LATTICE STRATEGIES TR (HDUS) is held by 20 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling HDUS?

In Q1 2026, 15 institutions opened or increased positions in LATTICE STRATEGIES TR while 9 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HDUS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LATTICE STRATEGIES TR.

How many hedge funds hold HDUS?

20 institutional investors report holding LATTICE STRATEGIES TR (HDUS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HDUS?

As of Q1 2026, tracked institutions in LATTICE STRATEGIES TR show 15 buyers versus 9 sellers — net inflows.

LATTICE STRATEGIES TR

HDUS·518416870·US·ETF·Unknown - Unknown

Holders

(4 Elite)

$96.3M

Total Value

63% (24)

Consensus

15 buying - 9 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 20 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	669,072(+3.4%)	$42.2M	0.0%	+70.42%	30
LPL Financial LLC	Increased	326,898(+8.0%)	$20.6M	0.0%	+32.08%	31
RAYMOND JAMES FINANCIAL INC	Increased	229,042(+2.5%)	$14.5M	0.0%	+28.37%	29
ROYAL BANK OF CANADA	Increased	140,791(+0.6%)	$8.9M	0.0%	+28.81%	28
STIFEL FINANCIAL CORP	Increased	33,198(+3.5%)	$2.1M	0.0%	+68.91%	27
JONES FINANCIAL COMPANIES LLLP	Increased	30,933(+114.6%)	$1.9M	0.0%	+10.87%	42
JPMORGAN CHASE & CO	Increased	20,149(+2.5%)	$1.2M	0.0%	+24.89%	26
TRUIST FINANCIAL CORP	Decreased	16,287(-2.2%)	$1M	0.0%	+73.47%	0
JANE STREET GROUP, LLC	New	13,918	$878,376	0.0%	+9.45%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	12,791(+4.9%)	$807,270	0.0%	+22.06%	26
CITADEL ADVISORS LLC	Decreased	10,033(-18.1%)	$633,191	0.0%	+9.72%	0
Cetera Investment Advisers	Increased	7,702(+1.0%)	$486,086	0.0%	+38.90%	24
&PARTNERS	Increased	5,787(+12.3%)	$365,232	0.0%	+9.69%	27
Savant Capital, LLC	Decreased	3,512(-2.2%)	$221,623	0.0%	+28.38%	0
FIFTH THIRD BANCORP	New	3,178	$200,558	0.0%	+9.45%	32
OSAIC HOLDINGS, INC.	Increased	1,973(+5.9%)	$124,514	0.0%	+14.96%	23
MORGAN STANLEY	Decreased	949(-10.7%)	$59,892	0.0%	+32.22%	0
FMR LLC	Increased	503(+357.3%)	$31,745	0.0%	+13.16%	22
MAI Capital Management	Unchanged	396	$24,992	0.0%	+28.94%	0
UBS Group AG	New	238	$15,020	0.0%	+9.45%	28