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Hartford Multifactor US Equity ETF (ROUS) Institutional Ownership

Hartford Multifactor US Equity ETF logo
$68.38 -0.03 (-0.04%)
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)
34
Total
Institutional Inflows
(last 12 months)
$128.28M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$111.45M
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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
7/8/2026 Thurston Springer Miller Herd & Titak Inc.24,967$1.68M0.6%+21.2%0.248%
7/7/2026 Fermata Advisors LLC122,530$8.26M1.7%-1.7%1.234%
6/3/2026 NewEdge Advisors LLC69,954$4.13M0.0%+19.1%0.756%
5/19/2026 Western Wealth Management LLC150,426$8.88M0.3%+12.4%1.626%
5/19/2026 NewEdge Advisors LLC69,954$4.13M0.1%+19.1%0.756%
5/19/2026 Bank of America Corp DE197,415$11.66M0.0%-0.6%2.134%
5/19/2026 Arkadios Wealth Advisors13,146$776K0.0%N/A0.142%
5/18/2026 Royal Bank of Canada181,332$10.71M0.0%+74.0%1.960%
5/15/2026 Waverly Advisors LLC51,331$3.03M0.0%-4.9%0.555%
5/13/2026 Cetera Investment Advisers99,961$5.90M0.0%+1.1%1.081%
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%
3/17/2026 Rockefeller Capital Management L.P.69,948$4.04M0.0%+2,891.8%0.804%
2/18/2026 NewEdge Advisors LLC58,715$3.39M0.0%+230.2%0.675%
2/18/2026 Main Street Financial Solutions LLC29,436$1.70M0.1%+13.4%0.338%
2/17/2026 Cetera Investment Advisers98,890$5.71M0.0%-0.8%1.137%
2/17/2026 Osaic Holdings Inc.40,125$2.32M0.0%+118.3%0.461%
2/17/2026 Royal Bank of Canada104,192$6.01M0.0%+16.0%1.198%
2/17/2026 Harborfront Financial Group LLC5,659$327K2.4%N/A0.065%
2/16/2026 Mariner LLC137,290$7.92M0.0%+1.0%1.578%
2/13/2026 UMB Bank n.a.2,650$153K0.0%N/A0.030%
2/13/2026 Stifel Financial Corp5,864$338K0.0%+4.5%0.067%
2/13/2026 Wells Fargo & Company MN67,296$3.88M0.0%-17.2%0.774%
2/13/2026 Summit 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%
2/11/2026 LPL Financial LLC675,705$39.00M0.0%+11.0%7.767%
2/11/2026 Vista Cima Wealth Management LLC67,637$3.90M3.3%-0.5%0.777%
2/10/2026 Lido Advisors LLC3,537$204K0.0%N/A0.041%
2/10/2026 WCG Wealth Advisors LLC30,831$1.78M0.0%N/A0.354%
2/10/2026 Northwestern Mutual Wealth Management Co.13,459$777K0.0%+8.7%0.155%
2/9/2026 Kingsview Wealth Management LLC16,581$957K0.0%+10.2%0.191%
2/9/2026 Coldstream Capital Management Inc.52,647$3.04M0.0%-0.3%0.605%
2/6/2026 Van Hulzen Asset Management LLC17,384$1.00M0.1%+22.1%0.200%
2/6/2026 Global 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%
2/5/2026 Northwestern Mutual Wealth Management Co.41,078$2.37M0.0%+231.6%0.472%
2/5/2026 Western Wealth Management LLC133,860$7.73M0.4%+6.6%1.539%
2/5/2026 Allworth Financial LP2,017$116K0.0%+47.5%0.023%
2/3/2026 Golden Bell Financial Planning LLC29,425$1.70M1.4%-1.0%0.331%
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1/29/2026 UBS Group AG61,256$3.54M0.0%-3.1%0.695%
1/23/2026 Optima 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%
12/2/2025 Allworth Financial LP1,367$79K0.0%+224.7%0.015%
11/19/2025 Coldstream Capital Management Inc.52,827$3.04M0.0%-0.4%0.588%
11/17/2025 Keystone Financial Group1,618$93K0.0%N/A0.018%
11/17/2025 NewEdge Advisors LLC17,782$1.02M0.0%-20.9%0.198%
11/17/2025 Susquehanna International Group LLP6,412$369K0.0%-68.9%0.071%
11/17/2025 Northwestern Mutual Wealth Management Co.12,386$712K0.0%+3.5%0.138%
11/17/2025 Mariner LLC135,894$7.81M0.0%-9.3%1.513%
11/17/2025 Citadel Advisors LLC18,718$1.08M0.0%N/A0.208%
11/17/2025 Bank 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%
11/17/2025 Ameriprise Financial Inc.581,067$33.41M0.0%-74.7%6.471%
11/14/2025 Raymond James Financial Inc.188,475$10.84M0.0%+14.4%2.099%
11/14/2025 Vista Cima Wealth Management LLC67,956$3.91M3.3%+7.3%0.757%
11/14/2025 NorthRock Partners LLC1,639,891$94.28M1.7%N/A18.262%
11/13/2025 UBS Group AG63,222$3.64M0.0%-14.4%0.704%
11/13/2025 Private Advisor Group LLC9,937$571K0.0%+49.8%0.111%
11/12/2025 Kingsview 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%
11/6/2025 Western 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%
11/4/2025 Jones Financial Companies Lllp87,015$4.97M0.0%+54.7%0.969%
11/4/2025 Golden 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%
10/22/2025 Gladstone 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%
9/4/2025 Osaic Holdings Inc.20,829$1.12M0.0%+17.8%0.238%
8/15/2025 Bank of America Corp DE199,191$10.70M0.0%+9.5%2.271%
8/15/2025 Ameriprise Financial Inc.2,300,774$123.55M0.0%-0.9%26.235%
8/14/2025 Raymond James Financial Inc.164,800$8.85M0.0%-17.3%1.879%
8/14/2025 Main Street Financial Solutions LLC25,135$1.35M0.1%+32.2%0.287%
8/14/2025 NewEdge Advisors LLC22,488$1.21M0.0%+18.4%0.256%
8/13/2025 Baird Financial Group Inc.9,000$483K0.0%-8.1%0.103%
8/13/2025 Van Hulzen Asset Management LLC12,822$688K0.1%+1.9%0.146%
8/13/2025 Northwestern Mutual Wealth Management Co.11,964$642K0.0%+19.3%0.136%
8/12/2025 Steward Partners Investment Advisory LLC4,269$229K0.0%-4.2%0.049%
8/12/2025 Coldstream Capital Management Inc.53,042$2.85M0.0%-4.1%0.605%
8/11/2025 Western Wealth Management LLC126,571$6.80M0.4%+7.1%1.451%
8/8/2025 Kingsview 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%
8/8/2025 Cetera Investment Advisers17,303$929K0.0%-8.4%0.198%
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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%
8/5/2025 Golden Bell Financial Planning LLC30,226$1.62M1.5%-0.9%0.346%
8/4/2025 Assetmark Inc.1,000$54K0.0%N/A0.011%
7/29/2025 Stratos Wealth Partners LTD.78,892$4.24M0.1%-2.4%0.904%
7/28/2025 Harbour 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%


ROUS Institutional Ownership - Frequently Asked Questions

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 ($11.66M), Raymond James Financial Inc. ($10.84M), and Royal Bank of Canada ($10.71M).Learn more on Hartford Multifactor US Equity ETF's institutional investors.

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), Royal Bank of Canada ($137.95K), Global Retirement Partners LLC ($98.77K), and Private Advisor Group LLC ($90.29K).

Institutional investors have bought a total of 2,225,840 shares in the last 24 months. This purchase volume represents approximately $128.28M in transactions.

Of the 26 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. ($1.72M), Hartford Funds Management Co LLC ($48.17K), Stratos Wealth Partners LTD. ($42.34K), Thurston Springer Miller Herd & Titak Inc. ($33.04K), Susquehanna International Group LLP ($14.17K), Wells Fargo & Company MN ($13.99K), and Mariner LLC ($13.98K).

Institutional investors have sold a total of 1,937,657 shares in the last 24 months. This volume of shares sold represents approximately $111.45M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ROUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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