13FBOX
LATTICE STRATEGIES TR · 13F Institutional Holdings
Options Calculator Rankings
L

LATTICE STRATEGIES TR

ROSC
Institutions
27
Combined AUM (Q2 2026)
$53.9M
Combined Shares (Q2 2026)
962,966
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+100,178
16 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-20,565
10 · 2 Exit · ≈
⚖️ Net
+79,613
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$53.9M
Institutions
27
New Buys
6
Adds
10
Reduces
8
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Blueprint Investment Partners LLC
1.38%1.33%#2$16.5M295,550$13.1M270,887+24,663+9.10%Add
Blueprint Financial Advisors LLC
1.84%1.94%#1$16.5M295,550$13.1M270,887+24,663+9.10%Add
LPL Financial LLC
<0.01%<0.01%#16$11.2M200,905$8.6M178,665+22,240+12.45%Add
Solano Wealth Investment Advisors LLC
0.69%0.65%#3$1.5M27,031$1.3M27,208-177-0.65%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$1.0M17,943$892,16218,470-527-2.85%Reduce
JANE STREET GROUP, LLC
<0.01%#22$871,22515,574$00+15,574New Buy
Strategic Blueprint, LLC
0.04%0.04%#8$730,19813,053$605,04712,526+527+4.21%Add
Private Advisor Group, LLC
<0.01%<0.01%#14$713,89012,761$625,79212,955-194-1.50%Reduce
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.22%0.21%#5$591,53110,574$503,10010,415+159+1.53%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#24$536,4189,589$533,31711,041-1,452-13.15%Reduce
Gateway Wealth Partners, LLC
0.03%0.04%#10$448,8248,023$991,20220,520-12,497-60.90%Reduce
ATLas Financial Planning LLC
0.35%0.38%#4$430,8027,701$422,1238,739-1,038-11.88%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.01%#12$422,9907,561$345,3467,149+412+5.76%Add
CITADEL ADVISORS LLC
<0.01%#25$349,9116,255$00+6,255New Buy
Focus Partners Advisor Solutions, LLC
<0.01%<0.01%#15$321,4205,745$276,3935,722+23+0.40%Add
NORTHWEST WEALTH MANAGEMENT, LLC
0.04%0.04%#7$321,4205,746$276,3935,722+24+0.42%Add
Mariner, LLC
<0.01%<0.01%#18$270,8434,842$233,8654,84200.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$255,5204,568$223,1004,619-51-1.10%Reduce
Golden Bell Financial Planning LLC
0.18%0.18%#6$242,7844,340$223,8864,635-295-6.36%Reduce
Advisors Preferred, LLC
0.04%#9$227,1774,072$00+4,072New Buy
Wagner Wealth Management, LLC
0.02%0.02%#11$99,0001,770$85,3981,768+2+0.11%Add
Capital Investment Advisory Services, LLC
0.01%#13$87,3241,561$00+1,561New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#21$70,9601,268$61,2721,26800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$50,457902$43,56590200.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#20$4,46480$3,83979+1+1.27%Add
WELLS FARGO & COMPANY/MN
<0.01%#26$711$00+1New Buy
FMR LLC
<0.01%#27$561$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow