Hartford Multifact US EqtyROUSETF
13F holders, Q4 2024 (December 31)58holders +9
6new positions
2sold out
$50.90avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 9 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Ameriprise Financial Inc. ($120.3M), Hartford Funds Management Co LLC ($48.7M) and LPL Financial LLC ($26.0M).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q4 2024)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 2 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 926,748 shares bought and 1,590,277 shares sold, net −663,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Ameriprise Financial Inc. | 0.03% | Add +16.1% | 2,362,695 | $120.3M |
| Hartford Funds Management Co LLC | 4.46% | Reduce -61.6% | 957,384 | $48.7M |
| LPL Financial LLC | 0.01% | Add +20.7% | 511,078 | $26.0M |
| Morgan Stanley | 0.00% | Add +20.0% | 394,453 | $20.1M |
| Mariner, LLC | 0.02% | Add +41.5% | 197,039 | $10.0M |
| Raymond James Financial Inc. | 0.00% | — | 195,866 | $10.0M |
| Global Retirement Partners, LLC | 0.28% | Reduce -3.5% | 194,488 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 183,199 | $9.3M |
| Fermata Advisors, LLC | 1.41% | Add +79.0% | 148,288 | $7.5M |
| Western Wealth Management, LLC | 0.30% | Add +13.9% | 109,554 | $5.6M |
| UBS Group AG | 0.00% | Reduce -6.8% | 102,703 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Add +896.7% | 95,530 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.1% | 91,823 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 81,671 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +287.7% | 81,400 | $4.1M |
| Vista Cima Wealth Management LLC | 3.05% | — | 57,644 | $2.9M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -8.3% | 55,829 | $2.8M |
| Brass Tax Wealth Management, Inc. | 0.59% | Reduce -0.1% | 55,106 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +76.9% | 49,549 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +14.9% | 46,623 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.3% | 42,741 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +289.9% | 40,598 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 34,106 | $1.7M |
| Golden Bell Financial Planning LLC | 1.61% | — | 31,477 | $1.6M |
| Independent Financial Group, LLC | 0.05% | New | 28,376 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | New | 21,530 | $1.1M |
| First PREMIER Bank | 0.28% | Reduce -0.7% | 21,400 | $1.1M |
| Wagner Wealth Management, LLC | 0.26% | Reduce -12.4% | 19,522 | $993K |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.7% | 19,203 | $977K |
| Main Street Financial Solutions, LLC | 0.09% | Add +11.9% | 17,764 | $904K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 16,802 | $855K |
| Jones Financial Companies LLLP | 0.00% | Add +126.7% | 14,897 | $758K |
| Royal Bank of Canada | 0.00% | Add +145.8% | 14,811 | $754K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.8% | 12,160 | $646K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,789 | $498K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $481K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.4% | 9,293 | $473K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +487.7% | 9,244 | $470K |
| Sovran Advisors, LLC | 0.07% | — | 9,052 | $465K |
| HighTower Advisors, LLC | 0.00% | Add +13.8% | 6,952 | $354K |
| Kathleen S. Wright Associates Inc. | 0.13% | Reduce -0.5% | 6,299 | $321K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,233 | $317K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.5% | 5,578 | $284K |
| Independent Advisor Alliance | 0.00% | New | 5,172 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.4% | 5,075 | $258K |
| Harbour Investments, Inc. | 0.01% | Add +1376.7% | 4,681 | $238K |
| RAM Investment Partners, LLC | 0.06% | Reduce -23.5% | 4,400 | $224K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.9% | 4,355 | $222K |
| Jane Street Group, LLC | 0.00% | New | 3,965 | $202K |
| FMR LLC | 0.00% | Add +48.1% | 2,453 | $125K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.6% | 2,156 | $110K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,528 | $78K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,393 | $71K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 580 | $30K |
| Allworth Financial LP | 0.00% | Reduce -20.3% | 421 | $22K |
| Cwm, LLC | 0.00% | No change | 315 | $16K |
| Decker Retirement Planning Inc. | 0.01% | — | 300 | $15K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 100 | $5K |
"% of holder's portfolio" is ROUS's weight in each manager's 13F, not the share of Hartford Multifact US Eqty the manager owns.