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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

109 managers (109 13F filers) reported a position in RODM shares at 2025-03-31, 29,168,818 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
109
13F filers
109
New
10
Added
25
Reduced
53
Sold out
7
Shares held by filers
29,168,818

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC5,385,430$167M0.34%+79,80413F-HRTimelineGroup
Hartford Funds Management Co LLC3,195,543$99M8.94%-120,20713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,019,599$93.6M0.01%-290,80313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,708,933$83.9M0.01%-11,90813F-HRTimelineGroup
FOSTER & MOTLEY INC2,051,299$63.6M4%-1,36413F-HRTimeline
Mill Creek Capital Advisors, LLC1,932,281$59.9M1.45%-132,69213F-HRTimeline
Intellus Advisors LLC948,864$29.4M5.14%+82,31913F-HRTimeline
Mariner, LLCin group Mariner, LLC938,929$29.1M0.05%+12,98713F-HRTimelineGroup
LPL Financial LLC769,845$23.9M0.01%-23,00913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC712,693$22.1M0.01%-147,84113F-HRTimelineGroup
Private Advisor Group, LLC710,400$22M0.13%-27,09713F-HRTimeline
WCG Wealth Advisors LLC693,418$21.5M1.63%-111,80813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS483,304$15M0.04%-16,56613F-HRTimeline
UBS Group AGin group UBS Group AG476,973$14.8M<0.01%+15,35813F-HRTimelineGroup
Goldstein Advisors, LLC429,304$13.3M1.94%+18,61213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.312,511$9.68M0.06%-4,30613F-HRTimeline
Cornerstone Wealth Management, LLC297,423$9.22M0.62%+12,44913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC259,813$8.05M0.05%+15,96013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC225,654$6.99M<0.01%+147,70013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC213,181$6.61M1.41%+15,76713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,968$6.2M<0.01%+30,45813F-HR/ATimelineGroup
Randall & Associates Wealth Management199,378$6.18M5.09%+60513F-HRTimeline
Clarius Group, LLC196,597$6.09M0.38%-1,66313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC178,900$5.54M0.19%-7,87513F-HRTimeline
Vawter Financial, Ltd.163,806$5.08M2.84%-6,15213F-HRTimeline
Modern Wealth Management, LLC151,233$4.69M0.15%-6,13813F-HR/ATimeline
IAG Wealth Partners, LLC146,248$4.53M0.7%-10,96313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC132,511$4.11M<0.01%+115,84213F-HRTimelineGroup
Trilogy Capital Inc.127,550$3.95M0.21%-528,23413F-HRTimeline
WESCAP Management Group, Inc.104,443$3.24M0.79%-3,14113F-HRTimeline
NewEdge Advisors, LLC95,912$2.97M0.02%+1,25713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.93,922$2.91M0.4%+2,87913F-HRTimeline
Cetera Investment Advisers92,278$2.86M0.01%-2,77913F-HRTimeline
CRUX WEALTH ADVISORS87,825$2.72M1.42%-8,78913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,406$2.72M<0.01%+24,79513F-HR/ATimelineGroup
World Investment Advisors83,427$2.59M0.07%-334,51613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,071$2.57M<0.01%-21,20413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,770$2.19M<0.01%+1,46313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC69,338$2.15M0.03%-2,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,169$2.02M<0.01%-16,94613F-HRTimelineGroup
FLOW TRADERS U.S. LLC64,526$2M0.08%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,943$1.89M<0.01%-6,05413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC53,947$1.67M0.43%-1,89613F-HRTimelineGroup
Fermata Advisors, LLC45,577$1.41M0.26%-4,61713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40,113$1.24M0.03%-4,70013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,163$1.21M<0.01%-1,36713F-HRTimelineGroup
MAI Capital Management37,304$1.16M0.01%-10,05413F-HRTimeline
Cambridge Investment Research Advisors,…33,655$1.04M<0.01%-69313F-HRTimeline
CLG LLC33,269$1.03M0.36%-93313F-HRTimeline
Sowa Financial Group, Inc.30,866$957K0.63%-3,14413F-HRTimeline
HighTower Advisors, LLC26,288$815K<0.01%-2,02813F-HRTimeline
First PREMIER Bank24,000$744K0.19%+9,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,462$727K<0.01%-23,27113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,338$723K<0.01%-45013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,642$702K<0.01%-1,73413F-HRTimeline
Allworth Financial LP21,405$681K<0.01%-15613F-HRTimeline
Cranbrook Wealth Management, LLC20,452$634K0.15%-3,02613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,073$560K0.22%013F-HRTimeline
White Pine Investment CO18,081$560K0.15%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,010$558K<0.01%-52913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,234$534K<0.01%-9,81813F-HRTimelineGroup
Aptus Capital Advisors, LLC16,637$516K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$516K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16,476$511K0.09%+1,65313F-HRTimeline
Larson Financial Group LLC16,466$510K0.02%-1,45013F-HRTimeline
D.A. DAVIDSON & CO.15,285$474K<0.01%-2,44313F-HRTimeline
Arkadios Wealth Advisors15,233$472K0.02%-50613F-HRTimeline
Sovran Advisors, LLC14,667$456K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,043$435K<0.01%-1,26013F-HRTimelineGroup
GTS SECURITIES LLC12,800$397K0.02%new13F-HRTimeline
Eagle Strategies LLC12,544$389K0.07%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,093$344K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,711$301K<0.01%+1,95213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,382$291K<0.01%+50213F-HRTimelineGroup
Advisor Resource Council8,284$257K0.02%new13F-HRTimeline
Kathleen S. Wright Associates Inc.8,092$251K0.1%-20013F-HRTimeline
Financial Advocates Investment Manageme…8,082$250K0.02%+11413F-HRTimeline
BKM Wealth Management, LLC7,876$244K0.1%-43913F-HRTimeline
Sanctuary Advisors, LLC7,085$220K<0.01%013F-HRTimeline
WealthPlan Investment Management, LLC7,071$219K0.02%-89713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,681$207K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC6,553$203K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,497$201K0.02%new13F-HRTimeline
IFP Advisors, Inc6,312$196K0.01%+47013F-HRTimeline
Steward Partners Investment Advisory, L…6,287$195K<0.01%-53513F-HRTimeline
AdvisorNet Financial, Inc5,699$177K0.01%013F-HRTimeline
Parallel Advisors, LLC5,243$162K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,459$107K0.01%-32813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,402$105K<0.01%-1,01213F-HRTimeline
FMR LLCin group FMR LLC3,342$104K<0.01%+28913F-HRTimelineGroup
COMERICA BANK3,239$100K<0.01%-7613F-HRTimeline
CWM, LLCin group CWM, LLC2,955$92K<0.01%+2,37913F-HRTimelineGroup
Golden State Wealth Management, LLC2,600$80.6K0.01%-84013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,280$70.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,084$64.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,634$50.6K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$36.7K<0.01%013F-HRTimeline
TrinityBridge Ltd1,170$36K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.543$16.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.254$15.7K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV500$15.5K<0.01%013F-HRTimeline
Bank & Trust Co405$12.6K0.01%013F-HRTimeline
Gen-Wealth Partners Inc380$11.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.352$10.9K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC319$9.88K<0.01%+1013F-HRTimeline
Mascoma Wealth Management LLC296$9.16K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC162$5.04K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC24$740<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.