LATTICE STRATEGIES TR

TickerROAM

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP518416201

Holders

(1 Elite)

$56.5M

Total Value

63% (19)

Consensus

12 buying - 7 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

View all

Held by 20 funds

1 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ROAM.

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	Action
LPL Financial LLC	Decreased	656,376(-2.5%)	$23.5M	0.0%	+30.44%	0
Kestra Advisory Services, LLC	Increased	283,635(+0.0%)	$10.1M	0.0%	+23.58%	28
Jane Street Group, LLC	Increased	143,129(+932.5%)	$5.1M	0.0%	-4.98%	44
Sanctuary Advisors, LLC	Decreased	102,295(-6.3%)	$3.7M	0.0%	+44.33%	0
Raymond James Financial Inc.	Increased	88,981(+235.3%)	$3.2M	0.0%	+2.62%	43
Commonwealth Equity Services, LLC	Increased	73,693(+10.8%)	$2.6M	0.0%	+14.60%	29
Private Advisor Group, LLC	Decreased	66,247(-71.8%)	$2.4M	0.0%	+9.12%	0
Susquehanna International Group, LLP	Decreased	59,112(-25.0%)	$2.1M	0.0%	+9.12%	0
Mariner, LLC	Increased	32,646(+20.3%)	$1.2M	0.0%	+32.02%	30
Citadel Advisors LLC	Decreased	19,385(-40.2%)	$693,401	0.0%	+18.90%	0
Cetera Investment Advisers	Decreased	11,797(-59.0%)	$421,979	0.0%	+15.35%	0
Truist Financial Corp.	New	11,270	$403,131	0.0%	0.00%	33
Envestnet Asset Management Inc.	Increased	10,814(+22.5%)	$386,800	0.0%	+5.92%	29
Goldman Sachs Group Inc.	New	7,222	$258,331	0.0%	-6.28%	36
Allworth Financial LP	New	4,074	$145,727	0.0%	-6.28%	31
JPMorgan Chase & Co.	New	4,074	$144,097	0.0%	-6.28%	34
Osaic Holdings, Inc.	Decreased	2,378(-95.6%)	$85,095	0.0%	+9.94%	0
FMR LLC	New	1,731	$61,918	0.0%	-6.28%	32
Jones Financial Companies LLLP	Increased	185(+277.6%)	$6,534	0.0%	-1.23%	17
Morgan Stanley	Unchanged	1	$61	0.0%	+49.46%	0

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ROAMLATTICE STRATEGIES TR

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Questions investors ask about ROAM

Who owns ROAM?

20 institutional investors held ROAM on June 30, 2026, led by LPL Financial LLC ($23.5M), Kestra Advisory Services, LLC ($10.1M) and Jane Street Group, LLC ($5.1M).

How many hedge funds hold ROAM?

20 institutional investors reported ROAM in their 13F filings for the quarter ended June 30, 2026, $56.5M in all. One of them is rated Elite.

Are institutions buying or selling ROAM?

Buying, on balance. In Q2 2026, 12 institutions opened or added to positions in ROAM and 7 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer