Hartford Multifact US EqtyROUSETF
13F holders, Q2 2025 (June 30)58holders −2
4new positions
5sold out
$53.69avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, down 2 from Q1 2025. 4 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($123.5M), Hartford Funds Management Co LLC ($49.1M) and LPL Financial LLC ($29.5M).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q2 2025)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 5 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 249,001 shares bought and 316,224 shares sold, net −67,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Ameriprise Financial Inc. | 0.03% | Reduce -0.9% | 2,300,774 | $123.5M |
| Hartford Funds Management Co LLC | 4.23% | Add +0.3% | 914,370 | $49.1M |
| LPL Financial LLC | 0.01% | Reduce -1.5% | 549,246 | $29.5M |
| Morgan Stanley | 0.00% | Add +16.7% | 500,854 | $26.9M |
| Bank of America Corp. | 0.00% | Add +9.6% | 199,191 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.3% | 164,800 | $8.8M |
| Mariner, LLC | 0.01% | Reduce -12.8% | 149,876 | $8.0M |
| Fermata Advisors, LLC | 1.84% | Reduce -13.3% | 128,142 | $6.9M |
| Western Wealth Management, LLC | 0.40% | Add +7.2% | 126,571 | $6.8M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.4% | 85,364 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 79,926 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -12.0% | 78,901 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -2.4% | 78,892 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +24.5% | 76,266 | $4.1M |
| UBS Group AG | 0.00% | Reduce -16.4% | 73,892 | $4.0M |
| Marshall Financial Group, LLC | 0.76% | Add +3.1% | 71,933 | $3.9M |
| Vista Cima Wealth Management LLC | 3.18% | Add +1.3% | 63,316 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +121.2% | 56,262 | $3.0M |
| Brass Tax Wealth Management, Inc. | 0.56% | Reduce -0.3% | 54,437 | $2.9M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -4.1% | 53,042 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 45,903 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.1% | 42,246 | $2.3M |
| Good Life Advisors, LLC | 0.12% | Reduce -2.2% | 36,816 | $2.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.25% | Add +2454.8% | 36,176 | $1.9M |
| Golden Bell Financial Planning LLC | 1.53% | Reduce -0.9% | 30,226 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -47.3% | 25,683 | $1.4M |
| Main Street Financial Solutions, LLC | 0.10% | Add +32.2% | 25,135 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +18.4% | 22,488 | $1.2M |
| First PREMIER Bank | 0.28% | No change | 21,400 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +17.8% | 20,829 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.6% | 20,586 | $1.1M |
| Wagner Wealth Management, LLC | 0.25% | Add +0.3% | 20,187 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 17,303 | $929K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +248.4% | 16,544 | $888K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +1.9% | 12,822 | $688K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,135 | $652K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.3% | 11,964 | $642K |
| Kingsview Wealth Management, LLC | 0.01% | Add +25.5% | 11,705 | $628K |
| Harbour Investments, Inc. | 0.01% | Add +103.5% | 10,525 | $565K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.3% | 10,210 | $548K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $507K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.1% | 9,000 | $483K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 7,152 | $384K |
| RAM Investment Partners, LLC | 0.08% | Add +51.8% | 6,681 | $359K |
| Private Advisor Group, LLC | 0.00% | Reduce -93.1% | 6,633 | $356K |
| Kathleen S. Wright Associates Inc. | 0.13% | No change | 6,200 | $333K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,727 | $307K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.1% | 4,763 | $256K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,338 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.2% | 4,269 | $229K |
| FMR LLC | 0.00% | Reduce -7.3% | 2,453 | $132K |
| Global Retirement Partners, LLC | 0.00% | — | 2,295 | $123K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 2,172 | $117K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,393 | $75K |
| Assetmark, Inc. | 0.00% | New | 1,000 | $54K |
| Allworth Financial LP | 0.00% | No change | 421 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 350 | $19K |
| Cwm, LLC | 0.00% | No change | 315 | $17K |
"% of holder's portfolio" is ROUS's weight in each manager's 13F, not the share of Hartford Multifact US Eqty the manager owns.