Lattice Strategies Trust - HDUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | History | Added to | 756,653 | 49,320 | 0.81% | 0.82% | 1 | +31,578 | 4.36% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 647,019 | 42,174 | 0.01% | 0.01% | 2 | +6,005 | 0.94% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 302,717 | 19,731 | 0.01% | 0.01% | 3 | +6,247 | 2.11% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 223,371 | 14,559 | 0.0% | 0.0% | 4 | -9,407 | -4.04% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 140,005 | 9,126 | 0.0% | — | 5 | +140,005 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 68,694 | 4,478 | 0.01% | 0.01% | 6 | -871 | -1.25% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 32,070 | 2,090 | 0.0% | 0.0% | 7 | -459 | -1.41% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,662 | 1,281 | 0.0% | 0.0% | 8 | +1,282 | 6.97% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,646 | 1,085 | 0.0% | 0.0% | 9 | +295 | 1.8% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,415 | 939 | 0.0% | 0.0% | 10 | +9,740 | 208.34% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,254 | 798 | 0.0% | — | 11 | +12,254 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,195 | 794 | 0.0% | 0.0% | 12 | +1,847 | 17.85% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 9,959 | 649 | 0.04% | 0.05% | 13 | -590 | -5.59% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 7,626 | 497 | 0.0% | 0.0% | 14 | +330 | 4.52% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,234 | 341 | 0.01% | 0.01% | 15 | -37 | -0.7% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | New | 5,153 | 335 | 0.0% | — | 16 | +5,153 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,054 | 333 | 0.0% | 0.0% | 17 | +26 | 0.52% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,786 | 247 | 0.01% | 0.01% | 18 | -200 | -5.02% | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 3,546 | 235 | 0.02% | 0.02% | 19 | +316 | 9.78% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 3,591 | 234 | 0.0% | 0.0% | 20 | -288 | -7.42% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 3,178 | 207 | 0.0% | 0.0% | 21 | -161 | -4.82% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,861 | 121 | 0.01% | 0.01% | 22 | +203 | 12.24% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,863 | 121 | 0.0% | 0.0% | 23 | -40 | -2.1% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,067 | 69 | 0.01% | — | 25 | +1,067 | New | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 1,063 | 69 | 0.0% | 0.0% | 24 | -114 | -9.69% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 540 | 35 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 506 | 32 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 396 | 25 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 270 | 17 | 0.0% | 0.0% | 29 | -14 | -4.93% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 247 | 16 | 0.0% | — | 30 | +247 | New | Q4 2025 | Mar 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 228 | 14 | 0.0% | 0.0% | 31 | +202 | 776.92% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 129 | 8 | 0.0% | — | 32 | +129 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 110 | 7 | 0.0% | 0.0% | 33 | -1 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 104 | 6 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Lummis Asset Management, LP | History | New | 61 | 3 | 0.0% | — | 35 | +61 | New | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -747 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allworth Financial LP | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 05, 2026 |