Hartford Multifact Dev MRKTRODMETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $18.0M |
| Exits | 6 | $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.