Question 1

Who owns ROAM?

Accepted Answer

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.

Question 2

Are institutions buying or selling ROAM?

Accepted Answer

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.

Question 3

What is the Smart Money Verdict on ROAM?

Accepted Answer

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.

Question 4

Is institutional money flowing into ROAM?

Accepted Answer

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

Question 5

What do hedge funds think about ROAM?

Accepted Answer

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%	—	32
Kestra Advisory Services, LLC	Increased	283,569(+4.3%)	$8.8M	0.0%	—	29
Private Advisor Group, LLC	New	235,107	$7.3M	0.0%	—	38
Sanctuary Advisors, LLC	Decreased	109,230(-5.4%)	$3.4M	0.0%	—	0
COMMONWEALTH EQUITY SERVICES, LLC	New	66,515	$2.1M	0.0%	—	36
ENVESTNET ASSET MANAGEMENT INC	New	8,825	$273,651	0.0%	—	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$1,428	0.0%	—	0

LATTICE STRATEGIES TR

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