Hartford Multifact US EqtyROUSETF
13F holders, Q1 2025 (March 31)60holders +2
6new positions
5sold out
1famous investor
$50.86avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($117.8M), Hartford Funds Management Co LLC ($46.3M) and LPL Financial LLC ($28.3M). 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 2025)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.3M |
| Exits | 5 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 384,831 shares bought and 209,958 shares sold, net +174,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Ameriprise Financial Inc. | 0.03% | Reduce -1.7% | 2,322,051 | $117.8M |
| Hartford Funds Management Co LLC | 4.18% | Reduce -4.7% | 911,989 | $46.3M |
| LPL Financial LLC | 0.01% | Add +9.1% | 557,508 | $28.3M |
| Morgan Stanley | 0.00% | Add +8.8% | 429,104 | $21.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 199,225 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 181,828 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -12.8% | 171,788 | $8.7M |
| Fermata Advisors, LLC | 1.36% | Reduce -0.3% | 147,816 | $7.5M |
| Henderson Brothers Financial Partners, LLC | 3.51% | — | 121,409 | $7.0M |
| Western Wealth Management, LLC | 0.40% | Add +7.8% | 118,126 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +1.1% | 96,569 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.4% | 92,187 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +92.4% | 89,699 | $4.6M |
| UBS Group AG | 0.00% | Reduce -14.0% | 88,352 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -0.7% | 80,826 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 80,008 | $4.1M |
| Marshall Financial Group, LLC | 0.77% | New | 69,798 | $3.5M |
| Vista Cima Wealth Management LLC | 3.41% | Add +8.4% | 62,509 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +313.5% | 61,248 | $3.1M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -0.9% | 55,323 | $2.8M |
| Brass Tax Wealth Management, Inc. | 0.58% | Reduce -0.9% | 54,587 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +126.5% | 48,772 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.0% | 42,296 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.5% | 40,412 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.3% | 40,066 | $2.0M |
| Good Life Advisors, LLC | 0.13% | New | 37,649 | $1.9M |
| Golden Bell Financial Planning LLC | 1.50% | Reduce -3.1% | 30,514 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +70.7% | 25,435 | $1.3M |
| First PREMIER Bank | 0.28% | No change | 21,400 | $1.1M |
| Wagner Wealth Management, LLC | 0.25% | Add +3.1% | 20,137 | $1.0M |
| Main Street Financial Solutions, LLC | 0.08% | Add +7.0% | 19,014 | $965K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 18,986 | $963K |
| Cetera Investment Advisers | 0.00% | Reduce -61.9% | 18,896 | $959K |
| Citadel Advisors | 0.00% | New | 17,737 | $900K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 17,688 | $897K |
| Van Hulzen Asset Management, LLC | 0.06% | New | 12,578 | $638K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 12,200 | $619K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.5% | 10,027 | $509K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,789 | $497K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $479K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 9,327 | $473K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.5% | 7,138 | $362K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 6,279 | $319K |
| Kathleen S. Wright Associates Inc. | 0.13% | Reduce -1.6% | 6,200 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,870 | $298K |
| Jane Street Group, LLC | 0.00% | Add +46.1% | 5,795 | $294K |
| Harbour Investments, Inc. | 0.01% | Add +10.5% | 5,172 | $262K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.9% | 4,749 | $241K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 4,454 | $226K |
| Sovran Advisors, LLC | 0.03% | Reduce -48.1% | 4,702 | $226K |
| Mission Financial Group, LLC | 0.21% | — | 3,819 | $225K |
| RAM Investment Partners, LLC | 0.06% | No change | 4,400 | $223K |
| FMR LLC | 0.00% | Add +7.9% | 2,646 | $134K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 2,164 | $110K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +144.1% | 1,416 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,393 | $71K |
| Allworth Financial LP | 0.00% | No change | 421 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 350 | $18K |
| Cwm, LLC | 0.00% | No change | 315 | $16K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 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.