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Disclosery

HDUS LATTICE STRATEGIES TR

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HART DI EQUI ETF (fund)

37 managers (37 13F filers) reported a position in HDUS shares at 2025-03-31, 2,371,629 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
5
Added
7
Reduced
13
Sold out
2
Shares held by filers
2,371,629

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RiverFront Investment Group, LLC723,699$39.2M0.87%+60,50713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC703,505$38.1M0.01%-1,43913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,882$15.1M0.01%-4,79313F-HRTimelineGroup
LPL Financial LLC278,579$15.1M0.01%+142,52913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,908$8.71M<0.01%-91713F-HR/ATimelineGroup
Janney Montgomery Scott LLC86,159$4.66M0.01%-47013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,818$1.78M<0.01%+28413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,316$992K<0.01%-41313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,706$796K<0.01%-8,84613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,393$725K<0.01%+1,94313F-HRTimelineGroup
Koshinski Asset Management, Inc.10,647$576K0.05%013F-HRTimeline
Cetera Investment Advisers6,699$363K<0.01%+74413F-HRTimeline
Marcum Wealth, LLC5,924$321K0.03%-26413F-HRTimeline
WEDBUSH SECURITIES INC5,920$320K0.01%-53213F-HRTimeline
Sowell Financial Services LLC5,539$300K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,807$260K<0.01%-46213F-HR/ATimelineGroup
GeoWealth Management, LLC4,807$260K0.01%-46213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,775$204K<0.01%-13813F-HRTimeline
COMERICA BANK3,767$204K<0.01%-15713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,079$113K<0.01%+2813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,746$94.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,197$64.4K<0.01%+55913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG820$44.4K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/679$36.8K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC540$29.2K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.506$27.4K<0.01%013F-HRTimeline
MAI Capital Management396$21.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC199$11K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management121$6.55K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118$6.39K<0.01%-7713F-HRTimelineGroup
FMR LLCin group FMR LLC110$5.96K<0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC110$5.96K<0.01%013F-HRTimeline
SIGNATUREFD, LLC79$4.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\41$2.22K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC26$1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP12$635<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.