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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

120 managers (122 13F filers) reported a position in RODM shares at 2025-12-31, 28,094,526 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
120
13F filers
122
New
12
Added
37
Reduced
48
Sold out
7
Shares held by filers
28,094,526

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,037,300$149M0.22%+77,33113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,222,470$119M0.01%-30,54913F-HR/ATimelineGroup
Hartford Funds Management Co LLC2,751,584$102M8.34%-128,77713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,609,303$96.5M0.01%-23,45513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC1,818,166$67.2M1.37%-17,32213F-HRTimeline
WCG Wealth Advisors LLC1,698,855$62.8M1.76%+1,090,43313F-HRTimeline
FOSTER & MOTLEY INC1,319,339$48.8M2.6%-656,67013F-HRTimeline
LPL Financial LLC1,089,891$40.3M0.01%+206,98013F-HRTimeline
Intellus Advisors LLC1,047,638$38.7M5.14%+73813F-HRTimeline
Mariner, LLCin group Mariner, LLC999,238$36.9M0.04%+18,25613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC990,612$36.6M0.01%+98,59713F-HRTimelineGroup
Private Advisor Group, LLC613,581$22.7M0.11%-7,90113F-HRTimeline
UBS Group AGgroup of 2 filers holding450,740$16.7M-18,906Timeline
CAPTRUST FINANCIAL ADVISORS446,025$16.5M0.03%-14,05513F-HRTimeline
Goldstein Advisors, LLC441,849$16.3M1.86%-2,90213F-HRTimeline
Cetera Investment Advisers381,447$14.1M0.02%+3,51113F-HRTimeline
BEARING POINT CAPITAL, LLC280,032$10.4M1.62%+41,81113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP255,241$9.44M0.01%+72,08913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC246,313$8.75M0.03%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,722$7.53M<0.01%+39,10413F-HRTimelineGroup
&PARTNERS184,033$6.81M0.04%+29,27513F-HRTimeline
Clarius Group, LLC178,572$6.6M0.38%-15,26413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC163,640$6.05M0.14%-4,67513F-HRTimeline
FLOW TRADERS U.S. LLC160,431$5.93M0.19%new13F-HRTimeline
IAG Wealth Partners, LLC120,392$4.45M0.52%-5,55313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,323$4.08M0.01%-32,80313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP109,646$4.05M<0.01%+102,79113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC108,587$4.02M<0.01%+19,41713F-HRTimelineGroup
WESCAP Management Group, Inc.100,557$3.72M0.75%-5,81713F-HRTimeline
Vawter Financial, Ltd.97,148$3.59M1.52%-45,72313F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.93,710$3.46M0.41%+90413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,692$3.39M<0.01%+40,23113F-HRTimelineGroup
Modern Wealth Management, LLC91,140$3.37M0.06%-4,17913F-HRTimeline
Trilogy Capital Inc.82,580$3.05M0.14%-4,80213F-HRTimeline
NewEdge Advisors, LLC79,920$2.96M0.01%-2,90413F-HRTimeline
World Investment Advisors78,140$2.89M0.05%+44913F-HR/ATimeline
First PREMIER Bank71,020$2.63M0.6%+1,12013F-HRTimeline
Randall & Associates Wealth Management65,311$2.41M1.67%-56713F-HRTimeline
OneDigital Investment Advisors LLC62,784$2.32M0.02%-3,04113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,001$2.11M<0.01%-1,92713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,666$1.98M<0.01%+12,59313F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC49,772$1.84M0.62%+66613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,409$1.68M0.01%-3,79913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,996$1.66M<0.01%-5,38813F-HRTimelineGroup
CRUX WEALTH ADVISORS42,695$1.58M0.59%-15,07313F-HRTimeline
Empirical Asset Management, LLC39,679$1.47M0.41%+14,45513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,030$1.41M<0.01%+6713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC36,858$1.36M0.02%+213F-HRTimeline
MAI Capital Management35,033$1.3M0.01%-25013F-HRTimeline
Cambridge Investment Research Advisors,…32,134$1.19M<0.01%-83213F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC32,100$1.19M0.17%new13F-HRTimelineGroup
Fermata Advisors, LLC29,718$1.1M0.26%-2,32213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,094$1.04M<0.01%+99213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,886$846K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,480$803K<0.01%-44713F-HRTimeline
Allworth Financial LP21,664$801K<0.01%-10513F-HRTimeline
Sowa Financial Group, Inc.21,520$796K0.41%-3,25413F-HRTimeline
CLG LLC21,297$787K0.2%-6,34613F-HRTimeline
HighTower Advisors, LLC21,258$786K<0.01%-1,17313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,693$728K<0.01%+1,28013F-HR/ATimelineGroup
White Pine Investment CO18,081$669K0.16%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,014$666K0.21%013F-HRTimeline
HRT FINANCIAL LP17,739$655K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC16,637$615K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$615K0.04%013F-HRTimeline
Sovran Advisors, LLC15,999$603K0.05%-2,08613F-HRTimeline
Cranbrook Wealth Management, LLC16,132$596K0.12%-1,37513F-HRTimeline
Arkadios Wealth Advisors15,809$585K0.01%+15213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,656$579K<0.01%+11613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,493$573K<0.01%-15,92913F-HRTimelineGroup
D.A. DAVIDSON & CO.15,145$560K<0.01%-14013F-HRTimeline
Larson Financial Group LLC13,464$498K0.02%-52013F-HRTimeline
Eagle Strategies LLC12,895$477K0.06%+10813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,818$474K+3,205Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,672$395K<0.01%new13F-HRTimelineGroup
CARLSON FINANCIAL, INC.10,124$374K0.22%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,004$370K<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC9,466$350K<0.01%-2,23813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,116$337K<0.01%+4,12313F-HRTimelineGroup
AdvisorNet Financial, Inc8,444$312K0.02%+1,69013F-HRTimeline
Golden State Wealth Management, LLC8,364$309K0.03%+9013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,995$296K<0.01%-44313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,682$284K0.1%+5,79513F-HRTimeline
BKM Wealth Management, LLC7,423$274K0.1%+6913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,609$244K0.11%-19813F-HRTimeline
Sanctuary Advisors, LLC6,571$243K<0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,497$240K0.02%013F-HRTimeline
Janney Montgomery Scott LLC6,282$232K<0.01%-39513F-HRTimeline
Prospera Financial Services Inc6,272$232K<0.01%013F-HRTimeline
WealthPlan Investment Management, LLC6,211$230K0.01%-49213F-HRTimeline
Steward Partners Investment Advisory, L…5,999$222K<0.01%-11413F-HRTimeline
FMR LLCin group FMR LLC5,856$217K<0.01%+1,06013F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC5,816$215K0.07%013F-HRTimeline
IFP Advisors, Inc5,722$212K<0.01%-58413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,563$206K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,424$201K<0.01%-18213F-HRTimelineGroup
Farther Finance Advisors, LLC5,329$197K<0.01%+3,90913F-HRTimeline
Parallel Advisors, LLC5,243$194K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,322$160K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,964$147K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,340$124K<0.01%+413F-HRTimeline
CWM, LLCin group CWM, LLC3,283$121K<0.01%013F-HRTimelineGroup
COMERICA BANK3,066$113K<0.01%-3613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,754$102K0.01%-21813F-HRTimeline
Root Financial Partners, LLC2,426$89.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,782$65.9K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,423$52.6K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,337$49.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$45.1K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$43.8K<0.01%013F-HRTimeline
GW&K Investment Management, LLC724$27K<0.01%013F-HRTimeline
Team Financial Group, LLC605$22.4K0.01%+913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$18.5K<0.01%013F-HRTimeline
Bank & Trust Co405$15K0.01%013F-HRTimeline
BAYBAN382$14.1K0.01%13F-HRTimeline
CoreCap Advisors, LLC279$10.3K<0.01%-2813F-HRTimeline
Miller Capital Partners, Inc.141$5.21K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC114$4.21K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC93$3.44K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC23$850<0.01%013F-HRTimeline