Hartford Multifact Dev MRKTRODMETF
13F holders, Q4 2025 (December 31)122holders +7
12new positions
7sold out
3famous investors
$36.96avg. 13F price*
At the end of Q4 2025, 122 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, up 7 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were Cerity Partners LLC ($149.3M), Morgan Stanley ($119.2M) and Hartford Funds Management Co LLC ($101.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q4 2025)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.0M |
| Exits | 7 | $22.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,161,888 shares bought and 1,731,265 shares sold, net +430,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Cerity Partners LLC | 0.22% | Add +1.9% | 4,037,300 | $149.3M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 3,222,470 | $119.2M |
| Hartford Funds Management Co LLC | 8.34% | Reduce -4.5% | 2,751,584 | $101.7M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 2,609,303 | $96.5M |
| Mill Creek Capital Advisors, LLC | 1.37% | Reduce -0.9% | 1,818,166 | $67.2M |
| WCG Wealth Advisors LLC | 1.76% | Add +179.2% | 1,698,855 | $62.8M |
| Foster & Motley Inc. | 2.60% | Reduce -33.2% | 1,319,339 | $48.8M |
| LPL Financial LLC | 0.01% | Add +23.4% | 1,089,891 | $40.3M |
| Intellus Advisors LLC | 5.14% | Add +0.1% | 1,047,638 | $38.7M |
| Mariner, LLC | 0.04% | Add +1.9% | 999,238 | $36.9M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 990,612 | $36.6M |
| Private Advisor Group, LLC | 0.11% | Reduce -1.3% | 613,581 | $22.7M |
| UBS Group AG | 0.00% | Reduce -4.5% | 448,751 | $16.6M |
| Captrust Financial Advisors | 0.03% | Reduce -3.0% | 446,025 | $16.5M |
| Goldstein Advisors, LLC | 1.86% | Reduce -0.7% | 441,849 | $16.3M |
| Cetera Investment Advisers | 0.02% | Add +0.9% | 381,447 | $14.1M |
| Bearing Point Capital, LLC | 1.62% | Add +17.6% | 280,032 | $10.4M |
| Jones Financial Companies LLLP | 0.01% | Add +39.4% | 255,241 | $9.4M |
| Lido Advisors, LLC | 0.03% | No change | 246,313 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +23.8% | 203,722 | $7.5M |
| &partners | 0.04% | Add +18.9% | 184,033 | $6.8M |
| Clarius Group, LLC | 0.38% | Reduce -7.9% | 178,572 | $6.6M |
| Evergreen Capital Management LLC | 0.14% | Reduce -2.8% | 163,640 | $6.1M |
| Flow Traders U.S. LLC | 0.20% | New | 160,431 | $5.9M |
| IAG Wealth Partners, LLC | 0.52% | Reduce -4.4% | 120,392 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -22.9% | 110,323 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +1499.5% | 109,646 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +21.8% | 108,587 | $4.0M |
| WESCAP Management Group, Inc. | 0.75% | Reduce -5.5% | 100,557 | $3.7M |
| Vawter Financial, Ltd. | 1.52% | Reduce -32.0% | 97,148 | $3.6M |
| Howard Financial Services, LTD. | 0.41% | Add +1.0% | 93,710 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +78.2% | 91,692 | $3.4M |
| Modern Wealth Management, LLC | 0.06% | Reduce -4.4% | 91,140 | $3.4M |
| Trilogy Capital Inc. | 0.14% | Reduce -5.5% | 82,580 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.5% | 79,920 | $3.0M |
| World Investment Advisors | 0.05% | Add +0.6% | 78,140 | $2.9M |
| First PREMIER Bank | 0.60% | Add +1.6% | 71,020 | $2.6M |
| Randall & Associates Wealth Management | 1.67% | Reduce -0.9% | 65,311 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.6% | 62,784 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 57,001 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.7% | 53,666 | $2.0M |
| Flagstar Securities, Inc. | 0.62% | Add +1.4% | 49,772 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.7% | 45,409 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -10.7% | 44,996 | $1.7M |
| Crux Wealth Advisors | 0.59% | Reduce -26.1% | 42,695 | $1.6M |
| Empirical Asset Management, LLC | 0.41% | Add +57.3% | 39,679 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 38,030 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.0% | 36,858 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -0.7% | 35,033 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 32,134 | $1.2M |
| Apollon Financial, LLC | 0.17% | New | 32,100 | $1.2M |
| Fermata Advisors, LLC | 0.26% | Reduce -7.3% | 29,718 | $1.1M |
| Citadel Advisors | 0.00% | Add +3.7% | 28,094 | $1.0M |
| Independent Financial Group, LLC | 0.02% | New | 22,886 | $846K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 21,480 | $803K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 21,664 | $801K |
| Sowa Financial Group, Inc. | 0.41% | Reduce -13.1% | 21,520 | $796K |
| CLG LLC | 0.20% | Reduce -23.0% | 21,297 | $787K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.2% | 21,258 | $786K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.0% | 19,693 | $728K |
| White Pine Investment CO | 0.16% | No change | 18,081 | $669K |
| Client 1ST Advisory Group, LLC | 0.21% | No change | 18,014 | $666K |
| HRT Financial LP | 0.00% | New | 17,739 | $655K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 16,637 | $615K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $615K |
| Sovran Advisors, LLC | 0.05% | Reduce -11.5% | 15,999 | $603K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -7.8% | 16,132 | $596K |
| Arkadios Wealth Advisors | 0.01% | Add +1.0% | 15,809 | $585K |
| Citigroup Inc. | 0.00% | Add +0.8% | 15,656 | $579K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.7% | 15,493 | $573K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 15,145 | $560K |
| Larson Financial Group LLC | 0.02% | Reduce -3.7% | 13,464 | $498K |
| Eagle Strategies LLC | 0.06% | Add +0.8% | 12,895 | $477K |
| AQR Capital Management | 0.00% | New | 10,672 | $395K |
| Carlson Financial, Inc. | 0.22% | — | 10,124 | $374K |
| Natixis Advisors, LLC | 0.00% | New | 10,004 | $370K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.8% | 9,785 | $362K |
| Gotham Asset Management | 0.00% | Reduce -19.1% | 9,466 | $350K |
| BlackRock, Inc. | 0.00% | Add +82.6% | 9,116 | $337K |
| AdvisorNet Financial, Inc | 0.02% | Add +25.0% | 8,444 | $312K |
| Golden State Wealth Management, LLC | 0.03% | Add +1.1% | 8,364 | $309K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 7,995 | $296K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +307.1% | 7,682 | $284K |
| BKM Wealth Management, LLC | 0.10% | Add +0.9% | 7,423 | $274K |
| Yarger Wealth Strategies, LLC | 0.10% | Reduce -2.9% | 6,609 | $244K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,571 | $243K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 6,497 | $240K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.9% | 6,282 | $232K |
| Prospera Financial Services Inc | 0.00% | No change | 6,272 | $232K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -7.3% | 6,211 | $230K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 5,999 | $222K |
| FMR LLC | 0.00% | Add +22.1% | 5,856 | $217K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 5,816 | $215K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 5,722 | $212K |
| Bank of New York Mellon Corp | 0.00% | New | 5,563 | $206K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 5,424 | $201K |
| Farther Finance Advisors, LLC | 0.00% | Add +275.3% | 5,329 | $197K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $194K |
| Quadrant Capital Group LLC | 0.00% | New | 4,322 | $160K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,964 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 3,340 | $124K |
| Cwm, LLC | 0.00% | No change | 3,283 | $121K |
| Comerica Bank | 0.00% | Reduce -1.2% | 3,066 | $113K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,033 | $112K |
| Evermay Wealth Management LLC | 0.01% | Reduce -7.3% | 2,754 | $102K |
| Root Financial Partners, LLC | 0.00% | No change | 2,426 | $90K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,989 | $74K |
| Private Trust Co. NA | 0.01% | No change | 1,782 | $66K |
| SageView Advisory Group, LLC | 0.00% | New | 1,423 | $53K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,337 | $49K |
| US Bancorp \de | 0.00% | No change | 1,220 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,185 | $44K |
| GW&K Investment Management, LLC | 0.00% | No change | 724 | $27K |
| Team Financial Group, LLC | 0.01% | Add +1.5% | 605 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $18K |
| Bank & Trust Co | 0.01% | No change | 405 | $15K |
| Bayban | 0.01% | — | 382 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.1% | 279 | $10K |
| Miller Capital Partners, Inc. | 0.00% | — | 141 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 114 | $4K |
| Assetmark, Inc. | 0.00% | No change | 93 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 23 | $850 |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.