Skip to content

ROSC LATTICE STRATEGIES TR

Follow

HARTFORD MLT SML (fund)

20 managers (20 13F filers) reported a position in ROSC shares at 2025-03-31, 237,729 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
1
Added
8
Reduced
9
Sold out
2
Shares held by filers
237,729

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC106,029$4.27M<0.01%+32,56513F-HRTimeline
Solano Wealth Investment Advisors LLC36,100$1.45M0.9%-42613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,936$561K<0.01%-2,63213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,386$539K0.01%-9813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,906$520K<0.01%+5,65313F-HRTimelineGroup
Private Advisor Group, LLC11,896$479K<0.01%-9,70313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,358$296K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,577$227K0.01%-3,98313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,602$226K0.04%+2413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,601$226K<0.01%+2413F-HRTimelineGroup
Golden Bell Financial Planning LLC5,308$214K0.21%-12413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,024$202K<0.01%+1513F-HRTimeline
Kathleen S. Wright Associates Inc.4,813$194K0.08%+1313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,953$78.6K0.01%+1,85013F-HRTimeline
Wagner Wealth Management, LLC1,759$70.8K0.02%-49113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402$16.2K<0.01%+6313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV78$3.13K<0.01%-11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$58<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.