How many shares of ROUS does LPL Financial LLC own?

As of 2026-Q1, LPL Financial LLC holds 724,779 shares of ROUS (LATTICE STRATEGIES TR).

What is LPL Financial LLC's ROUS position worth?

As of 2026-Q1, LPL Financial LLC's ROUS position is worth $42.8M.

In 2026-Q1, LPL Financial LLC increased their ROUS position (+7.3% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in ROUS in 2018-Q4. They have held the position across 30 quarters.

Position history for LPL Financial LLC's holdings in LATTICE STRATEGIES TR

Current Value

$42.8M

Current Shares

724,779

Total Value Change

+$32.7M

Total Shares Change

+361,087

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	724,779	+7.3%	$42.8M	0.0%	$60.84	31
2025-Q4	Increased	675,705	+11.0%	$39M	0.0%	$58.26	32
2025-Q3	Increased	608,858	+10.8%	$35M	0.0%	$56.96	32
2025-Q2	Decreased	549,246	-1.5%	$29.5M	0.0%	$52.84	0
2025-Q1	Increased	557,508	+9.1%	$28.3M	0.0%	$49.57	31
2024-Q4	Increased	511,078	+20.7%	$26M	0.0%	$50.06	34
2024-Q3	Increased	423,459	+86.8%	$22M	0.0%	$50.56	44
2024-Q2	Decreased	226,723	-17.1%	$10.9M	0.0%	$46.88	0
2024-Q1	Increased	273,654	+13.3%	$13.2M	0.0%	$46.80	32
2023-Q4	Increased	241,567	+18.7%	$10.6M	0.0%	$42.59	33
2023-Q3	Increased	203,523	+1.6%	$8.2M	0.0%	$38.64	28
2023-Q2	Decreased	200,419	-15.2%	$8.3M	0.0%	$39.30	0
2023-Q1	Increased	236,316	+1.3%	$9.4M	0.0%	$37.51	28
2022-Q4	Decreased	233,270	-1.3%	$9.1M	0.0%	$37.02	0
2022-Q3	Decreased	236,248	-3.7%	$8.3M	0.0%	$33.71	0
2022-Q2	Increased	245,284	+1.3%	$9.2M	0.0%	$35.32	28
2022-Q1	Decreased	242,116	-8.6%	$10.2M	0.0%	$39.82	0
2021-Q4	Increased	264,989	+0.6%	$11.7M	0.0%	$40.94	28
2021-Q3	Increased	263,465	+5.2%	$10.5M	0.0%	$37.45	29
2021-Q2	Increased	250,399	+16.3%	$10.1M	0.0%	$37.09	32
2021-Q1	Increased	215,244	+21.3%	$8.1M	0.0%	$34.70	33
2020-Q4	Decreased	177,426	-12.8%	$6.2M	0.0%	$31.95	0
2020-Q3	Decreased	203,524	-1.9%	$6.5M	0.0%	$28.73	0
2020-Q2	Decreased	207,449	-15.4%	$6.2M	0.0%	$26.85	0
2020-Q1	Increased	245,113	+17.1%	$6.4M	0.0%	$23.93	32
2019-Q4	Increased	209,279	+9.8%	$7.1M	0.0%	$30.15	30
2019-Q3	Increased	190,584	+7.5%	$6.1M	0.0%	$28.48	29
2019-Q2	Decreased	177,326	-24.5%	$5.6M	0.0%	$28.01	0
2019-Q1	Decreased	234,966	-35.4%	$7.3M	0.0%	$27.21	0
2018-Q4	New	363,692	-	$10.1M	0.0%	$24.10	38

Other major holders of ROUS: AMERIPRISE FINANCIAL INC