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 66 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,322,051
shares
|
$126 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
914,370
shares
|
$49.6 Million
4.57% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
549,246
shares
|
$29.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
429,104
shares
|
$23.3 Million
0.0% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
199,225
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
181,828
shares
|
$9.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
171,788
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$9.24 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
128,142
shares
|
$6.96 Million
2.05% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
126,571
shares
|
$6.87 Million
0.42% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
89,699
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Added 92.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,364
shares
|
$4.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
79,926
shares
|
$4.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
78,892
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
73,892
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
71,933
shares
|
$3.91 Million
0.81% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
63,316
shares
|
$3.44 Million
3.18% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
61,248
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 313.53%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
56,262
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 121.2%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
54,437
shares
|
$2.96 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
53,042
shares
|
$2.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
48,772
shares
|
$2.65 Million
0.12% of portfolio
|
Q1 2025
Added 126.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
45,903
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
42,246
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,066
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|