Stock Ownership/RODM

LATTICE STRATEGIES TR (RODM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in RODM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
3
13F filers
Aggregate Value
$3.5M
Across holders
Last Price
$42.16
2026-08-24
Sector
—
GICS
Quarterly fund activity1 increased2 reduced2 exited
Full exits: CITADEL ADVISORS LLC, Ancora Advisors, LLC
Institutional Holders of RODM
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund52K$2.1M60.3%0.0%Reduced$-2.0MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund25K$1.0M29.4%0.0%Added+$581KQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund9K$356K10.3%0.0%Reduced$-15KQ2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$2.1M· 60.3% of total· 0.0% port· 52K sh· $-2.0M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$1.0M· 29.4% of total· 0.0% port· 25K sh· +$581K QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$356K· 10.3% of total· 0.0% port· 9K sh· $-15K QoQ· Q2 2026
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