Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LATTICE STRATEGIES TR (RODM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — RODM

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RODM 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
112 hedge funds hold RODM 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

48 buying52 selling
Last quarter: 52 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 12% new
81 out of 112 hedge funds have held RODM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

11 → 9 → 8 → 12 → 14 new funds/Q
New funds entering each quarter: 9 → 8 → 12 → 14. A growing number of institutions are discovering RODM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 11% 1-2yr ■ 15% new
Of 112 current holders: 83 (74%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
15 of 112 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: RODM

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

Market Analysis: RODM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RODM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: RODM
2026 Q1 Stats Unlock in 18 days 112 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 112 105 6.67%
13F Shares 27M 26M 1.57%
Total Value $992M $939M 5.68%
New Positions 14 12 +2
Increased Positions 34 35 -1
Closed Positions 7 6 +1
Reduced Positions 45 38 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RODM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

112 + investors

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

Top 25 institutional holders of RODM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FOSTER & MOTLEY INC 2.18% 1,071,182 $42K
2 Goldstein Advisors, LLC 1.96% 447,787 $17.7M
3 Randall & Associates Wealth Management 1.71% 64,516 $2.5M
4 FLAGSTAR ADVISORS INC 0.71% 49,772 $2.0M
5 First PREMIER Bank 0.65% 71,020 $3K
6 CRUX WEALTH ADVISORS 0.60% 39,518 $1.6M
7 IAG Wealth Partners, LLC 0.52% 118,803 $4.7M
8 HOWARD FINANCIAL SERVICES, LTD. 0.39% 88,204 $3.5M
9 Sowa Financial Group, Inc. 0.34% 17,371 $685K
10 Fermata Advisors, LLC 0.25% 27,965 $1.1M
11 CLIENT 1ST ADVISORY GROUP, LLC 0.22% 18,014 $710K
12 Apollon Financial, LLC 0.21% 38,922 $1.5M
13 White Pine Investment CO 0.17% 18,081 —
14 Trilogy Capital Inc. 0.13% 74,857 $3.0M
15 Cranbrook Wealth Management, LLC 0.12% 14,991 $591K
16 BKM Wealth Management, LLC 0.11% 7,556 $298K
17 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11% 6,497 $256K
18 Private Advisor Group, LLC 0.10% 549,466 $21.7M
19 ENCOMPASS WEALTH ADVISORS, LLC 0.08% 5,771 $227K
20 Eagle Strategies LLC 0.08% 16,227 $640K
21 World Investment Advisors 0.05% 75,502 $3.0M
22 Sovran Advisors, LLC 0.04% 13,598 $558K
23 Golden State Wealth Management, LLC 0.04% 8,364 $330K
24 Onyx Bridge Wealth Group LLC 0.02% 5,212 $205K
25 AdvisorNet Financial, Inc 0.02% 7,871 $310K
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 (RODM)

What does the Smart Money Trend signal show for RODM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RODM 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 RODM?

More sellers than buyers — 48% buying: Last quarter: 52 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RODM holders?

Strong quality — 30% AUM from major funds: 15 of 112 holders rank in the top 100 by AUM, accounting for 30% 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 RODM?

72% of holders stayed for 2+ years: 81 out of 112 hedge funds have held RODM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.