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Disclosery

RODM LATTICE STRATEGIES TR

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HARTFORD MLT ETF (fund)

130 managers (131 13F filers) reported a position in RODM shares at 2026-03-31, 28,428,692 shares in all. 16 filers opened a position and 6 filers sold out during the quarter.

Managers
130
13F filers
131
New
16
Added
36
Reduced
55
Sold out
6
Shares held by filers
28,428,692

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,073,067$161M0.23%+35,76713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,178,454$125M0.01%-44,01613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,624,425$103M0.01%+15,12213F-HRTimelineGroup
Hartford Funds Management Co LLC2,530,109$99.7M8.66%-221,47513F-HRTimeline
Mill Creek Capital Advisors, LLC1,769,836$69.8M1.43%-48,33013F-HRTimeline
WCG Wealth Advisors LLC1,733,916$68.4M1.91%+35,06113F-HRTimeline
FOSTER & MOTLEY INC1,071,182$42.2M2.18%-248,15713F-HRTimeline
Intellus Advisors LLC1,048,081$41.3M5.65%+44313F-HRTimeline
LPL Financial LLC968,915$38.2M0.01%-120,97613F-HRTimeline
Mariner, LLCin group Mariner, LLC953,263$37.6M0.04%-45,97513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC923,832$36.4M0.01%-66,78013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding672,010$26.5M+221,270Timeline
Private Advisor Group, LLC549,466$21.7M0.1%-64,11513F-HRTimeline
Goldstein Advisors, LLC447,787$17.7M1.96%+5,93813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS430,630$17M0.03%-15,39513F-HRTimeline
BEARING POINT CAPITAL, LLC422,746$16.7M2.61%+142,71413F-HRTimeline
Cetera Investment Advisers388,444$15.3M0.02%+6,99713F-HRTimeline
Clearstead Advisors, LLC356,344$14M0.13%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP332,293$12.7M0.01%+77,05213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC298,208$11.7M<0.01%+189,62113F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC264,683$10.4M0.01%+236,58913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC241,614$9.52M0.04%-4,69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,226$8.92M<0.01%+22,50413F-HRTimelineGroup
&PARTNERS187,582$7.39M0.04%+3,54913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC162,315$6.4M0.14%-1,32513F-HRTimeline
Steward Partners Investment Advisory, L…138,134$5.45M0.03%+132,13513F-HRTimeline
IAG Wealth Partners, LLC118,803$4.68M0.52%-1,58913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,657$4.36M<0.01%+18,96513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,939$4.06M<0.01%-6,70713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,132$3.95M0.01%-10,19113F-HRTimelineGroup
WESCAP Management Group, Inc.97,907$3.86M0.76%-2,65013F-HRTimeline
Vawter Financial, Ltd.94,386$3.72M1.57%-2,76213F-HR/ATimeline
Modern Wealth Management, LLC88,726$3.53M0.06%-2,41413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.88,204$3.48M0.39%-5,50613F-HRTimeline
NewEdge Advisors, LLC80,263$3.16M0.01%+34313F-HR/ATimeline
World Investment Advisors75,502$2.98M0.05%-2,63813F-HRTimeline
Trilogy Capital Inc.74,857$2.95M0.13%-7,72313F-HRTimeline
First PREMIER Bank71,020$2.8M0.65%013F-HRTimeline
Randall & Associates Wealth Management64,516$2.54M1.71%-79513F-HRTimeline
OneDigital Investment Advisors LLC62,149$2.45M0.02%-63513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,364$2.1M<0.01%-30213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,367$2.06M<0.01%-4,63413F-HRTimeline
Cambridge Investment Research Advisors,…50,952$2.01M0.01%+18,81813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,508$1.99M<0.01%+12,47813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,258$1.98M<0.01%+5,26213F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC49,772$1.96M0.71%013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,163$1.67M0.01%-24613F-HRTimelineGroup
CRUX WEALTH ADVISORS39,518$1.56M0.6%-3,17713F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC38,922$1.53M0.21%+6,82213F-HRTimelineGroup
Empirical Asset Management, LLC38,443$1.52M0.4%-1,23613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC35,781$1.41M0.02%-1,07713F-HRTimeline
MAI Capital Management35,257$1.39M0.01%+22413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC32,653$1.29M0.28%new13F-HRTimeline
Fermata Advisors, LLC27,965$1.1M0.25%-1,75313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,386$922K0.02%+50013F-HR/ATimeline
HighTower Advisors, LLC20,670$815K<0.01%-58813F-HRTimeline
CLG LLC20,430$805K0.2%-86713F-HRTimeline
Allworth Financial LP20,296$800K<0.01%-1,36813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,387$772K<0.01%-2,09313F-HRTimeline
White Pine Investment CO18,081$713K0.17%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC18,014$710K0.22%013F-HRTimeline
Sowa Financial Group, Inc.17,371$685K0.34%-4,14913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,853$664K<0.01%-2,84013F-HRTimelineGroup
Aptus Capital Advisors, LLC16,637$656K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,637$656K0.04%013F-HRTimeline
Eagle Strategies LLC16,227$640K0.08%+3,33213F-HRTimeline
D.A. DAVIDSON & CO.15,092$595K<0.01%-5313F-HRTimeline
Clearview Wealth Management LLC15,015$592K0.42%13F-HRTimeline
Cranbrook Wealth Management, LLC14,991$591K0.12%-1,14113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,356$566K<0.01%-1,30013F-HRTimelineGroup
Sovran Advisors, LLC13,598$558K0.04%-2,40113F-HRTimeline
Larson Financial Group LLC13,328$525K0.02%-13613F-HRTimeline
Arkadios Wealth Advisors12,565$495K0.01%-3,24413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,461$491K<0.01%+2,45713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,818$426K-2,000Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,747$424K<0.01%+7513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,977$393K<0.01%new13F-HRTimeline
CARLSON FINANCIAL, INC.9,776$385K0.23%-34813F-HRTimeline
Gotham Asset Management, LLC9,176$362K<0.01%-29013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,049$357K<0.01%-6713F-HRTimelineGroup
GTS SECURITIES LLC8,974$354K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,019$347K<0.01%+3,59513F-HR/ATimelineGroup
Golden State Wealth Management, LLC8,364$330K0.04%013F-HRTimeline
AdvisorNet Financial, Inc7,871$310K0.02%-57313F-HRTimeline
Waverly Advisors, LLC7,763$306K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,686$303K<0.01%-30913F-HRTimeline
BKM Wealth Management, LLC7,556$298K0.11%+13313F-HRTimeline
FMR LLCin group FMR LLC7,114$280K<0.01%+1,25813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,998$276K<0.01%-8,49513F-HRTimelineGroup
Janney Montgomery Scott LLC6,710$265K<0.01%+42813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,497$256K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,497$256K0.11%-1,18513F-HRTimeline
Sanctuary Advisors, LLC6,317$249K<0.01%-25413F-HRTimeline
Prospera Financial Services Inc6,296$248K<0.01%+2413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,279$248K0.1%-33013F-HRTimeline
WealthPlan Investment Management, LLC6,183$244K0.01%-2813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,180$244K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning6,026$238K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc5,831$230K<0.01%+10913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,775$228K<0.01%+21213F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC5,771$227K0.08%-4513F-HRTimeline
Western Wealth Management, LLC5,749$227K0.01%new13F-HR/ATimeline
NorthRock Partners, LLC5,730$226K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,667$226K<0.01%+33813F-HRTimeline
Kingsview Wealth Management, LLC5,713$225K<0.01%new13F-HRTimeline
Parallel Advisors, LLC5,243$207K<0.01%013F-HR/ATimeline
Onyx Bridge Wealth Group LLC5,212$205K0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,322$170K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.3,382$133K<0.01%+4213F-HRTimeline
CWM, LLCin group CWM, LLC3,141$124K<0.01%-14213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,921$115K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,624$103K0.01%-13013F-HRTimeline
Root Financial Partners, LLC2,426$95.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,729$68.2K0.01%-5313F-HRTimeline
WEBSTER BANK, N. A.1,514$59.7K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$48.1K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,185$46.7K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…996$39.3K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc811$32K0.01%new13F-HRTimeline
GW&K Investment Management, LLC724$29K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC617$24.3K<0.01%13F-HRTimelineGroup
Team Financial Group, LLC605$23.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$19.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.415$16.4K<0.01%new13F-HRTimeline
Bank & Trust Co405$16K0.01%013F-HRTimeline
CoreCap Advisors, LLC279$11K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.141$5.56K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC114$4.49K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC93$3.67K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC23$907<0.01%013F-HRTimeline