Hartford Multifact US EqtyROUSETF

13F holders, Q1 2026 (March 31)
65holders +1
5new positions
4sold out
1famous investor
$59.02avg. 13F price*

At the end of Q1 2026, 65 institutions reported holding Hartford Multifact US Eqty (ROUS) in their 13F filings, up 1 from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were NorthRock Partners, LLC ($75.3M), Hartford Funds Management Co LLC ($51.1M) and LPL Financial LLC ($42.8M). 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 2026)
CUSIP
518416409
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 45Q1 2024Q2 2024: 49Q2 2024Q3 2024: 49Q3 2024Q4 2024: 58Q4 2024Q1 2025: 60Q1 2025Q2 2025: 58Q2 2025Q3 2025: 63Q3 2025Q4 2025: 64Q4 2025Q1 2026: 65Q1 2026Q2 2026: 71Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$2.9M
Exits4$917K

All 13F filers, Q4 2025 → Q1 2026: 605,863 shares bought and 278,967 shares sold, net +326,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

NorthRock Partners, LLC 1.21% Reduce -4.8% 1,274,569 $75.3M
Hartford Funds Management Co LLC 4.44% Reduce 0.0% 866,177 $51.1M
LPL Financial LLC 0.01% Add +7.3% 724,779 $42.8M
Morgan Stanley 0.00% Reduce -2.1% 449,820 $26.6M
Raymond James Financial Inc. 0.01% Add +35.3% 341,012 $20.1M
Ameriprise Financial Inc. 0.00% Add +0.7% 301,870 $17.9M
Bank of America Corp. 0.00% Reduce -0.6% 197,415 $11.7M
Royal Bank of Canada 0.00% Add +74.0% 181,332 $10.7M
Kingsview Wealth Management, LLC 0.14% Add +972.8% 177,876 $10.5M
Jones Financial Companies LLLP 0.00% Add +42.6% 164,457 $9.6M
Western Wealth Management, LLC 0.34% Add +12.4% 150,426 $8.9M
Fermata Advisors, LLC 1.66% Add +0.9% 124,610 $7.4M
Cetera Investment Advisers 0.01% Add +1.1% 99,961 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +35.1% 87,438 $5.2M
Marshall Financial Group, LLC 0.80% Reduce -1.3% 84,511 $5.0M
Wells Fargo & Company 0.00% Add +16.6% 78,495 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 71,055 $4.2M
NewEdge Advisors, LLC 0.01% Add +19.1% 69,954 $4.1M
Vista Cima Wealth Management LLC 3.62% Reduce -8.3% 62,051 $3.7M
UBS Group AG 0.00% Reduce -9.4% 55,507 $3.3M
Harbour Investments, Inc. 0.05% Add +396.9% 52,127 $3.1M
Waverly Advisors, LLC 0.02% Reduce -4.9% 51,331 $3.0M
Coldstream Capital Management Inc. 0.04% Reduce -3.0% 51,061 $3.0M
Janney Montgomery Scott LLC 0.01% Add +1.7% 38,420 $2.3M
Stratos Wealth Partners, LTD. 0.03% Add +3.4% 37,784 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -6.2% 37,650 $2.2M
Main Street Financial Solutions, LLC 0.14% Add +8.7% 32,008 $1.9M
WCG Wealth Advisors LLC 0.05% No change 30,831 $1.8M
Golden Bell Financial Planning LLC 1.38% Reduce -0.4% 29,299 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +110.9% 28,385 $1.7M
Mariner, LLC 0.00% Reduce -80.8% 26,296 $1.6M
&partners 0.01% New 26,104 $1.5M
First PREMIER Bank 0.29% No change 21,400 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.50% Add +14.8% 20,603 $1.2M
Wagner Wealth Management, LLC 0.23% Add +0.2% 19,560 $1.2M
Van Hulzen Asset Management, LLC 0.08% Add +2.7% 17,848 $1.1M
Gladstone Institutional Advisory LLC 0.04% Reduce -31.6% 16,029 $946K
Arkadios Wealth Advisors 0.01% New 13,146 $776K
Sanctuary Advisors, LLC 0.00% Reduce -0.5% 10,413 $615K
Susquehanna International Group, LLP 0.00% Reduce -75.7% 9,854 $582K
Ieq Capital, LLC 0.00% No change 9,447 $558K
Baird Financial Group, Inc. 0.00% Add +1.8% 9,158 $541K
Independent Advisor Alliance 0.00% New 7,510 $443K
RAM Investment Partners, LLC 0.07% No change 6,681 $394K
Envestnet Asset Management Inc. 0.00% Reduce -9.5% 6,265 $370K
Private Advisor Group, LLC 0.00% Reduce -1.4% 6,198 $366K
Henderson Brothers Financial Partners, LLC 0.09% — 6,160 $364K
Stifel Financial Corp. 0.00% Reduce -8.7% 5,356 $316K
Summit Financial, LLC 0.00% Add +0.2% 4,710 $278K
Steward Partners Investment Advisory, LLC 0.00% Add +0.0% 4,294 $254K
HighTower Advisors, LLC 0.00% Reduce -10.9% 4,262 $252K
Citadel Advisors 0.00% Reduce -82.7% 3,586 $212K
UMB Bank, n.a. 0.00% No change 2,650 $156K
FMR LLC 0.00% Reduce -6.9% 2,604 $154K
Russell Investments Group, Ltd. 0.00% Add +0.3% 2,146 $127K
Allworth Financial LP 0.00% Add +0.1% 2,020 $119K
International Assets Investment Management, LLC 0.01% New 1,572 $94K
Medallion Wealth Advisors, LLC 0.03% No change 1,393 $82K
Assetmark, Inc. 0.00% No change 1,000 $59K
JPMorgan Chase & Co. 0.00% New 658 $38K
Vanguard Advisers Inc. 0.00% — 622 $37K
Farther Finance Advisors, LLC 0.00% No change 388 $23K
Quest 10 Wealth Builders, Inc. 0.02% No change 350 $21K
Cwm, LLC 0.00% No change 315 $19K
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.