Lattice Strategies Tr (RODM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow RODM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 131

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$40.41

+2.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of RODM (all 13F filers)

Cerity Partners5.2 MWealth adviser+1.1 M
Morgan Stanley3.2 MBank or trading desk+57 K
Hartford Funds Management2.6 MType not verified+41 K
Bank of America2.6 MBank or trading desk−64 K
Pathstone Holdings1.8 MWealth adviser+1.8 M
WCG Wealth Advisors1.8 MWealth adviser+39 K
LPL Financial1.1 MWealth adviser+112 K
Intellus Advisors1.1 MType not verified+3,951
Foster & Motley1.0 MType not verified−54 K
Mariner944 KWealth adviser−9,241

Filer	Type
Cerity Partners	Wealth adviser	5.2 M	+1.1 M	$209M
Morgan Stanley	Bank or trading desk	3.2 M	+57 K	$131M
Hartford Funds Management	Type not verified	2.6 M	+41 K	$104M
Bank of America	Bank or trading desk	2.6 M	−64 K	$103M
Pathstone Holdings	Wealth adviser	1.8 M	+1.8 M	$71.8M
WCG Wealth Advisors	Wealth adviser	1.8 M	+39 K	$71.7M
LPL Financial	Wealth adviser	1.1 M	+112 K	$43.7M
Intellus Advisors	Type not verified	1.1 M	+3,951	$42.5M
Foster & Motley	Type not verified	1.0 M	−54 K	$41.1M
Mariner	Wealth adviser	944 K	−9,241	$38.1M

Cerity Partners
Shares
5.2 M
Change
+1.1 M
See more
Type
Wealth adviser
Value
$209M
Morgan Stanley
Shares
3.2 M
Change
+57 K
See more
Type
Bank or trading desk
Value
$131M
Hartford Funds Management
Shares
2.6 M
Change
+41 K
See more
Type
Type not verified
Value
$104M
Bank of America
Shares
2.6 M
Change
−64 K
See more
Type
Bank or trading desk
Value
$103M
Pathstone Holdings
Shares
1.8 M
Change
+1.8 M
See more
Type
Wealth adviser
Value
$71.8M
WCG Wealth Advisors
Shares
1.8 M
Change
+39 K
See more
Type
Wealth adviser
Value
$71.7M
LPL Financial
Shares
1.1 M
Change
+112 K
See more
Type
Wealth adviser
Value
$43.7M
Intellus Advisors
Shares
1.1 M
Change
+3,951
See more
Type
Type not verified
Value
$42.5M
Foster & Motley
Shares
1.0 M
Change
−54 K
See more
Type
Type not verified
Value
$41.1M
Mariner
Shares
944 K
Change
−9,241
See more
Type
Wealth adviser
Value
$38.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗