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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,300,774
shares
|
$125 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
500,854
shares
|
$27.2 Million
0.0% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
199,191
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
164,800
shares
|
$8.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
149,876
shares
|
$8.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
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%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,901
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
78,892
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
76,266
shares
|
$4.14 Million
0.0% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
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%
|
|
|
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%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,816
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.21%
|