Hartford Multifact Dev MRKTRODMETF
13F holders, Q1 2025 (March 31)108holders +2
10new positions
7sold out
1famous investor
$30.99avg. 13F price*
At the end of Q1 2025, 108 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, up 2 from Q4 2024. 10 opened new positions and 7 sold out. The largest holders were Cerity Partners LLC ($166.9M), Hartford Funds Management Co LLC ($99.0M) and Morgan Stanley ($93.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q1 2025)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.8M |
| Exits | 7 | $930K |
All 13F filers, Q4 2024 → Q1 2025: 716,816 shares bought and 1,955,688 shares sold, net −1,238,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Cerity Partners LLC | 0.34% | Add +1.5% | 5,385,430 | $166.9M |
| Hartford Funds Management Co LLC | 8.94% | Reduce -3.6% | 3,195,543 | $99.0M |
| Morgan Stanley | 0.01% | Reduce -8.8% | 3,019,599 | $93.6M |
| Bank of America Corp. | 0.01% | Reduce -0.4% | 2,708,933 | $83.9M |
| Foster & Motley Inc. | 4.00% | Reduce -0.1% | 2,051,299 | $63.6M |
| Mill Creek Capital Advisors, LLC | 1.45% | Reduce -6.4% | 1,932,281 | $59.9M |
| Intellus Advisors LLC | 5.14% | Add +9.5% | 948,864 | $29.4M |
| Mariner, LLC | 0.05% | Add +1.4% | 938,929 | $29.1M |
| LPL Financial LLC | 0.01% | Reduce -2.9% | 769,845 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.2% | 712,693 | $22.1M |
| Private Advisor Group, LLC | 0.13% | Reduce -3.7% | 710,400 | $22.0M |
| WCG Wealth Advisors LLC | 1.63% | Reduce -13.9% | 693,418 | $21.5M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 483,304 | $15.0M |
| UBS Group AG | 0.00% | Add +3.3% | 476,973 | $14.8M |
| Goldstein Advisors, LLC | 1.95% | Add +4.5% | 429,304 | $13.3M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.4% | 312,511 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.62% | Add +4.4% | 297,423 | $9.2M |
| Lido Advisors, LLC | 0.05% | Add +6.5% | 259,813 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Add +189.5% | 225,654 | $7.0M |
| Bearing Point Capital, LLC | 1.41% | Add +8.0% | 213,181 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +18.0% | 199,968 | $6.2M |
| Randall & Associates Wealth Management | 5.09% | Add +0.3% | 199,378 | $6.2M |
| Clarius Group, LLC | 0.38% | Reduce -0.8% | 196,597 | $6.1M |
| Evergreen Capital Management LLC | 0.19% | Reduce -4.2% | 178,900 | $5.5M |
| Vawter Financial, Ltd. | 2.84% | Reduce -3.6% | 163,806 | $5.1M |
| Modern Wealth Management, LLC | 0.15% | Reduce -3.9% | 151,233 | $4.7M |
| IAG Wealth Partners, LLC | 0.70% | Reduce -7.0% | 146,248 | $4.5M |
| Citadel Advisors | 0.00% | Add +695.0% | 132,511 | $4.1M |
| Trilogy Capital Inc. | 0.21% | Reduce -80.5% | 127,550 | $4.0M |
| WESCAP Management Group, Inc. | 0.79% | Reduce -2.9% | 104,443 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +1.3% | 95,912 | $3.0M |
| Howard Financial Services, LTD. | 0.40% | Add +3.2% | 93,922 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -2.9% | 92,278 | $2.9M |
| Crux Wealth Advisors | 1.42% | Reduce -9.1% | 87,825 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +39.6% | 87,406 | $2.7M |
| World Investment Advisors | 0.07% | Reduce -80.0% | 83,427 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -20.3% | 83,071 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +2.1% | 70,770 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.5% | 69,338 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.6% | 65,169 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 64,526 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.0% | 60,943 | $1.9M |
| Flagstar Securities, Inc. | 0.43% | Reduce -3.4% | 53,947 | $1.7M |
| Fermata Advisors, LLC | 0.26% | Reduce -9.2% | 45,577 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -10.5% | 40,113 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 39,163 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -21.2% | 37,304 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 33,655 | $1.0M |
| CLG LLC | 0.36% | Reduce -2.7% | 33,269 | $1.0M |
| Sowa Financial Group, Inc. | 0.63% | Reduce -9.2% | 30,866 | $957K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 26,288 | $815K |
| First PREMIER Bank | 0.19% | Add +60.0% | 24,000 | $744K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.8% | 23,462 | $727K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 23,338 | $723K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.1% | 22,642 | $702K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 21,405 | $681K |
| Cranbrook Wealth Management, LLC | 0.15% | Reduce -12.9% | 20,452 | $634K |
| Client 1ST Advisory Group, LLC | 0.22% | No change | 18,073 | $560K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $560K |
| Citigroup Inc. | 0.00% | Reduce -2.9% | 18,010 | $558K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.3% | 17,234 | $534K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,637 | $516K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $516K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +11.2% | 16,476 | $511K |
| Larson Financial Group LLC | 0.02% | Reduce -8.1% | 16,466 | $510K |
| D.A. Davidson & Co. | 0.00% | Reduce -13.8% | 15,285 | $474K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.2% | 15,233 | $472K |
| Sovran Advisors, LLC | 0.06% | New | 14,667 | $456K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.2% | 14,043 | $435K |
| GTS Securities LLC | 0.02% | New | 12,800 | $397K |
| Eagle Strategies LLC | 0.07% | No change | 12,544 | $389K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 11,093 | $344K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.2% | 9,711 | $301K |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 9,382 | $291K |
| Advisor Resource Council | 0.02% | New | 8,284 | $257K |
| Kathleen S. Wright Associates Inc. | 0.10% | Reduce -2.4% | 8,092 | $251K |
| Financial Advocates Investment Management | 0.02% | Add +1.4% | 8,082 | $250K |
| BKM Wealth Management, LLC | 0.10% | Reduce -5.3% | 7,876 | $244K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,085 | $220K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -11.3% | 7,071 | $219K |
| Yarger Wealth Strategies, LLC | 0.12% | New | 6,681 | $207K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,553 | $203K |
| Insigneo Advisory Services, LLC | 0.02% | New | 6,497 | $201K |
| IFP Advisors, Inc | 0.01% | Add +8.1% | 6,312 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 6,287 | $195K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,699 | $177K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $162K |
| Evermay Wealth Management LLC | 0.01% | Reduce -8.7% | 3,459 | $107K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.9% | 3,402 | $105K |
| FMR LLC | 0.00% | Add +9.5% | 3,342 | $104K |
| Comerica Bank | 0.00% | Reduce -2.3% | 3,239 | $100K |
| Cwm, LLC | 0.00% | Add +413.0% | 2,955 | $92K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -24.4% | 2,600 | $81K |
| Spire Wealth Management | 0.00% | No change | 2,280 | $71K |
| Private Trust Co. NA | 0.01% | No change | 2,084 | $65K |
| US Bancorp \de | 0.00% | New | 1,634 | $51K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,185 | $37K |
| TrinityBridge Ltd | 0.00% | No change | 1,170 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $15K |
| Bank & Trust Co | 0.01% | No change | 405 | $13K |
| Gen-Wealth Partners Inc | 0.00% | No change | 380 | $12K |
| BlackRock, Inc. | 0.00% | No change | 352 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +3.2% | 319 | $10K |
| Mascoma Wealth Management LLC | 0.00% | New | 296 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 254 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 162 | $5K |
| Wagner Wealth Management, LLC | 0.00% | No change | 24 | $740 |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.