Hartford Multifact US EqtyROUSETF
13F holders, Q1 2024 (March 31)45holders
1famous investor
$48.09avg. 13F price*
At the end of Q1 2024, 45 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings. The largest holders were Hartford Funds Management Co LLC ($124.1M), Ameriprise Financial Inc. ($109.7M) and Avantax Advisory Services, Inc. ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q1 2024)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.3M |
| Exits | 1 | $3.7M |
Ownership 45 holders
| Hartford Funds Management Co LLC | 11.83% | Add +0.1% | 2,591,583 | $124.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.8% | 2,274,604 | $109.7M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -43.2% | 273,677 | $13.2M |
| LPL Financial LLC | 0.01% | Add +13.3% | 273,654 | $13.2M |
| Morgan Stanley | 0.00% | Add +64.1% | 204,374 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 197,986 | $9.5M |
| Fermata Advisors, LLC | 1.91% | Reduce -6.7% | 176,339 | $8.5M |
| Global Retirement Partners, LLC | 0.20% | Add +17916.3% | 110,260 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +45.9% | 100,929 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.9% | 96,281 | $4.6M |
| Western Wealth Management, LLC | 0.30% | Add +30.7% | 79,708 | $3.8M |
| Mariner, LLC | 0.01% | Add +91.3% | 69,505 | $3.3M |
| UBS Group AG | 0.00% | Reduce -0.0% | 66,609 | $3.2M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -0.5% | 66,252 | $3.2M |
| Brass Tax Wealth Management, Inc. | 1.50% | — | 59,633 | $2.9M |
| Cetera Investment Advisers | 0.01% | New | 43,986 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 42,870 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.6% | 30,753 | $1.5M |
| Wagner Wealth Management, LLC | 0.41% | Reduce -86.8% | 28,135 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 25,364 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 23,510 | $1.1M |
| First PREMIER Bank | 0.27% | No change | 21,560 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 21,334 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | No change | 19,939 | $961K |
| Susquehanna International Group, LLP | 0.00% | Add +112.7% | 19,006 | $916K |
| Raymond James & Associates | 0.00% | Add +1.3% | 18,191 | $876K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -24.5% | 15,335 | $739K |
| Royal Bank of Canada | 0.00% | Add +169.0% | 11,051 | $533K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.0% | 10,614 | $511K |
| Ieq Capital, LLC | 0.01% | No change | 10,157 | $489K |
| West Michigan Advisors, LLC | 0.16% | New | 10,000 | $482K |
| Citadel Advisors | 0.00% | Reduce -40.0% | 9,877 | $476K |
| Baird Financial Group, Inc. | 0.00% | New | 9,789 | $472K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +3.1% | 6,336 | $305K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.4% | 6,141 | $296K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -17.6% | 5,864 | $283K |
| RAM Investment Partners, LLC | 0.09% | No change | 5,750 | $277K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.9% | 5,679 | $274K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,471 | $264K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,000 | $193K |
| FMR LLC | 0.00% | Add +206.8% | 2,289 | $110K |
| Allworth Financial LP | 0.00% | Add +14.9% | 2,256 | $109K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.9% | 695 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.6% | 425 | $20K |
| Cwm, LLC | 0.00% | No change | 315 | $15K |
"% of holder's portfolio" is ROUS's weight in each manager's 13F, not the share of Hartford Multifact US Eqty the manager owns.