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HDUS LATTICE STRATEGIES TR

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HART DI EQUI ETF (fund)

34 managers (34 13F filers) reported a position in HDUS shares at 2026-06-30, 2,577,275 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
34
New
3
Added
18
Reduced
8
Sold out
5
Shares held by filers
2,577,275

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RiverFront Investment Group, LLC873,672$62.1M0.82%+50,99213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC684,062$48.6M0.01%+14,99013F-HRTimelineGroup
LPL Financial LLC360,535$25.6M0.01%+33,63713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,371$16.8M<0.01%+7,32913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,373$9.63M<0.01%-5,41813F-HRTimelineGroup
Janney Montgomery Scott LLC70,372$5M0.01%+1,34713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,063$3.98M<0.01%+26,13013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,280$2.58M<0.01%+3,08213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,991$1.48M<0.01%+84213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,480$1.17M<0.01%+19313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,329$1.02M<0.01%+1,53813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,734$977K<0.01%+3,70113F-HRTimelineGroup
Koshinski Asset Management, Inc.9,963$708K0.04%+413F-HRTimeline
Cetera Investment Advisers7,648$544K<0.01%-5413F-HRTimeline
&PARTNERS5,960$424K<0.01%+17313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,567$256K0.01%+1013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,563$253K0.01%-7213F-HRTimeline
Savant Capital, LLC3,513$250K<0.01%+113F-HRTimeline
Kingsview Wealth Management, LLC3,491$248K<0.01%-69913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,178$226K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.3,009$214K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,932$211K<0.01%new13F-HRTimeline
Sowell Financial Services LLC2,854$203K0.01%-2,49213F-HRTimeline
PRIVATE TRUST CO NA2,564$182K0.01%+70313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,973$140K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY917$65.2K<0.01%-3213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC666$47.4K<0.01%+28113F-HRTimeline
GAMMA Investing LLC540$38.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$36K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG494$35.1K<0.01%+25613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.394$28K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC110$7.82K<0.01%-39313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management91$6.47K<0.01%-1313F-HRTimelineGroup
Highland Investment Advisors LLC80$5.69K<0.01%13F-HRTimeline