Stock Analysis
Data Source: SEC EDGAR 13F
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Lattice Strategies Tr (ROUS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — ROUS

Based on 71 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ROUS 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
71 hedge funds hold ROUS 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 — +27% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+27% 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 — 70% buying

48 buying21 selling
Last quarter: 48 funds were net buyers (15 opened a brand new position + 33 added to an existing one). Only 21 were sellers (14 trimmed + 7 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 ROUS position: 9 → 9 → 5 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 24% medium 23% new
38 out of 71 hedge funds have held ROUS 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.
💰

Value +23% but shares only +7% — price-driven

Value
+22%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +7%. 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

6 → 9 → 9 → 5 → 15 new funds/Q
New funds entering each quarter: 9 → 9 → 5 → 15. A growing number of institutions are discovering ROUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

55% veterans 17% 1-2yr 28% new
Entry-cohort mix of 71 holders: 39 (55%) are 2+ year veterans, 12 entered 1–2 years ago, and 20 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
18 of 71 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ROUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — ROUS

In 2026 Q2, 48 hedge funds were net buyers of ROUS (15 opened a new position, 33 added to an existing one), while 21 reduced or exited (14 trimmed, 7 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 40% of total institutional value in ROUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: ROUS

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

Market Analysis: ROUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROUS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: ROUS
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 63 12.7%
13F Shares 7M 6M 6.56%
Total Value $439M $358M 22.66%
New Positions 15 5 +10
Increased Positions 33 24 +9
Closed Positions 7 7 -
Reduced Positions 14 24 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ROUS

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Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:
Top 25 ROUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartford Funds Management Co LLC 4.32% 801,483 $54.0M
2 Vista Cima Wealth Management LLC 3.15% 62,780 $4.2M
3 Fermata Advisors, LLC 1.67% 122,530 $8.3M
4 Harborfront Financial Group LLC 1.60% 6,289 $424K
5 Golden Bell Financial Planning LLC 1.43% 28,922 $1.9M
6 NorthRock Partners, LLC 1.19% 1,213,197 $81.8M
7 Marshall Financial Group, LLC 0.84% 85,786 $5.8M
8 Thurston, Springer, Miller, Herd & Titak, INC. 0.61% 24,967 $1.7M
9 Western Wealth Management, LLC 0.34% 152,422 $10.3M
10 Wagner Wealth Management, LLC 0.25% 19,726 $1.3M
11 Mission Financial Group, LLC 0.21% 3,830 $258K
12 Main Street Financial Solutions, LLC 0.14% 32,008 $1.9M
13 Henderson Brothers Financial Partners, LLC 0.10% 3,097 $209K
14 RAM Investment Partners, LLC 0.07% 6,681 $450K
15 Total Clarity Wealth Management, Inc. 0.05% 4,053 $273K
16 Harbour Investments, INC. 0.05% 56,433 $3.8M
17 WCG Wealth Advisors LLC 0.05% 30,831 $2.1M
18 Kingsview Wealth Management, LLC 0.04% 53,482 $3.6M
19 Coldstream Capital Management Inc 0.04% 50,985 $3.4M
20 Medallion Wealth Advisors, LLC 0.03% 1,393 $94K
21 Gladstone Institutional Advisory LLC 0.03% 13,656 $920K
22 Perennial Investment Advisors, LLC 0.03% 6,141 $414K
23 Stratos Wealth Partners, LTD. 0.03% 39,440 $2.7M
24 Waverly Advisors, LLC 0.02% 51,331 $3.5M
25 &Partners 0.02% 68,129 $4.6M
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 (ROUS)

What does the Smart Money Trend signal show for ROUS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ROUS 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 ROUS?

More buyers than sellers — 70% buying: Last quarter: 48 funds were net buyers (15 opened a brand new position + 33 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROUS holders?

Elite ownership — 40% AUM from top-100 funds: 18 of 71 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ROUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROUS?

54% of holders stayed for 2+ years: 38 out of 71 hedge funds have held ROUS 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.

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