13 institutions reported holding $22.0M of LATTICE STRATEGIES TR (ROSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blueprint Investment Partners LLC ($16.5M), Solano Wealth Investment Advisors LLC ($1.5M), Strategic Blueprint, LLC ($730,198), Private Advisor Group, LLC ($713,890), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($591,531). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | $16.5M | 295,550 | Added |
| 2 | Solano Wealth Investment Advisors LLC | $1.5M | 27,031 | Trimmed |
| 3 | Strategic Blueprint, LLC | $730,198 | 13,053 | Added |
| 4 | Private Advisor Group, LLC | $713,890 | 12,761 | Trimmed |
| 5 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $591,531 | 10,574 | Added |
| 6 | Gateway Wealth Partners, LLC | $448,824 | 8,023 | Trimmed |
| 7 | ATLas Financial Planning LLC | $430,802 | 7,701 | Trimmed |
| 8 | NORTHWEST WEALTH MANAGEMENT, LLC | $321,420 | 5,746 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $255,520 | 4,568 | Trimmed |
| 10 | Golden Bell Financial Planning LLC | $242,784 | 4,340 | Trimmed |
| 11 | Wagner Wealth Management, LLC | $99,000 | 1,770 | Added |
| 12 | Capital Investment Advisory Services, LLC | $87,324 | 1,561 | New |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,464 | 80 | Added |
Source: SEC Form 13F filings · as of 2026-06-30