Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lattice Strategies Tr (ROAM)

32 + Investors. Track Smart Money conviction in ROAM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — ROAM

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ROAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
32 hedge funds hold ROAM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+60% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

23 buying9 selling
Last quarter: 23 funds were net buyers (14 opened a brand new position + 9 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ROAM position: 4 → 2 → 4 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 38% new

■ 38% conviction (2yr+) ■ 25% medium ■ 38% new
Of the 32 current holders: 12 (38%) held >2 years, 8 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

2 → 4 → 2 → 4 → 14 new funds/Q
New funds entering each quarter: 4 → 2 → 4 → 14. A growing number of institutions are discovering ROAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 19% 1-2yr ■ 41% new
Of 32 current holders: 13 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
7 of 32 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROAM

In 2026 Q1, 23 hedge funds were net buyers of ROAM (14 opened a new position, 9 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in ROAM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: ROAM

How many hedge funds hold ROAM — quarterly history vs. share price
Quarterly hedge fund ownership of ROAM vs. share price

Market Analysis: ROAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROAM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lattice Strategies Tr (ROAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ROAM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
ROAM
+19.8%
SPY
+15.9%

ROAM outperformed SPY by +3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ROAM
+7.2%
SPY
+2.0%

Since the filing became public, ROAM outperformed SPY by +5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ROAM
32 + Investors

Track Smart Money conviction in ROAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 20 60.0%
13F Shares 2M 2M 37.96%
Total Value $74M $52M 43.38%
New Positions 14 4 +10
Increased Positions 9 12 -3
Closed Positions 2 1 +1
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ROAM

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Institutional Holders (2026 Q1)

32 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROAM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ROAM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fermata Advisors, LLC 0.32% 45,574 $1.4M
2 Empirical Asset Management, LLC 0.25% 31,074 $964K
3 Stratos Wealth Partners, LTD. 0.20% 558,556 $17.3M
4 Tempus Wealth Planning, LLC 0.12% 16,500 $512K
5 Blueprint Financial Advisors LLC 0.05% 10,282 $319K
6 Private Advisor Group, LLC 0.03% 235,107 $7.3M
7 Kestra Advisory Services, LLC 0.03% 283,569 $8.8M
8 Blueprint Investment Partners LLC 0.03% 10,282 $319K
9 Torren Management, LLC 0.02% 1,389 $43K
10 Dynamic Advisor Solutions LLC 0.02% 19,591 $607K
11 Sanctuary Advisors, LLC 0.02% 109,230 $3.4M
12 Twin Peaks Wealth Advisors, LLC 0.01% 1,633 $51K
13 Prospera Financial Services Inc 0.01% 18,067 $560K
14 Independent Advisor Alliance 0.01% 26,552 $823K
15 Private Trust Co NA 0.01% 2,826 $88K
16 LPL Financial LLC 0.01% 672,986 $20.9M
17 Old Mission Capital LLC 0.01% 10,932 $339K
18 Commonwealth Equity Services, LLC 0.00% 66,515 $2.1M
19 Osaic Holdings, INC. 0.00% 54,399 $1.7M
20 Wagner Wealth Management, LLC 0.00% 358 $11K
21 Western Wealth Management, LLC 0.00% 1,155 $36K
22 Mariner, LLC 0.00% 27,132 $841K
23 Cetera Investment Advisers 0.00% 28,753 $892K
24 Susquehanna International Group, LLP 0.00% 78,843 $2.4M
25 Raymond James Financial Inc 0.00% 26,541 $823K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lattice Strategies Tr (ROAM)

What does the Smart Money Trend signal show for ROAM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ROAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROAM?

More buyers than sellers — 72% buying: Last quarter: 23 funds were net buyers (14 opened a brand new position + 9 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROAM holders?

Strong quality — 34% AUM from major funds: 7 of 32 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ROAM?

Mixed — 38% long-term, 38% new: Of the 32 current holders: 12 (38%) held >2 years, 8 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Lattice Strategies Tr (ROAM) following the 2026 Q1 hedge fund 13F filings?

As of today, ROAM has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.2%. Since the quarter end (March 31, 2026), ROAM has gained +19.8% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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