LATTICE STRATEGIES TR
CUSIP 518416508
Lattice Strategies Tr has 25 institutional holders in Filings Flow’s 13F database, together reporting 883.4K shares worth $43M as of Q1 2026. The largest reported holders are Blueprint Investment Partners LLC, Blueprint Financial Advisors LLC, and Lpl Financial LLC.
Institutional Holders
25
Q1 2026
Reported Value
$43M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Blueprint Financial Advisors LLC$675M AUM | 1.94% | $13M | 270.9K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.33% | $13M | 270.9K | Q1 2026OLDER |
| Solano Wealth Investment Advisors LLC$201M AUM | 0.65% | $1M | 27.2K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 0.38% | $422,123 | 8.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.22% | $591,531 | 10.6K | Q2 2026 |
| Golden Bell Financial Planning LLC$125M AUM | 0.18% | $223,886 | 4.6K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.08% | $220,118 | 4.8K | Q3 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.04% | $276,393 | 5.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $991,202 | 20.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $605,047 | 12.5K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.02% | $85,398 | 1.8K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $202,902 | 4.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $558,728 | 12.3K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $345,346 | 7.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $625,792 | 13.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $276,393 | 5.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 178.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $223,100 | 4.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $892,162 | 18.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $233,865 | 4.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,839 | 79 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $756,201 | 16.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $61,272 | 1.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $43,565 | 902 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $405,171 | 8.6K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $533,317 | 11.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,424 | 133 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $62 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15 | 0 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $45 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.