Who Owns LATTICE STRATEGIES TR (HDUS)? -- Institutional Holders (2026-03-31)
40 institutions reported holding $154.6M of LATTICE STRATEGIES TR (HDUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: RiverFront Investment Group, LLC ($51.9M), ENVESTNET ASSET MANAGEMENT INC ($42.2M), LPL Financial LLC ($20.6M), RAYMOND JAMES FINANCIAL INC ($14.5M), Royal Bank of Canada ($8.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RiverFront Investment Group, LLC | $51.9M | 822,680 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $42.2M | 669,072 | Added |
| 3 | LPL Financial LLC | $20.6M | 326,898 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $14.5M | 229,042 | Added |
| 5 | Royal Bank of Canada | $8.9M | 140,791 | Added |
| 6 | Janney Montgomery Scott LLC | $4.4M | 69,025 | Added |
| 7 | STIFEL FINANCIAL CORP | $2.1M | 33,198 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 30,933 | Added |
| 9 | JPMORGAN CHASE & CO | $1.2M | 20,149 | Added |
| 10 | TRUIST FINANCIAL CORP | $1.0M | 16,287 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $878,376 | 13,918 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $807,270 | 12,791 | Added |
| 13 | CITADEL ADVISORS LLC | $633,191 | 10,033 | Trimmed |
| 14 | Koshinski Asset Management, Inc. | $628,520 | 9,959 | Hold |
| 15 | Cetera Investment Advisers | $486,086 | 7,702 | Added |
| 16 | &PARTNERS | $365,232 | 5,787 | Added |
| 17 | Sowell Financial Services LLC | $337,412 | 5,346 | Added |
| 18 | Kingsview Wealth Management, LLC | $264,434 | 4,190 | New |
| 19 | WEDBUSH SECURITIES INC | $229,000 | 3,635 | Trimmed |
| 20 | NICOLET BANKSHARES INC | $225,969 | 3,557 | New |
| 21 | Savant Capital, LLC | $221,623 | 3,512 | Trimmed |
| 22 | FIFTH THIRD BANCORP | $200,558 | 3,178 | New |
| 23 | OSAIC HOLDINGS, INC. | $124,514 | 1,973 | Added |
| 24 | PRIVATE TRUST CO NA | $117,449 | 1,861 | Hold |
| 25 | Annis Gardner Whiting Capital Advisors, LLC | $66,835 | 1,059 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31