Hartford Multifact Small CapROSCETF
13F holders, Q1 2025 (March 31)18holders −3
1new positions
2sold out
1famous investor
$40.27avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Hartford Multifact Small Cap (ROSC) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.3M), Solano Wealth Investment Advisors LLC ($1.5M) and Susquehanna International Group, LLP ($561K). 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 2025)
- CUSIP
- 518416508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $296K |
| Exits | 2 | $86K |
All 13F filers, Q4 2024 → Q1 2025: 47,565 shares bought and 19,549 shares sold, net +28,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +44.3% | 106,029 | $4.3M |
| Solano Wealth Investment Advisors LLC | 0.90% | Reduce -1.2% | 36,100 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.9% | 13,936 | $561K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 13,386 | $539K |
| Citadel Advisors | 0.00% | Add +77.9% | 12,906 | $520K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.9% | 11,896 | $479K |
| Jane Street Group, LLC | 0.00% | New | 7,358 | $296K |
| Harbour Investments, Inc. | 0.01% | Reduce -41.7% | 5,577 | $227K |
| Northwest Wealth Management, LLC | 0.04% | Add +0.4% | 5,602 | $226K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.4% | 5,601 | $226K |
| Golden Bell Financial Planning LLC | 0.21% | Reduce -2.3% | 5,308 | $214K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 5,024 | $202K |
| Kathleen S. Wright Associates Inc. | 0.08% | Add +0.3% | 4,813 | $194K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1796.1% | 1,953 | $79K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -21.8% | 1,759 | $71K |
| Osaic Holdings, Inc. | 0.00% | Add +18.6% | 402 | $16K |
| Creative Financial Designs Inc. | 0.00% | Reduce -59.8% | 78 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $58 |
"% of holder's portfolio" is ROSC's weight in each manager's 13F, not the share of Hartford Multifact Small Cap the manager owns.