Who Owns LATTICE STRATEGIES TR (RODM)? -- Institutional Holders (2026-06-30)
143 institutions reported holding $1.19B of LATTICE STRATEGIES TR (RODM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cerity Partners LLC ($208.7M), MORGAN STANLEY ($130.7M), Hartford Funds Management Co LLC ($103.9M), BANK OF AMERICA CORP /DE/ ($103.4M), Pathstone Holdings, LLC ($71.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cerity Partners LLC | $208.7M | 5.2M | Added |
| 2 | MORGAN STANLEY | $130.7M | 3.2M | Added |
| 3 | Hartford Funds Management Co LLC | $103.9M | 2.6M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $103.4M | 2.6M | Trimmed |
| 5 | Pathstone Holdings, LLC | $71.8M | 1.8M | New |
| 6 | WCG Wealth Advisors LLC | $71.7M | 1.8M | Added |
| 7 | LPL Financial LLC | $43.7M | 1.1M | Added |
| 8 | Intellus Advisors LLC | $42.5M | 1.1M | Added |
| 9 | FOSTER & MOTLEY INC | $41.1M | 1.0M | Trimmed |
| 10 | Mariner, LLC | $38.1M | 944,022 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $37.4M | 925,808 | Added |
| 12 | UBS Group AG | $31.2M | 771,110 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $19.6M | 485,554 | Added |
| 14 | Goldstein Advisors, LLC | $19.1M | 471,735 | Added |
| 15 | BEARING POINT CAPITAL, LLC | $18.5M | 457,926 | Added |
| 16 | Private Advisor Group, LLC | $17.7M | 439,216 | Trimmed |
| 17 | CAPTRUST FINANCIAL ADVISORS | $17.1M | 424,032 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $16.8M | 417,097 | Added |
| 19 | Cetera Investment Advisers | $15.3M | 379,827 | Trimmed |
| 20 | Royal Bank of Canada | $9.5M | 234,496 | Added |
| 21 | Lido Advisors, LLC | $9.2M | 227,379 | Trimmed |
| 22 | &PARTNERS | $7.3M | 180,696 | Trimmed |
| 23 | Clearstead Advisors, LLC | $7.2M | 178,203 | Trimmed |
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.3M | 156,845 | Trimmed |
| 25 | IAG Wealth Partners, LLC | $4.7M | 115,710 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30