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HDUS LATTICE STRATEGIES TR

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HART DI EQUI ETF (fund)

33 managers (33 13F filers) reported a position in HDUS shares at 2025-09-30, 2,245,148 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
13
Reduced
11
Sold out
6
Shares held by filers
2,245,148

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC725,075$46.7M0.82%+21,09713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC641,014$41.3M0.01%+82413F-HRTimelineGroup
LPL Financial LLC296,470$19.1M0.01%+21,29113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC232,778$15M<0.01%-1,95213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,144$9.28M<0.01%-2,00013F-HRTimelineGroup
Janney Montgomery Scott LLC69,565$4.48M0.01%+84113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,529$2.09M<0.01%+9413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,380$1.18M<0.01%+2,03013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,351$1.05M<0.01%-10813F-HRTimelineGroup
Koshinski Asset Management, Inc.10,549$679K0.05%-213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,348$666K<0.01%+3,09813F-HRTimeline
Cetera Investment Advisers7,296$470K<0.01%-10113F-HRTimeline
Sowell Financial Services LLC5,271$339K0.01%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,028$324K<0.01%+33513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,675$299K<0.01%+2,72013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,986$257K0.01%-2,16313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,879$250K<0.01%+12013F-HR/ATimelineGroup
Moors & Cabot, Inc.3,764$242K0.01%new13F-HRTimeline
COMERICA BANK3,339$215K<0.01%-5613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,230$208K0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,903$119K<0.01%+1,50013F-HRTimelineGroup
PRIVATE TRUST CO NA1,658$107K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,177$75.8K<0.01%-313F-HR/ATimelineGroup
Advisory Services Network, LLC747$48.1K<0.01%new13F-HRTimeline
GAMMA Investing LLC540$34.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$32.6K<0.01%013F-HRTimeline
MAI Capital Management396$25.5K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC284$18.3K<0.01%-40413F-HRTimeline
FMR LLCin group FMR LLC111$7.14K<0.01%+113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management104$6.69K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26$1.67K<0.01%-6113F-HRTimelineGroup
UBS Group AGin group UBS Group AG13$837<0.01%-2,25913F-HRTimelineGroup
Allworth Financial LP12$773<0.01%013F-HRTimeline