LATTICE STRATEGIES TR

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RODM·518416102·US·ETF·Unknown - Unknown

RODM (LATTICE STRATEGIES TR) is held by 53 institutional investors as of Q2 2026. Largest holders: Cerity Partners LLC ($208.7M), MORGAN STANLEY ($130.7M), BANK OF AMERICA CORP /DE/ ($103.4M). Net institutional sentiment: Mixed.

53

Holders

(8 Elite)

$823.1M

Total Value

55% (53)

Consensus

29 buying - 24 selling

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

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)34

Activist (13D/13G)49

Congressional (STOCK Act)40

Holder Quality

51

★★★★★

Elite

43

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 53 funds

8 elite

Who's Trading

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

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

Top Holders

Top Holders (53)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cerity Partners LLC	Increased	5.2M(+26.8%)	$208.7M	0.3%	+50.79%	45
MORGAN STANLEY	Increased	3.2M(+1.8%)	$130.7M	0.0%	+55.41%	31
BANK OF AMERICA CORP /DE/	Decreased	2.6M(-2.5%)	$103.4M	0.0%	+52.25%	0
Pathstone Holdings, LLC	New	1.8M	$71.8M	0.2%	+3.89%	49
LPL Financial LLC	Increased	1.1M(+11.6%)	$43.7M	0.0%	+49.03%	33
Mariner, LLC	Decreased	944,022(-1.0%)	$38.1M	0.0%	+57.61%	0
RAYMOND JAMES FINANCIAL INC	Increased	925,808(+0.2%)	$37.4M	0.0%	+35.72%	29
UBS Group AG	Increased	771,110(+17.1%)	$31.2M	0.0%	+38.48%	34
AMERIPRISE FINANCIAL INC	Increased	485,554(+62.8%)	$19.6M	0.0%	+11.22%	41
Private Advisor Group, LLC	Decreased	439,216(-20.1%)	$17.7M	0.1%	+71.85%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	424,032(-1.5%)	$17.1M	0.0%	+74.68%	0
JONES FINANCIAL COMPANIES LLLP	Increased	417,097(+25.5%)	$16.8M	0.0%	+17.30%	35
Cetera Investment Advisers	Decreased	379,827(-2.2%)	$15.3M	0.0%	+28.37%	0
ROYAL BANK OF CANADA	Increased	234,496(+3.7%)	$9.5M	0.0%	+29.78%	29
Lido Advisors, LLC	Decreased	227,379(-5.9%)	$9.2M	0.0%	+68.16%	0
&PARTNERS	Decreased	180,696(-3.7%)	$7.3M	0.0%	+22.43%	0
STIFEL FINANCIAL CORP	Increased	115,207(+11.9%)	$4.7M	0.0%	+14.22%	30
WELLS FARGO & COMPANY/MN	Increased	103,657(+106.3%)	$4.2M	0.0%	+23.20%	43
JANE STREET GROUP, LLC	Decreased	97,775(-11.6%)	$4M	0.0%	+14.78%	0
TRUIST FINANCIAL CORP	Decreased	97,610(-2.5%)	$3.9M	0.0%	+48.42%	0

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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