Skip to content
Disclosery

HDUS LATTICE STRATEGIES TR

Follow

HART DI EQUI ETF (fund)

36 managers (36 13F filers) reported a position in HDUS shares at 2025-06-30, 2,207,099 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
7
Reduced
17
Sold out
5
Shares held by filers
2,207,099

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC703,978$41.9M0.82%-19,72113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC640,190$38.1M0.01%-63,31513F-HRTimelineGroup
LPL Financial LLC275,179$16.4M0.01%-3,40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC234,730$14M<0.01%-44,15213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146,144$8.7M<0.01%-14,76413F-HR/ATimelineGroup
Janney Montgomery Scott LLC68,724$4.09M0.01%-17,43513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,435$1.93M<0.01%-38313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,459$980K<0.01%-1,85713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,350$973K<0.01%+2,95713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,250$670K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.10,551$628K0.05%-9613F-HRTimeline
Cetera Investment Advisers7,397$440K<0.01%+69813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,250$432K<0.01%+3,47513F-HRTimeline
WEDBUSH SECURITIES INC6,149$366K0.01%+22913F-HRTimeline
Sowell Financial Services LLC5,267$313K0.01%-27213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,693$283K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,759$224K<0.01%-1,04813F-HR/ATimelineGroup
GeoWealth Management, LLC3,757$224K0.01%-1,05013F-HRTimeline
COMERICA BANK3,395$202K<0.01%-37213F-HRTimeline
UBS Group AGin group UBS Group AG2,272$135K<0.01%+1,45213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,955$116K<0.01%+75813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,180$70.2K<0.01%-89913F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,077$64.1K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC688$40.9K<0.01%-1,05813F-HRTimeline
GAMMA Investing LLC540$32.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$30.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.403$24K<0.01%+28513F-HR/ATimelineGroup
MAI Capital Management396$23.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC110$6.55K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management104$6.19K<0.01%-1713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN87$5.18K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC79$4.73K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31$1.84K<0.01%new13F-HRTimelineGroup
Allworth Financial LP12$715<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2$119<0.01%-67713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.