Institutional Ownership
Lattice Strategies Tr
CUSIP 518416409HARTFORD US EQTYROUSQ1 2026
Institutional Holders
64
13F filers
Shares Held
6.19M
Aggregate institutional
Institutional Value
$357.81M
Q1 2026
Net New Holders
+1
5 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased25
Decreased21
Sold out4
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Northrock Partners, LLC | 1.27M | $75.25M | −64.7K | Reduced |
| 2 | Hartford Funds Management Co LLC | 866.2K | $51.14M | −21 | Reduced |
| 3 | Lpl Financial LLC | 724.8K | $42.79M | +49.1K | Added |
| 4 | Morgan Stanley | 449.8K | $26.56M | −9.8K | Reduced |
| 5 | Raymond James Financial Inc | 341.0K | $20.13M | +88.9K | Added |
| 6 | Ameriprise Financial Inc | 301.9K | $17.86M | +2.0K | Added |
| 7 | Bank Of America Corp /De/ | 197.4K | $11.66M | −1.2K | Reduced |
| 8 | Royal Bank Of Canada | 181.3K | $10.71M | +77.1K | Added |
| 9 | Kingsview Wealth Management, LLC | 177.9K | $10.50M | +161.3K | Added |
| 10 | Jones Financial Companies Lllp | 164.5K | $9.56M | +49.1K | Added |
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