Hartford Multifactor Small Cap ETF (ROSC) Institutional Ownership

$41.15
+0.31 (+0.76%)
(As of 09:52 AM ET)

Institutional Ownership Changes (13F Filings) for Hartford Multifactor Small Cap ETF (NYSEARCA:ROSC)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$5.89M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.60M
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ROSC Institutional Buying and Selling by Quarter

Hartford Multifactor Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Private Advisor Group LLC9,035$376K0.0%N/A1.205%
2/14/2024Northwest Wealth Management LLC5,465$227K0.1%N/A0.575%
2/6/2024Solano Wealth Management Inc.48,012$1.99M1.2%-0.7%5.054%
2/2/2024Atria Wealth Solutions Inc.161,831$6.71M0.1%-1.9%17.035%
1/19/2024 Wagner Wealth Management LLC53,224$2.21M0.7%-1.1%5.603%
11/8/2023Atria Wealth Solutions Inc.164,962$5.95M0.1%+5.9%17.364%
10/18/2023 Wagner Wealth Management LLC53,838$1.94M0.7%+6.2%5.667%
8/7/2023Northwest Wealth Management LLC5,400$200K0.1%N/A0.568%
8/3/2023Atria Wealth Solutions Inc.155,775$5.77M0.1%+53.4%16.397%
7/31/2023 LPL Financial LLC39,558$1.47M0.0%-48.9%4.164%
7/28/2023 Wagner Wealth Management LLC50,683$1.88M0.7%+7.9%5.335%
7/12/2023 Independent Wealth Network Inc.8,615$319K0.2%-8.1%0.907%
6/14/2023Solano Wealth Management Inc.50,275$1.80M1.3%N/A5.292%
5/17/2023 Wagner Wealth Management LLC46,972$1.68M0.8%+70.9%4.944%
5/10/2023 LPL Financial LLC77,349$2.77M0.0%+5.9%8.142%
2/13/2023Atria Wealth Solutions Inc.101,570$3.62M0.1%+1.3%11.286%
2/7/2023 LPL Financial LLC73,012$2.61M0.0%+8.0%8.112%
11/10/2022Strategic Wealth Advisors Group LLC50,005$1.62M0.1%+7.0%5.883%
10/19/2022 Kathleen S. Wright Associates Inc.4,735$153K0.1%-30.3%0.557%
10/17/2022 Independent Wealth Network Inc.9,450$306K0.2%-10.0%1.112%
8/11/2022 Capital Asset Advisory Services LLC2,408$82K0.0%-65.1%0.301%
8/2/2022 Advisory Services Network LLC13,274$450K0.0%+3.0%1.770%
7/26/2022 Independent Wealth Network Inc.10,505$356K0.3%-25.1%1.401%
7/14/2022 Orion Portfolio Solutions LLC13,712$465K0.0%-36.9%1.959%
4/29/2022 Capital Asset Advisory Services LLC6,892$265K0.0%-20.8%0.919%
4/29/2022 Kathleen S. Wright Associates Inc.6,794$261K0.2%+23.5%0.906%
4/20/2022 Independent Wealth Network Inc.14,025$539K0.3%-13.0%1.870%
2/10/2022 Independent Wealth Network Inc.16,125$654K0.4%-10.8%2.304%
2/4/2022 Capital Asset Advisory Services LLC8,701$353K0.0%-50.4%1.243%
2/3/2022 Advisor Group Holdings Inc.3,109$126K0.0%+45.4%0.444%
2/2/2022 Kathleen S. Wright Associates Inc.5,499$223K0.2%N/A0.786%
11/16/2021 LPL Financial LLC58,830$2.24M0.0%+78.6%9.051%
11/5/2021 Advisory Services Network LLC12,263$467K0.0%+49.9%1.887%
11/5/2021 Advisor Group Holdings Inc.2,138$81K0.0%N/A0.329%
11/4/2021 Independent Wealth Network Inc.18,069$750K0.5%N/A2.780%
10/14/2021 Capital Asset Advisory Services LLC17,551$668K0.1%-9.3%2.700%
8/13/2021 LPL Financial LLC32,933$1.30M0.0%+75.0%5.067%
8/12/2021 Advisory Services Network LLC8,183$322K0.0%N/A1.259%
8/6/2021 Capital Asset Advisory Services LLC19,343$761K0.1%-35.1%2.976%
8/2/2021Northwest Wealth Management LLC5,284$208K0.1%N/A0.813%
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8/1/2021 Patriot Financial Group Insurance Agency LLC4,271$168K0.0%+88.1%0.657%
6/17/2021 Geneos Wealth Management Inc.13,292$504K0.0%N/A5.317%
5/18/2021Jane Street Group LLC25,240$952K0.0%+36.1%10.096%
5/13/2021 Capital Asset Advisory Services LLC29,822$1.13M0.2%+5.2%11.929%
5/12/2021UBS Group AG1,653$62K0.0%+30.8%0.661%
5/4/2021Envestnet Asset Management Inc.8,076$305K0.0%+17.1%3.230%
4/30/2021 Wealthcare Advisory Partners LLC3,369$127K0.0%N/A1.348%
3/2/2021 Capital Asset Advisory Services LLC28,352$894K0.2%-2.1%11.341%
2/17/2021Jane Street Group LLC18,541$585K0.0%-60.5%7.416%
2/12/2021 LPL Financial LLC23,444$739K0.0%-12.5%9.378%
11/18/2020 Capital Asset Advisory Services LLC28,948$745K0.2%+3.4%11.579%
11/17/2020Jane Street Group LLC46,901$1.21M0.0%N/A18.760%
11/9/2020 LPL Financial LLC26,806$690K0.0%+6.5%8.935%
8/14/2020Bank of America Corp DE16,511$413K0.0%N/A4.128%
8/14/2020 Capital Asset Advisory Services LLC28,003$762K0.2%N/A7.001%
7/31/2020UBS Group AG3,011$75K0.0%N/A0.753%
(Data available from 1/1/2016 forward)

ROSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROSC shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Hartford Multifactor Small Cap ETF. The most heavily invested institutionals were Atria Wealth Solutions Inc. ($6.71M), Wagner Wealth Management LLC ($2.21M), Solano Wealth Management Inc. ($1.99M), Strategic Wealth Advisors Group LLC ($1.62M), LPL Financial LLC ($1.47M), Orion Portfolio Solutions LLC ($465K), and Advisory Services Network LLC ($450K).Learn more on ROSC's institutional investors.

Which institutional investors have been buying Hartford Multifactor Small Cap ETF stock?

The following institutional investors have purchased Hartford Multifactor Small Cap ETF stock in the last 24 months: Atria Wealth Solutions Inc. ($64.69K), Solano Wealth Management Inc. ($50.28K), Wagner Wealth Management LLC ($26.36K), Northwest Wealth Management LLC ($10.87K), LPL Financial LLC ($9.76K), Private Advisor Group LLC ($9.04K), and Strategic Wealth Advisors Group LLC ($3.26K).

How much institutional buying is happening at Hartford Multifactor Small Cap ETF?

Institutional investors have bought a total of 174,635 shares in the last 24 months. This purchase volume represents approximately $6.41M in transactions.

Which Hartford Multifactor Small Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Hartford Multifactor Small Cap ETF stock in the last 24 months: LPL Financial LLC ($37.79K), Orion Portfolio Solutions LLC ($8.03K), Independent Wealth Network Inc. ($5.33K), Capital Asset Advisory Services LLC ($4.48K), Atria Wealth Solutions Inc. ($3.13K), Kathleen S. Wright Associates Inc. ($2.06K), and Wagner Wealth Management LLC ($614.00).

How much institutional selling is happening at Hartford Multifactor Small Cap ETF?

Institutional investors have sold a total of 61,786 shares in the last 24 months. This volume of shares sold represents approximately $2.24M in transactions.


This page (NYSEARCA:ROSC) was last updated on 5/13/2024 by MarketBeat.com Staff

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