LATTICE STRATEGIES TR

$RODM
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Institutional coverage

122 13F filers hold $RODM.

13F holders
122
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$RODM is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Principal Securities, Inc. at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.00% held
α +21.3pts
02
Citigroup Inc.
0.00% held
α +26.3pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 122 · Source: 13F-HR
01
Hilton Capital Management, LLC
8.66% of portfolio
2,709,872 sh
02
Baltimore-Washington Financial Advisors, Inc.
0.23% of portfolio
2,219,178 sh
03
Compound Global Advisors, LLC
1.43% of portfolio
1,769,836 sh
04
Correct Capital Wealth Management
1.91% of portfolio
1,733,916 sh
05
Okabena Investment Services Inc.
2.18% of portfolio
1,071,182 sh
06
Louisbourg Investments Inc.
5.65% of portfolio
1,048,081 sh
07
Taconic Capital Advisors LP
0.01% of portfolio
968,915 sh
08
Madison Investment Advisors, LLC
0.03% of portfolio
861,260 sh
09
Tekne Capital Management, LLC
0.10% of portfolio
549,466 sh
10
RFP Financial Group LLC
1.96% of portfolio
447,787 sh
See all 122 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $RODM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $RODM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:07 UTC.