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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 518416508

LATTICE STRATEGIES TR

39 institutions · $24.9M total · 598,372 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC165,760$7.8M27.70%2025-12-31
2Atria Wealth Solutions, Inc.164,962$5.9M27.56%2023-12-31
3Mariner, LLC48,362$1.7M8.08%2023-12-31
4Solano Wealth Management, Inc.37,424$1.5M6.25%2024-06-30
5Solano Wealth Investment Advisors LLC28,366$1.3M4.74%2025-12-31
6CITADEL ADVISORS LLC16,090$756.2K2.68%2025-12-31
7Private Advisor Group, LLC12,949$608.6K2.16%2025-12-31
8SUSQUEHANNA INTERNATIONAL GROUP, LLP12,387$582.2K2.07%2025-12-31
9Stratos Wealth Partners, LTD.12,289$558.7K2.05%2025-09-30
10Gateway Wealth Partners, LLC9,864$463.6K1.64%2025-12-31
11ATLas Financial Planning LLC8,739$410.7K1.46%2025-12-31
12JANE STREET GROUP, LLC8,621$405.2K1.44%2025-12-31
13Advisory Services Network, LLC9,933$356.0K1.66%2023-06-30
14THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.6,615$310.9K1.10%2025-12-31
15Independent Wealth Network Inc.8,460$305.1K1.41%2023-12-31
16HARBOUR INVESTMENTS, INC.5,966$280.4K0.99%2025-12-31
17NORTHWEST WEALTH MANAGEMENT, LLC5,701$267.9K0.95%2025-12-31
18Buckingham Strategic Partners5,701$267.9K0.95%2025-12-31
19COMMONWEALTH EQUITY SERVICES, LLC5,176$243.3K0.86%2025-12-31
20Kathleen S. Wright Associates Inc.4,842$220.1K0.80%2025-09-30
21Golden Bell Financial Planning LLC4,635$217.8K0.77%2025-12-31
22Van Hulzen Asset Management, LLC1,927$84.0K0.32%2024-12-31
23Wagner Wealth Management, LLC1,766$83.0K0.29%2025-12-31
24Rockefeller Capital Management L.P.1,533$72.1K0.25%2025-12-31
25American Portfolios Advisors494$20.0K0.08%2023-03-31
26ADVISOR GROUP HOLDINGS, INC.402$18.9K0.06%2025-12-31
27Caitlin John, LLC245$10.2K0.04%2024-12-31
28Geneos Wealth Management Inc.225$9.8K0.03%2024-09-30
29CREATIVE FINANCIAL DESIGNS INC /ADV79$3.7K0.01%2025-12-31
30Synergy Asset Management, LLC48$2.1K0.00%2024-12-31
31RAYMOND JAMES FINANCIAL INC34$1.4K0.00%2025-06-30
32Householder Group Estate & Retirement Specialist, LLC8,152$3551.36%2024-12-31
33UBS Group AG7$3290.00%2025-12-31
34MORGAN STANLEY1$620.00%2025-12-31
35FMR LLC1$450.00%2025-09-30
36JPMORGAN CHASE & CO466$170.07%2023-03-31
37WELLS FARGO & COMPANY/MN0$160.00%2025-12-31
38BENJAMIN F. EDWARDS & COMPANY, INC.150$50.02%2023-12-31
39CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30