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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

107 managers (107 13F filers) reported a position in RODM shares at 2024-12-31, 30,411,552 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
107
13F filers
107
New
6
Added
28
Reduced
49
Sold out
8
Shares held by filers
30,411,552

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLCin group Cerity Partners LLC5,305,626$151M0.33%+58,39913F-HRTimelineGroup
Hartford Funds Management Co LLC3,315,750$94.2M8.63%+44,34813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,310,402$94.1M0.01%-61,40813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,720,841$77.3M0.01%-181,29113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,064,973$58.7M1.41%-87,04813F-HRTimeline
FOSTER & MOTLEY INC2,052,663$58.3M3.79%+103,70313F-HRTimeline
Mariner, LLCin group Mariner, LLC925,942$26.3M0.04%+35,41113F-HRTimelineGroup
Intellus Advisors LLC866,545$24.6M4.26%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC860,534$24.5M0.01%13F-HR/ATimelineGroup
WCG Wealth Advisors LLC805,226$22.9M1.51%+7,56013F-HRTimeline
LPL Financial LLC792,854$22.5M0.01%+10,11313F-HRTimeline
Private Advisor Group, LLC737,497$21M0.12%+37,74513F-HRTimeline
Trilogy Capital Inc.655,784$18.6M0.96%+3,48913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS499,870$14.2M0.04%+26,64313F-HRTimeline
UBS Group AGin group UBS Group AG461,615$13.1M<0.01%+17,14513F-HRTimelineGroup
World Investment Advisors417,943$11.9M0.33%+51,65613F-HRTimeline
Goldstein Advisors, LLC410,692$11.7M1.69%+23,19313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.316,817$9M0.06%-10,25713F-HRTimeline
Cornerstone Wealth Management, LLC284,974$8.1M0.55%+3,40413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC243,853$6.93M0.04%+3,32513F-HRTimelineGroup
Randall & Associates Wealth Management198,773$5.65M4.69%+2,51313F-HRTimeline
Clarius Group, LLC198,260$5.63M0.38%-16,43713F-HRTimeline
BEARING POINT CAPITAL, LLC197,414$5.61M1.17%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC186,775$5.31M0.17%-1,06213F-HRTimeline
Vawter Financial, Ltd.169,958$4.83M2.9%-19,62813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,510$4.82M<0.01%+8,28213F-HRTimelineGroup
Modern Wealth Management, LLC157,371$4.47M0.17%new13F-HR/ATimeline
IAG Wealth Partners, LLC157,211$4.47M0.79%-2,76713F-HRTimeline
WESCAP Management Group, Inc.107,584$3.06M0.74%-2,98213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP104,275$2.96M<0.01%-2,55213F-HRTimelineGroup
CRUX WEALTH ADVISORS96,614$2.75M1.53%13F-HRTimeline
Cetera Investment Advisers95,057$2.7M0.01%-11,49913F-HRTimeline
NewEdge Advisors, LLC94,655$2.69M0.02%-2,40113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.91,043$2.59M0.35%-10,06213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,115$2.33M<0.01%-4,02813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,954$2.22M<0.01%+2,82813F-HRTimelineGroup
OneDigital Investment Advisors LLC71,852$2.04M0.02%-1,17513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,307$1.97M<0.01%+37,87413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,997$1.9M<0.01%-2,51513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62,611$1.78M<0.01%+12,98313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC55,843$1.59M0.4%+1,09213F-HRTimelineGroup
Fermata Advisors, LLC50,194$1.43M0.27%-38,98913F-HRTimeline
MAI Capital Management47,358$1.35M0.01%-29,50813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,733$1.33M<0.01%-5,61913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC44,813$1.27M0.03%-18,49613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,530$1.15M<0.01%-5,27713F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,348$976K<0.01%-1,50113F-HRTimeline
CLG LLC34,202$972K0.35%13F-HRTimeline
Sowa Financial Group, Inc.34,010$967K0.61%-37,51513F-HRTimeline
HighTower Advisors, LLC28,316$805K<0.01%-1,28613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,052$769K<0.01%-31913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,376$693K<0.01%+89613F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,788$676K<0.01%+20913F-HRTimelineGroup
Cranbrook Wealth Management, LLC23,478$667K0.15%-1,68113F-HRTimeline
Allworth Financial LP21,561$625K<0.01%-7,35513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,539$527K<0.01%-2,87813F-HRTimelineGroup
White Pine Investment CO18,081$514K0.14%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,073$514K0.2%013F-HRTimeline
Larson Financial Group LLC17,916$509K0.03%-76713F-HRTimeline
D.A. DAVIDSON & CO.17,728$504K<0.01%-2,37613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,669$474K<0.01%-2,93313F-HRTimelineGroup
Aptus Capital Advisors, LLC16,637$473K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$473K0.04%013F-HRTimeline
Arkadios Wealth Advisors15,739$447K0.02%+79613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,303$435K<0.01%-1,99713F-HRTimelineGroup
First PREMIER Bank15,000$426K0.11%-1,10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14,823$421K0.09%+1,49613F-HRTimeline
Eagle Strategies LLC12,544$356K0.06%+15113F-HRTimeline
SlateStone Wealth, LLC11,753$334K0.03%-213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,093$315K0.03%-28113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,958$311K<0.01%-11,06813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,880$252K<0.01%-73813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,581$244K<0.01%-1,63113F-HRTimelineGroup
BKM Wealth Management, LLC8,315$236K0.1%+14013F-HRTimeline
Kathleen S. Wright Associates Inc.8,292$236K0.1%013F-HRTimeline
Financial Advocates Investment Manageme…7,968$226K0.01%-35113F-HRTimeline
WealthPlan Investment Management, LLC7,968$226K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,759$221K<0.01%-43,10613F-HRTimeline
Sanctuary Advisors, LLC7,085$210K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,822$194K<0.01%-90313F-HRTimeline
IFP Advisors, Inc5,842$166K0.01%-55213F-HRTimeline
AdvisorNet Financial, Inc5,699$162K0.01%-2,13213F-HRTimeline
Parallel Advisors, LLC5,243$149K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,414$125K<0.01%-2713F-HRTimeline
Global Retirement Partners, LLC3,862$110K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,787$108K0.02%-19813F-HRTimeline
Golden State Wealth Management, LLC3,440$97.8K0.01%13F-HRTimeline
COMERICA BANK3,315$94.2K<0.01%-4,59213F-HR/ATimeline
FMR LLCin group FMR LLC3,053$86.8K<0.01%-3013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,280$64.8K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,084$59.2K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,185$33.7K<0.01%new13F-HRTimeline
TrinityBridge Ltd1,170$33K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding682$19.4K-6,175Timeline
CWM, LLCin group CWM, LLC576$16K<0.01%+12613F-HRTimelineGroup
Sunbelt Securities, Inc.543$15.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$14.2K<0.01%013F-HRTimeline
Bank & Trust Co405$11.5K0.01%013F-HRTimeline
Gen-Wealth Partners Inc380$10.8K<0.01%013F-HRTimeline
Hara Capital LLC375$10.7K0.01%013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.352$10K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC309$8.77K<0.01%+613F-HRTimeline
Atlantic Edge Private Wealth Management…293$8.33K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC162$4.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC75$2.13K<0.01%-98013F-HRTimeline
Wagner Wealth Management, LLC24$679<0.01%-3,00613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.