IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lattice Strategies TR

Q1 2020 vs Q2 2020

Comparing institutional holders between quarters

Quarters

Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citadel Advisors LLC
DECREASED
Shares42,946 from 43,008
Change-62 (0%)
Value$525 (+$56)
Filed 2020-08-14
LPL Financial LLC
DECREASED
Shares21,008 from 25,339
Change-4,331 (-17%)
Value$257 (-$19)
Filed 2020-08-13
Global Retirement Partners, LLC
DECREASED
Shares17,950 from 20,750
Change-2,800 (-13%)
Value$219 (-$7)
Filed 2020-07-13
H D Vest Advisory Services
DECREASED
Shares15,822 from 16,591
Change-769 (-5%)
Value$194 (+$13)
Filed 2020-08-06
Susquehanna International Group, LLP
DECREASED
Shares12,412 from 29,118
Change-16,706 (-57%)
Value$152 (-$165)
Filed 2020-08-14
Bank of America Corp
DECREASED
Shares5,198 from 14,135
Change-8,937 (-63%)
Value$64 (-$90)
Filed 2020-08-14
Osaic Holdings, Inc.
DECREASED
Shares2,373 from 3,453
Change-1,080 (-31%)
Value$29 (-$9)
Filed 2020-08-14
UBS Group AG
INCREASED
Shares2,263 from 1,347
Change+916 (+68%)
Value$28 (+$13)
Filed 2020-07-31
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2020-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-08-13
Status
Citadel Advisors LLC
DECREASED42,94643,008-620%$469$525+$562020-08-14
LPL Financial LLC
DECREASED21,00825,339-4,331-17%$276$257-$192020-08-13
Global Retirement Partners, LLC
DECREASED17,95020,750-2,800-13%$226$219-$72020-07-13
H D Vest Advisory Services
DECREASED15,82216,591-769-5%$181$194+$132020-08-06
Susquehanna International Group, LLP
DECREASED12,41229,118-16,706-57%$317$152-$1652020-08-14
Bank of America Corp
DECREASED5,19814,135-8,937-63%$154$64-$902020-08-14
Osaic Holdings, Inc.
DECREASED2,3733,453-1,080-31%$38$29-$92020-08-14
UBS Group AG
INCREASED2,2631,347+916+68%$15$28+$132020-07-31
Wells Fargo & Company
UNCHANGED1100%$0$0$02020-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-08-13
Showing 10 of 10 institutions