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 | 5.2M | $209M | 27% | Jun 2026 |
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| Morgan Stanley | 3.2M | $125M | -1% | Mar 2026 |
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| Hartford Funds Management | 2.6M | $104M | 2% | Jun 2026 |
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| Bank of America Corporation | 2.6M | $103M | -2% | Jun 2026 |
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| Pathstone Holdings | 1.8M | $72M | 100% | Jun 2026 |
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| WCG Wealth Advisors | 1.8M | $72M | 2% | Jun 2026 |
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| Mill Creek Capital Advisors | 1.8M | $70M | -3% | Mar 2026 |
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| LPL Financial | 1.1M | $44M | 12% | Jun 2026 |
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| Intellus Advisors | 1.1M | $43M | 0% | Jun 2026 |
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| Foster & Motley | 1.0M | $41M | -5% | Jun 2026 |
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| Mariner Wealth Advisors | 944k | $38M | -1% | Jun 2026 |
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| Raymond James Financial | 926k | $37M | 0% | Jun 2026 |
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| UBS Group | 771k | $31M | 17% | Jun 2026 |
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| Ameriprise Financial | 486k | $20M | 63% | Jun 2026 |
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| Goldstein Advisors | 472k | $19M | 5% | Jun 2026 |
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| Bearing Point Capital | 458k | $19M | 8% | Jun 2026 |
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| Private Advisor | 439k | $18M | -20% | Jun 2026 |
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| Captrust Financial Advisors | 424k | $17M | -2% | Jun 2026 |
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| Jones Financial Companies, L.L | 417k | $17M | 26% | Jun 2026 |
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| Cetera Investment Advisers | 380k | $15M | -2% | Jun 2026 |
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| Royal Bank of Canada | 235k | $9.5M | 4% | Jun 2026 |
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| Lido Advisors | 227k | $9.2M | -6% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 181k | $7.3M | -4% | Jun 2026 |
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| Hartland & Co | 178k | $7.2M | -50% | Jun 2026 |
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| Evergreen Capital Management | 157k | $6.3M | -3% | Jun 2026 |
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| IAG Wealth Partners | 116k | $4.7M | -3% | Jun 2026 |
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| Stifel Financial | 115k | $4.7M | 12% | Jun 2026 |
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| Wells Fargo & Company | 104k | $4.2M | 106% | Jun 2026 |
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| WESCAP Management | 99k | $4.0M | 1% | Jun 2026 |
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| Jane Street | 98k | $4.0M | -12% | Jun 2026 |
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| Branch Banking & Trust Company | 98k | $3.9M | -3% | Jun 2026 |
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| Steward Partners Investment Advisory | 95k | $3.8M | -32% | Jun 2026 |
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| Howard Financial Services | 89k | $3.6M | 1% | Jun 2026 |
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| Modern Wealth Management | 86k | $3.5M | -3% | Jun 2026 |
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| Vawter Financial | 84k | $3.4M | -11% | Jun 2026 |
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| Goss Wealth Management | 80k | $3.2M | 0% | Jun 2026 |
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| Pensionmark Financial Group | 76k | $3.0M | 0% | Jun 2026 |
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| Trilogy Capital | 75k | $3.0M | 0% | Jun 2026 |
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| First PREMIER Bank | 71k | $2.9M | 0% | Jun 2026 |
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| Envestnet Asset Management | 61k | $2.5M | 21% | Jun 2026 |
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| Resources Investment Advisors | 60k | $2.4M | -3% | Jun 2026 |
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| Rockefeller Capital Management | 52k | $2.1M | -3% | Jun 2026 |
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| Commonwealth Equity Services | 51k | $2.1M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 51k | $2.0M | -1% | Jun 2026 |
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| Signature Securities Group Corporation | 47k | $1.9M | -6% | Jun 2026 |
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| Equitable Holdings | 44k | $1.8M | -3% | Jun 2026 |
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| Hrt Financial | 43k | $1.7M | 100% | Jun 2026 |
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| Empirical Asset Management | 41k | $1.7M | 7% | Jun 2026 |
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| Crux Wealth Advisors | 40k | $1.6M | 0% | Jun 2026 |
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| Apollon Financial | 39k | $1.6M | -1% | Jun 2026 |
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| Coldstream Capital Management | 35k | $1.4M | -1% | Jun 2026 |
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| MAI Wealth Advisors | 35k | $1.4M | 0% | Jun 2026 |
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| West Michigan Advisors | 34k | $1.4M | 4% | Jun 2026 |
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| Fermata Advisors | 26k | $1.1M | -7% | Jun 2026 |
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| AQR Capital Management | 25k | $1.0M | 134% | Jun 2026 |
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| Independent Financial Group | 23k | $936k | -1% | Jun 2026 |
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| Ethos Financial Group | 21k | $873k | 100% | Jun 2026 |
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| Natixis Asset Management Advisors | 21k | $850k | 69% | Jun 2026 |
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| HighTower Advisors | 21k | $842k | 1% | Jun 2026 |
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| Hanson McClain Advisors | 21k | $831k | 1% | Jun 2026 |
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| CLG | 20k | $812k | -2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 19k | $793k | 100% | Jun 2026 |
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| Eagle Strategies | 19k | $782k | 19% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 19k | $757k | 11% | Jun 2026 |
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| David J.Sculati | 18k | $733k | 0% | Jun 2026 |
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| Client 1st Advisory Group | 18k | $728k | 0% | Jun 2026 |
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| Advisor Group Holdings | 17k | $700k | 147% | Jun 2026 |
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| Aptus Capital Advisors | 16k | $656k | -2% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 16k | $656k | -2% | Jun 2026 |
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| Sowa Financial Group | 16k | $645k | -8% | Jun 2026 |
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| Mml Investors Services | 16k | $639k | 58% | Jun 2026 |
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| Clearview Wealth Management | 15k | $607k | 0% | Jun 2026 |
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| BlackRock | 15k | $606k | 66% | Jun 2026 |
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| D.A. Davidson & Co. | 15k | $604k | -1% | Jun 2026 |
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| Citigroup | 14k | $566k | 100% | Mar 2026 |
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| Principal Securities | 14k | $565k | 126% | Jun 2026 |
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| Cranbrook Wealth Management | 14k | $561k | -7% | Jun 2026 |
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| Vise Technologies | 14k | $552k | 100% | Jun 2026 |
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| Larson Financial Group | 13k | $540k | 0% | Jun 2026 |
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| Sovran Advisors | 12k | $487k | -13% | Jun 2026 |
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| Kestra Private Wealth Services | 12k | $472k | 8% | Jun 2026 |
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| Ubs Global Asset Management Americas | 12k | $463k | -16% | Jun 2026 |
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| Arkadios Wealth Advisors | 11k | $436k | -14% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 10k | $413k | 100% | Jun 2026 |
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| Carlson Financial | 9.8k | $396k | 0% | Jun 2026 |
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| Cerity Partners Retirement Plan Advisors | 9.7k | $393k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 9.7k | $391k | 100% | Jun 2026 |
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| Gotham Asset Management | 8.8k | $356k | -4% | Jun 2026 |
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| Mercer Global Advisors | 8.7k | $350k | 13% | Jun 2026 |
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| AdvisorNet Financial | 8.6k | $347k | 9% | Jun 2026 |
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| Golden State Wealth Management | 8.5k | $342k | 1% | Jun 2026 |
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| Janney Montgomery Scott | 6.7k | $271k | 0% | Jun 2026 |
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| FMR | 6.5k | $264k | -8% | Jun 2026 |
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| Insigneo Advisory Services | 6.5k | $263k | 0% | Jun 2026 |
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| Sanctuary Advisors | 6.5k | $261k | 2% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 6.4k | $258k | -2% | Jun 2026 |
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| Yarger Wealth Strategies | 6.3k | $248k | -5% | Mar 2026 |
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| Prospera Financial Services | 6.3k | $254k | 0% | Jun 2026 |
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| Creative Planning | 6.2k | $249k | 2% | Jun 2026 |
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| Western Wealth Management | 6.1k | $246k | 6% | Jun 2026 |
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| Bank of New York Mellon | 5.9k | $240k | 3% | Jun 2026 |
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| Kingsview Wealth Management | 5.7k | $225k | 100% | Mar 2026 |
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| IFP Advisors | 5.7k | $231k | -2% | Jun 2026 |
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| Farther Finance Advisors | 5.7k | $229k | 0% | Jun 2026 |
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| Encompass Wealth Advisors | 5.6k | $224k | -4% | Jun 2026 |
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| Parallel Advisors | 5.2k | $212k | 0% | Jun 2026 |
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| Goldman Sachs Group | 5.2k | $212k | 100% | Jun 2026 |
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| NorthRock Partners | 5.1k | $206k | -11% | Jun 2026 |
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| International Assets Investment Management | 5.1k | $204k | 100% | Jun 2026 |
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| Global Retirement Partners | 4.0k | $160k | 0% | Jun 2026 |
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| Harbour Investments | 3.4k | $137k | 0% | Jun 2026 |
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| CWM | 3.1k | $124k | -4% | Mar 2026 |
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| Capital Investment Advisory Services | 3.1k | $126k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 2.9k | $117k | -1% | Jun 2026 |
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| Evermay Wealth Management | 2.1k | $85k | -20% | Jun 2026 |
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| Private Trust Co Na | 1.8k | $73k | 5% | Jun 2026 |
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| SRS Capital Advisors | 1.8k | $72k | 100% | Jun 2026 |
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| Us Bancorp | 1.2k | $49k | 0% | Jun 2026 |
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| Oakworth Capital | 1.2k | $48k | 0% | Jun 2026 |
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| Golden State Equity Partners | 996.00 | $40k | 0% | Jun 2026 |
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| Gen-Wealth Partners | 811.00 | $33k | 0% | Jun 2026 |
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| Jennifer Ranahan | 724.00 | $29k | 0% | Jun 2026 |
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| Vanguard Advisers | 617.00 | $25k | 0% | Jun 2026 |
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| Creative Financial Designs | 500.00 | $20k | 0% | Jun 2026 |
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| Assetmark | 422.00 | $17k | 354% | Jun 2026 |
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| Bank & Trust | 405.00 | $16k | 0% | Jun 2026 |
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| CoreCap Advisors | 277.00 | $11k | -1% | Jun 2026 |
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| Spectrum Wealth Advisory Group | 184.00 | $7.4k | 100% | Jun 2026 |
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| Miller Capital Partners | 141.00 | $5.7k | 100% | Jun 2026 |
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| Downshift Financial | 53.00 | $2.1k | 100% | Jun 2026 |
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| Wagner Wealth Management | 23.00 | $928.999900 | 0% | Jun 2026 |
|
| Dunhill Financial | 16.00 | $646.000000 | 100% | Jun 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 |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 265k | $10M |
| Bennett Associates Wealth Management | Mar 2026 | 65k | $2.5M |
| Gts Securities | Mar 2026 | 9.0k | $354k |
| Warren Averett Asset Management | Mar 2026 | 7.8k | $306k |
| BKM Wealth Management | Mar 2026 | 7.6k | $298k |
| WealthPlan Investment Management | Mar 2026 | 6.2k | $244k |
| Onyx Bridge Wealth Group | Mar 2026 | 5.2k | $206k |
| Quadrant Capital | Mar 2026 | 4.3k | $170k |
| Root Financial Partners | Mar 2026 | 2.4k | $96k |
| Webster Bank, N. A. | Mar 2026 | 1.5k | $60k |
| SageView Advisory Group | Dec 2025 | 1.4k | $53k |
| Team Financial Group | Mar 2026 | 605.00 | $24k |
| Pinnacle Bank | Mar 2026 | 415.00 | $16k |
| Ancora Advisors | Mar 2026 | 114.00 | $4.5k |