LATTICE STRATEGIES TR (ROAM) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling ROAM?

In Q2 2026, 13 institutions opened or increased positions in LATTICE STRATEGIES TR while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on ROAM?

HoldingsIntel scores LATTICE STRATEGIES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for ROAM. In Q2 2026, the institutional leg showed net inflows: 13 buying versus 7 selling.

How many hedge funds hold ROAM?

21 institutional investors report holding LATTICE STRATEGIES TR (ROAM) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into ROAM?

As of Q2 2026, tracked institutions in LATTICE STRATEGIES TR show 13 buyers versus 7 sellers — net inflows.

LATTICE STRATEGIES TR

ROAM·518416201·US·ETF·Unknown - Unknown

Holders

(3 Elite)

$56.5M

Total Value

65% (20)

Consensus

13 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Sep 18, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
LPL Financial LLC	Decreased	656,376(-2.5%)	$23.5M	0.0%	+37.79%	0
Kestra Advisory Services, LLC	Increased	283,635(+0.0%)	$10.1M	0.0%	+22.38%	28
JANE STREET GROUP, LLC	Increased	143,129(+932.5%)	$5.1M	0.0%	+1.38%	44
Sanctuary Advisors, LLC	Decreased	102,295(-6.3%)	$3.7M	0.0%	+41.53%	0
RAYMOND JAMES FINANCIAL INC	Increased	88,981(+235.3%)	$3.2M	0.0%	+9.51%	43
COMMONWEALTH EQUITY SERVICES, LLC	Increased	73,693(+10.8%)	$2.6M	0.0%	+11.79%	29
Private Advisor Group, LLC	Decreased	66,247(-71.8%)	$2.4M	0.0%	+13.20%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	59,112(-25.0%)	$2.1M	0.0%	+13.20%	0
Mariner, LLC	Increased	32,646(+20.3%)	$1.2M	0.0%	+39.93%	30
CITADEL ADVISORS LLC	Decreased	19,385(-40.2%)	$693,401	0.0%	+26.00%	0
Cetera Investment Advisers	Decreased	11,797(-59.0%)	$421,979	0.0%	+21.72%	0
TRUIST FINANCIAL CORP	New	11,270	$403,131	0.0%	+0.26%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	10,814(+22.5%)	$386,800	0.0%	+10.57%	29
GOLDMAN SACHS GROUP INC	New	7,222	$258,331	0.0%	+0.26%	36
Allworth Financial LP	New	4,074	$145,727	0.0%	+0.26%	31
JPMORGAN CHASE & CO	New	4,074	$144,097	0.0%	+0.26%	34
OSAIC HOLDINGS, INC.	Decreased	2,378(-95.6%)	$85,095	0.0%	+14.11%	0
FMR LLC	New	1,731	$61,918	0.0%	+0.26%	32
JONES FINANCIAL COMPANIES LLLP	Increased	185(+277.6%)	$6,534	0.0%	+5.38%	17
IWIntegrated Wealth Concepts LLC	New	91	$3,255	0.0%	+0.26%	21

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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

LATTICE STRATEGIES TR

Smart Money Verdict

Who's Trading

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