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Disclosery

HDUS LATTICE STRATEGIES TR

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HART DI EQUI ETF (fund)

35 managers (35 13F filers) reported a position in HDUS shares at 2026-03-31, 2,451,005 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
16
Reduced
6
Sold out
5
Shares held by filers
2,451,005

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC822,680$51.9M0.8%+66,02713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC669,072$42.2M0.01%+22,05313F-HRTimelineGroup
LPL Financial LLC326,898$20.6M0.01%+24,18113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC229,042$14.5M<0.01%+5,67113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,791$8.88M<0.01%+78613F-HRTimelineGroup
Janney Montgomery Scott LLC69,025$4.36M0.01%+33113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,198$2.1M<0.01%+1,12813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,933$1.91M<0.01%+16,51813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,149$1.24M<0.01%+48713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,287$1.03M<0.01%-35913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,918$878K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,791$807K<0.01%+59613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,033$633K<0.01%-2,22113F-HRTimelineGroup
Koshinski Asset Management, Inc.9,959$629K0.04%013F-HRTimeline
Cetera Investment Advisers7,702$486K<0.01%+7613F-HRTimeline
&PARTNERS5,787$365K<0.01%+63413F-HRTimeline
Sowell Financial Services LLC5,346$337K0.01%+11213F-HRTimeline
Kingsview Wealth Management, LLC4,190$264K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC3,635$229K0.01%-15113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,557$226K0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,512$222K<0.01%-7913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,178$201K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,973$125K<0.01%+11013F-HRTimelineGroup
PRIVATE TRUST CO NA1,861$117K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,059$66.8K0.01%-813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY949$59.9K<0.01%-11413F-HRTimelineGroup
Advisory Services Network, LLC747$47.1K<0.01%new13F-HRTimeline
GAMMA Investing LLC540$34.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.506$31.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC503$31.7K<0.01%+39313F-HRTimelineGroup
MAI Capital Management396$25K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC385$24.3K<0.01%+11513F-HRTimeline
UBS Group AGin group UBS Group AG238$15K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management104$6.56K<0.01%013F-HRTimelineGroup
Lummis Asset Management, LP61$3.85K<0.01%013F-HRTimeline