Hartford Multifact US EqtyROUSETF
13F holders, Q4 2025 (December 31)64holders +1
5new positions
3sold out
1famous investor
$57.71avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were NorthRock Partners, LLC ($77.3M), Hartford Funds Management Co LLC ($50.0M) and LPL Financial LLC ($39.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact US Eqty
- Filed as
- LATTICE STRATEGIES TR (Q4 2025)
- CUSIP
- 518416409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.4M |
| Exits | 3 | $371K |
All 13F filers, Q3 2025 → Q4 2025: 488,306 shares bought and 822,442 shares sold, net −334,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| NorthRock Partners, LLC | 1.31% | Reduce -18.3% | 1,339,244 | $77.3M |
| Hartford Funds Management Co LLC | 4.10% | Reduce -5.3% | 866,198 | $50.0M |
| LPL Financial LLC | 0.01% | Add +11.0% | 675,705 | $39.0M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 459,588 | $26.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.4% | 299,855 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Add +33.8% | 252,121 | $14.5M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 198,579 | $11.5M |
| Mariner, LLC | 0.01% | Add +1.0% | 137,290 | $7.9M |
| Western Wealth Management, LLC | 0.36% | Add +6.6% | 133,860 | $7.7M |
| Fermata Advisors, LLC | 1.71% | Add +0.3% | 123,516 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +32.5% | 115,335 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 104,192 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 98,890 | $5.7M |
| Marshall Financial Group, LLC | 0.96% | Add +12.6% | 85,589 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2891.8% | 69,948 | $4.0M |
| Vista Cima Wealth Management LLC | 3.25% | Reduce -0.5% | 67,637 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -17.2% | 67,296 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +19.4% | 64,717 | $3.7M |
| UBS Group AG | 0.00% | Reduce -3.1% | 61,256 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +230.2% | 58,715 | $3.4M |
| Waverly Advisors, LLC | 0.03% | New | 53,954 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.3% | 52,647 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +533.5% | 40,617 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +118.3% | 40,125 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.6% | 37,790 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -52.2% | 36,551 | $2.1M |
| WCG Wealth Advisors LLC | 0.05% | New | 30,831 | $1.8M |
| Main Street Financial Solutions, LLC | 0.13% | Add +13.4% | 29,436 | $1.7M |
| Golden Bell Financial Planning LLC | 1.41% | Reduce -1.0% | 29,425 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +0.8% | 23,452 | $1.4M |
| First PREMIER Bank | 0.28% | No change | 21,400 | $1.2M |
| Citadel Advisors | 0.00% | Add +10.7% | 20,715 | $1.2M |
| Wagner Wealth Management, LLC | 0.24% | Add +0.3% | 19,516 | $1.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +471.8% | 17,949 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +22.1% | 17,384 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Add +10.2% | 16,581 | $957K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 13,459 | $777K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 10,490 | $605K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 10,468 | $604K |
| Ieq Capital, LLC | 0.00% | No change | 9,447 | $545K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,000 | $519K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.0% | 6,923 | $400K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 6,684 | $386K |
| RAM Investment Partners, LLC | 0.07% | No change | 6,681 | $386K |
| Private Advisor Group, LLC | 0.00% | Reduce -36.7% | 6,286 | $363K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 5,864 | $338K |
| Harborfront Financial Group LLC | 2.43% | — | 5,659 | $327K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 4,782 | $276K |
| Summit Financial, LLC | 0.00% | Reduce -36.5% | 4,700 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 4,293 | $248K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 3,824 | $227K |
| Lido Advisors, LLC | 0.00% | New | 3,537 | $204K |
| FMR LLC | 0.00% | Add +19.7% | 2,796 | $161K |
| UMB Bank, n.a. | 0.00% | New | 2,650 | $153K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 2,139 | $123K |
| Allworth Financial LP | 0.00% | Add +47.5% | 2,017 | $116K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.5% | 1,915 | $110K |
| Optima Capital LLC | 0.04% | New | 1,741 | $100K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,393 | $80K |
| Assetmark, Inc. | 0.00% | No change | 1,000 | $58K |
| Farther Finance Advisors, LLC | 0.00% | No change | 388 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 350 | $20K |
| Cwm, LLC | 0.00% | No change | 315 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 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.