Hartford Multifact Dev MRKTRODMETF
13F holders, Q2 2026 (June 30)131holders
13new positions
13sold out
2famous investors
$40.41avg. 13F price*
At the end of Q2 2026, 131 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, unchanged from Q1 2026. 13 opened new positions and 13 sold out. The largest holders were Cerity Partners LLC ($208.7M), Morgan Stanley ($130.7M) and Hartford Funds Management Co LLC ($103.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q2 2026)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $76.4M |
| Exits | 13 | $14.8M |
All 13F filers, Q1 2026 → Q2 2026: 3,834,268 shares bought and 947,115 shares sold, net +2,887,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Cerity Partners LLC | 0.25% | Add +26.8% | 5,164,485 | $208.7M |
| Morgan Stanley | 0.01% | Add +1.8% | 3,235,045 | $130.7M |
| Hartford Funds Management Co LLC | 8.31% | Add +1.6% | 2,571,292 | $103.9M |
| Bank of America Corp. | 0.01% | Reduce -2.5% | 2,559,938 | $103.4M |
| Pathstone Holdings, LLC | 0.21% | New | 1,776,976 | $71.8M |
| WCG Wealth Advisors LLC | 1.70% | Add +2.3% | 1,773,405 | $71.7M |
| LPL Financial LLC | 0.01% | Add +11.6% | 1,080,964 | $43.7M |
| Intellus Advisors LLC | 5.16% | Add +0.4% | 1,052,032 | $42.5M |
| Foster & Motley Inc. | 1.89% | Reduce -5.1% | 1,016,714 | $41.1M |
| Mariner, LLC | 0.04% | Reduce -1.0% | 944,022 | $38.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.2% | 925,808 | $37.4M |
| UBS Group AG | 0.01% | Add +17.1% | 771,110 | $31.2M |
| Ameriprise Financial Inc. | 0.00% | Add +62.8% | 485,554 | $19.6M |
| Goldstein Advisors, LLC | 1.74% | Add +5.3% | 471,735 | $19.1M |
| Bearing Point Capital, LLC | 2.50% | Add +8.3% | 457,926 | $18.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -20.1% | 439,216 | $17.7M |
| Captrust Financial Advisors | 0.03% | Reduce -1.5% | 424,032 | $17.1M |
| Jones Financial Companies LLLP | 0.01% | Add +25.5% | 417,097 | $16.8M |
| Cetera Investment Advisers | 0.01% | Reduce -2.2% | 379,827 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 234,496 | $9.5M |
| Lido Advisors, LLC | 0.03% | Reduce -5.9% | 227,379 | $9.2M |
| &partners | 0.03% | Reduce -3.7% | 180,696 | $7.3M |
| Clearstead Advisors, LLC | 0.07% | Reduce -50.0% | 178,203 | $7.2M |
| Evergreen Capital Management LLC | 0.11% | Reduce -3.4% | 156,845 | $6.3M |
| IAG Wealth Partners, LLC | 0.46% | Reduce -2.6% | 115,710 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +11.9% | 115,207 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +106.3% | 103,657 | $4.2M |
| WESCAP Management Group, Inc. | 0.74% | Add +0.9% | 98,787 | $4.0M |
| Jane Street Group, LLC | 0.00% | Reduce -11.6% | 97,775 | $4.0M |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 97,610 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -31.6% | 94,461 | $3.8M |
| Howard Financial Services, LTD. | 0.36% | Add +0.9% | 88,991 | $3.6M |
| Modern Wealth Management, LLC | 0.04% | Reduce -2.9% | 86,176 | $3.5M |
| Vawter Financial, Ltd. | 1.28% | Reduce -11.2% | 83,846 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.3% | 80,000 | $3.2M |
| Trilogy Capital Inc. | 0.12% | Reduce -0.3% | 74,625 | $3.0M |
| World Investment Advisors | 0.05% | No change | 75,502 | $3.0M |
| First PREMIER Bank | 0.46% | No change | 71,020 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 61,174 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.1% | 60,219 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.4% | 51,539 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 51,262 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 50,573 | $2.0M |
| Flagstar Securities, Inc. | 0.57% | Reduce -5.8% | 46,867 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.2% | 43,708 | $1.8M |
| HRT Financial LP | 0.00% | New | 42,931 | $1.7M |
| Empirical Asset Management, LLC | 0.37% | Add +6.9% | 41,112 | $1.7M |
| Crux Wealth Advisors | 0.56% | Add +0.4% | 39,663 | $1.6M |
| Apollon Financial, LLC | 0.18% | Reduce -0.8% | 38,596 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.2% | 35,355 | $1.4M |
| MAI Capital Management | 0.01% | No change | 35,257 | $1.4M |
| West Michigan Advisors, LLC | 0.26% | Add +4.3% | 34,054 | $1.4M |
| Fermata Advisors, LLC | 0.21% | Reduce -7.1% | 25,988 | $1.1M |
| AQR Capital Management | 0.00% | Add +133.8% | 25,121 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Reduce -1.0% | 23,161 | $936K |
| Ethos Financial Group, LLC | 0.06% | New | 21,166 | $873K |
| Natixis Advisors, LLC | 0.00% | Add +68.8% | 21,034 | $850K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 20,836 | $842K |
| Allworth Financial LP | 0.00% | Add +1.3% | 20,557 | $831K |
| CLG LLC | 0.18% | Reduce -1.6% | 20,092 | $812K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 19,363 | $793K |
| Eagle Strategies LLC | 0.08% | Add +19.2% | 19,344 | $782K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 18,727 | $757K |
| White Pine Investment CO | 0.16% | Add +0.3% | 18,129 | $733K |
| Client 1ST Advisory Group, LLC | 0.20% | No change | 18,014 | $728K |
| Osaic Holdings, Inc. | 0.00% | Add +147.3% | 17,309 | $700K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -2.4% | 16,235 | $656K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.4% | 16,235 | $656K |
| Sowa Financial Group, Inc. | 0.30% | Reduce -8.1% | 15,963 | $645K |
| MML Investors Services, LLC | 0.00% | Add +58.4% | 15,803 | $639K |
| Clearview Wealth Management LLC | 0.39% | No change | 15,015 | $607K |
| BlackRock, Inc. | 0.00% | Add +65.7% | 14,995 | $606K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.0% | 14,945 | $604K |
| Principal Securities, Inc. | 0.01% | Add +126.3% | 13,986 | $565K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -7.3% | 13,893 | $561K |
| Vise Technologies, Inc. | 0.01% | New | 13,651 | $552K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 13,364 | $540K |
| Sovran Advisors, LLC | 0.04% | Reduce -13.2% | 11,804 | $487K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.9% | 11,677 | $472K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -16.4% | 11,458 | $463K |
| Arkadios Wealth Advisors | 0.01% | Reduce -14.2% | 10,777 | $436K |
| Brown Brothers Harriman & Co. | 0.00% | New | 10,227 | $413K |
| Carlson Financial, Inc. | 0.20% | Add +0.2% | 9,796 | $396K |
| Cerity Partners Retirement Plan Advisors LLC | 0.16% | New | 9,732 | $393K |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 9,662 | $391K |
| Gotham Asset Management | 0.00% | Reduce -4.1% | 8,799 | $356K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.8% | 8,670 | $350K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.2% | 8,597 | $347K |
| Golden State Wealth Management, LLC | 0.03% | Add +1.3% | 8,469 | $342K |
| Janney Montgomery Scott LLC | 0.00% | No change | 6,710 | $271K |
| FMR LLC | 0.00% | Reduce -8.1% | 6,538 | $264K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 6,497 | $263K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.2% | 6,455 | $261K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Reduce -1.6% | 6,391 | $258K |
| Yarger Wealth Strategies, LLC | 0.09% | Add +0.4% | 6,303 | $258K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.3% | 6,276 | $254K |
| Creative Planning | 0.00% | Add +2.3% | 6,166 | $249K |
| Western Wealth Management, LLC | 0.01% | Add +5.7% | 6,079 | $246K |
| Bank of New York Mellon Corp | 0.00% | Add +2.6% | 5,928 | $240K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 5,710 | $231K |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.