Hartford Multifact US EqtyROUSETF
13F holders, Q3 2025 (September 30)63holders +5
9new positions
1sold out
1famous investor
$57.48avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 1 sold out. The largest holders were NorthRock Partners, LLC ($94.3M), Hartford Funds Management Co LLC ($52.6M) and LPL Financial LLC ($35.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q3 2025)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $96.4M |
| Exits | 1 | $652K |
All 13F filers, Q2 2025 → Q3 2025: 1,931,159 shares bought and 1,838,263 shares sold, net +92,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| NorthRock Partners, LLC | 1.71% | New | 1,639,891 | $94.3M |
| Hartford Funds Management Co LLC | 4.51% | Reduce 0.0% | 914,364 | $52.6M |
| LPL Financial LLC | 0.01% | Add +10.8% | 608,858 | $35.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -74.7% | 581,067 | $33.4M |
| Morgan Stanley | 0.00% | Add +0.1% | 501,211 | $28.8M |
| Bank of America Corp. | 0.00% | Add +7.3% | 213,773 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +14.4% | 188,475 | $10.8M |
| Mariner, LLC | 0.01% | Reduce -9.3% | 135,894 | $7.8M |
| Western Wealth Management, LLC | 0.38% | Reduce -0.8% | 125,560 | $7.2M |
| Fermata Advisors, LLC | 1.79% | Reduce -3.9% | 123,112 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +476.4% | 99,729 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 89,824 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +54.7% | 87,015 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 81,289 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.1% | 76,431 | $4.4M |
| Marshall Financial Group, LLC | 0.85% | Add +5.7% | 76,010 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 69,207 | $4.0M |
| Vista Cima Wealth Management LLC | 3.26% | Add +7.3% | 67,956 | $3.9M |
| UBS Group AG | 0.00% | Reduce -14.4% | 63,222 | $3.6M |
| Brass Tax Wealth Management, Inc. | 0.52% | Reduce -0.3% | 54,254 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.0% | 54,180 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.4% | 52,827 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.3% | 40,441 | $2.3M |
| Golden Bell Financial Planning LLC | 1.49% | Reduce -1.6% | 29,733 | $1.7M |
| Main Street Financial Solutions, LLC | 0.10% | Add +3.3% | 25,958 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -9.4% | 23,259 | $1.3M |
| First PREMIER Bank | 0.28% | No change | 21,400 | $1.2M |
| Wagner Wealth Management, LLC | 0.26% | Reduce -3.7% | 19,449 | $1.1M |
| Citadel Advisors | 0.00% | New | 18,718 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.8% | 18,381 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.9% | 17,782 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Add +28.6% | 15,051 | $865K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +11.1% | 14,243 | $819K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 12,386 | $712K |
| Harbour Investments, Inc. | 0.01% | Add +1.0% | 10,634 | $611K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 10,453 | $601K |
| Private Advisor Group, LLC | 0.00% | Add +49.8% | 9,937 | $571K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $543K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,000 | $517K |
| Summit Financial, LLC | 0.01% | New | 7,405 | $426K |
| RAM Investment Partners, LLC | 0.07% | No change | 6,681 | $384K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.8% | 6,665 | $383K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.8% | 6,412 | $369K |
| Kathleen S. Wright Associates Inc. | 0.13% | No change | 6,200 | $356K |
| Stifel Financial Corp. | 0.00% | New | 5,614 | $323K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 4,770 | $274K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.6% | 4,722 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 4,292 | $247K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.0% | 3,817 | $219K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Reduce -91.3% | 3,139 | $180K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,338 | $134K |
| FMR LLC | 0.00% | Reduce -4.8% | 2,336 | $134K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.8% | 2,140 | $123K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 2,138 | $123K |
| Keystone Financial Group | 0.01% | New | 1,618 | $93K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,393 | $80K |
| Allworth Financial LP | 0.00% | Add +224.7% | 1,367 | $79K |
| Assetmark, Inc. | 0.00% | No change | 1,000 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 388 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 350 | $20K |
| Cwm, LLC | 0.00% | No change | 315 | $18K |
| Advisory Services Network, LLC | 0.00% | New | 115 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 83 | $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.