LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 83 filers reported holding LATTICE STRATEGIES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | -15.4% | 6,626 | -17.6% | 0.04% | -22.4% |
| Q1 2021 | $240,000 | -21.8% | 8,044 | -25.6% | 0.05% | -31.9% |
| Q4 2020 | $307,000 | -49.4% | 10,808 | -53.8% | 0.07% | -56.4% |
| Q3 2020 | $607,000 | -77.7% | 23,412 | -78.8% | 0.16% | -79.8% |
| Q2 2020 | $2,722,000 | -43.3% | 110,632 | -49.1% | 0.82% | -53.1% |
| Q1 2020 | $4,800,000 | -31.0% | 217,390 | -8.4% | 1.74% | -11.7% |
| Q4 2019 | $6,954,000 | +5.5% | 237,269 | +0.4% | 1.97% | -3.3% |
| Q3 2019 | $6,594,000 | -3.8% | 236,245 | -2.8% | 2.04% | +3.5% |
| Q2 2019 | $6,853,000 | +0.2% | 243,098 | +0.0% | 1.97% | -3.4% |
| Q1 2019 | $6,842,000 | +14.0% | 242,994 | +4.4% | 2.04% | +5.6% |
| Q4 2018 | $6,004,000 | +109.9% | 232,718 | +135.5% | 1.93% | +134.1% |
| Q3 2018 | $2,860,000 | – | 98,807 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 1,419,250 | $40,223,000 | 35.97% |
| Lattice Strategies LLC | 980,660 | $27,793,000 | 21.72% |
| Paracle Advisors, LLC | 599,923 | $17,019,000 | 5.29% |
| STRATEGIC WEALTH MANAGEMENT INC | 199,397 | $5,657,000 | 5.04% |
| Smart Portfolios, LLC | 265,279 | $7,526,000 | 4.93% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 230,760 | $6,546,000 | 1.16% |
| Keystone Financial Group | 40,804 | $1,146,000 | 0.64% |
| Atria Investments, Inc | 388,197 | $11,013,000 | 0.48% |
| Cornerstone Wealth Management, LLC | 941,157 | $33,517,000 | 0.38% |
| Raymond James Financial Services Advisors, Inc. | 684,749 | $19,426,000 | 0.10% |