Hartford Multifact US EqtyROUSETF
13F holders, Q2 2024 (June 30)49holders +4
4new positions
1sold out
1famous investor
$48.11avg. 13F price*
At the end of Q2 2024, 49 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 1 sold out. The largest holders were Hartford Funds Management Co LLC ($124.6M), Ameriprise Financial Inc. ($101.5M) and Morgan Stanley ($12.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q2 2024)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 1 | $916K |
All 13F filers, Q1 2024 → Q2 2024: 174,205 shares bought and 543,179 shares sold, net −368,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Hartford Funds Management Co LLC | 11.69% | Add +0.0% | 2,591,594 | $124.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.3% | 2,108,065 | $101.5M |
| Morgan Stanley | 0.00% | Add +28.8% | 263,162 | $12.7M |
| LPL Financial LLC | 0.01% | Reduce -17.1% | 226,723 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 193,343 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +62.6% | 164,081 | $7.9M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -57.9% | 115,363 | $5.5M |
| Global Retirement Partners, LLC | 0.15% | Reduce -6.8% | 102,760 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 91,874 | $4.4M |
| Western Wealth Management, LLC | 0.31% | Add +10.7% | 88,257 | $4.2M |
| Mariner, LLC | 0.01% | Add +3.1% | 71,671 | $3.4M |
| Fermata Advisors, LLC | 0.76% | Reduce -61.1% | 68,645 | $3.3M |
| UBS Group AG | 0.00% | Add +2.7% | 68,414 | $3.3M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -0.2% | 66,128 | $3.2M |
| Brass Tax Wealth Management, Inc. | 0.53% | Reduce -4.8% | 56,756 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 44,485 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.0% | 40,315 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 34,984 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +12.8% | 28,623 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.0% | 23,046 | $1.1M |
| Wagner Wealth Management, LLC | 0.33% | Reduce -19.5% | 22,646 | $1.1M |
| First PREMIER Bank | 0.28% | No change | 21,560 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 20,530 | $987K |
| Stratos Wealth Partners, LTD. | 0.02% | New | 20,413 | $982K |
| NewEdge Advisors, LLC | 0.01% | No change | 19,939 | $959K |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 17,981 | $865K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.4% | 15,400 | $741K |
| Sanctuary Advisors, LLC | 0.00% | — | 14,458 | $669K |
| West Michigan Advisors, LLC | 0.15% | No change | 10,000 | $483K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,789 | $471K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.0% | 9,655 | $464K |
| Ieq Capital, LLC | 0.01% | Reduce -7.0% | 9,447 | $454K |
| Kingsview Wealth Management, LLC | 0.01% | Add +60.9% | 8,803 | $423K |
| Citadel Advisors | 0.00% | Reduce -28.8% | 7,028 | $338K |
| Kathleen S. Wright Associates Inc. | 0.14% | No change | 6,336 | $305K |
| HighTower Advisors, LLC | 0.00% | No change | 6,141 | $295K |
| RAM Investment Partners, LLC | 0.08% | No change | 5,750 | $277K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.5% | 5,603 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 5,594 | $269K |
| Jones Financial Companies LLLP | 0.00% | New | 4,200 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,000 | $192K |
| Royal Bank of Canada | 0.00% | Reduce -77.1% | 2,534 | $122K |
| FMR LLC | 0.00% | No change | 2,289 | $110K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,163 | $104K |
| International Assets Investment Management, LLC | 0.01% | New | 1,572 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $20K |
| Allworth Financial LP | 0.00% | Reduce -82.6% | 393 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -54.4% | 317 | $15K |
| 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.