Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lattice Strategies Tr (RODM)

126 + 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
↑ +8
Streak
3Q ▲
Buyers last Q
45%

Smart Money Signals — RODM

Based on 126 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
126 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 — +19% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

52 buying63 selling
Last quarter: 63 funds reduced or exited vs 52 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
81 out of 126 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.
🚀

Acceleration phase — new buyers rushing in

11 → 8 → 12 → 14 → 18 new funds/Q
New funds entering each quarter: 8 → 12 → 14 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Entry-cohort mix of 126 holders: 87 (69%) are 2+ year veterans, 16 entered 1–2 years ago, and 23 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
18 of 126 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — RODM

In 2026 Q1, 52 hedge funds were net buyers of RODM (18 opened a new position, 34 added to an existing one), while 63 reduced or exited (53 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in RODM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 126.

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

-- --

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

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

Signal Freshness measures how much RODM 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 · 79d ago
RODM
+4.1%
SPY
+13.9%

RODM outperformed SPY by -9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RODM
+0.3%
SPY
+0.2%

Since the filing became public, RODM outperformed SPY by +0.1% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: RODM
126 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 126 118 6.78%
13F Shares 28M 28M 1.01%
Total Value $1.07B $1.03B 3.27%
New Positions 18 14 +4
Increased Positions 34 36 -2
Closed Positions 10 7 +3
Reduced Positions 53 48 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RODM

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Institutional Holders (2026 Q1)

126 + investors

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

QUARTER:
Top 25 RODM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 8.66% 2,530,109 $99.7M
2 Intellus Advisors LLC 5.65% 1,048,081 $41.3M
3 Bearing Point Capital, LLC 2.61% 422,746 $16.7M
4 Goldstein Advisors, LLC 1.96% 447,787 $17.7M
5 WCG Wealth Advisors LLC 1.91% 1,733,916 $68.4M
6 Randall & Associates Wealth Management 1.71% 64,516 $2.5M
7 Vawter Financial, Ltd. 1.57% 94,386 $3.7M
8 Mill Creek Capital Advisors, LLC 1.43% 1,769,836 $69.8M
9 WESCAP Management Group, Inc. 0.76% 97,907 $3.9M
10 Flagstar Advisors Inc 0.71% 49,772 $2.0M
11 Crux Wealth Advisors 0.60% 39,518 $1.6M
12 IAG Wealth Partners, LLC 0.52% 118,803 $4.7M
13 Clearview Wealth Management LLC 0.42% 15,015 $592K
14 Empirical Asset Management, LLC 0.40% 38,443 $1.5M
15 Howard Financial Services, LTD. 0.39% 88,204 $3.5M
16 Sowa Financial Group, Inc. 0.34% 17,371 $685K
17 West Michigan Advisors, LLC 0.28% 32,653 $1.3M
18 Fermata Advisors, LLC 0.25% 27,965 $1.1M
19 Cerity Partners LLC 0.23% 4,073,067 $160.6M
20 Client 1st Advisory Group, LLC 0.22% 18,014 $710K
21 Apollon Financial, LLC 0.21% 38,922 $1.5M
22 Clg LLC 0.20% 20,430 $805K
23 Evergreen Capital Management LLC 0.14% 162,315 $6.4M
24 Trilogy Capital Inc. 0.13% 74,857 $3.0M
25 Clearstead Advisors, LLC 0.13% 356,344 $14.0M
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 — 3 quarters in a row: For 3 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 — 45% buying: Last quarter: 63 funds reduced or exited vs 52 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 — 33% AUM from major funds: 18 of 126 holders rank in the top 100 by AUM, accounting for 33% 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?

64% of holders stayed for 2+ years: 81 out of 126 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.

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

As of today, RODM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), RODM has gained +4.1% vs +13.9% 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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