Lattice Strategies TRETF
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
1famous investor
$50.58avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Lattice Strategies TR in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($484K) and UBS Group AG ($51). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lattice Strategies TR
- CUSIP
- 518416854
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,897 shares bought, net +1,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Citadel Advisors | 0.00% | Add +24.7% | 9,572 | $484K |
| UBS Group AG | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is LATTICE STRATEGIES TR's weight in each manager's 13F, not the share of Lattice Strategies TR the manager owns.