Partners, LLC	$448,824	8,023	Trimmed
12	ATLas Financial Planning LLC	$430,802	7,701	Trimmed
13	HARBOUR INVESTMENTS, INC.	$422,990	7,561	Added
14	CITADEL ADVISORS LLC	$349,911	6,255	New
15	NORTHWEST WEALTH MANAGEMENT, LLC	$321,420	5,746	Added
16	Focus Partners Advisor Solutions, LLC	$321,420	5,745	Added
17	Mariner, LLC	$270,843	4,842	Hold
18	COMMONWEALTH EQUITY SERVICES, LLC	$255,520	4,568	Trimmed
19	Golden Bell Financial Planning LLC	$242,784	4,340	Trimmed
20	Advisors Preferred, LLC	$227,177	4,072	New
21	Wagner Wealth Management, LLC	$99,000	1,770	Added
22	Capital Investment Advisory Services, LLC	$87,324	1,561	New
23	Rockefeller Capital Management L.P.	$70,960	1,268	Hold
24	OSAIC HOLDINGS, INC.	$50,457	902	Hold
25	CREATIVE FINANCIAL DESIGNS INC /ADV	$4,464	80	Added

Source: SEC Form 13F filings · as of 2026-06-30