Hartford Multifact US Eqty (ROUS)

CUSIP: 518416409 | NYSE | 158 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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D.A. Davidson & Co.269,085

0.1% of portfolio$17.9M

Commonwealth Equity Services, LLC121,182

0.0% of portfolio$8.0M

Fermata Advisors, LLC97,601

1.3% of portfolio$6.5M

Golden Bell Financial Planning LLC28,627

1.4% of portfolio$1.9M

First Premier Bank22,004

0.0% of portfolio$1.5K

WJ Wealth Management, LLC21,521

0.6% of portfolio$1.4M

Wagner Wealth Management, LLC19,742

0.2% of portfolio$1.3M

RAM Investment Partners, LLC6,681

0.1% of portfolio$443.6K

Cambridge Investment Research Advisors, Inc.6,235

0.0% of portfolio$414

Truist Financial Corp5,725

0.0% of portfolio$380.1K

Thurston, Springer, Miller, Herd & Titak, Inc.5,586

0.6% of portfolio$370.9K

International Assets Investment Management, LLC4,275

0.0% of portfolio$286.3K

Wealth Enhancement Advisory Services, LLC4,054

0.0% of portfolio$274.8K

Total Clarity Wealth Management, Inc.4,015

0.1% of portfolio$266.6K

Mission Financial Group, LLC3,841

0.2% of portfolio$255.1K

CrossGen Wealth, LLC3,721

0.2% of portfolio$247.1K

Lido Advisors, LLC3,320

0.0% of portfolio$220.5K

James T. Borello RIA2,650

0.0% of portfolio$176.0K

Assetmark, Inc1,000

0.0% of portfolio$66.4K

Farther Finance Advisors, LLC388

0.0% of portfolio$25.8K

Quest 10 Wealth Builders, Inc.352

0.0% of portfolio$23.4K

Larson Financial Group LLC56

0.0% of portfolio$3.7K

				Style	Turnover	Location	Filed
D.A. Davidson & Co.	269,085	$17.9M	0.1%	Core	Low	Great Falls, MT	2026-10-28
Commonwealth Equity Services, LLC	121,182	$8.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Fermata Advisors, LLC	97,601	$6.5M	1.3%	ETF	Low	Sonoma, CA	2026-10-13
Golden Bell Financial Planning LLC	28,627	$1.9M	1.4%	ETF	Very Low	Alpharetta, GA	2026-11-02
First Premier Bank	22,004	$1.5K	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
WJ Wealth Management, LLC	21,521	$1.4M	0.6%	ETF	Medium	Glendale, AZ	2026-11-03
Wagner Wealth Management, LLC	19,742	$1.3M	0.2%	ETF	Low	Greenville, SC	2026-10-21
RAM Investment Partners, LLC	6,681	$443.6K	0.1%	ETF	Low	Bellevue, WA	2026-10-21
Cambridge Investment Research Advisors, Inc.	6,235	$414	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Truist Financial Corp	5,725	$380.1K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.	5,586	$370.9K	0.6%	Growth	Medium	Indianapolis, IN	2026-10-14
International Assets Investment Management, LLC	4,275	$286.3K	0.0%	Core	Very High	Orlando, FL	2026-11-02
Wealth Enhancement Advisory Services, LLC	4,054	$274.8K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Total Clarity Wealth Management, Inc.	4,015	$266.6K	0.1%	ETF	Medium	St. Charles, IL	2026-10-26
Mission Financial Group, LLC	3,841	$255.1K	0.2%	ETF	N/A	Honolulu, HI	2026-10-21
CrossGen Wealth, LLC	3,721	$247.1K	0.2%	Core	Very Low	Greenville, NC	2026-10-30
Lido Advisors, LLC	3,320	$220.5K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
James T. Borello RIA	2,650	$176.0K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Assetmark, Inc	1,000	$66.4K	0.0%	ETF	Low	Concord, CA	2026-10-21
Farther Finance Advisors, LLC	388	$25.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Quest 10 Wealth Builders, Inc.	352	$23.4K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Larson Financial Group LLC	56	$3.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05