HDUS institutional holders

LATTICE STRATEGIES TR · 13F, 2026Q2

Managers holding34
Shares held2,577,275
Reported value$183.2m
Quarter flows4 new, 18 added, 8 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RiverFront Investment Group, LLC873,672$62.1m0.8%
ENVESTNET ASSET MANAGEMENT INC684,062$48.6m0.0%
LPL Financial LLC360,535$25.6m0.0%
RAYMOND JAMES FINANCIAL INC236,371$16.8m0.0%
ROYAL BANK OF CANADA135,373$9.6m0.0%
Janney Montgomery Scott LLC70,372$5.0m0.0%
JONES FINANCIAL COMPANIES LLLP57,063$4.0m0.0%
STIFEL FINANCIAL CORP36,280$2.6m0.0%
JPMORGAN CHASE & CO20,991$1.5m0.0%
TRUIST FINANCIAL CORP16,480$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC14,329$1.0m0.0%
CITADEL ADVISORS LLC13,734$976,6430.0%
Koshinski Asset Management, Inc.9,963$708,4820.0%
Cetera Investment Advisers7,648$543,8530.0%
&PARTNERS5,960$423,6830.0%
NICOLET BANKSHARES INC3,567$255,7610.0%
WEDBUSH SECURITIES INC3,563$253,0000.0%
Savant Capital, LLC3,513$249,8250.0%
Kingsview Wealth Management, LLC3,491$248,2500.0%
FIFTH THIRD BANCORP3,178$225,9830.0%
Moors & Cabot, Inc.3,009$213,9740.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,932$211,2440.0%
Sowell Financial Services LLC2,854$202,9450.0%
PRIVATE TRUST CO NA2,564$182,3290.0%
OSAIC HOLDINGS, INC.1,973$140,2980.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HDUS"). HDUS price history · All 13F data

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