Institutional Ownership Lattice Strategies Tr Hartford (HDUS)
This table provides information about the institutional ownership of Lattice Strategies Tr Hartford (HDUS). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
723,699
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
703,505
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,902
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
278,882
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
278,579
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 104.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
160,908
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
68,724
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
32,818
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,459
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,706
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,647
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,699
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,924
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,920
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,332
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,267
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,693
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,775
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,767
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,079
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,197
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 94.78%
|