# LATTICE STRATEGIES TR (ROAM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ROAM/

- Reporting holders: 1
- Reported value: $2.7K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $2.7K | 75 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $2.7K |
| Q2 2026 | 43 | $94.0M |
| Q1 2026 | 34 | $76.0M |
| Q4 2025 | 22 | $51.8M |
| Q3 2025 | 19 | $35.8M |
| Q2 2025 | 22 | $28.8M |
| Q1 2025 | 21 | $22.9M |
| Q4 2024 | 22 | $23.4M |
| Q3 2024 | 22 | $25.4M |
| Q2 2024 | 27 | $20.1M |
| Q1 2024 | 19 | $14.8M |
| Q4 2023 | 23 | $16.9M |