LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 130 filers reported holding LATTICE STRATEGIES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $84,000 | -53.6% | 2,800 | -53.3% | 0.01% | -56.2% |
| Q3 2021 | $181,000 | -15.0% | 6,000 | -13.7% | 0.03% | -17.9% |
| Q2 2021 | $213,000 | -26.6% | 6,951 | -28.9% | 0.04% | -40.9% |
| Q1 2021 | $290,000 | -63.0% | 9,778 | -64.7% | 0.07% | -66.5% |
| Q4 2020 | $784,000 | -30.7% | 27,694 | -36.6% | 0.20% | -46.5% |
| Q3 2020 | $1,131,000 | +39.5% | 43,687 | +32.6% | 0.37% | +18.7% |
| Q2 2020 | $811,000 | – | 32,955 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 3,119,835 | $92,659,000 | 10.21% |
| Fermata Advisors, LLC | 303,891 | $9,026,000 | 7.60% |
| Cerity Partners OCIO LLC | 4,605,885 | $136,795,000 | 4.87% |
| IAG Wealth Partners, LLC | 402,549 | $11,956,000 | 4.56% |
| White Pine Investment CO | 381,647 | $11,335,000 | 4.21% |
| Onyx Bridge Wealth Group LLC | 273,851 | $8,133,000 | 4.07% |
| Paracle Advisors, LLC | 745,605 | $22,144,000 | 4.02% |
| Clear Creek Financial Management, LLC | 64,530 | $1,997,000 | 4.01% |
| FOSTER & MOTLEY INC | 1,481,980 | $44,015,000 | 3.67% |
| Sowa Financial Group, Inc. | 148,131 | $4,400,000 | 3.10% |