Savant Capital, LLC HDUS — LATTICE STRATEGIES TR

Ownership history in Savant Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Savant Capital, LLC reported LATTICE STRATEGIES TR (HDUS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows HDUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HDUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savant Capital, LLC's position in LATTICE STRATEGIES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HDUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HDUS stock page Savant Capital, LLC fund profile Savant Capital, LLC full holdings
How Savant Capital, LLC held HDUS — position size vs. price
% of Fund (quarterly)    HDUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,512 -79 -2.2% 0.00% $222K 2026-05-04 $68.97
2025 Q4 REDUCED 7.4% -2.9% ✅ 3,591 -288 -7.4% 0.00% $234K 2026-02-10 $66.37
2025 Q3 ADDED — — — 3,879 +120 +3.2% 0.00% $250K 2025-11-05 $64.68
2025 Q2 REDUCED 21.8% +8.0% ❌ 3,759 -1,048 -21.8% 0.00% $224K 2025-08-06 $60.48
2025 Q1 REDUCED 8.8% +10.3% ❌ 4,807 -462 -8.8% 0.00% $260K 2025-05-08 $53.79
2024 Q4 INITIATED — — — 5,269 — — 0.00% $298K 2025-01-29 $56.85

🏢 Other funds also holding HDUS

As of 2026 Q1 — sorted by position size

Koshinski Asset Management, Inc. 3Y 7Y 0.04% Sowell Financial Services LLC 3Y 7Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% PRIVATE TRUST CO NA 3Y 7Y 0.01% WEDBUSH SECURITIES INC 3Y 7Y 0.01% GAMMA Investing LLC 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% TD PRIVATE CLIENT WEALTH LLC 0.0%

FAQ About Savant Capital, LLC and HDUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Savant Capital, LLC reported owning HDUS?

Savant Capital, LLC reported HDUS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HDUS position in Savant Capital, LLC's portfolio?

The largest reported portfolio weight for HDUS was 0.00% in 2024 Q4.

What is the latest reported HDUS position on this page?

The most recent filing on this page is 2026 Q1, when Savant Capital, LLC reported 3,512 shares, equal to 0.00% of portfolio, with an estimated market value of $222K.

What does the chart on this HDUS ownership page compare?

The chart compares Savant Capital, LLC's quarterly HDUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Savant Capital, LLC time their HDUS position?

Based on 13F filing dates vs. subsequent HDUS price moves, Savant Capital, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on HDUS relative to SPY over the holding period was -0.1%.

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