Hartford Multifact Small CapROSCETF

13F holders, Q4 2025 (December 31)
20holders +3
6new positions
2sold out
1famous investor
$47.00avg. 13F price*

At the end of Q4 2025, 20 institutions reported holding Hartford Multifact Small Cap (ROSC) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($7.8M), Solano Wealth Investment Advisors LLC ($1.3M) and Citadel Advisors ($756K). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.0M
Exits2$559K

All 13F filers, Q3 2025 → Q4 2025: 74,979 shares bought and 14,280 shares sold, net +60,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

LPL Financial LLC 0.00% Add +13.0% 165,760 $7.8M
Solano Wealth Investment Advisors LLC 0.66% Reduce -4.5% 28,366 $1.3M
Citadel Advisors 0.00% New 16,090 $756K
Private Advisor Group, LLC 0.00% Add +0.1% 12,949 $609K
Susquehanna International Group, LLP 0.00% Add +27.2% 12,387 $582K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Add +1324.3% 11,864 $558K
Gateway Wealth Partners, LLC 0.05% New 9,864 $464K
ATLas Financial Planning LLC 0.40% — 8,739 $411K
Jane Street Group, LLC 0.00% New 8,621 $405K
Harbour Investments, Inc. 0.01% Add +6.0% 5,966 $280K
Northwest Wealth Management, LLC 0.04% Add +0.8% 5,701 $268K
Focus Partners Advisor Solutions, LLC 0.00% New 5,701 $268K
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 5,176 $243K
Golden Bell Financial Planning LLC 0.18% Reduce -8.3% 4,635 $218K
Wagner Wealth Management, LLC 0.02% Add +0.2% 1,766 $83K
Rockefeller Capital Management L.P. 0.00% New 1,533 $72K
Osaic Holdings, Inc. 0.00% No change 402 $19K
Creative Financial Designs Inc. 0.00% No change 79 $4K
UBS Group AG 0.00% Reduce -96.4% 7 $329
Morgan Stanley 0.00% New 1 $62

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