Hartford Multifact Small CapROSCETF

13F holders, Q4 2024 (December 31)
21holders +4
4new positions
2sold out
1famous investor
$43.59avg. 13F price*

At the end of Q4 2024, 21 institutions reported holding Hartford Multifact Small Cap (ROSC) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($3.2M), Solano Wealth Investment Advisors LLC ($1.6M) and Private Advisor Group, LLC ($942K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Multifact Small Cap
Filed as
LATTICE STRATEGIES TR (Q4 2024)
CUSIP
518416508
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 18Q1 2024Q2 2024: 17Q2 2024Q3 2024: 17Q3 2024Q4 2024: 21Q4 2024Q1 2025: 18Q1 2025Q2 2025: 17Q2 2025Q3 2025: 17Q3 2025Q4 2025: 20Q4 2025Q1 2026: 23Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$678K
Exits2$276K

All 13F filers, Q3 2024 → Q4 2024: 36,580 shares bought and 12,559 shares sold, net +24,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders
LPL Financial LLC 0.00% Add +22.7% 73,464 $3.2M
Solano Wealth Investment Advisors LLC 0.96% — 36,526 $1.6M
Private Advisor Group, LLC 0.01% Add +18.4% 21,599 $942K
Susquehanna International Group, LLP 0.00% Reduce -19.4% 16,568 $722K
Stratos Wealth Partners, LTD. 0.01% New 13,484 $588K
Harbour Investments, Inc. 0.01% Add +3.7% 9,560 $417K
Householder Group Estate & Retirement Specialist, LLC 0.27% Add +80.2% 8,152 $355K
Citadel Advisors 0.00% Reduce -22.9% 7,253 $316K
Northwest Wealth Management, LLC 0.05% Add +0.8% 5,578 $243K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.8% 5,577 $243K
Golden Bell Financial Planning LLC 0.24% — 5,432 $237K
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 5,009 $218K
Kathleen S. Wright Associates Inc. 0.09% Reduce -1.5% 4,800 $209K
Wagner Wealth Management, LLC 0.03% Add +0.3% 2,250 $98K
Van Hulzen Asset Management, LLC 0.01% New 1,927 $84K
Osaic Holdings, Inc. 0.00% No change 339 $15K
Creative Financial Designs Inc. 0.00% Add +0.5% 194 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 103 $4K
Synergy Asset Management, LLC 0.00% New 48 $2K
Morgan Stanley 0.00% Reduce -50.0% 1 $57
Wells Fargo & Company 0.00% No change 1 $40

"% of holder's portfolio" is ROSC's weight in each manager's 13F, not the share of Hartford Multifact Small Cap the manager owns.