RODM LATTICE STRATEGIES TR: institutional ownership and insider trading

140 funds reported holding $1.28B of LATTICE STRATEGIES TR in their latest 13F filings; in Q2 2026 funds net bought $117M, with 13 new positions and 13 funds selling out.

Largest institutional holders of RODM

  1. Cerity Partners LLC — $209M
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $131M
  3. Hartford Funds Management Co LLC — $104M
  4. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $103M
  5. Pathstone Holdings, LLC — $71.8M
  6. WCG Wealth Advisors LLC — $71.7M
  7. Mill Creek Capital Advisors, LLC — $69.8M
  8. LPL Financial LLC — $43.7M
  9. Intellus Advisors LLC — $42.5M
  10. FOSTER & MOTLEY INC — $41.1M

Who owns the most RODM stock?

The largest institutional holders of LATTICE STRATEGIES TR in the latest 13F filings are Cerity Partners LLC ($209M), MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($131M), Hartford Funds Management Co LLC ($104M).

Which ETFs hold RODM?

3 ETFs and mutual funds hold it among their top 100 positions, including HRAAX, HBAAX, HCVAX.

All RODM 13F holders