Hartford Multifact Dev MRKTRODMETF
13F holders, Q3 2024 (September 30)105holders −3
8new positions
10sold out
1famous investor
$30.50avg. 13F price*
At the end of Q3 2024, 105 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, down 3 from Q2 2024. 8 opened new positions and 10 sold out. The largest holders were Cerity Partners LLC ($160.0M), Morgan Stanley ($102.8M) and Hartford Funds Management Co LLC ($99.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q3 2024)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.4M |
| Exits | 10 | $16.4M |
All 13F filers, Q2 2024 → Q3 2024: 918,245 shares bought and 2,839,484 shares sold, net −1,921,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Cerity Partners LLC | 0.35% | Add +2.9% | 5,247,227 | $160.0M |
| Morgan Stanley | 0.01% | Reduce -8.6% | 3,371,810 | $102.8M |
| Hartford Funds Management Co LLC | 9.24% | Reduce -2.2% | 3,271,402 | $99.8M |
| Bank of America Corp. | 0.01% | Add +1.9% | 2,902,132 | $88.5M |
| Mill Creek Capital Advisors, LLC | 1.58% | Reduce -4.5% | 2,152,021 | $65.6M |
| Foster & Motley Inc. | 3.77% | Add +2.1% | 1,948,960 | $59.4M |
| Raymond James & Associates | 0.02% | Reduce -3.2% | 979,236 | $29.9M |
| Mariner, LLC | 0.05% | Add +3.3% | 890,531 | $27.2M |
| WCG Wealth Advisors LLC | 1.64% | Reduce -5.4% | 797,666 | $24.3M |
| LPL Financial LLC | 0.01% | Add +2.8% | 782,741 | $23.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -43.4% | 723,353 | $22.1M |
| Private Advisor Group, LLC | 0.13% | Add +6.6% | 699,752 | $21.3M |
| Trilogy Capital Inc. | 1.00% | Reduce -2.2% | 652,295 | $19.9M |
| Captrust Financial Advisors | 0.04% | Reduce -1.4% | 473,227 | $14.4M |
| UBS Group AG | 0.00% | Reduce -3.0% | 444,470 | $13.6M |
| Goldstein Advisors, LLC | 1.80% | Add +7.5% | 387,499 | $11.8M |
| World Investment Advisors | 0.35% | New | 366,287 | $11.2M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -12.0% | 327,074 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +3.2% | 281,570 | $8.6M |
| Lido Advisors, LLC | 0.06% | Add +2.6% | 240,528 | $7.3M |
| Clarius Group, LLC | 0.46% | Reduce -22.2% | 214,697 | $6.5M |
| Randall & Associates Wealth Management | 4.90% | Add +5.5% | 196,260 | $6.0M |
| Vawter Financial, Ltd. | 3.53% | Reduce -7.7% | 189,586 | $5.8M |
| Evergreen Capital Management LLC | 0.19% | Add +4.8% | 187,837 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 161,228 | $4.9M |
| IAG Wealth Partners, LLC | 0.90% | Reduce -3.9% | 159,978 | $4.9M |
| WESCAP Management Group, Inc. | 0.84% | Add +9.7% | 110,566 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -8.4% | 106,827 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -27.0% | 106,556 | $3.3M |
| Howard Financial Services, LTD. | 0.45% | Reduce -19.1% | 101,105 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.9% | 97,056 | $3.0M |
| Fermata Advisors, LLC | 0.55% | Add +28.8% | 89,183 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.4% | 86,143 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -38.2% | 76,866 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 75,126 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.6% | 73,027 | $2.2M |
| Sowa Financial Group, Inc. | 1.38% | Reduce -16.8% | 71,525 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.2% | 69,512 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -5.1% | 63,309 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -1.4% | 61,186 | $1.9M |
| Flagstar Securities, Inc. | 0.42% | Add +1.7% | 54,751 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +91.6% | 52,352 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.6% | 50,865 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +87.8% | 49,628 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 45,807 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 35,849 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +149.8% | 31,433 | $959K |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 29,602 | $901K |
| Allworth Financial LP | 0.01% | Reduce -2.2% | 28,916 | $882K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 27,371 | $835K |
| Cranbrook Wealth Management, LLC | 0.17% | Reduce -5.4% | 25,159 | $767K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.6% | 23,579 | $719K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.0% | 23,480 | $716K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.9% | 22,026 | $672K |
| Citigroup Inc. | 0.00% | Add +8.9% | 21,417 | $653K |
| D.A. Davidson & Co. | 0.01% | Add +0.9% | 20,104 | $613K |
| Citadel Advisors | 0.00% | Add +154.7% | 19,602 | $598K |
| Flow Traders U.S. LLC | 0.03% | New | 19,309 | $589K |
| Larson Financial Group LLC | 0.03% | Reduce -2.7% | 18,683 | $570K |
| Client 1ST Advisory Group, LLC | 0.22% | Reduce -12.7% | 18,073 | $551K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $551K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 17,300 | $528K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 16,637 | $507K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $507K |
| First PREMIER Bank | 0.12% | Add +2.5% | 16,100 | $492K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.6% | 15,580 | $475K |
| Arkadios Wealth Advisors | 0.03% | Add +2.0% | 14,943 | $456K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +5.0% | 13,327 | $406K |
| Eagle Strategies LLC | 0.07% | Reduce -34.6% | 12,393 | $378K |
| SlateStone Wealth, LLC | 0.03% | Reduce -3.1% | 11,755 | $359K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -30.7% | 11,374 | $347K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -0.4% | 10,529 | $321K |
| Equitable Holdings, Inc. | 0.00% | Reduce -32.0% | 10,212 | $311K |
| Stifel Financial Corp. | 0.00% | Reduce -19.8% | 9,618 | $293K |
| Financial Advocates Investment Management | 0.01% | Add +1.5% | 8,319 | $254K |
| Kathleen S. Wright Associates Inc. | 0.10% | No change | 8,292 | $253K |
| BKM Wealth Management, LLC | 0.10% | Reduce -5.7% | 8,175 | $249K |
| Comerica Bank | 0.00% | Reduce -11.0% | 7,907 | $241K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -3.3% | 7,831 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -98.3% | 7,725 | $236K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,857 | $209K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -13.5% | 7,085 | $209K |
| Yarger Wealth Strategies, LLC | 0.11% | New | 6,721 | $205K |
| Keystone Financial Group | 0.03% | New | 6,628 | $202K |
| IFP Advisors, Inc | 0.01% | Reduce -13.0% | 6,394 | $195K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $160K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.1% | 4,441 | $135K |
| Evermay Wealth Management LLC | 0.02% | Reduce -2.1% | 3,985 | $122K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.3% | 3,862 | $118K |
| FMR LLC | 0.00% | Reduce -26.3% | 3,083 | $94K |
| Wagner Wealth Management, LLC | 0.02% | Add +2.1% | 3,030 | $92K |
| Spire Wealth Management | 0.00% | No change | 2,280 | $70K |
| Private Trust Co. NA | 0.01% | No change | 2,084 | $64K |
| Anfield Capital Management, LLC | 0.02% | New | 1,669 | $51K |
| TrinityBridge Ltd | 0.00% | No change | 1,170 | $36K |
| Tucker Asset Management LLC | 0.01% | Reduce -0.9% | 1,055 | $32K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $17K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.3% | 500 | $15K |
| Cwm, LLC | 0.00% | No change | 450 | $14K |
| Bank & Trust Co | 0.01% | No change | 405 | $12K |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.