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 64 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
36,176
shares
|
$1.96 Million
0.27% of portfolio
|
Q2 2025
Added 2454.8%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
30,226
shares
|
$1.64 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
25,135
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,488
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
21,400
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,586
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.62%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
20,370
shares
|
$1.11 Million
0.57% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
20,187
shares
|
$1.1 Million
0.36% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,458
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,303
shares
|
$939,379
0.0% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
16,802
shares
|
$912,180
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,544
shares
|
$898,173
0.02% of portfolio
|
Q2 2025
Added 248.37%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
12,822
shares
|
$696,106
0.06% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,160
shares
|
$660,166
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,135
shares
|
$658,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,964
shares
|
$649,525
0.0% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,705
shares
|
$635,464
0.01% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,525
shares
|
$571,402
0.02% of portfolio
|
Q2 2025
Added 103.5%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,447
shares
|
$512,877
0.0% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$488,610
0.0% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,152
shares
|
$388,282
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
6,681
shares
|
$362,711
0.08% of portfolio
|
Q2 2025
Added 51.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,633
shares
|
$360,105
0.0% of portfolio
|
Q2 2025
Reduced 93.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
6,200
shares
|
$336,598
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|