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Hartford Multifactor US Equity ETF (ROUS) Institutional Ownership

Hartford Multifactor US Equity ETF logo
$63.77 +0.63 (+1.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Multifactor US Equity ETF (NYSEARCA:ROUS)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$132.76M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$121.98M
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ROUS Institutional Buying and Selling by Quarter

Hartford Multifactor US Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 International Assets Investment Management LLC1,572$94K0.0%N/A0.017%
4/22/2026 Janney Montgomery Scott LLC38,420$2.27M0.0%+1.7%0.419%
3/17/2026Rockefeller Capital Management L.P.69,948$4.04M0.0%+2,891.8%0.804%
2/18/2026NewEdge Advisors LLC58,715$3.39M0.0%+230.2%0.675%
2/18/2026Main Street Financial Solutions LLC29,436$1.70M0.1%+13.4%0.338%
2/17/2026Cetera Investment Advisers98,890$5.71M0.0%-0.8%1.137%
2/17/2026Osaic Holdings Inc.40,125$2.32M0.0%+118.3%0.461%
2/17/2026Royal Bank of Canada104,192$6.01M0.0%+16.0%1.198%
2/17/2026Harborfront Financial Group LLC5,659$327K2.4%N/A0.065%
2/16/2026Mariner LLC137,290$7.92M0.0%+1.0%1.578%
2/13/2026UMB Bank n.a.2,650$153K0.0%N/A0.030%
2/13/2026Stifel Financial Corp5,864$338K0.0%+4.5%0.067%
2/13/2026Wells Fargo & Company MN67,296$3.88M0.0%-17.2%0.774%
2/13/2026Summit Financial LLC4,700$271K0.0%-36.5%0.054%
2/12/2026 Commonwealth Equity Services LLC64,717$3.74M0.0%+19.4%0.744%
2/11/2026 Janney Montgomery Scott LLC37,790$2.18M0.0%-6.6%0.434%
2/11/2026LPL Financial LLC675,705$39.00M0.0%+11.0%7.767%
2/11/2026Vista Cima Wealth Management LLC67,637$3.90M3.3%-0.5%0.777%
2/10/2026Lido Advisors LLC3,537$204K0.0%N/A0.041%
2/10/2026WCG Wealth Advisors LLC30,831$1.78M0.0%N/A0.354%
2/10/2026Northwestern Mutual Wealth Management Co.13,459$777K0.0%+8.7%0.155%
2/9/2026Kingsview Wealth Management LLC16,581$957K0.0%+10.2%0.191%
2/9/2026Coldstream Capital Management Inc.52,647$3.04M0.0%-0.3%0.605%
2/6/2026Van Hulzen Asset Management LLC17,384$1.00M0.1%+22.1%0.200%
2/6/2026Global Retirement Partners LLC1,915$110K0.0%-10.5%0.022%
2/6/2026 Hartford Funds Management Co LLC866,198$49.99M4.1%-5.3%9.956%
2/5/2026Northwestern Mutual Wealth Management Co.41,078$2.37M0.0%+231.6%0.472%
2/5/2026Western Wealth Management LLC133,860$7.73M0.4%+6.6%1.539%
2/5/2026Allworth Financial LP2,017$116K0.0%+47.5%0.023%
2/3/2026Golden Bell Financial Planning LLC29,425$1.70M1.4%-1.0%0.331%
1/29/2026UBS Group AG61,256$3.54M0.0%-3.1%0.695%
1/23/2026Optima Capital LLC1,741$100K0.0%N/A0.020%
1/20/2026 Stratos Wealth Partners LTD.36,551$2.11M0.0%-52.2%0.415%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.17,949$1.04M0.4%+471.8%0.204%
1/9/2026 Marshall Financial Group LLC85,589$4.94M1.0%+12.6%0.986%
1/8/2026 Fermata Advisors LLC123,516$7.13M1.7%+0.3%1.423%
12/2/2025Allworth Financial LP1,367$79K0.0%+224.7%0.015%
11/19/2025Coldstream Capital Management Inc.52,827$3.04M0.0%-0.4%0.588%
11/17/2025Keystone Financial Group1,618$93K0.0%N/A0.018%
11/17/2025NewEdge Advisors LLC17,782$1.02M0.0%-20.9%0.198%
11/17/2025Susquehanna International Group LLP6,412$369K0.0%-68.9%0.071%
11/17/2025Northwestern Mutual Wealth Management Co.12,386$712K0.0%+3.5%0.138%
11/17/2025Mariner LLC135,894$7.81M0.0%-9.3%1.513%
11/17/2025Citadel Advisors LLC18,718$1.08M0.0%N/A0.208%
11/17/2025Bank of America Corp DE213,773$12.29M0.0%+7.3%2.381%
11/17/2025Brass Tax Wealth Management Inc.54,254$3.12M0.5%-0.3%0.604%
11/17/2025Ameriprise Financial Inc.581,067$33.41M0.0%-74.7%6.471%
11/14/2025Raymond James Financial Inc.188,475$10.84M0.0%+14.4%2.099%
11/14/2025Vista Cima Wealth Management LLC67,956$3.91M3.3%+7.3%0.757%
11/14/2025NorthRock Partners LLC1,639,891$94.28M1.7%N/A18.262%
11/13/2025UBS Group AG63,222$3.64M0.0%-14.4%0.704%
11/13/2025 Private Advisor Group LLC9,937$571K0.0%+49.8%0.111%
11/12/2025Kingsview Wealth Management LLC15,051$865K0.0%+28.6%0.168%
11/6/2025 Stratos Wealth Partners LTD.76,431$4.39M0.1%-3.1%0.851%
11/6/2025Western Wealth Management LLC125,560$7.22M0.4%-0.8%1.398%
11/5/2025 J.W. Cole Advisors Inc.6,665$383K0.0%-6.8%0.074%
11/5/2025 Envestnet Asset Management Inc.69,207$3.98M0.0%-13.4%0.771%
11/4/2025Jones Financial Companies Lllp87,015$4.97M0.0%+54.7%0.969%
11/4/2025Golden Bell Financial Planning LLC29,733$1.71M1.5%-1.6%0.331%
10/29/2025 Wealth Enhancement Advisory Services LLC3,817$219K0.0%-12.0%0.043%
10/22/2025Gladstone Institutional Advisory LLC23,259$1.34M0.1%-9.4%0.261%
10/21/2025 Wagner Wealth Management LLC19,449$1.12M0.3%-3.7%0.219%
10/9/2025 Fermata Advisors LLC123,112$7.08M1.8%-3.9%1.383%
10/8/2025 Marshall Financial Group LLC76,010$4.37M0.9%+5.7%0.854%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.3,139$180K0.4%-91.3%0.035%
9/4/2025Osaic Holdings Inc.20,829$1.12M0.0%+17.8%0.238%
8/15/2025Bank of America Corp DE199,191$10.70M0.0%+9.5%2.271%
8/15/2025Ameriprise Financial Inc.2,300,774$123.55M0.0%-0.9%26.235%
8/14/2025Raymond James Financial Inc.164,800$8.85M0.0%-17.3%1.879%
8/14/2025Main Street Financial Solutions LLC25,135$1.35M0.1%+32.2%0.287%
8/14/2025NewEdge Advisors LLC22,488$1.21M0.0%+18.4%0.256%
8/13/2025Baird Financial Group Inc.9,000$483K0.0%-8.1%0.103%
8/13/2025Van Hulzen Asset Management LLC12,822$688K0.1%+1.9%0.146%
8/13/2025Northwestern Mutual Wealth Management Co.11,964$642K0.0%+19.3%0.136%
8/12/2025Steward Partners Investment Advisory LLC4,269$229K0.0%-4.2%0.049%
8/12/2025Coldstream Capital Management Inc.53,042$2.85M0.0%-4.1%0.605%
8/11/2025Western Wealth Management LLC126,571$6.80M0.4%+7.1%1.451%
8/8/2025Kingsview Wealth Management LLC11,705$628K0.0%+25.5%0.134%
8/8/2025Avantax Advisory Services Inc.85,364$4.58M0.0%-7.4%0.978%
8/8/2025Cetera Investment Advisers17,303$929K0.0%-8.4%0.198%
8/8/2025 RAM Investment Partners LLC6,681$359K0.1%+51.8%0.077%
8/8/2025Good Life Advisors LLC36,816$1.98M0.1%-2.2%0.422%
8/7/2025 Hartford Funds Management Co LLC914,370$49.09M4.7%+0.3%10.426%
8/5/2025Golden Bell Financial Planning LLC30,226$1.62M1.5%-0.9%0.346%
8/4/2025Assetmark Inc.1,000$54K0.0%N/A0.011%
7/29/2025 Stratos Wealth Partners LTD.78,892$4.24M0.1%-2.4%0.904%
7/28/2025Harbour Investments Inc.10,525$565K0.0%+103.5%0.121%
7/25/2025Atria Wealth Solutions Inc.16,544$888K0.0%+248.4%0.190%
7/25/2025 Envestnet Portfolio Solutions Inc.12,135$652K0.0%N/A0.139%
7/10/2025 Marshall Financial Group LLC71,933$3.89M0.8%+3.1%0.824%
7/10/2025 Wealth Enhancement Advisory Services LLC4,338$236K0.0%N/A0.050%
7/9/2025 Fermata Advisors LLC128,142$6.88M1.8%-13.3%1.468%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.36,176$1.94M0.3%+2,454.8%0.413%
5/28/2025Vista Cima Wealth Management LLC62,509$3.17M2.3%+8.4%0.723%
5/19/2025Jane Street Group LLC5,795$294K0.0%+46.2%0.067%
5/16/2025NewEdge Advisors LLC18,986$963K0.0%-1.1%0.219%
5/16/2025Integrated Wealth Concepts LLC5,870$298K0.0%N/A0.068%
5/15/2025Royal Bank of Canada61,248$3.11M0.0%+313.5%0.708%
5/14/2025Northwestern Mutual Wealth Management Co.10,027$509K0.0%+8.5%0.116%
5/14/2025Van Hulzen Asset Management LLC12,578$638K0.1%N/A0.145%


ROUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROUS shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Hartford Multifactor US Equity ETF. The most heavily invested institutionals were NorthRock Partners LLC ($94.28M), Hartford Funds Management Co LLC ($49.99M), LPL Financial LLC ($39.00M), Ameriprise Financial Inc. ($33.41M), Bank of America Corp DE ($12.29M), Raymond James Financial Inc. ($10.84M), and Mariner LLC ($7.92M).Learn more on Hartford Multifactor US Equity ETF's institutional investors.

Which institutional investors have been buying Hartford Multifactor US Equity ETF's stock?

Of the 59 institutional investors that purchased Hartford Multifactor US Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NorthRock Partners LLC ($1.64M), Ameriprise Financial Inc. ($327.80K), Raymond James Financial Inc. ($222.90K), LPL Financial LLC ($200.90K), Global Retirement Partners LLC ($98.77K), Private Advisor Group LLC ($90.29K), and Marshall Financial Group LLC ($85.59K).

How much institutional buying is happening at Hartford Multifactor US Equity ETF?

Institutional investors have bought a total of 2,330,250 shares in the last 24 months. This purchase volume represents approximately $132.76M in transactions.

Which of Hartford Multifactor US Equity ETF's major shareholders have been selling company stock?

Of the 31 institutional investors that sold Hartford Multifactor US Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($1.78M), Hartford Funds Management Co LLC ($93.56K), Stratos Wealth Partners LTD. ($44.28K), Raymond James Financial Inc. ($34.43K), Cetera Investment Advisers ($33.09K), Thurston Springer Miller Herd & Titak Inc. ($33.04K), and Fermata Advisors LLC ($24.70K).

How much institutional selling is happening at Hartford Multifactor US Equity ETF?

Institutional investors have sold a total of 2,141,266 shares in the last 24 months. This volume of shares sold represents approximately $121.98M in transactions.


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This page (NYSEARCA:ROUS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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