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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,816
shares
|
$2.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
29,733
shares
|
$1.7 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
25,958
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
23,259
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 52.31%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
21,400
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
20,370
shares
|
$1.16 Million
0.57% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
19,449
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,718
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,458
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,381
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
17,782
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,544
shares
|
$944,993
0.02% of portfolio
|
Q2 2025
Added 248.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
15,051
shares
|
$859,713
0.02% of portfolio
|
Q3 2025
Added 28.59%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,243
shares
|
$813,560
0.06% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
12,386
shares
|
$707,488
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,160
shares
|
$694,579
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,634
shares
|
$607,414
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,937
shares
|
$567,601
0.0% of portfolio
|
Q3 2025
Added 49.81%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,447
shares
|
$539,612
0.0% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
9,000
shares
|
$514,080
0.0% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,405
shares
|
$422,973
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
6,681
shares
|
$381,618
0.07% of portfolio
|
Q2 2025
Added 51.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,665
shares
|
$380,704
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,412
shares
|
$366,253
0.0% of portfolio
|
Q3 2025
Reduced 68.85%
|
|