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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 2024-12-31, 2,197,330 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
34
New
9
Added
10
Reduced
10
Sold out
1
Shares held by filers
2,197,330

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC704,944$39.8M0.01%+4,21513F-HRTimelineGroup
RiverFront Investment Group, LLC663,192$37.5M0.85%+47,41513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC283,675$16M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,825$9.14M<0.01%+48513F-HRTimelineGroup
LPL Financial LLC136,050$7.69M<0.01%+21,38313F-HRTimeline
Janney Montgomery Scott LLC86,629$4.89M0.01%-2,37213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,534$1.84M<0.01%+35613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,552$1.33M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,439$1.15M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,729$1.06M<0.01%-52213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,450$647K<0.01%-69113F-HRTimelineGroup
Koshinski Asset Management, Inc.10,647$601K0.05%+11013F-HRTimeline
WEDBUSH SECURITIES INC6,452$364K0.01%-1,22513F-HRTimeline
Marcum Wealth, LLC6,188$350K0.03%-7513F-HRTimeline
Cetera Investment Advisers5,955$336K<0.01%+44513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,269$298K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC5,269$298K0.01%-6313F-HRTimeline
COMERICA BANK3,924$222K<0.01%-513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC3,913$221K<0.01%-713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,051$116K<0.01%+1,23313F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,746$98.6K<0.01%-2813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP638$36K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC540$30.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$28.6K<0.01%+313F-HRTimeline
MAI Capital Management396$22.4K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195$11K<0.01%+18313F-HR/ATimelineGroup
IFP Advisors, Inc149$8.42K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management121$6.84K<0.01%new13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC110$6.21K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC110$6.21K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC79$4.49K<0.01%-813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\41$2.32K<0.01%013F-HRTimelineGroup
Allworth Financial LP12$702<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.