LATTICE STRATEGIES TR's ticker is RODM and the CUSIP is 518416102. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,521 | -29.1% | 58,071 | -27.2% | 0.02% | -28.6% |
| Q2 2023 | $2,099,573 | -12.2% | 79,771 | -12.1% | 0.02% | -19.2% |
| Q1 2023 | $2,390,385 | +3.3% | 90,786 | -2.7% | 0.03% | +23.8% |
| Q4 2022 | $2,313,675 | -99.9% | 93,331 | -58.8% | 0.02% | -19.2% |
| Q3 2022 | $2,462,460,000 | +91748.6% | 226,312 | +110.1% | 0.03% | -7.1% |
| Q2 2022 | $2,681,000 | -6.5% | 107,715 | +9.4% | 0.03% | -6.7% |
| Q1 2022 | $2,867,000 | +6.1% | 98,469 | +9.7% | 0.03% | +11.1% |
| Q4 2021 | $2,702,000 | +3.7% | 89,746 | +3.7% | 0.03% | +3.8% |
| Q3 2021 | $2,606,000 | +63.2% | 86,582 | +66.5% | 0.03% | +44.4% |
| Q2 2021 | $1,597,000 | -99.9% | 52,004 | +20.6% | 0.02% | -14.3% |
| Q3 2020 | $1,112,000,000 | – | 43,136 | – | 0.02% | – |
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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% |