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Disclosery

HDUS LATTICE STRATEGIES TR

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HART DI EQUI ETF (fund)

36 managers (36 13F filers) reported a position in HDUS shares at 2025-12-31, 2,301,285 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
12
Reduced
13
Sold out
3
Shares held by filers
2,301,285

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RiverFront Investment Group, LLC756,653$49.3M0.81%+31,57813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC647,019$42.2M0.01%+6,00513F-HRTimelineGroup
LPL Financial LLC302,717$19.7M0.01%+6,24713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,371$14.6M<0.01%-9,40713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,005$9.13M<0.01%-4,13913F-HRTimelineGroup
Janney Montgomery Scott LLC68,694$4.48M0.01%-87113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,070$2.09M<0.01%-45913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,662$1.28M<0.01%+1,28213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,646$1.09M<0.01%+29513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,415$940K<0.01%+9,74013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,254$799K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,195$795K<0.01%+1,84713F-HRTimeline
Koshinski Asset Management, Inc.9,959$649K0.04%-59013F-HRTimeline
Cetera Investment Advisers7,626$497K<0.01%+33013F-HRTimeline
Sowell Financial Services LLC5,234$341K0.01%-3713F-HRTimeline
&PARTNERS5,153$336K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,054$334K<0.01%+2613F-HRTimeline
WEDBUSH SECURITIES INC3,786$247K0.01%-20013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,546$235K0.02%+31613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,591$234K<0.01%-28813F-HRTimelineGroup
COMERICA BANK3,178$207K<0.01%-16113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,863$121K<0.01%-4013F-HRTimelineGroup
PRIVATE TRUST CO NA1,861$121K0.01%+20313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,067$69.6K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,063$69.4K<0.01%-11413F-HR/ATimelineGroup
GAMMA Investing LLC540$35.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$33K<0.01%013F-HRTimeline
MAI Capital Management396$25.8K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC270$17.6K<0.01%-1413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…247$16.1K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN228$14.9K<0.01%+20213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129$8.41K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC110$7.17K<0.01%-113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management104$6.78K<0.01%013F-HRTimelineGroup
Lummis Asset Management, LP61$3.98K<0.01%new13F-HRTimeline
Allworth Financial LP12$783<0.01%013F-HRTimeline