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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

129 managers (131 13F filers) reported a position in RODM shares at 2026-06-30, 29,547,185 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
129
13F filers
131
New
13
Added
48
Reduced
50
Sold out
13
Shares held by filers
29,547,185

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cerity Partners LLCgroup of 2 filers holding5,174,217$209M+1,101,150Timeline
MORGAN STANLEYin group MORGAN STANLEY3,235,045$131M0.01%+56,59113F-HRTimelineGroup
Hartford Funds Management Co LLC2,571,292$104M8.31%+41,18313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,559,938$103M0.01%-64,48713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,776,976$71.8M0.21%new13F-HRTimelineGroup
WCG Wealth Advisors LLC1,773,405$71.7M1.7%+39,48913F-HRTimeline
LPL Financial LLC1,080,964$43.7M0.01%+112,04913F-HRTimeline
Intellus Advisors LLC1,052,032$42.5M5.16%+3,95113F-HRTimeline
FOSTER & MOTLEY INC1,016,714$41.1M1.89%-54,46813F-HRTimeline
Mariner, LLCin group Mariner, LLC944,022$38.1M0.04%-9,24113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC925,808$37.4M0.01%+1,97613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding782,568$31.6M+110,558Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC485,554$19.6M<0.01%+187,34613F-HRTimelineGroup
Goldstein Advisors, LLC471,735$19.1M1.74%+23,94813F-HRTimeline
BEARING POINT CAPITAL, LLC457,926$18.5M2.5%+35,18013F-HRTimeline
Private Advisor Group, LLC439,216$17.7M0.08%-110,25013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS424,032$17.1M0.03%-6,59813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP417,097$16.8M0.01%+84,80413F-HRTimelineGroup
Cetera Investment Advisers379,827$15.3M0.01%-8,61713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,496$9.48M<0.01%+8,27013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC227,379$9.19M0.03%-14,23513F-HRTimelineGroup
&PARTNERS180,696$7.3M0.03%-6,88613F-HRTimeline
Clearstead Advisors, LLC178,203$7.2M0.07%-178,14113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC156,845$6.34M0.11%-5,47013F-HRTimeline
IAG Wealth Partners, LLC115,710$4.68M0.46%-3,09313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,207$4.66M<0.01%+12,26813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,657$4.19M<0.01%+53,39913F-HRTimelineGroup
WESCAP Management Group, Inc.98,787$3.99M0.75%+88013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC97,775$3.95M<0.01%-12,88213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,610$3.94M<0.01%-2,52213F-HRTimelineGroup
Steward Partners Investment Advisory, L…94,461$3.82M0.02%-43,67313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.88,991$3.6M0.36%+78713F-HRTimeline
Modern Wealth Management, LLC86,176$3.48M0.04%-2,55013F-HRTimeline
Vawter Financial, Ltd.83,846$3.39M1.28%-10,54013F-HRTimeline
NewEdge Advisors, LLC80,000$3.23M0.01%-26313F-HRTimeline
Trilogy Capital Inc.74,625$3.02M0.12%-23213F-HRTimeline
World Investment Advisors75,502$2.98M0.05%013F-HRTimeline
First PREMIER Bank71,020$2.87M0.46%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,174$2.47M<0.01%+10,66613F-HRTimelineGroup
OneDigital Investment Advisors LLC60,219$2.43M0.02%-1,93013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,539$2.08M<0.01%-1,82513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,262$2.07M<0.01%-1,10513F-HRTimeline
Cambridge Investment Research Advisors,…50,573$2.04M<0.01%-37913F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC46,867$1.89M0.57%-2,90513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,708$1.77M0.01%-1,45513F-HRTimelineGroup
HRT FINANCIAL LP42,931$1.73M<0.01%new13F-HRTimeline
Empirical Asset Management, LLC41,112$1.66M0.37%+2,66913F-HRTimeline
CRUX WEALTH ADVISORS39,663$1.6M0.56%+14513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC38,596$1.56M0.18%-32613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC35,355$1.43M0.02%-42613F-HRTimeline
MAI Capital Management35,257$1.42M0.01%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC34,054$1.38M0.26%+1,40113F-HR/ATimeline
Fermata Advisors, LLC25,988$1.05M0.21%-1,97713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,121$1.02M<0.01%+14,37413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC23,161$936K0.02%-22513F-HRTimeline
Ethos Financial Group, LLC21,166$873K0.06%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,034$850K<0.01%+8,57313F-HRTimelineGroup
HighTower Advisors, LLC20,836$842K<0.01%+16613F-HRTimeline
Allworth Financial LP20,557$831K<0.01%+26113F-HRTimeline
CLG LLC20,092$812K0.18%-33813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,363$793K<0.01%-2413F-HRTimeline
Eagle Strategies LLC19,344$782K0.08%+3,11713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,727$757K<0.01%+1,87413F-HRTimelineGroup
White Pine Investment CO18,129$733K0.16%+4813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,014$728K0.2%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,309$700K<0.01%+10,31113F-HRTimelineGroup
Aptus Capital Advisors, LLC16,235$656K<0.01%-40213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,235$656K0.04%-40213F-HRTimeline
Sowa Financial Group, Inc.15,963$645K0.3%-1,40813F-HRTimeline
MML INVESTORS SERVICES, LLC15,803$639K<0.01%+5,82613F-HRTimeline
Clearview Wealth Management LLC15,015$607K0.39%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,995$606K<0.01%+5,94613F-HRTimelineGroup
D.A. DAVIDSON & CO.14,945$604K<0.01%-14713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,986$565K0.01%+7,80613F-HRTimelineGroup
Cranbrook Wealth Management, LLC13,893$561K0.11%-1,09813F-HRTimeline
Vise Technologies, Inc.13,651$552K0.01%new13F-HRTimeline
Larson Financial Group LLC13,364$540K0.01%+3613F-HRTimeline
Sovran Advisors, LLC11,804$487K0.04%-1,79413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,677$472K0.01%+85913F-HRTimelineGroup
Arkadios Wealth Advisors10,777$436K0.01%-1,78813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,227$413K<0.01%new13F-HRTimelineGroup
CARLSON FINANCIAL, INC.9,796$396K0.2%+2013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,662$391K<0.01%+64313F-HRTimelineGroup
Gotham Asset Management, LLC8,799$356K<0.01%-37713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,670$350K<0.01%+98413F-HR/ATimeline
AdvisorNet Financial, Inc8,597$347K0.02%+72613F-HRTimeline
Golden State Wealth Management, LLC8,469$342K0.03%+10513F-HRTimeline
Janney Montgomery Scott LLC6,710$271K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC6,538$264K<0.01%-57613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC6,497$263K0.01%013F-HRTimeline
Sanctuary Advisors, LLC6,455$261K<0.01%+13813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,391$258K0.09%-10613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,303$258K0.09%+2413F-HRTimeline
Prospera Financial Services Inc6,276$254K<0.01%-2013F-HRTimeline
Creative Planningin group Creative Planning6,166$249K<0.01%+14013F-HRTimelineGroup
Western Wealth Management, LLC6,079$246K0.01%+33013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,928$240K<0.01%+15313F-HRTimelineGroup
IFP Advisors, Inc5,710$231K<0.01%-12113F-HRTimeline
Kingsview Wealth Management, LLC5,672$229K<0.01%-4113F-HRTimeline
Farther Finance Advisors, LLC5,669$229K<0.01%+213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,551$224K0.07%-22013F-HRTimeline
Parallel Advisors, LLC5,243$212K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,235$212K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC5,108$206K<0.01%-62213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,097$204K0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,964$160K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,386$137K<0.01%+413F-HRTimeline
Capital Investment Advisory Services, L…3,110$126K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,892$117K<0.01%-2913F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,093$84.6K0.01%-53113F-HRTimeline
PRIVATE TRUST CO NA1,807$73K0.01%+7813F-HRTimeline
Arax Advisory Partners1,790$72.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$49.3K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$47.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…996$40.2K0.11%013F-HR/ATimelineGroup
Gen-Wealth Partners Inc811$32.8K0.01%013F-HRTimeline
GW&K Investment Management, LLC724$29K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC617$24.9K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC520$21K<0.01%-13,83613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV500$20.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC422$17K<0.01%+32913F-HRTimelineGroup
Bank & Trust Co405$16.4K0.01%013F-HRTimeline
Highland Investment Advisors LLC353$14.2K0.01%13F-HRTimeline
CoreCap Advisors, LLC277$11.2K<0.01%-213F-HRTimeline
Spectrum Wealth Advisory Group, LLC184$7.42K<0.01%new13F-HRTimeline
Miller Capital Partners, Inc.141$5.7K<0.01%013F-HRTimeline
Downshift Financial, LLC53$2.14K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC23$929<0.01%013F-HRTimeline
Dunhill Financial, LLC16$646<0.01%new13F-HRTimeline