Who Owns LATTICE STRATEGIES TR (RODM)? -- Institutional Holders (2026-06-30)
56 institutions reported holding $87.0M of LATTICE STRATEGIES TR (RODM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Goldstein Advisors, LLC ($19.1M), Private Advisor Group, LLC ($17.7M), EVERGREEN CAPITAL MANAGEMENT LLC ($6.3M), Cambridge Investment Research Advisors, Inc. ($4.1M), TRUIST FINANCIAL CORP ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Goldstein Advisors, LLC | $19.1M | 471,735 | Added |
| 2 | Private Advisor Group, LLC | $17.7M | 439,216 | Trimmed |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.3M | 156,845 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.1M | 101,146 | Added |
| 5 | TRUIST FINANCIAL CORP | $3.9M | 97,610 | Trimmed |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | $3.6M | 88,991 | Added |
| 7 | Vawter Financial, Ltd. | $3.4M | 83,846 | Trimmed |
| 8 | Trilogy Capital Inc. | $3.0M | 74,625 | Trimmed |
| 9 | First PREMIER Bank | $2.9M | 71,020 | Hold |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 61,174 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 51,262 | Trimmed |
| 12 | FLAGSTAR ADVISORS INC | $1.9M | 46,867 | Trimmed |
| 13 | CRUX WEALTH ADVISORS | $1.6M | 39,663 | Added |
| 14 | Apollon Financial, LLC | $1.6M | 38,596 | Trimmed |
| 15 | WEST MICHIGAN ADVISORS, LLC | $1.3M | 32,653 | Hold |
| 16 | Fermata Advisors, LLC | $1.1M | 25,988 | Trimmed |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $935,936 | 23,161 | Trimmed |
| 18 | CLG LLC | $811,916 | 20,092 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792,905 | 19,363 | Trimmed |
| 20 | Eagle Strategies LLC | $781,674 | 19,344 | Added |
| 21 | White Pine Investment CO | $733,000 | 18,129 | Added |
| 22 | CLIENT 1ST ADVISORY GROUP, LLC | $727,946 | 18,014 | Hold |
| 23 | Sowa Financial Group, Inc. | $645,000 | 15,963 | Trimmed |
| 24 | Clearview Wealth Management LLC | $606,756 | 15,015 | Hold |
| 25 | D.A. DAVIDSON & CO. | $603,927 | 14,945 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30