LATTICE STRATEGIES TR (ROAM) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling ROAM?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LATTICE STRATEGIES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on ROAM?

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

Is institutional money flowing into ROAM?

15 institutional investors hold LATTICE STRATEGIES TR (ROAM). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about ROAM?

Track institutional sentiment and conviction scores for LATTICE STRATEGIES TR (ROAM) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	672,986(+12.5%)	$20.9M	0.0%	+33.13%	32
Kestra Advisory Services, LLC	Increased	283,569(+4.3%)	$8.8M	0.0%	+18.25%	29
Private Advisor Group, LLC	New	235,107	$7.3M	0.0%	+9.38%	38
Sanctuary Advisors, LLC	Decreased	109,230(-5.4%)	$3.4M	0.0%	+46.89%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	78,843	$2.4M	0.0%	+9.38%	36
COMMONWEALTH EQUITY SERVICES, LLC	New	66,515	$2.1M	0.0%	+9.38%	36
OSAIC HOLDINGS, INC.	Increased	54,399(+2575.8%)	$1.7M	0.0%	+10.26%	41
CITADEL ADVISORS LLC	Decreased	32,394(-56.3%)	$1M	0.0%	+21.74%	0
Cetera Investment Advisers	Increased	28,753(+11.8%)	$891,559	0.0%	+17.61%	28
Mariner, LLC	Increased	27,132(+7.0%)	$841,290	0.0%	+47.03%	27
RAYMOND JAMES FINANCIAL INC	Decreased	26,541(-30.6%)	$822,965	0.0%	+35.17%	0
JANE STREET GROUP, LLC	New	13,863	$429,854	0.0%	+9.38%	33
ENVESTNET ASSET MANAGEMENT INC	New	8,825	$273,651	0.0%	+9.38%	32
JONES FINANCIAL COMPANIES LLLP	Decreased	49(-72.5%)	$1,492	0.0%	+18.66%	0
MORGAN STANLEY	Unchanged	1	$42	0.0%	+53.05%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$132,558	0.0%	+67.54%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$1,428	0.0%	+8.49%	0

LATTICE STRATEGIES TR

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LATTICE STRATEGIES TR

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