LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 133 filers reported holding LATTICE STRATEGIES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,714,000 | +12.9% | 77,711 | +50.6% | 1.92% | +45.0% |
| Q4 2019 | $1,518,000 | +60.6% | 51,603 | +52.4% | 1.32% | +44.9% |
| Q3 2019 | $945,000 | +18.7% | 33,871 | +20.1% | 0.91% | +21.2% |
| Q2 2019 | $796,000 | -21.2% | 28,207 | -21.6% | 0.75% | +51.4% |
| Q1 2019 | $1,010,000 | +104.0% | 35,966 | +88.5% | 0.50% | -15.4% |
| Q4 2018 | $495,000 | -46.6% | 19,077 | -40.5% | 0.59% | -58.6% |
| Q3 2018 | $927,000 | – | 32,070 | – | 1.42% | – |
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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% |