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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
6,200
shares
|
$354,144
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,614
shares
|
$320,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,923
shares
|
$281,201
0.06% of portfolio
|
Q2 2023
Reduced 16.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,770
shares
|
$272,462
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,722
shares
|
$269,720
0.0% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,292
shares
|
$245,159
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,817
shares
|
$218,027
0.0% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
3,139
shares
|
$179,299
0.39% of portfolio
|
Q3 2025
Reduced 91.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,338
shares
|
$133,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,140
shares
|
$122,236
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,138
shares
|
$122,122
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,618
shares
|
$92,420
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,367
shares
|
$78,083
0.0% of portfolio
|
Q3 2025
Added 224.7%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$57,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$26,275
0.0% of portfolio
|
Q1 2021
Reduced 86.96%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
428
shares
|
$24,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
388
shares
|
$22,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
350
shares
|
$19,992
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
315
shares
|
$17,992
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
115
shares
|
$6,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
83
shares
|
$4,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|