Who owns Lattice Strategies Tr dev mk x us st?
- Ticker: RODM
- CUSIP Number: 518416102
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr dev mk x us st with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr dev mk x us st stock
Who bought or sold Lattice Strategies Tr dev mk x us st this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HPM Partners | 4.1M | $161M | 1% | Mar 2026 |
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| Morgan Stanley | 3.2M | $125M | -1% | Mar 2026 |
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| Bank of America Corporation | 2.6M | $104M | 100% | Mar 2026 |
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| Hartford Funds Management | 2.5M | $100M | -8% | Mar 2026 |
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| Mill Creek Capital Advisors | 1.8M | $67M | -1% | Dec 2025 |
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| WCG Wealth Advisors | 1.7M | $68M | 2% | Mar 2026 |
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| Foster & Motley | 1.1M | $42M | -19% | Mar 2026 |
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| Intellus Advisors | 1.0M | $41M | 0% | Mar 2026 |
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| Raymond James Financial | 991k | $37M | 11% | Dec 2025 |
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| LPL Financial | 969k | $38M | -11% | Mar 2026 |
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| Mariner Wealth Advisors | 953k | $38M | -5% | Mar 2026 |
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| UBS Group | 658k | $26M | 47% | Mar 2026 |
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| Private Advisor | 550k | $22M | -10% | Mar 2026 |
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| Goldstein Advisors | 448k | $18M | 1% | Mar 2026 |
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| Captrust Financial Advisors | 446k | $17M | -3% | Dec 2025 |
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| Bearing Point Capital | 423k | $17M | 51% | Mar 2026 |
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| Cetera Investment Advisers | 388k | $15M | 2% | Mar 2026 |
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| Hartland & Co | 356k | $14M | 100% | Mar 2026 |
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| Ameriprise Financial | 298k | $12M | 175% | Mar 2026 |
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| Citadel Advisors | 265k | $10M | 842% | Mar 2026 |
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| Jones Financial Companies, L.L | 255k | $9.4M | 39% | Dec 2025 |
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| Lido Advisors | 242k | $9.5M | -2% | Mar 2026 |
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| Royal Bank of Canada | 226k | $8.9M | 37% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 184k | $6.8M | 19% | Dec 2025 |
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| Clarius | 179k | $6.6M | -8% | Dec 2025 |
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| Evergreen Capital Management | 164k | $6.1M | -3% | Dec 2025 |
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| Steward Partners Investment Advisory | 138k | $5.4M | 2203% | Mar 2026 |
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| IAG Wealth Partners | 119k | $4.7M | -1% | Mar 2026 |
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| Jane Street | 111k | $4.4M | 21% | Mar 2026 |
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| Stifel Financial | 103k | $4.1M | -6% | Mar 2026 |
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| Branch Banking & Trust Company | 100k | $3.9M | -9% | Mar 2026 |
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| WESCAP Management | 98k | $3.9M | -3% | Mar 2026 |
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| Vawter Financial | 97k | $3.6M | -32% | Dec 2025 |
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| Modern Wealth Management | 91k | $3.4M | -4% | Dec 2025 |
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| Howard Financial Services | 88k | $3.5M | -6% | Mar 2026 |
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| Goss Wealth Management | 80k | $3.2M | 0% | Mar 2026 |
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| Pensionmark Financial Group | 76k | $3.0M | -3% | Mar 2026 |
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| Trilogy Capital | 75k | $3.0M | -9% | Mar 2026 |
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| First PREMIER Bank | 71k | $2.8M | 0% | Mar 2026 |
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| Bennett Associates Wealth Management | 65k | $2.5M | -1% | Mar 2026 |
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| Resources Investment Advisors | 62k | $2.4M | -1% | Mar 2026 |
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| Rockefeller Capital Management | 53k | $2.1M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 52k | $2.1M | -8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 51k | $2.0M | 59% | Mar 2026 |
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| Envestnet Asset Management | 51k | $2.0M | 33% | Mar 2026 |
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| Wells Fargo & Company | 50k | $2.0M | 12% | Mar 2026 |
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| Signature Securities Group Corporation | 50k | $2.0M | 0% | Mar 2026 |
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| Equitable Holdings | 45k | $1.7M | -1% | Mar 2026 |
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| Crux Wealth Advisors | 40k | $1.6M | -7% | Mar 2026 |
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| Apollon Financial | 39k | $1.5M | 21% | Mar 2026 |
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| Empirical Asset Management | 38k | $1.5M | -3% | Mar 2026 |
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| Coldstream Capital Management | 36k | $1.4M | -3% | Mar 2026 |
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| MAI Wealth Advisors | 35k | $1.4M | 1% | Mar 2026 |
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| West Michigan Advisors | 33k | $1.3M | 100% | Mar 2026 |
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| Fermata Advisors | 28k | $1.1M | -6% | Mar 2026 |
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| Independent Financial Group | 23k | $922k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 22k | $801k | 0% | Dec 2025 |
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| CLG | 21k | $788k | -23% | Dec 2025 |
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| HighTower Advisors | 21k | $815k | -3% | Mar 2026 |
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| David J.Sculati | 18k | $713k | 0% | Mar 2026 |
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| Client 1st Advisory Group | 18k | $710k | 0% | Mar 2026 |
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| Sowa Financial Group | 17k | $685k | -19% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 17k | $664k | -14% | Mar 2026 |
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| Aptus Capital Advisors | 17k | $656k | 0% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 17k | $615k | 0% | Dec 2025 |
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| Eagle Strategies | 16k | $640k | 26% | Mar 2026 |
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| Advisor Group Holdings | 16k | $573k | -51% | Dec 2025 |
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| D.A. Davidson & Co. | 15k | $595k | 0% | Mar 2026 |
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| Clearview Wealth Management | 15k | $592k | 100% | Mar 2026 |
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| Cranbrook Wealth Management | 15k | $591k | -7% | Mar 2026 |
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| Citigroup | 14k | $566k | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 14k | $540k | 589% | Mar 2026 |
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| Sovran Advisors | 14k | $558k | -15% | Mar 2026 |
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| Larson Financial Group | 14k | $498k | -4% | Dec 2025 |
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| Arkadios Wealth Advisors | 13k | $496k | -21% | Mar 2026 |
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| Natixis Asset Management Advisors | 13k | $491k | 25% | Mar 2026 |
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| Kestra Private Wealth Services | 11k | $426k | 11% | Mar 2026 |
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| AQR Capital Management | 11k | $424k | 1% | Mar 2026 |
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| Mml Investors Services | 10k | $393k | 100% | Mar 2026 |
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| Gotham Asset Management | 9.2k | $362k | -3% | Mar 2026 |
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| BlackRock | 9.0k | $357k | -1% | Mar 2026 |
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| Golden State Wealth Management | 8.4k | $330k | 0% | Mar 2026 |
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| AdvisorNet Financial | 7.9k | $310k | -7% | Mar 2026 |
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| Mercer Global Advisors | 7.7k | $303k | -4% | Mar 2026 |
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| BKM Wealth Management | 7.6k | $298k | 2% | Mar 2026 |
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| Janney Montgomery Scott | 6.7k | $265k | 7% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 6.5k | $256k | -15% | Mar 2026 |
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| Insigneo Advisory Services | 6.5k | $256k | 0% | Mar 2026 |
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| Sanctuary Advisors | 6.3k | $249k | -4% | Mar 2026 |
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| Prospera Financial Services | 6.3k | $248k | 0% | Mar 2026 |
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| Yarger Wealth Strategies | 6.3k | $248k | -5% | Mar 2026 |
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| WealthPlan Investment Management | 6.2k | $244k | 0% | Mar 2026 |
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| Principal Securities | 6.2k | $244k | 100% | Mar 2026 |
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| Creative Planning | 6.0k | $238k | 100% | Mar 2026 |
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| FMR | 5.9k | $217k | 22% | Dec 2025 |
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| IFP Advisors | 5.8k | $230k | 2% | Mar 2026 |
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| Bank of New York Mellon | 5.8k | $228k | 4% | Mar 2026 |
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| Encompass Wealth Advisors | 5.8k | $228k | -1% | Mar 2026 |
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| Western Wealth Management | 5.7k | $227k | 100% | Mar 2026 |
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| NorthRock Partners | 5.7k | $226k | 100% | Mar 2026 |
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| Kingsview Wealth Management | 5.7k | $225k | 100% | Mar 2026 |
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| Farther Finance Advisors | 5.7k | $226k | 6% | Mar 2026 |
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| Parallel Advisors | 5.2k | $207k | 0% | Mar 2026 |
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| Onyx Bridge Wealth Group | 5.2k | $206k | 100% | Mar 2026 |
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| Quadrant Capital | 4.3k | $170k | 0% | Mar 2026 |
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| Global Retirement Partners | 4.0k | $147k | 0% | Dec 2025 |
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| Harbour Investments | 3.4k | $133k | 1% | Mar 2026 |
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| CWM | 3.3k | $121k | 0% | Dec 2025 |
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| Brian McDonald | 3.1k | $113k | -1% | Dec 2025 |
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| Fifth Third Bancorp | 2.9k | $115k | 100% | Mar 2026 |
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| Evermay Wealth Management | 2.6k | $103k | -5% | Mar 2026 |
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| Root Financial Partners | 2.4k | $96k | 0% | Mar 2026 |
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| Private Trust Co Na | 1.7k | $68k | -3% | Mar 2026 |
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| Webster Bank, N. A. | 1.5k | $60k | 100% | Mar 2026 |
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| SageView Advisory Group | 1.4k | $53k | 100% | Dec 2025 |
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| Us Bancorp | 1.2k | $45k | 0% | Dec 2025 |
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| Oakworth Capital | 1.2k | $47k | 0% | Mar 2026 |
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| Golden State Equity Partners | 996.00 | $39k | 100% | Mar 2026 |
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| Gen-Wealth Partners | 811.00 | $32k | 100% | Mar 2026 |
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| Jennifer Ranahan | 724.00 | $29k | 0% | Mar 2026 |
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| Vanguard Advisers | 617.00 | $24k | 100% | Mar 2026 |
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| Team Financial Group | 605.00 | $24k | 0% | Mar 2026 |
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| Creative Financial Designs | 500.00 | $20k | 0% | Mar 2026 |
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| Pinnacle Bank | 415.00 | $16k | 100% | Mar 2026 |
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| Bank & Trust | 405.00 | $16k | 0% | Mar 2026 |
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| CoreCap Advisors | 279.00 | $11k | 0% | Mar 2026 |
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| Ancora Advisors | 114.00 | $4.5k | 0% | Mar 2026 |
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| Assetmark | 93.00 | $3.7k | 0% | Mar 2026 |
|
| Wagner Wealth Management | 23.00 | $907.000400 | 0% | Mar 2026 |
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Who sold out of Lattice Strategies Tr dev mk x us st?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 314k | $11M |
| Flow Traders US | Dec 2025 | 160k | $5.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $803k |
| Hrt Financial | Dec 2025 | 18k | $655k |
| Gts Securities | Sep 2025 | 7.1k | $251k |
| Jpmorgan Chase & Co | Sep 2025 | 5.6k | $199k |
| Kestra Advisory Services | Dec 2025 | 3.0k | $112k |
| Flagship Harbor Advisors | Dec 2025 | 1.3k | $50k |
| Bayban | Dec 2025 | 382.00 | $14k |