Hartford Multifact Small CapROSCETF
13F holders, Q1 2024 (March 31)18holders
1famous investor
$41.63avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Hartford Multifact Small Cap (ROSC) in their 13F filings. The largest holders were LPL Financial LLC ($2.3M), Solano Wealth Management, Inc. ($1.6M) and Susquehanna International Group, LLP ($863K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Small Cap
- Filed as
- LATTICE STRATEGIES TR (Q1 2024)
- CUSIP
- 518416508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 2 | $6.7M |
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +48.6% | 54,715 | $2.3M |
| Solano Wealth Management, Inc. | 0.89% | Reduce -20.7% | 38,075 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +40.7% | 20,743 | $863K |
| Jane Street Group, LLC | 0.00% | New | 18,447 | $768K |
| Citadel Advisors | 0.00% | Reduce -49.6% | 12,067 | $502K |
| Private Advisor Group, LLC | 0.00% | New | 9,035 | $376K |
| Harbour Investments, Inc. | 0.01% | Add +148.9% | 6,843 | $285K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.4% | 5,487 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,487 | $228K |
| Kathleen S. Wright Associates Inc. | 0.10% | Add +0.3% | 4,850 | $202K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -94.2% | 3,091 | $129K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +123.2% | 991 | $41K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.5% | 339 | $14K |
| Caitlin John, LLC | 0.01% | No change | 245 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 192 | $8K |
| Morgan Stanley | 0.00% | No change | 1 | $83 |
| Wells Fargo & Company | 0.00% | No change | 2 | $65 |
"% of holder's portfolio" is ROSC's weight in each manager's 13F, not the share of Hartford Multifact Small Cap the manager owns.