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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 2025-06-30, 27,094,688 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
109
13F filers
109
New
8
Added
32
Reduced
50
Sold out
9
Shares held by filers
27,094,688

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLCin group Cerity Partners LLC3,897,165$133M0.24%-1,488,26513F-HRTimelineGroup
Hartford Funds Management Co LLC3,196,439$109M9.39%+89613F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY3,124,720$107M0.01%+105,12113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,668,740$91M0.01%-40,19313F-HRTimelineGroup
FOSTER & MOTLEY INC1,970,169$67.2M3.88%-81,13013F-HRTimeline
Mill Creek Capital Advisors, LLC1,893,821$64.6M1.43%-38,46013F-HRTimeline
Intellus Advisors LLC1,025,523$35M5.21%+76,65913F-HRTimeline
Mariner, LLCin group Mariner, LLC967,891$33M0.05%+28,96213F-HRTimelineGroup
LPL Financial LLC750,720$25.6M0.01%-19,12513F-HRTimeline
Private Advisor Group, LLC702,327$23.9M0.13%-8,07313F-HRTimeline
WCG Wealth Advisors LLC678,158$23.1M1.5%-15,26013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC560,535$19.1M0.01%-152,15813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS469,214$16M0.04%-14,09013F-HRTimeline
UBS Group AGin group UBS Group AG465,623$15.9M<0.01%-11,35013F-HRTimelineGroup
Goldstein Advisors, LLC432,260$14.7M1.98%+2,95613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.310,540$10.6M0.06%-1,97113F-HRTimeline
Cornerstone Wealth Management, LLC307,769$10.5M0.64%+10,34613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC267,402$9.12M0.05%+7,58913F-HRTimelineGroup
BEARING POINT CAPITAL, LLC235,881$8.04M1.48%+22,70013F-HRTimeline
FLOW TRADERS U.S. LLC203,183$6.93M0.26%+138,65713F-HRTimeline
Clarius Group, LLC193,836$6.61M0.39%-2,76113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC169,130$5.77M0.17%-9,77013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,716$5.11M<0.01%-50,25213F-HR/ATimelineGroup
&PARTNERS136,459$4.65M0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136,418$4.63M<0.01%+49,01213F-HRTimelineGroup
IAG Wealth Partners, LLC134,330$4.58M0.61%-11,91813F-HRTimeline
WESCAP Management Group, Inc.108,439$3.7M0.84%+3,99613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,293$3.52M<0.01%-122,36113F-HRTimelineGroup
Trilogy Capital Inc.99,804$3.4M0.17%-27,74613F-HRTimeline
Modern Wealth Management, LLC97,087$3.31M0.08%-54,14613F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.93,616$3.19M0.42%-30613F-HRTimeline
Cetera Investment Advisers92,743$3.16M0.01%+46513F-HRTimeline
NewEdge Advisors, LLC89,055$3.04M0.02%-6,85713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP86,182$2.94M<0.01%+3,11113F-HRTimelineGroup
World Investment Advisors76,380$2.6M0.06%-7,04713F-HRTimeline
OneDigital Investment Advisors LLC68,064$2.32M0.03%-1,27413F-HRTimeline
First PREMIER Bank66,600$2.27M0.55%+42,60013F-HRTimeline
Randall & Associates Wealth Management66,424$2.27M1.74%-132,95413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,645$2.1M<0.01%-3,52413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,195$2.09M<0.01%+25213F-HRTimeline
CRUX WEALTH ADVISORS59,274$2.02M0.86%-28,55113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,818$1.7M0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC49,477$1.69M0.47%-4,47013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,078$1.4M<0.01%+1,91513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC39,278$1.34M0.02%-83513F-HRTimeline
Fermata Advisors, LLC38,991$1.33M0.36%-6,58613F-HRTimeline
MAI Capital Management35,943$1.23M0.01%-1,36113F-HRTimeline
CLG LLC27,644$943K0.29%-5,62513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,973$920K<0.01%+9,73913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…26,113$890K<0.01%-7,54213F-HRTimeline
HighTower Advisors, LLC25,464$868K<0.01%-82413F-HRTimeline
Sowa Financial Group, Inc.23,946$817K0.51%-6,92013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,640$772K<0.01%-69813F-HR/ATimelineGroup
Allworth Financial LP21,769$742K<0.01%+36413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,348$729K<0.01%-1,29413F-HRTimeline
Cranbrook Wealth Management, LLC19,943$680K0.15%-50913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,266$657K<0.01%+5,22313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…18,886$644K0.08%+2,41013F-HRTimeline
Sovran Advisors, LLC18,823$640K0.07%+4,15613F-HRTimeline
White Pine Investment CO18,081$617K0.15%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,014$614K0.22%-5913F-HRTimeline
Aptus Capital Advisors, LLC16,637$567K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$567K0.04%013F-HRTimeline
Larson Financial Group LLC16,477$562K0.02%+1113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,849$540K<0.01%-2,16113F-HRTimelineGroup
Arkadios Wealth Advisors15,502$529K0.02%+26913F-HRTimeline
D.A. DAVIDSON & CO.15,285$521K<0.01%013F-HRTimeline
Eagle Strategies LLC12,787$436K0.07%+24313F-HRTimeline
Financial Advocates Investment Manageme…8,759$299K0.02%+67713F-HRTimeline
Kathleen S. Wright Associates Inc.7,992$273K0.11%-10013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,458$254K<0.01%-2,25313F-HRTimeline
BKM Wealth Management, LLC7,441$254K0.1%-43513F-HRTimeline
Sanctuary Advisors, LLC7,085$242K<0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,992$238K<0.01%new13F-HRTimelineGroup
WealthPlan Investment Management, LLC6,809$232K0.02%-26213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,807$232K0.12%+12613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,777$231K<0.01%-2,60513F-HRTimelineGroup
AdvisorNet Financial, Inc6,754$230K0.01%+1,05513F-HRTimeline
Janney Montgomery Scott LLC6,536$223K<0.01%-1713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,497$222K0.02%013F-HRTimeline
IFP Advisors, Inc6,110$208K0.01%-20213F-HRTimeline
Steward Partners Investment Advisory, L…6,108$208K<0.01%-17913F-HRTimeline
Parallel Advisors, LLC5,243$179K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,238$179K<0.01%-18,22413F-HRTimelineGroup
FMR LLCin group FMR LLC4,648$159K<0.01%+1,30613F-HRTimelineGroup
Global Retirement Partners, LLC3,964$135K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,398$116K<0.01%-413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,314$113K0.01%-14513F-HRTimeline
CWM, LLCin group CWM, LLC3,159$108K<0.01%+20413F-HRTimelineGroup
COMERICA BANK3,120$106K<0.01%-11913F-HRTimeline
Golden State Wealth Management, LLC2,616$89.2K0.01%+1613F-HRTimeline
PRIVATE TRUST CO NA2,415$82.4K0.01%+33113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,634$55.7K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$40.4K<0.01%013F-HRTimeline
TrinityBridge Ltd1,170$40K<0.01%013F-HRTimeline
GW&K Investment Management, LLC724$25K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC704$24K<0.01%new13F-HRTimelineGroup
Team Financial Group, LLC596$20.3K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$17.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.543$15.4K<0.01%013F-HRTimeline
Bank & Trust Co405$13.8K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.352$12K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC324$11.1K<0.01%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…318$10.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.254$8.66K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC162$5.52K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC114$3.89K<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC24$815<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.