Hartford Multifact Small CapROSCETF

13F holders, Q2 2025 (June 30)
17holders −1
1new positions
2sold out
1famous investor
$41.75avg. 13F price*

At the end of Q2 2025, 17 institutions reported holding Hartford Multifact Small Cap (ROSC) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($6.0M), Solano Wealth Investment Advisors LLC ($1.3M) and Thurston, Springer, Miller, Herd & Titak, Inc. ($623K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Multifact Small Cap
Filed as
LATTICE STRATEGIES TR (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$1K
Exits2$296K

All 13F filers, Q1 2025 → Q2 2025: 52,937 shares bought and 15,427 shares sold, net +37,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders
LPL Financial LLC 0.00% Add +36.6% 144,844 $6.0M
Solano Wealth Investment Advisors LLC 0.65% Reduce -15.4% 30,524 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +663.4% 14,910 $623K
Susquehanna International Group, LLP 0.00% Reduce -3.4% 13,460 $562K
Private Advisor Group, LLC 0.00% Add +8.7% 12,929 $540K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.9% 12,460 $520K
Citadel Advisors 0.00% Reduce -8.4% 11,816 $493K
Northwest Wealth Management, LLC 0.04% Add +0.5% 5,629 $235K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.5% 5,629 $235K
Harbour Investments, Inc. 0.01% Add +0.5% 5,604 $234K
Golden Bell Financial Planning LLC 0.21% No change 5,308 $222K
Commonwealth Equity Services, LLC 0.00% No change 5,024 $210K
Kathleen S. Wright Associates Inc. 0.08% Add +0.3% 4,827 $202K
Wagner Wealth Management, LLC 0.02% Add +0.1% 1,761 $74K
Osaic Holdings, Inc. 0.00% No change 402 $17K
Creative Financial Designs Inc. 0.00% No change 78 $3K
Raymond James Financial Inc. 0.00% New 34 $1K

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