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ROSC LATTICE STRATEGIES TR

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HARTFORD MLT SML (fund)

23 managers (24 13F filers) reported a position in ROSC shares at 2026-03-31, 883,353 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
24
New
6
Added
9
Reduced
5
Sold out
3
Shares held by filers
883,353

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
Blueprint Investment Partners LLCgroup of 2 filers holding270,887$13.1MnewTimeline
LPL Financial LLC178,665$8.63M<0.01%+12,90513F-HRTimeline
Solano Wealth Investment Advisors LLC27,208$1.31M0.65%-1,15813F-HRTimeline
Gateway Wealth Partners, LLC20,520$991K0.04%+10,65613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,470$892K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC12,955$626K<0.01%+613F-HRTimeline
Strategic Blueprint, LLC12,526$605K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,041$533K<0.01%-1,34613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…10,415$503K0.21%-1,44913F-HRTimeline
ATLas Financial Planning LLC8,739$422K0.38%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,149$345K0.01%+1,18313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,722$276K0.04%+2113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,722$276K<0.01%+2113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,842$234K<0.01%new13F-HRTimelineGroup
Golden Bell Financial Planning LLC4,635$224K0.18%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,619$223K<0.01%-55713F-HRTimeline
Van Hulzen Asset Management, LLC4,201$203K0.02%new13F-HRTimeline
Wagner Wealth Management, LLC1,768$85.4K0.02%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,268$61.3K<0.01%-26513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.902$43.6K<0.01%+50013F-HRTimelineGroup
UBS Group AGin group UBS Group AG133$6.42K<0.01%+12613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV79$3.84K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.