Institutional Ownership
Lattice Strategies Tr
CUSIP 518416508HARTFORD MLT SMLROSCQ1 2026
Institutional Holders
23
13F filers
Shares Held
883.4K
Aggregate institutional
Institutional Value
$42.67M
Q1 2026
Net New Holders
+3
6 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased9
Decreased5
Sold out3
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 270.9K | $13.08M | +270.9K | New |
| 2 | Blueprint Financial Advisors LLC | 270.9K | $13.08M | +270.9K | New |
| 3 | Lpl Financial LLC | 178.7K | $8.63M | +12.9K | Added |
| 4 | Solano Wealth Investment Advisors LLC | 27.2K | $1.31M | −1.2K | Reduced |
| 5 | Gateway Wealth Partners, LLC | 20.5K | $991.2K | +10.7K | Added |
| 6 | Raymond James Financial Inc | 18.5K | $892.2K | +18.5K | New |
| 7 | Private Advisor Group, LLC | 13.0K | $625.8K | +6 | Added |
| 8 | Strategic Blueprint, LLC | 12.5K | $605.0K | +12.5K | New |
| 9 | Susquehanna International Group, LLP | 11.0K | $533.3K | −1.3K | Reduced |
| 10 | Thurston, Springer, Miller, Herd & Titak, Inc. | 10.4K | $503.1K | −1.4K | Reduced |
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