Institutional Ownership Hartford Multifactor Small Cap (ROSC)
This table provides information about the institutional ownership of Hartford Multifactor Small Cap (ROSC). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 325,353 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
106,029
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 44.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,005
shares
|
$0
0.07% of portfolio
|
Q3 2022
Added 6.98%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
37,424
shares
|
$0
0.82% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
36,526
shares
|
$0
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,386
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,896
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 44.92%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
8,152
shares
|
$0
0.27% of portfolio
|
Q4 2024
Added 80.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,253
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,602
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,577
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 41.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,577
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
5,308
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,024
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
4,813
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,953
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1796.12%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,927
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,759
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
494
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
78
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|