LATTICE STRATEGIES TR

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ROAM·518416201·US·ETF·Unknown - Unknown

ROAM (LATTICE STRATEGIES TR) is held by 15 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($20.9M), Kestra Advisory Services, LLC ($8.8M), Private Advisor Group, LLC ($7.3M). Net institutional sentiment: Mixed.

15

Holders

(2 Elite)

$50.8M

Total Value

63% (16)

Consensus

10 buying - 6 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)32

Insider (Form 4)54

Activist (13D/13G)67

Congressional (STOCK Act)79

Holder Quality

80

★★★★★

Elite

14

★★★★

Strong

88

★★★

Solid

46

★★

Below

31

★

Weak

Held by 15 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	672,986(+12.5%)	$20.9M	0.0%	+36.06%	32
Kestra Advisory Services, LLC	Increased	283,569(+4.3%)	$8.8M	0.0%	+20.85%	29
Private Advisor Group, LLC	New	235,107	$7.3M	0.0%	+11.78%	38
Sanctuary Advisors, LLC	Decreased	109,230(-5.4%)	$3.4M	0.0%	+50.12%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	78,843	$2.4M	0.0%	+11.78%	36
COMMONWEALTH EQUITY SERVICES, LLC	New	66,515	$2.1M	0.0%	+11.78%	36
OSAIC HOLDINGS, INC.	Increased	54,399(+2575.8%)	$1.7M	0.0%	+12.69%	41
CITADEL ADVISORS LLC	Decreased	32,394(-56.3%)	$1M	0.0%	+24.42%	0
Cetera Investment Advisers	Increased	28,753(+11.8%)	$891,559	0.0%	+20.20%	28
Mariner, LLC	Increased	27,132(+7.0%)	$841,290	0.0%	+50.27%	27
RAYMOND JAMES FINANCIAL INC	Decreased	26,541(-30.6%)	$822,965	0.0%	+38.14%	0
JANE STREET GROUP, LLC	New	13,863	$429,854	0.0%	+11.78%	33
ENVESTNET ASSET MANAGEMENT INC	New	8,825	$273,651	0.0%	+11.78%	32
JONES FINANCIAL COMPANIES LLLP	Decreased	49(-72.5%)	$1,492	0.0%	+21.28%	0
MORGAN STANLEY	Unchanged	1	$42	0.0%	+56.42%	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

ROAMLATTICE STRATEGIES TR

1M3M6M1Y3Y5Y

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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