Hartford Multifact US EqtyROUSETF
13F holders, Q3 2024 (September 30)49holders
2new positions
2sold out
$51.88avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Hartford Funds Management Co LLC ($129.2M), Ameriprise Financial Inc. ($105.6M) and LPL Financial LLC ($22.0M).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q3 2024)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $619K |
| Exits | 2 | $821K |
All 13F filers, Q2 2024 → Q3 2024: 531,697 shares bought and 262,750 shares sold, net +268,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Hartford Funds Management Co LLC | 11.97% | Reduce -3.9% | 2,491,787 | $129.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.5% | 2,034,897 | $105.6M |
| LPL Financial LLC | 0.01% | Add +86.8% | 423,459 | $22.0M |
| Morgan Stanley | 0.00% | Add +24.9% | 328,701 | $17.0M |
| Global Retirement Partners, LLC | 0.32% | Add +96.1% | 201,528 | $10.5M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 186,970 | $9.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.8% | 170,272 | $8.8M |
| Mariner, LLC | 0.01% | Add +94.4% | 139,297 | $7.2M |
| UBS Group AG | 0.00% | Add +61.0% | 110,179 | $5.7M |
| Western Wealth Management, LLC | 0.28% | Add +8.9% | 96,157 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -22.0% | 89,937 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 83,673 | $4.3M |
| Fermata Advisors, LLC | 0.87% | Add +20.7% | 82,850 | $4.3M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -7.9% | 60,918 | $3.2M |
| Brass Tax Wealth Management, Inc. | 0.61% | Reduce -2.8% | 55,156 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +41.8% | 40,592 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.2% | 39,842 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 33,103 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -37.0% | 28,004 | $1.5M |
| Wagner Wealth Management, LLC | 0.31% | Reduce -1.6% | 22,293 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 21,839 | $1.1M |
| First PREMIER Bank | 0.28% | No change | 21,560 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.9% | 20,994 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | No change | 19,939 | $1.0M |
| Raymond James & Associates | 0.00% | Add +2.6% | 18,458 | $957K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.8% | 18,117 | $940K |
| Main Street Financial Solutions, LLC | 0.08% | Add +3.1% | 15,881 | $824K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.5% | 12,067 | $650K |
| Susquehanna International Group, LLP | 0.00% | New | 10,411 | $540K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,789 | $508K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.7% | 9,585 | $497K |
| Ieq Capital, LLC | 0.01% | No change | 9,447 | $490K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.1% | 9,165 | $475K |
| Jones Financial Companies LLLP | 0.00% | Add +56.4% | 6,570 | $339K |
| Kathleen S. Wright Associates Inc. | 0.14% | Reduce -0.1% | 6,331 | $328K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 6,111 | $316K |
| Royal Bank of Canada | 0.00% | Add +137.8% | 6,026 | $313K |
| RAM Investment Partners, LLC | 0.08% | No change | 5,750 | $298K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 5,603 | $291K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 5,601 | $290K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,000 | $207K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 2,169 | $112K |
| FMR LLC | 0.00% | Reduce -27.6% | 1,656 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +270.1% | 1,573 | $82K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,572 | $82K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,528 | $79K |
| Allworth Financial LP | 0.00% | Add +34.4% | 528 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 317 | $16K |
| Cwm, LLC | 0.00% | No change | 315 | $16K |
"% of holder's portfolio" is ROUS's weight in each manager's 13F, not the share of Hartford Multifact US Eqty the manager owns.