Who Owns LATTICE STRATEGIES TR (ROAM)? -- Institutional Holders (2026-03-31)

36 institutions reported holding $76.0M of LATTICE STRATEGIES TR (ROAM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($20.9M), Stratos Wealth Partners, LTD. ($17.3M), Kestra Advisory Services, LLC ($8.8M), Private Advisor Group, LLC ($7.3M), Sanctuary Advisors, LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$20.9M672,986Added
2Stratos Wealth Partners, LTD.$17.3M558,556Added
3Kestra Advisory Services, LLC$8.8M283,569Added
4Private Advisor Group, LLC$7.3M235,107New
5Sanctuary Advisors, LLC$3.4M109,230Trimmed
6SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M78,843New
7COMMONWEALTH EQUITY SERVICES, LLC$2.1M66,515New
8OSAIC HOLDINGS, INC.$1.7M54,399Added
9FLOW TRADERS U.S. LLC$1.5M47,059New
10Fermata Advisors, LLC$1.4M45,574Added
11CITADEL ADVISORS LLC$1.0M32,394Trimmed
12Empirical Asset Management, LLC$963,53031,074Trimmed
13Cetera Investment Advisers$891,55928,753Added
14Mariner, LLC$841,29027,132Added
15Independent Advisor Alliance$823,30626,552New
16RAYMOND JAMES FINANCIAL INC$822,96526,541Trimmed
17Dynamic Advisor Solutions LLC$607,47819,591Trimmed
18Prospera Financial Services Inc$560,19818,067Added
19Tempus Wealth Planning, LLC$511,62016,500New
20JANE STREET GROUP, LLC$429,85413,863New
21OLD MISSION CAPITAL LLC$338,97110,932New
22Cambridge Investment Research Advisors, Inc.$328,00010,572Added
23Blueprint Investment Partners LLC$318,81710,282New
24Blueprint Financial Advisors LLC$318,81710,282New
25ENVESTNET ASSET MANAGEMENT INC$273,6518,825New

Source: SEC Form 13F filings · as of 2026-03-31