Who Owns Lattice Strategies/Emerging Mkts Strat (ROAM)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $92.3M of Lattice Strategies/Emerging Mkts Strat (ROAM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($23.5M), Stratos Wealth Partners, LTD. ($22.9M), Kestra Advisory Services, LLC ($10.1M), JANE STREET GROUP, LLC ($5.1M), OLD MISSION CAPITAL LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$23.5M656,376Trimmed
2Stratos Wealth Partners, LTD.$22.9M639,228Added
3Kestra Advisory Services, LLC$10.1M283,635Added
4JANE STREET GROUP, LLC$5.1M143,129Added
5OLD MISSION CAPITAL LLC$4.4M122,532Added
6Sanctuary Advisors, LLC$3.7M102,295Trimmed
7RAYMOND JAMES FINANCIAL INC$3.2M88,981Added
8COMMONWEALTH EQUITY SERVICES, LLC$2.6M73,693Added
9Private Advisor Group, LLC$2.4M66,247Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M59,112Trimmed
11Fermata Advisors, LLC$1.6M44,279Trimmed
12Mariner, LLC$1.2M32,646Added
13Empirical Asset Management, LLC$1.2M32,597Added
14Compound Planning, Inc.$1.0M28,989New
15IFG Advisory, LLC$986,73127,585New
16Dynamic Advisor Solutions LLC$695,85219,454Trimmed
17CITADEL ADVISORS LLC$693,40119,385Trimmed
18Prospera Financial Services Inc$644,64218,022Trimmed
19Cambridge Investment Research Advisors, Inc.$567,00015,864Added
20Cetera Investment Advisers$421,97911,797Trimmed
21TRUIST FINANCIAL CORP$403,13111,270New
22Redwood Financial Network Corp$388,70210,867New
23ENVESTNET ASSET MANAGEMENT INC$386,80010,814Added
24Blueprint Investment Partners LLC$365,10410,207Trimmed
25Blueprint Financial Advisors LLC$365,10410,207Trimmed

Source: SEC Form 13F filings · as of 2026-06-30