RODM institutional holders
LATTICE STRATEGIES TR · 13F, 2026Q2
| Managers holding | 131 |
|---|
| Shares held | 29,597,758 |
|---|
| Reported value | $1.2bn |
|---|
| Quarter flows | 15 new, 49 added, 49 trimmed, 15 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| Cerity Partners LLC | 5,164,485 | $208.7m | 0.3% |
| MORGAN STANLEY | 3,235,045 | $130.7m | 0.0% |
| Hartford Funds Management Co LLC | 2,571,292 | $103.9m | 8.3% |
| BANK OF AMERICA CORP /DE/ | 2,559,938 | $103.4m | 0.0% |
| Pathstone Holdings, LLC | 1,776,976 | $71.8m | 0.2% |
| WCG Wealth Advisors LLC | 1,773,405 | $71.7m | 1.7% |
| LPL Financial LLC | 1,080,964 | $43.7m | 0.0% |
| Intellus Advisors LLC | 1,052,032 | $42.5m | 5.2% |
| FOSTER & MOTLEY INC | 1,016,714 | $41.1m | 1.9% |
| Mariner, LLC | 944,022 | $38.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 925,808 | $37.4m | 0.0% |
| UBS Group AG | 771,110 | $31.2m | 0.0% |
| AMERIPRISE FINANCIAL INC | 485,554 | $19.6m | 0.0% |
| Goldstein Advisors, LLC | 471,735 | $19.1m | 1.7% |
| BEARING POINT CAPITAL, LLC | 457,926 | $18.5m | 2.5% |
| Private Advisor Group, LLC | 439,216 | $17.7m | 0.1% |
| CAPTRUST FINANCIAL ADVISORS | 424,032 | $17.1m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 417,097 | $16.8m | 0.0% |
| Cetera Investment Advisers | 379,827 | $15.3m | 0.0% |
| ROYAL BANK OF CANADA | 234,496 | $9.5m | 0.0% |
| Lido Advisors, LLC | 227,379 | $9.2m | 0.0% |
| &PARTNERS | 180,696 | $7.3m | 0.0% |
| Clearstead Advisors, LLC | 178,203 | $7.2m | 0.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 156,845 | $6.3m | 0.1% |
| IAG Wealth Partners, LLC | 115,710 | $4.7m | 0.5% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RODM"). RODM price history · All 13F data
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