Hartford Multifact Dev MRKTRODMETF

13F holders, Q1 2026 (March 31)
131holders +9
16new positions
6sold out
3famous investors
$39.41avg. 13F price*

At the end of Q1 2026, 131 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, up 9 from Q4 2025. 16 opened new positions and 6 sold out. The largest holders were Cerity Partners LLC ($160.6M), Morgan Stanley ($125.3M) and Bank of America Corp. ($103.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Hartford Multifact Dev MRKT
Filed as
LATTICE STRATEGIES TR (Q1 2026)
CUSIP
518416102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 113Q1 2024Q2 2024: 108Q2 2024Q3 2024: 105Q3 2024Q4 2024: 106Q4 2024Q1 2025: 108Q1 2025Q2 2025: 108Q2 2025Q3 2025: 115Q3 2025Q4 2025: 122Q4 2025Q1 2026: 131Q1 2026Q2 2026: 131Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$18.0M
Exits6$6.8M

All 13F filers, Q4 2025 → Q1 2026: 1,658,188 shares bought and 1,154,052 shares sold, net +504,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 131 holders

Cerity Partners LLC 0.23% Add +0.9% 4,073,067 $160.6M
Morgan Stanley 0.01% Reduce -1.4% 3,178,454 $125.3M
Bank of America Corp. 0.01% Add +0.6% 2,624,425 $103.5M
Hartford Funds Management Co LLC 8.66% Reduce -8.1% 2,530,109 $99.7M
Mill Creek Capital Advisors, LLC 1.43% Reduce -2.7% 1,769,836 $69.8M
WCG Wealth Advisors LLC 1.91% Add +2.1% 1,733,916 $68.4M
Foster & Motley Inc. 2.18% Reduce -18.8% 1,071,182 $42.2M
Intellus Advisors LLC 5.65% Add +0.0% 1,048,081 $41.3M
LPL Financial LLC 0.01% Reduce -11.1% 968,915 $38.2M
Mariner, LLC 0.04% Reduce -4.6% 953,263 $37.6M
Raymond James Financial Inc. 0.01% Reduce -6.7% 923,832 $36.4M
UBS Group AG 0.00% Add +46.7% 658,303 $26.0M
Private Advisor Group, LLC 0.10% Reduce -10.4% 549,466 $21.7M
Goldstein Advisors, LLC 1.96% Add +1.3% 447,787 $17.7M
Captrust Financial Advisors 0.03% Reduce -3.5% 430,630 $17.0M
Bearing Point Capital, LLC 2.61% Add +51.0% 422,746 $16.7M
Cetera Investment Advisers 0.02% Add +1.8% 388,444 $15.3M
Clearstead Advisors, LLC 0.13% New 356,344 $14.0M
Jones Financial Companies LLLP 0.01% Add +30.2% 332,293 $12.7M
Ameriprise Financial Inc. 0.00% Add +174.6% 298,208 $11.7M
Citadel Advisors 0.01% Add +842.1% 264,683 $10.4M
Lido Advisors, LLC 0.04% Reduce -1.9% 241,614 $9.5M
Royal Bank of Canada 0.00% Add +11.1% 226,226 $8.9M
&partners 0.04% Add +1.9% 187,582 $7.4M
Evergreen Capital Management LLC 0.14% Reduce -0.8% 162,315 $6.4M
Steward Partners Investment Advisory, LLC 0.03% Add +2202.6% 138,134 $5.4M
IAG Wealth Partners, LLC 0.52% Reduce -1.3% 118,803 $4.7M
Jane Street Group, LLC 0.00% Add +20.7% 110,657 $4.4M
Stifel Financial Corp. 0.00% Reduce -6.1% 102,939 $4.1M
Truist Financial Corp. 0.01% Reduce -9.2% 100,132 $3.9M
WESCAP Management Group, Inc. 0.76% Reduce -2.6% 97,907 $3.9M
Vawter Financial, Ltd. 1.57% Reduce -2.8% 94,386 $3.7M
Modern Wealth Management, LLC 0.06% Reduce -2.6% 88,726 $3.5M
Howard Financial Services, LTD. 0.39% Reduce -5.9% 88,204 $3.5M
NewEdge Advisors, LLC 0.01% Add +0.4% 80,263 $3.2M
World Investment Advisors 0.05% Reduce -3.4% 75,502 $3.0M
Trilogy Capital Inc. 0.13% Reduce -9.3% 74,857 $3.0M
First PREMIER Bank 0.65% No change 71,020 $2.8M
Randall & Associates Wealth Management 1.71% Reduce -1.2% 64,516 $2.5M
OneDigital Investment Advisors LLC 0.02% Reduce -1.0% 62,149 $2.4M
Rockefeller Capital Management L.P. 0.00% Reduce -0.6% 53,364 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -8.1% 52,367 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +58.6% 50,952 $2.0M
Envestnet Asset Management Inc. 0.00% Add +32.8% 50,508 $2.0M
Wells Fargo & Company 0.00% Add +11.7% 50,258 $2.0M
Flagstar Securities, Inc. 0.71% No change 49,772 $2.0M
Equitable Holdings, Inc. 0.01% Reduce -0.5% 45,163 $1.7M
Crux Wealth Advisors 0.60% Reduce -7.4% 39,518 $1.6M
Apollon Financial, LLC 0.21% Add +21.3% 38,922 $1.5M
Empirical Asset Management, LLC 0.40% Reduce -3.1% 38,443 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -2.9% 35,781 $1.4M
MAI Capital Management 0.01% Add +0.6% 35,257 $1.4M
West Michigan Advisors, LLC 0.28% New 32,653 $1.3M
Fermata Advisors, LLC 0.25% Reduce -5.9% 27,965 $1.1M
Independent Financial Group, LLC 0.02% Add +2.2% 23,386 $922K
HighTower Advisors, LLC 0.00% Reduce -2.8% 20,670 $815K
CLG LLC 0.20% Reduce -4.1% 20,430 $805K
Allworth Financial LP 0.00% Reduce -6.3% 20,296 $800K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.7% 19,387 $772K
White Pine Investment CO 0.17% No change 18,081 $713K
Client 1ST Advisory Group, LLC 0.22% No change 18,014 $710K
Sowa Financial Group, Inc. 0.34% Reduce -19.3% 17,371 $685K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.4% 16,853 $664K
Guardian Wealth Advisors, LLC / NC 0.04% No change 16,637 $656K
Aptus Capital Advisors, LLC 0.01% No change 16,637 $656K
Eagle Strategies LLC 0.08% Add +25.8% 16,227 $640K
D.A. Davidson & Co. 0.00% Reduce -0.3% 15,092 $595K
Clearview Wealth Management LLC 0.42% — 15,015 $592K
Cranbrook Wealth Management, LLC 0.12% Reduce -7.1% 14,991 $591K
Citigroup Inc. 0.00% Reduce -8.3% 14,356 $566K
Sovran Advisors, LLC 0.04% Reduce -15.0% 13,598 $558K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +589.1% 13,707 $540K
Larson Financial Group LLC 0.02% Reduce -1.0% 13,328 $525K
Arkadios Wealth Advisors 0.01% Reduce -20.5% 12,565 $495K
Natixis Advisors, LLC 0.00% Add +24.6% 12,461 $491K
Kestra Private Wealth Services, LLC 0.01% Add +10.6% 10,818 $426K
AQR Capital Management 0.00% Add +0.7% 10,747 $424K
MML Investors Services, LLC 0.00% New 9,977 $393K
Carlson Financial, Inc. 0.23% Reduce -3.4% 9,776 $385K
Gotham Asset Management 0.00% Reduce -3.1% 9,176 $362K
BlackRock, Inc. 0.00% Reduce -0.7% 9,049 $357K
GTS Securities LLC 0.01% New 8,974 $354K
JPMorgan Chase & Co. 0.00% Add +66.3% 9,019 $347K
Golden State Wealth Management, LLC 0.04% No change 8,364 $330K
AdvisorNet Financial, Inc 0.02% Reduce -6.8% 7,871 $310K
Waverly Advisors, LLC 0.00% New 7,763 $306K
Mercer Global Advisors Inc. 0.00% Reduce -3.9% 7,686 $303K
BKM Wealth Management, LLC 0.11% Add +1.8% 7,556 $298K
FMR LLC 0.00% Add +21.5% 7,114 $280K
Osaic Holdings, Inc. 0.00% Reduce -54.8% 6,998 $276K
Janney Montgomery Scott LLC 0.00% Add +6.8% 6,710 $265K
Insigneo Advisory Services, LLC 0.02% No change 6,497 $256K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Reduce -15.4% 6,497 $256K
Sanctuary Advisors, LLC 0.00% Reduce -3.9% 6,317 $249K
Prospera Financial Services Inc 0.00% Add +0.4% 6,296 $248K
Yarger Wealth Strategies, LLC 0.10% Reduce -5.0% 6,279 $248K
WealthPlan Investment Management, LLC 0.01% Reduce -0.5% 6,183 $244K
Principal Securities, Inc. 0.00% New 6,180 $244K
Creative Planning 0.00% New 6,026 $238K
IFP Advisors, Inc 0.00% Add +1.9% 5,831 $230K

"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.

Show all 131 holders