20 institutions reported holding $31.6M of LATTICE STRATEGIES TR (ROUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fermata Advisors, LLC ($8.3M), COMMONWEALTH EQUITY SERVICES, LLC ($6.8M), Marshall Financial Group, LLC ($5.8M), Golden Bell Financial Planning LLC ($1.9M), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fermata Advisors, LLC | $8.3M | 122,530 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 101,057 | Added |
| 3 | Marshall Financial Group, LLC | $5.8M | 85,786 | Added |
| 4 | Golden Bell Financial Planning LLC | $1.9M | 28,922 | Trimmed |
| 5 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.7M | 24,967 | Added |
| 6 | First PREMIER Bank | $1.4M | 21,400 | Hold |
| 7 | Wagner Wealth Management, LLC | $1.3M | 19,726 | Added |
| 8 | Gladstone Institutional Advisory LLC | $920,397 | 13,656 | Trimmed |
| 9 | Private Advisor Group, LLC | $817,374 | 12,127 | Added |
| 10 | RAM Investment Partners, LLC | $450,299 | 6,681 | Hold |
| 11 | J.W. COLE ADVISORS, INC. | $435,249 | 6,458 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $420,857 | 6,244 | Trimmed |
| 13 | CITIGROUP INC | $362,545 | 5,379 | New |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $276,529 | 4,134 | Added |
| 15 | Total Clarity Wealth Management, Inc. | $273,172 | 4,053 | New |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $233,014 | 3,471 | New |
| 17 | ASSETMARK, INC | $67,379 | 1,000 | Hold |
| 18 | Farther Finance Advisors, LLC | $26,151 | 388 | Hold |
| 19 | Quest 10 Wealth Builders, Inc. | $23,658 | 351 | Added |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30