Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lattice Strategies Tr (ROAM)

42 + 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
↑ +10
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — ROAM

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
42 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 — +110% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+110% 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 — 62% buying

28 buying17 selling
Last quarter: 28 funds were net buyers (15 opened a brand new position + 13 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 50% new

■ 33% conviction (2yr+) ■ 17% medium ■ 50% new
Of the 42 current holders: 14 (33%) held >2 years, 7 held 1–2 years, and 21 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.
💰

Value +24% but shares only +5% — price-driven

Value
+23%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

4 → 2 → 4 → 14 → 15 new funds/Q
New funds entering each quarter: 2 → 4 → 14 → 15. A growing number of institutions are discovering ROAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 50% new entrants

■ 33% veterans ■ 17% 1-2yr ■ 50% new
Of 42 current holders: 14 (33%) held 2+ years, 7 held 1–2 years, 21 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
8 of 42 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.1
out of 10
Moderate Exit Risk
Exit risk score 6.1/10 — 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 Q2, 28 hedge funds were net buyers of ROAM (15 opened a new position, 13 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in ROAM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 42.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ROAM
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 32 31.25%
13F Shares 3M 2M 5.31%
Total Value $92M $74M 23.65%
New Positions 15 14 +1
Increased Positions 13 9 +4
Closed Positions 5 2 +3
Reduced Positions 12 7 +5
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 Q2)

42 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fermata Advisors, LLC 0.32% 44,279 $1.6M
2 Empirical Asset Management, LLC 0.26% 32,597 $1.2M
3 Stratos Wealth Partners, LTD. 0.23% 639,228 $22.9M
4 Redwood Financial Network Corp 0.22% 10,867 $389K
5 Old Mission Capital LLC 0.07% 122,532 $4.4M
6 Blueprint Financial Advisors LLC 0.04% 10,207 $365K
7 IFG Advisory, LLC 0.03% 27,585 $987K
8 Kestra Advisory Services, LLC 0.03% 283,635 $10.1M
9 Blueprint Investment Partners LLC 0.03% 10,207 $365K
10 Compound Planning, Inc. 0.03% 28,989 $1.0M
11 Torren Management, LLC 0.03% 1,402 $50K
12 Dynamic Advisor Solutions LLC 0.02% 19,454 $696K
13 Sanctuary Advisors, LLC 0.02% 102,295 $3.7M
14 Advisors Preferred, LLC 0.01% 2,455 $87K
15 Private Advisor Group, LLC 0.01% 66,247 $2.4M
16 Harborfront Financial Group LLC 0.01% 77 $3K
17 Private Trust Co NA 0.01% 3,414 $122K
18 Capital Investment Advisory Services, LLC 0.01% 4,378 $157K
19 Prospera Financial Services Inc 0.01% 18,022 $645K
20 LPL Financial LLC 0.01% 656,376 $23.5M
21 Creative Financial Designs Inc /Adv 0.01% 3,049 $109K
22 J.W. Cole Advisors, INC. 0.00% 6,682 $239K
23 Commonwealth Equity Services, LLC 0.00% 73,693 $2.6M
24 Wagner Wealth Management, LLC 0.00% 358 $13K
25 Mariner, LLC 0.00% 32,646 $1.2M
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 — 3 quarters in a row: For 3 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 — 62% buying: Last quarter: 28 funds were net buyers (15 opened a brand new position + 13 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROAM holders?

Strong quality — 27% AUM from major funds: 8 of 42 holders rank in the top 100 by AUM, accounting for 27% 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 — 33% long-term, 50% new: Of the 42 current holders: 14 (33%) held >2 years, 7 held 1–2 years, and 21 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.

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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