Hartford Multifact Dev MRKTRODMETF
13F holders, Q3 2025 (September 30)115holders +7
13new positions
5sold out
2famous investors
$35.52avg. 13F price*
At the end of Q3 2025, 115 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, up 7 from Q2 2025. 13 opened new positions and 5 sold out. The largest holders were Cerity Partners LLC ($140.7M), Morgan Stanley ($115.6M) and Hartford Funds Management Co LLC ($102.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q3 2025)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $21.3M |
| Exits | 5 | $7.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,799,746 shares bought and 922,646 shares sold, net +877,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Cerity Partners LLC | 0.23% | Add +1.6% | 3,959,969 | $140.7M |
| Morgan Stanley | 0.01% | Add +4.1% | 3,253,019 | $115.6M |
| Hartford Funds Management Co LLC | 8.77% | Reduce -9.9% | 2,880,361 | $102.3M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 2,632,758 | $93.5M |
| Foster & Motley Inc. | 3.78% | Add +0.3% | 1,976,009 | $70.2M |
| Mill Creek Capital Advisors, LLC | 1.34% | Reduce -3.1% | 1,835,488 | $65.2M |
| Intellus Advisors LLC | 5.08% | Add +2.1% | 1,046,900 | $37.2M |
| Mariner, LLC | 0.04% | Add +1.4% | 980,982 | $34.8M |
| Raymond James Financial Inc. | 0.01% | Add +59.1% | 892,015 | $31.7M |
| LPL Financial LLC | 0.01% | Add +17.6% | 882,911 | $31.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -11.5% | 621,482 | $22.1M |
| WCG Wealth Advisors LLC | 1.35% | Reduce -10.3% | 608,422 | $21.6M |
| UBS Group AG | 0.00% | Add +0.9% | 469,646 | $16.7M |
| Captrust Financial Advisors | 0.03% | Reduce -1.9% | 460,080 | $16.3M |
| Goldstein Advisors, LLC | 1.92% | Add +2.9% | 444,751 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +307.5% | 377,936 | $13.4M |
| Susquehanna International Group, LLP | 0.02% | New | 314,168 | $11.2M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +0.5% | 309,148 | $11.0M |
| Lido Advisors, LLC | 0.04% | Reduce -7.9% | 246,313 | $8.8M |
| Bearing Point Capital, LLC | 1.46% | Add +1.0% | 238,221 | $8.5M |
| Clarius Group, LLC | 0.41% | No change | 193,836 | $6.9M |
| Jones Financial Companies LLLP | 0.00% | Add +34.3% | 183,152 | $6.5M |
| Evergreen Capital Management LLC | 0.14% | Reduce -0.5% | 168,315 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 164,618 | $5.8M |
| &partners | 0.04% | Add +13.4% | 154,758 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +66.1% | 143,126 | $5.1M |
| Vawter Financial, Ltd. | 2.30% | New | 142,871 | $5.1M |
| IAG Wealth Partners, LLC | 0.54% | Reduce -6.2% | 125,945 | $4.5M |
| WESCAP Management Group, Inc. | 0.79% | Reduce -1.9% | 106,374 | $3.8M |
| Modern Wealth Management, LLC | 0.07% | Reduce -1.8% | 95,319 | $3.4M |
| Howard Financial Services, LTD. | 0.40% | Reduce -0.9% | 92,806 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.7% | 89,170 | $3.2M |
| Trilogy Capital Inc. | 0.14% | Reduce -12.4% | 87,382 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.0% | 82,824 | $2.9M |
| World Investment Advisors | 0.06% | Add +1.7% | 77,691 | $2.8M |
| First PREMIER Bank | 0.56% | Add +5.0% | 69,900 | $2.5M |
| Randall & Associates Wealth Management | 1.70% | Reduce -0.8% | 65,878 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.3% | 65,825 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 58,928 | $2.1M |
| Crux Wealth Advisors | 0.81% | Reduce -2.5% | 57,768 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 51,461 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +22.6% | 50,384 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 49,208 | $1.7M |
| Flagstar Securities, Inc. | 0.53% | Reduce -0.8% | 49,106 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +81.4% | 41,073 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.4% | 37,963 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -6.2% | 36,856 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -1.8% | 35,283 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.2% | 32,966 | $1.2M |
| Fermata Advisors, LLC | 0.29% | Reduce -17.8% | 32,040 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +16.5% | 31,422 | $1.1M |
| CLG LLC | 0.27% | Reduce 0.0% | 27,643 | $982K |
| Citadel Advisors | 0.00% | New | 27,102 | $963K |
| Empirical Asset Management, LLC | 0.25% | New | 25,224 | $896K |
| Sowa Financial Group, Inc. | 0.49% | Add +3.5% | 24,774 | $880K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 22,431 | $797K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.7% | 21,927 | $782K |
| Allworth Financial LP | 0.00% | No change | 21,769 | $773K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 18,413 | $654K |
| Sovran Advisors, LLC | 0.06% | Reduce -3.9% | 18,085 | $646K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $642K |
| Client 1ST Advisory Group, LLC | 0.21% | No change | 18,014 | $640K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -12.2% | 17,507 | $622K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,637 | $591K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $591K |
| Arkadios Wealth Advisors | 0.01% | Add +1.0% | 15,657 | $556K |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 15,540 | $552K |
| D.A. Davidson & Co. | 0.00% | No change | 15,285 | $543K |
| Larson Financial Group LLC | 0.02% | Reduce -15.1% | 13,984 | $497K |
| Eagle Strategies LLC | 0.06% | No change | 12,787 | $454K |
| Gotham Asset Management | 0.00% | New | 11,704 | $416K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +37.5% | 9,613 | $341K |
| Mercer Global Advisors Inc. | 0.00% | Add +13.1% | 8,438 | $300K |
| Golden State Wealth Management, LLC | 0.03% | Add +216.3% | 8,274 | $294K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 7,992 | $284K |
| BKM Wealth Management, LLC | 0.10% | Reduce -1.2% | 7,354 | $261K |
| GTS Securities LLC | 0.01% | New | 7,054 | $251K |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 6,855 | $244K |
| Yarger Wealth Strategies, LLC | 0.11% | No change | 6,807 | $242K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,754 | $240K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -1.6% | 6,703 | $238K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.2% | 6,677 | $237K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.3% | 6,571 | $233K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 6,497 | $231K |
| IFP Advisors, Inc | 0.01% | Add +3.2% | 6,306 | $224K |
| Prospera Financial Services Inc | 0.00% | New | 6,272 | $223K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 6,113 | $217K |
| Encompass Wealth Advisors, LLC | 0.07% | New | 5,816 | $207K |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 5,606 | $199K |
| Keystone Financial Group | 0.01% | New | 5,328 | $189K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $186K |
| BlackRock, Inc. | 0.00% | Add +1318.5% | 4,993 | $177K |
| FMR LLC | 0.00% | Add +3.2% | 4,796 | $170K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,964 | $141K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.8% | 3,336 | $119K |
| Cwm, LLC | 0.00% | Add +3.9% | 3,283 | $117K |
| Comerica Bank | 0.00% | Reduce -0.6% | 3,102 | $110K |
| Evermay Wealth Management LLC | 0.01% | Reduce -10.3% | 2,972 | $106K |
| Root Financial Partners, LLC | 0.01% | New | 2,426 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Reduce -90.0% | 1,887 | $67K |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.