LATTICE STRATEGIES TR shareholder history

Current and past LATTICE STRATEGIES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 2920.00%0.00%0.01%Q3 2015Q3 202331
BANK OF AMERICA CORP /DE/ 27270.00%0.00%0.00%Q1 2017Q3 202327
LPL Financial LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 1950.00%0.00%0.01%Q3 2015Q3 202324
Hartford Funds Management Co LLC 23237.71%17.00%100.00%Q1 2018Q3 202323
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 21210.00%0.00%0.01%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q3 2018Q3 202321
MORGAN STANLEY 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 1470.00%0.02%0.11%Q2 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q3 2017Q3 202320
First PREMIER Bank 19190.15%0.31%0.44%Q1 2019Q3 202319
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.04%Q2 2015Q4 201919
AVANTAX ADVISORY SERVICES, INC. 19190.22%0.35%0.58%Q1 2019Q3 202319
Resource Planning Group 18180.71%0.95%1.40%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.02%0.05%Q2 2019Q3 202318
Lattice Strategies LLC 171712.41%17.67%23.43%Q1 2015Q1 201917
Rockefeller Capital Management L.P. 16160.00%0.01%0.07%Q1 2019Q4 202216
OSAIC HOLDINGS, INC. 15150.00%0.02%0.04%Q1 2020Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 870.03%0.06%0.16%Q3 2018Q3 202215
WELLINGTON MANAGEMENT GROUP LLP 15150.00%0.00%0.00%Q3 2019Q1 202315
HighTower Advisors, LLC 810.00%0.00%0.01%Q2 2017Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Private Advisor Group, LLC 710.00%0.03%0.11%Q4 2018Q3 202314
Paracle Advisors, LLC 1310.11%2.01%3.39%Q3 2017Q1 202114
FMR LLC 1130.00%0.00%0.00%Q3 2019Q3 202314
Geneos Wealth Management Inc. 810.00%0.01%0.04%Q2 2018Q3 202213
Citadel Advisors 610.00%0.00%0.00%Q4 2015Q3 202313
Capital Asset Advisory Services LLC 13130.02%0.38%0.80%Q4 2019Q4 202213
Western Wealth Management, LLC 840.03%0.12%0.19%Q3 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.06%0.10%0.13%Q3 2020Q2 202312
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2016Q1 202311
NEXT Financial Group, Inc 11110.07%0.11%0.15%Q2 2019Q4 202111
Financial Advocates Investment Management 11110.03%0.11%0.19%Q4 2017Q2 202011
Cetera Advisors LLC 1010.00%0.01%0.02%Q1 2020Q2 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
SIGNATUREFD, LLC 910.00%0.00%0.01%Q4 2018Q2 202110
Virtu KCG Holdings LLC 990.01%0.02%0.03%Q2 2015Q2 20179
Colonial River Wealth Management, LLC 630.18%0.30%0.41%Q4 2020Q1 20239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 540.00%0.00%0.00%Q4 2019Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.12%0.61%1.02%Q2 2021Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q2 2018Q2 20209
Mutual Advisors, LLC 880.02%0.17%0.65%Q1 2021Q4 20228
Main Street Financial Solutions, LLC 880.04%0.09%0.14%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Jacobi Capital Management LLC 880.00%0.00%0.00%Q3 2018Q2 20208
Kathleen S. Wright Associates Inc. 880.12%0.14%0.16%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.00%0.02%0.05%Q1 2022Q3 20237
Cetera Advisor Networks LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Advisor Group, Inc. 770.00%0.01%0.03%Q2 2018Q4 20197
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.02%0.05%Q2 2018Q4 20197
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
Wagner Wealth Management, LLC 510.10%1.61%3.13%Q3 2018Q3 20236
Onyx Bridge Wealth Group LLC 660.11%1.20%2.36%Q4 2020Q1 20226
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 410.00%0.00%0.01%Q4 2018Q3 20225
RAM Investment Partners, LLC 550.09%0.11%0.14%Q4 2022Q4 20235
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2020Q1 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Kestra Advisory Services, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.01%0.02%Q4 2020Q3 20214
CITIGROUP INC 220.00%0.00%0.00%Q1 2020Q2 20224
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q2 2019Q4 20193
FLOW TRADERS U.S. LLC 330.02%0.03%0.04%Q2 2021Q4 20213
Newport Wealth Strategies, Inc. 330.16%0.23%0.26%Q1 2021Q3 20213
Sigma Planning Corp 330.01%0.01%0.01%Q3 2022Q1 20233
PRIVATE TRUST CO NA 330.00%0.02%0.04%Q2 2022Q4 20223
Janney Montgomery Scott LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
ROCKY MOUNTAIN ADVISERS, LLC 220.05%0.08%0.10%Q3 2022Q4 20222
TRUEWEALTH LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Virtu Financial LLC 220.02%0.03%0.03%Q3 2017Q4 20172
Valeo Financial Advisors, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Claybrook Capital, LLC 221.61%1.99%2.37%Q4 2019Q1 20202
Symphony Financial, Ltd. Co. 110.05%0.05%0.05%Q1 2021Q1 20222
TFC Financial Management, Inc. 110.01%0.01%0.01%Q2 2021Q3 20222
F3Logic, LLC 110.40%0.40%0.40%Q3 2020Q3 20201
FinTrust Capital Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
American Trust 110.02%0.02%0.02%Q1 2023Q1 20231
Aurora Private Wealth, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
PCA Investment Advisory Services Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Essex Savings Bank 110.04%0.04%0.04%Q2 2019Q2 20191
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ASSETMARK, INC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
External links

This page lists all the filers that currently own LATTICE STRATEGIES TR or have owned LATTICE STRATEGIES TR in the past.