Institutional Ownership
Lattice Strategies Tr
CUSIP 518416870HARTFORD DISCIPLHDUSQ1 2026
Institutional Holders
35
13F filers
Shares Held
2.45M
Aggregate institutional
Institutional Value
$150.03M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased16
Decreased6
Sold out5
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Riverfront Investment Group, LLC | 822.7K | $51.92M | +66.0K | Added |
| 2 | Envestnet Asset Management Inc | 669.1K | $42.23M | +22.1K | Added |
| 3 | Lpl Financial LLC | 326.9K | $20.63M | +24.2K | Added |
| 4 | Raymond James Financial Inc | 229.0K | $14.46M | +5.7K | Added |
| 5 | Royal Bank Of Canada | 140.8K | $8.88M | +786 | Added |
| 6 | Stifel Financial Corp | 33.2K | $2.10M | +1.1K | Added |
| 7 | Jones Financial Companies Lllp | 30.9K | $1.91M | +16.5K | Added |
| 8 | Jpmorgan Chase & Co | 20.1K | $1.24M | +487 | Added |
| 9 | Truist Financial Corp | 16.3K | $1.03M | −359 | Reduced |
| 10 | Jane Street Group, LLC | 13.9K | $878.4K | +13.9K | New |
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