Hartford Multifact Dev MRKTRODMETF
13F holders, Q2 2025 (June 30)108holders
8new positions
9sold out
$34.10avg. 13F price*
At the end of Q2 2025, 108 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, unchanged from Q1 2025. 8 opened new positions and 9 sold out. The largest holders were Cerity Partners LLC ($132.9M), Hartford Funds Management Co LLC ($109.0M) and Morgan Stanley ($106.6M).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q2 2025)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.7M |
| Exits | 9 | $12.5M |
All 13F filers, Q1 2025 → Q2 2025: 717,097 shares bought and 2,795,191 shares sold, net −2,078,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Cerity Partners LLC | 0.24% | Reduce -27.6% | 3,897,165 | $132.9M |
| Hartford Funds Management Co LLC | 9.39% | Add +0.0% | 3,196,439 | $109.0M |
| Morgan Stanley | 0.01% | Add +3.5% | 3,124,720 | $106.6M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 2,668,740 | $91.0M |
| Foster & Motley Inc. | 3.88% | Reduce -4.0% | 1,970,169 | $67.2M |
| Mill Creek Capital Advisors, LLC | 1.43% | Reduce -2.0% | 1,893,821 | $64.6M |
| Intellus Advisors LLC | 5.21% | Add +8.1% | 1,025,523 | $35.0M |
| Mariner, LLC | 0.05% | Add +3.1% | 967,891 | $33.0M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 750,720 | $25.6M |
| Private Advisor Group, LLC | 0.13% | Reduce -1.1% | 702,327 | $23.9M |
| WCG Wealth Advisors LLC | 1.50% | Reduce -2.2% | 678,158 | $23.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.4% | 560,535 | $19.1M |
| Captrust Financial Advisors | 0.04% | Reduce -2.9% | 469,214 | $16.0M |
| UBS Group AG | 0.00% | Reduce -2.4% | 465,623 | $15.9M |
| Goldstein Advisors, LLC | 1.98% | Add +0.7% | 432,260 | $14.7M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -0.6% | 310,540 | $10.6M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +3.5% | 307,769 | $10.5M |
| Lido Advisors, LLC | 0.05% | Add +2.9% | 267,402 | $9.1M |
| Bearing Point Capital, LLC | 1.48% | Add +10.7% | 235,881 | $8.0M |
| Flow Traders U.S. LLC | 0.26% | Add +214.9% | 203,183 | $6.9M |
| Clarius Group, LLC | 0.39% | Reduce -1.4% | 193,836 | $6.6M |
| Evergreen Capital Management LLC | 0.17% | Reduce -5.5% | 169,130 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -25.1% | 149,716 | $5.1M |
| &partners | 0.04% | New | 136,459 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +56.1% | 136,418 | $4.6M |
| IAG Wealth Partners, LLC | 0.61% | Reduce -8.2% | 134,330 | $4.6M |
| WESCAP Management Group, Inc. | 0.84% | Add +3.8% | 108,439 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -54.2% | 103,293 | $3.5M |
| Trilogy Capital Inc. | 0.17% | Reduce -21.8% | 99,804 | $3.4M |
| Modern Wealth Management, LLC | 0.08% | Reduce -35.8% | 97,087 | $3.3M |
| Howard Financial Services, LTD. | 0.42% | Reduce -0.3% | 93,616 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 92,743 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.2% | 89,055 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 86,182 | $2.9M |
| World Investment Advisors | 0.06% | Reduce -8.4% | 76,380 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -1.8% | 68,064 | $2.3M |
| First PREMIER Bank | 0.55% | Add +177.5% | 66,600 | $2.3M |
| Randall & Associates Wealth Management | 1.74% | Reduce -66.7% | 66,424 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 61,645 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 61,195 | $2.1M |
| Crux Wealth Advisors | 0.86% | Reduce -32.5% | 59,274 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | New | 49,818 | $1.7M |
| Flagstar Securities, Inc. | 0.47% | Reduce -8.3% | 49,477 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 41,078 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -2.1% | 39,278 | $1.3M |
| Fermata Advisors, LLC | 0.36% | Reduce -14.4% | 38,991 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -3.6% | 35,943 | $1.2M |
| CLG LLC | 0.29% | Reduce -16.9% | 27,644 | $943K |
| Osaic Holdings, Inc. | 0.00% | Add +56.5% | 26,973 | $920K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.4% | 26,113 | $890K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 25,464 | $868K |
| Sowa Financial Group, Inc. | 0.51% | Reduce -22.4% | 23,946 | $817K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.0% | 22,640 | $772K |
| Allworth Financial LP | 0.00% | Add +1.7% | 21,769 | $742K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.7% | 21,348 | $729K |
| Cranbrook Wealth Management, LLC | 0.15% | Reduce -2.5% | 19,943 | $680K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.2% | 19,266 | $657K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +14.6% | 18,886 | $644K |
| Sovran Advisors, LLC | 0.07% | Add +28.3% | 18,823 | $640K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $617K |
| Client 1ST Advisory Group, LLC | 0.22% | Reduce -0.3% | 18,014 | $614K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,637 | $567K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $567K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 16,477 | $562K |
| Citigroup Inc. | 0.00% | Reduce -12.0% | 15,849 | $540K |
| Arkadios Wealth Advisors | 0.02% | Add +1.8% | 15,502 | $529K |
| D.A. Davidson & Co. | 0.00% | No change | 15,285 | $521K |
| Eagle Strategies LLC | 0.07% | Add +1.9% | 12,787 | $436K |
| Financial Advocates Investment Management | 0.02% | Add +8.4% | 8,759 | $299K |
| Kathleen S. Wright Associates Inc. | 0.11% | Reduce -1.2% | 7,992 | $273K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.2% | 7,458 | $254K |
| BKM Wealth Management, LLC | 0.10% | Reduce -5.5% | 7,441 | $254K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,085 | $242K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,992 | $238K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -3.7% | 6,809 | $232K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +1.9% | 6,807 | $232K |
| Stifel Financial Corp. | 0.00% | Reduce -27.8% | 6,777 | $231K |
| AdvisorNet Financial, Inc | 0.01% | Add +18.5% | 6,754 | $230K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 6,536 | $223K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 6,497 | $222K |
| IFP Advisors, Inc | 0.01% | Reduce -3.2% | 6,110 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 6,108 | $208K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $179K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.7% | 5,238 | $179K |
| FMR LLC | 0.00% | Add +39.1% | 4,648 | $159K |
| Global Retirement Partners, LLC | 0.00% | — | 3,964 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 3,398 | $116K |
| Evermay Wealth Management LLC | 0.01% | Reduce -4.2% | 3,314 | $113K |
| Cwm, LLC | 0.00% | Add +6.9% | 3,159 | $108K |
| Comerica Bank | 0.00% | Reduce -3.7% | 3,120 | $106K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.6% | 2,616 | $89K |
| Private Trust Co. NA | 0.01% | Add +15.9% | 2,415 | $82K |
| US Bancorp \de | 0.00% | No change | 1,634 | $56K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,185 | $40K |
| TrinityBridge Ltd | 0.00% | No change | 1,170 | $40K |
| GW&K Investment Management, LLC | 0.00% | New | 724 | $25K |
| Assetmark, Inc. | 0.00% | New | 704 | $24K |
| Team Financial Group, LLC | 0.01% | New | 596 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $15K |
| Bank & Trust Co | 0.01% | No change | 405 | $14K |
| BlackRock, Inc. | 0.00% | No change | 352 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +1.6% | 324 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | New | 318 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 254 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 162 | $6K |
| Ancora Advisors LLC | 0.00% | New | 114 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 24 | $815 |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.