Who Owns LATTICE STRATEGIES TR (RODM)? -- Institutional Holders (2026-03-31)
135 institutions reported holding $1.12B of LATTICE STRATEGIES TR (RODM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cerity Partners LLC ($160.6M), MORGAN STANLEY ($125.3M), BANK OF AMERICA CORP /DE/ ($103.5M), Hartford Funds Management Co LLC ($99.7M), Mill Creek Capital Advisors, LLC ($69.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cerity Partners LLC | $160.6M | 4.1M | Added |
| 2 | MORGAN STANLEY | $125.3M | 3.2M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $103.5M | 2.6M | Added |
| 4 | Hartford Funds Management Co LLC | $99.7M | 2.5M | Trimmed |
| 5 | Mill Creek Capital Advisors, LLC | $69.8M | 1.8M | Trimmed |
| 6 | WCG Wealth Advisors LLC | $68.4M | 1.7M | Added |
| 7 | FOSTER & MOTLEY INC | $42.2M | 1.1M | Trimmed |
| 8 | Intellus Advisors LLC | $41.3M | 1.0M | Added |
| 9 | LPL Financial LLC | $38.2M | 968,915 | Trimmed |
| 10 | Mariner, LLC | $37.6M | 953,263 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $36.4M | 923,832 | Trimmed |
| 12 | UBS Group AG | $26.0M | 658,303 | Added |
| 13 | Private Advisor Group, LLC | $21.7M | 549,466 | Trimmed |
| 14 | Goldstein Advisors, LLC | $17.7M | 447,787 | Added |
| 15 | CAPTRUST FINANCIAL ADVISORS | $17.0M | 430,630 | Trimmed |
| 16 | BEARING POINT CAPITAL, LLC | $16.7M | 422,746 | Added |
| 17 | Cetera Investment Advisers | $15.3M | 388,444 | Added |
| 18 | Clearstead Advisors, LLC | $14.0M | 356,344 | New |
| 19 | JONES FINANCIAL COMPANIES LLLP | $12.7M | 332,293 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $11.7M | 298,208 | Added |
| 21 | CITADEL ADVISORS LLC | $10.4M | 264,683 | Added |
| 22 | Lido Advisors, LLC | $9.5M | 241,614 | Trimmed |
| 23 | Royal Bank of Canada | $8.9M | 226,226 | Added |
| 24 | &PARTNERS | $7.4M | 187,582 | Added |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.4M | 162,315 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31