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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

115 managers (115 13F filers) reported a position in RODM shares at 2025-09-30, 27,661,248 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
115
13F filers
115
New
13
Added
37
Reduced
44
Sold out
5
Shares held by filers
27,661,248

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,959,969$141M0.23%+62,80413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,253,019$116M0.01%+128,29913F-HR/ATimelineGroup
Hartford Funds Management Co LLC2,880,361$102M8.77%-316,07813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,632,758$93.5M0.01%-35,98213F-HR/ATimelineGroup
FOSTER & MOTLEY INC1,976,009$70.2M3.78%+5,84013F-HRTimeline
Mill Creek Capital Advisors, LLC1,835,488$65.2M1.34%-58,33313F-HRTimeline
Intellus Advisors LLC1,046,900$37.2M5.08%+21,37713F-HRTimeline
Mariner, LLCin group Mariner, LLC980,982$34.8M0.05%+13,09113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC892,015$31.7M0.01%+331,48013F-HRTimelineGroup
LPL Financial LLC882,911$31.4M0.01%+132,19113F-HRTimeline
Private Advisor Group, LLC621,482$22.1M0.11%-80,84513F-HRTimeline
WCG Wealth Advisors LLC608,422$21.6M1.36%-69,73613F-HRTimeline
UBS Group AGin group UBS Group AG469,646$16.7M<0.01%+4,02313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS460,080$16.3M0.03%-9,13413F-HRTimeline
Goldstein Advisors, LLC444,751$15.8M1.92%+12,49113F-HRTimeline
Cetera Investment Advisers377,936$13.4M0.02%+285,19313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…314,168$11.2M0.02%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC309,148$11M0.61%+1,37913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC246,313$8.75M0.04%-21,08913F-HRTimelineGroup
BEARING POINT CAPITAL, LLC238,221$8.46M1.46%+2,34013F-HRTimeline
Clarius Group, LLC193,836$6.89M0.41%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP183,152$6.47M<0.01%+46,73413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC168,315$5.98M0.14%-81513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,618$5.85M<0.01%+14,90213F-HRTimelineGroup
&PARTNERS154,758$5.5M0.04%+18,29913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP143,126$5.08M0.01%+56,94413F-HRTimelineGroup
Vawter Financial, Ltd.142,871$5.08M2.3%new13F-HR/ATimeline
IAG Wealth Partners, LLC125,945$4.47M0.54%-8,38513F-HRTimeline
WESCAP Management Group, Inc.106,374$3.78M0.79%-2,06513F-HRTimeline
Modern Wealth Management, LLC95,319$3.39M0.07%-1,76813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.92,806$3.3M0.4%-81013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,170$3.17M<0.01%-14,12313F-HRTimelineGroup
Trilogy Capital Inc.87,382$3.1M0.14%-12,42213F-HRTimeline
NewEdge Advisors, LLC82,824$2.94M0.01%-6,23113F-HRTimeline
World Investment Advisors77,691$2.76M0.06%+1,31113F-HRTimeline
First PREMIER Bank69,900$2.48M0.56%+3,30013F-HRTimeline
Randall & Associates Wealth Management65,878$2.34M1.7%-54613F-HRTimeline
OneDigital Investment Advisors LLC65,825$2.34M0.02%-2,23913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,928$2.09M<0.01%-2,26713F-HRTimeline
CRUX WEALTH ADVISORS57,768$2.05M0.81%-1,50613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,461$1.83M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,384$1.79M<0.01%+9,30613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,208$1.75M0.01%-61013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC49,106$1.74M0.53%-37113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,073$1.46M<0.01%+18,43313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,963$1.35M<0.01%-23,68213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC36,856$1.31M0.02%-2,42213F-HRTimeline
MAI Capital Management35,283$1.25M0.01%-66013F-HRTimeline
Cambridge Investment Research Advisors,…32,966$1.17M<0.01%+6,85313F-HRTimeline
Fermata Advisors, LLC32,040$1.14M0.29%-6,95113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,422$1.11M<0.01%+4,44913F-HRTimelineGroup
CLG LLC27,643$982K0.27%-113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,102$963K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC25,224$896K0.25%new13F-HRTimeline
Sowa Financial Group, Inc.24,774$880K0.49%+82813F-HRTimeline
HighTower Advisors, LLC22,431$797K<0.01%-3,03313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,927$782K<0.01%+57913F-HRTimeline
Allworth Financial LP21,769$773K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,413$654K<0.01%-85313F-HRTimelineGroup
Sovran Advisors, LLC18,085$646K0.06%-73813F-HRTimeline
White Pine Investment CO18,081$642K0.15%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,014$640K0.21%013F-HRTimeline
Cranbrook Wealth Management, LLC17,507$622K0.12%-2,43613F-HRTimeline
Aptus Capital Advisors, LLC16,637$591K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$591K0.04%013F-HRTimeline
Arkadios Wealth Advisors15,657$556K0.01%+15513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,540$552K<0.01%-30913F-HRTimelineGroup
D.A. DAVIDSON & CO.15,285$543K<0.01%013F-HRTimeline
Larson Financial Group LLC13,984$497K0.02%-2,49313F-HRTimeline
Eagle Strategies LLC12,787$454K0.06%013F-HRTimeline
Gotham Asset Management, LLC11,704$416K<0.01%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,613$341K<0.01%+2,62113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,438$300K<0.01%+98013F-HRTimeline
Golden State Wealth Management, LLC8,274$294K0.03%+5,65813F-HRTimeline
Kathleen S. Wright Associates Inc.7,992$284K0.11%013F-HRTimeline
BKM Wealth Management, LLC7,354$261K0.1%-8713F-HRTimeline
GTS SECURITIES LLC7,054$251K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,855$244K<0.01%+7813F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC6,807$242K0.11%013F-HRTimeline
AdvisorNet Financial, Inc6,754$240K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC6,703$238K0.02%-10613F-HRTimeline
Janney Montgomery Scott LLC6,677$237K<0.01%+14113F-HRTimeline
Sanctuary Advisors, LLC6,571$233K<0.01%-51413F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC6,497$231K0.02%013F-HRTimeline
IFP Advisors, Inc6,306$224K0.01%+19613F-HR/ATimeline
Prospera Financial Services Inc6,272$223K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,113$217K<0.01%+513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,816$207K0.07%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,606$199K<0.01%+36813F-HR/ATimelineGroup
Keystone Financial Group5,328$189K0.01%new13F-HR/ATimeline
Parallel Advisors, LLC5,243$186K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,993$177K<0.01%+4,64113F-HRTimelineGroup
FMR LLCin group FMR LLC4,796$170K<0.01%+14813F-HRTimelineGroup
Global Retirement Partners, LLC3,964$141K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,336$119K<0.01%-6213F-HRTimeline
CWM, LLCin group CWM, LLC3,283$117K<0.01%+12413F-HRTimelineGroup
COMERICA BANK3,102$110K<0.01%-1813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,972$106K0.01%-34213F-HRTimeline
Root Financial Partners, LLC2,426$86.2K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,887$67K0.13%-16,99913F-HRTimeline
PRIVATE TRUST CO NA1,782$63.3K0.01%-63313F-HRTimeline
Strategic Wealth Partners, Ltd.1,500$53.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,420$50.4K<0.01%+1,25813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$43.3K<0.01%-41413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$42.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC724$26K<0.01%013F-HRTimeline
Team Financial Group, LLC596$21.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$17.8K<0.01%013F-HRTimeline
Bank & Trust Co405$14.4K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…318$11.3K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC307$10.9K<0.01%-1713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC114$4.05K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC93$3.3K<0.01%-61113F-HRTimelineGroup
Wagner Wealth Management, LLC23$818<0.01%-113F-HRTimeline
Wealthspire Advisors, LLC1$34<0.01%new13F-HRTimeline