Hartford Multifact US EqtyROUSETF
13F holders, Q2 2026 (June 30)71holders +6
10new positions
6sold out
1famous investor
$67.36avg. 13F price*
At the end of Q2 2026, 71 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 6 from Q1 2026. 10 opened new positions and 6 sold out. The largest holders were NorthRock Partners, LLC ($81.8M), Hartford Funds Management Co LLC ($54.0M) and LPL Financial LLC ($52.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q2 2026)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.8M |
| Exits | 6 | $3.0M |
All 13F filers, Q1 2026 → Q2 2026: 727,852 shares bought and 350,771 shares sold, net +377,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| NorthRock Partners, LLC | 1.19% | Reduce -4.8% | 1,213,197 | $81.8M |
| Hartford Funds Management Co LLC | 4.32% | Reduce -7.5% | 801,483 | $54.0M |
| LPL Financial LLC | 0.01% | Add +7.0% | 775,856 | $52.3M |
| Morgan Stanley | 0.00% | Add +16.6% | 524,259 | $35.3M |
| Raymond James Financial Inc. | 0.01% | Add +33.0% | 453,416 | $30.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 287,292 | $19.4M |
| Jones Financial Companies LLLP | 0.01% | Add +60.4% | 263,718 | $17.5M |
| Bank of America Corp. | 0.00% | Add +3.6% | 204,467 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 182,951 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +106.4% | 161,990 | $10.9M |
| Western Wealth Management, LLC | 0.34% | Add +1.3% | 152,422 | $10.3M |
| Fermata Advisors, LLC | 1.67% | Reduce -1.7% | 122,530 | $8.3M |
| UBS Group AG | 0.00% | Add +101.2% | 111,703 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +5.4% | 105,346 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.6% | 101,057 | $6.8M |
| Marshall Financial Group, LLC | 0.84% | Add +1.5% | 85,786 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.5% | 79,934 | $5.4M |
| &partners | 0.02% | Add +161.0% | 68,129 | $4.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.9% | 64,399 | $4.3M |
| Vista Cima Wealth Management LLC | 3.15% | Add +1.2% | 62,780 | $4.2M |
| Harbour Investments, Inc. | 0.05% | Add +8.3% | 56,433 | $3.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -69.9% | 53,482 | $3.6M |
| Waverly Advisors, LLC | 0.02% | No change | 51,331 | $3.5M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.1% | 50,985 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +71.0% | 48,525 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +24.3% | 46,803 | $3.2M |
| Main Street Financial Solutions, LLC | 0.19% | Add +35.5% | 43,382 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +4.4% | 39,440 | $2.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 37,068 | $2.5M |
| WCG Wealth Advisors LLC | 0.05% | No change | 30,831 | $2.1M |
| Golden Bell Financial Planning LLC | 1.43% | Reduce -1.3% | 28,922 | $1.9M |
| Two Sigma Investments, LP | 0.00% | New | 27,600 | $1.9M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.61% | Add +21.2% | 24,967 | $1.7M |
| First PREMIER Bank | 0.23% | No change | 21,400 | $1.4M |
| Wagner Wealth Management, LLC | 0.25% | Add +0.8% | 19,726 | $1.3M |
| Natixis Advisors, LLC | 0.00% | New | 19,042 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 16,967 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +69.8% | 16,733 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -14.8% | 13,656 | $920K |
| Private Advisor Group, LLC | 0.00% | Add +95.7% | 12,127 | $817K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 10,422 | $702K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $637K |
| AQR Capital Management | 0.00% | New | 7,976 | $538K |
| Mariner, LLC | 0.00% | Reduce -73.5% | 6,977 | $470K |
| RAM Investment Partners, LLC | 0.07% | No change | 6,681 | $450K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,458 | $435K |
| Harborfront Financial Group LLC | 1.60% | — | 6,289 | $424K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 6,244 | $421K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,141 | $414K |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 5,487 | $370K |
| Citigroup Inc. | 0.00% | New | 5,379 | $363K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.4% | 4,956 | $334K |
| Summit Financial, LLC | 0.00% | Add +0.3% | 4,724 | $318K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 4,269 | $288K |
| International Assets Investment Management, LLC | 0.02% | Add +163.0% | 4,134 | $277K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 4,053 | $273K |
| Mission Financial Group, LLC | 0.21% | — | 3,830 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,471 | $233K |
| Lido Advisors, LLC | 0.00% | New | 3,310 | $223K |
| Henderson Brothers Financial Partners, LLC | 0.10% | Reduce -49.7% | 3,097 | $209K |
| Allworth Financial LP | 0.00% | Add +31.9% | 2,665 | $180K |
| UMB Bank, n.a. | 0.00% | No change | 2,650 | $179K |
| FMR LLC | 0.00% | Reduce -2.0% | 2,551 | $172K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 2,152 | $145K |
| Global Retirement Partners, LLC | 0.00% | — | 1,715 | $116K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,393 | $94K |
| Assetmark, Inc. | 0.00% | No change | 1,000 | $67K |
| Vanguard Advisers Inc. | 0.00% | Reduce -7.2% | 577 | $39K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 570 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 388 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +0.3% | 351 | $24K |
"% of holder's portfolio" is ROUS's weight in each manager's 13F, not the share of Hartford Multifact US Eqty the manager owns.