Who owns Lattice Strategies Tr em strategies?
- Ticker: ROAM
- CUSIP Number: 518416201
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr em strategies with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr em strategies stock
Who bought or sold Lattice Strategies Tr em strategies this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 673k | $21M | 13% | Mar 2026 |
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| Stratos Wealth Partners | 639k | $23M | 14% | Jun 2026 |
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| Kestra Advisory Services | 284k | $10M | 0% | Jun 2026 |
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| Private Advisor | 235k | $7.3M | 100% | Mar 2026 |
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| Sanctuary Advisors | 109k | $3.4M | -5% | Mar 2026 |
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| Susquehanna International | 79k | $2.4M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 74k | $2.6M | 11% | Jun 2026 |
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| Advisor Group Holdings | 54k | $1.7M | 2576% | Mar 2026 |
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| Flow Traders US | 47k | $1.5M | 100% | Mar 2026 |
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| Fermata Advisors | 44k | $1.6M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 33k | $1.2M | 20% | Jun 2026 |
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| Citadel Advisors | 32k | $1.0M | -56% | Mar 2026 |
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| Empirical Asset Management | 31k | $964k | -8% | Mar 2026 |
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| Atomi Financial Group | 29k | $1.0M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 29k | $892k | 12% | Mar 2026 |
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| Raymond James Financial | 27k | $823k | -31% | Mar 2026 |
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| Dynamic Advisors Solutions | 20k | $696k | -1% | Jun 2026 |
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| Prospera Financial Services | 18k | $560k | 25% | Mar 2026 |
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| Tempus Wealth Planning | 17k | $512k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 16k | $567k | 50% | Jun 2026 |
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| Jane Street | 14k | $430k | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 11k | $403k | 100% | Jun 2026 |
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| Old Mission Capital | 11k | $339k | 100% | Mar 2026 |
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| Blueprint Financial Advisors | 10k | $319k | 100% | Mar 2026 |
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| Blueprint Investment Partners | 10k | $365k | -1% | Jun 2026 |
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| Envestnet Asset Management | 8.8k | $274k | 100% | Mar 2026 |
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| Capital Investment Advisory Services | 4.4k | $157k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 4.1k | $144k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 4.1k | $146k | 100% | Jun 2026 |
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| Private Trust Co Na | 3.4k | $122k | 21% | Jun 2026 |
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| Creative Financial Designs | 3.0k | $109k | 100% | Jun 2026 |
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| Advisors Preferred | 2.5k | $87k | 100% | Jun 2026 |
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| Torren Management | 1.4k | $50k | 1% | Jun 2026 |
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| Wagner Wealth Management | 358.00 | $13k | 0% | Jun 2026 |
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| Vanguard Advisers | 260.00 | $9.3k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 91.00 | $3.3k | 100% | Jun 2026 |
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| Harborfront Financial Group | 77.00 | $2.7k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 49.00 | $1.5k | -72% | Mar 2026 |
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| Morgan Stanley | 1.00 | $42.000000 | 0% | Mar 2026 |
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Who sold out of Lattice Strategies Tr em strategies?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 27k | $823k |
| J.w. Cole Advisors | Dec 2025 | 9.1k | $266k |
| Wells Fargo & Company | Dec 2025 | 4.6k | $133k |
| Twin Peaks Wealth Advisors | Mar 2026 | 1.6k | $51k |