Hartford Multifact Dev MRKTRODMETF
13F holders, Q1 2024 (March 31)113holders
2famous investors
$28.01avg. 13F price*
At the end of Q1 2024, 113 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings. The largest holders were Cerity Partners LLC ($142.2M), Morgan Stanley ($106.2M) and Hartford Funds Management Co LLC ($93.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q1 2024)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.5M |
| Exits | 12 | $10.4M |
Ownership 113 holders
| Cerity Partners LLC | 0.38% | Reduce -36.6% | 5,077,342 | $142.2M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 3,792,662 | $106.2M |
| Hartford Funds Management Co LLC | 8.92% | Add +0.2% | 3,345,578 | $93.5M |
| Bank of America Corp. | 0.01% | Add +1.6% | 2,821,291 | $79.0M |
| Mill Creek Capital Advisors, LLC | 1.94% | Reduce -61.4% | 2,553,120 | $71.5M |
| Foster & Motley Inc. | 3.62% | Add +3.0% | 1,876,998 | $52.6M |
| UBS Group AG | 0.02% | Reduce -6.3% | 1,872,342 | $52.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -34.6% | 1,295,375 | $36.3M |
| Trilogy Capital Inc. | 1.72% | Reduce -6.2% | 1,064,898 | $29.8M |
| Raymond James & Associates | 0.02% | Reduce -1.5% | 1,035,894 | $29.0M |
| Mariner, LLC | 0.05% | Add +3436.9% | 869,969 | $24.4M |
| LPL Financial LLC | 0.01% | Add +3.4% | 781,398 | $21.9M |
| WCG Wealth Advisors LLC | 1.83% | Reduce -24.6% | 780,189 | $21.8M |
| Old Mission Capital LLC | 0.47% | Add +756.1% | 684,652 | $19.2M |
| Arden Trust Co | 2.59% | Add +0.2% | 662,724 | $18.6M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +230735.5% | 461,671 | $12.9M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -91.1% | 448,824 | $12.6M |
| Captrust Financial Advisors | 0.05% | Reduce -0.9% | 448,326 | $12.6M |
| Private Advisor Group, LLC | 0.09% | Add +3.1% | 441,311 | $12.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 426,735 | $11.9M |
| Goldstein Advisors, LLC | 1.64% | Add +7.3% | 342,361 | $9.6M |
| Clarius Group, LLC | 0.65% | Reduce -47.5% | 334,857 | $9.4M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +3.7% | 253,210 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 223,139 | $6.2M |
| Vawter Financial, Ltd. | 4.44% | Reduce -15.8% | 218,609 | $6.1M |
| Lido Advisors, LLC | 0.05% | Add +20.1% | 214,015 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -69.4% | 210,622 | $5.9M |
| Citadel Advisors | 0.01% | Add +42.6% | 200,318 | $5.6M |
| WealthPLAN Partners, LLC | 0.57% | Add +2.8% | 195,672 | $5.5M |
| Randall & Associates Wealth Management | 4.69% | Add +9.2% | 185,540 | $5.2M |
| Evergreen Capital Management LLC | 0.19% | Reduce -1.3% | 182,874 | $5.1M |
| IAG Wealth Partners, LLC | 1.06% | Reduce -1.4% | 176,325 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +341.5% | 151,842 | $4.3M |
| NewEdge Advisors, LLC | 0.04% | Add +59.1% | 147,891 | $4.1M |
| Howard Financial Services, LTD. | 0.70% | Reduce -6.7% | 144,389 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.5% | 121,181 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 116,741 | $3.3M |
| Sowa Financial Group, Inc. | 2.47% | No change | 110,580 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +5.3% | 101,224 | $2.8M |
| WESCAP Management Group, Inc. | 0.82% | Reduce -0.9% | 101,076 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.2% | 98,743 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -55.7% | 83,689 | $2.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.6% | 81,645 | $2.3M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -6.3% | 77,585 | $2.2M |
| Fermata Advisors, LLC | 0.45% | Reduce -7.2% | 71,312 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 64,181 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.10% | Add +7.3% | 57,256 | $1.6M |
| Flagstar Securities, Inc. | 0.42% | Reduce -1.8% | 54,400 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 50,845 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 44,218 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -16.3% | 43,180 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.1% | 38,385 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 33,435 | $937K |
| Cranbrook Wealth Management, LLC | 0.22% | Reduce -62.0% | 31,665 | $887K |
| First PREMIER Bank | 0.23% | No change | 30,700 | $860K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.9% | 29,655 | $830K |
| Qube Research & Technologies Ltd | 0.00% | Add +244.9% | 28,900 | $809K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.5% | 28,780 | $806K |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 26,973 | $755K |
| SageView Advisory Group, LLC | 0.04% | New | 770 | $748K |
| Renaissance Technologies | 0.00% | New | 21,442 | $600K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -2.6% | 21,015 | $588K |
| Intrua Financial, LLC | 0.09% | Add +3.4% | 20,766 | $581K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -37.1% | 20,745 | $581K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -40.7% | 20,620 | $577K |
| D.A. Davidson & Co. | 0.01% | Reduce -47.4% | 20,083 | $562K |
| West Michigan Advisors, LLC | 0.18% | New | 20,000 | $560K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $506K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 16,786 | $470K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -17.8% | 16,637 | $466K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -17.8% | 16,637 | $466K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 16,596 | $465K |
| Raymond James Trust N.A. | 0.01% | No change | 15,999 | $448K |
| Equitable Holdings, Inc. | 0.00% | Reduce -33.3% | 15,440 | $432K |
| Arkadios Wealth Advisors | 0.03% | Reduce -7.5% | 14,652 | $410K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.0% | 14,150 | $396K |
| HRT Financial LP | 0.00% | New | 12,374 | $346K |
| SlateStone Wealth, LLC | 0.03% | Reduce -17.1% | 12,126 | $340K |
| PCA Investment Advisory Services Inc. | 0.17% | Reduce -34.5% | 10,740 | $301K |
| Comerica Bank | 0.00% | Reduce -22.4% | 10,461 | $293K |
| IFP Advisors, Inc | 0.01% | Reduce -13.1% | 9,582 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 9,553 | $267K |
| Ieq Capital, LLC | 0.00% | No change | 9,185 | $257K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -16.0% | 8,694 | $243K |
| BKM Wealth Management, LLC | 0.10% | Add +1.6% | 8,605 | $241K |
| Financial Advocates Investment Management | 0.01% | No change | 8,418 | $236K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 8,292 | $232K |
| Keystone Financial Group | 0.03% | New | 7,223 | $202K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -96.7% | 6,636 | $186K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $147K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.4% | 5,156 | $144K |
| Evermay Wealth Management LLC | 0.02% | Reduce -1.7% | 4,283 | $120K |
| Global Retirement Partners, LLC | 0.00% | Add +93.3% | 4,035 | $113K |
| Jones Financial Companies LLLP | 0.00% | Add +433.3% | 2,933 | $82K |
| Spire Wealth Management | 0.00% | No change | 2,280 | $64K |
| Private Trust Co. NA | 0.01% | No change | 1,946 | $54K |
| FMR LLC | 0.00% | Add +74.8% | 1,748 | $49K |
| CoreCap Advisors, LLC | 0.00% | New | 1,355 | $38K |
| MB Generational Wealth, LLC | 0.03% | New | 11,921 | $37K |
| TrinityBridge Ltd | 0.00% | No change | 1,170 | $33K |
| Vima LLC | 0.04% | Add +121.9% | 1,165 | $31K |
| Tucker Asset Management LLC | 0.01% | No change | 1,065 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +641.4% | 986 | $28K |
| Creative Financial Designs Inc. | 0.00% | Reduce -14.0% | 545 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $15K |
| Cwm, LLC | 0.00% | Reduce -82.5% | 450 | $13K |
| Gen-Wealth Partners Inc | 0.01% | — | 380 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 360 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 207 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 162 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 142 | $4K |
| Fernwood Investment Management, LLC | 0.00% | New | 17 | $476 |
| Gradient Investments LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.