Institutional Ownership Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,639,891
shares
|
$93.7 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
914,364
shares
|
$52.2 Million
4.9% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
608,858
shares
|
$34.8 Million
0.01% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
581,067
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
501,211
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
213,773
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
188,475
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
135,894
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
125,560
shares
|
$7.17 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
123,112
shares
|
$7.03 Million
2.06% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
99,729
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 476.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
89,824
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
87,015
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2025
Added 54.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,364
shares
|
$4.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
81,289
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
76,431
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
76,010
shares
|
$4.34 Million
0.95% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
69,207
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
67,956
shares
|
$3.88 Million
3.26% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
63,222
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
54,254
shares
|
$3.1 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
54,180
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
52,827
shares
|
$3.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
40,441
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.27%
|
|