LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 117 filers reported holding LATTICE STRATEGIES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,130 | -66.1% | 200 | -65.2% | 0.00% | – |
| Q2 2023 | $15,134 | -32.8% | 575 | -32.7% | 0.00% | – |
| Q1 2023 | $22,512 | +1025.6% | 855 | +1040.0% | 0.00% | – |
| Q4 2020 | $2,000 | -100.0% | 75 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $4,860,000 | -3.0% | 220,534 | +29.3% | 0.18% | +20.3% |
| Q4 2019 | $5,008,000 | +12.1% | 170,539 | +6.4% | 0.15% | -2.0% |
| Q3 2019 | $4,467,000 | – | 160,247 | – | 0.15% | – |
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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% |