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ROSC LATTICE STRATEGIES TR

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HARTFORD MLT SML (fund)

22 managers (22 13F filers) reported a position in ROSC shares at 2024-12-31, 217,865 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
8
Reduced
5
Sold out
2
Shares held by filers
217,865

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC73,464$3.2M<0.01%+13,58413F-HRTimeline
Solano Wealth Investment Advisors LLC36,526$1.59M0.96%13F-HRTimeline
Private Advisor Group, LLC21,599$942K0.01%+3,36213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,568$722K<0.01%-3,98813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,484$588K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,560$417K0.01%+34513F-HRTimeline
Householder Group Estate & Retirement S…8,152$355K0.27%+3,62813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,253$316K<0.01%-2,15813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC5,578$243K0.05%+4613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,577$243K<0.01%+4513F-HRTimelineGroup
Golden Bell Financial Planning LLC5,432$237K0.24%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,009$218K<0.01%-2113F-HRTimeline
Kathleen S. Wright Associates Inc.4,800$209K0.09%-7513F-HRTimeline
Wagner Wealth Management, LLC2,250$98.1K0.03%+713F-HRTimeline
Van Hulzen Asset Management, LLC1,927$84K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.339$14.8K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV194$8.47K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…103$4.49K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC48$2.1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$57<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$40<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.