IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hartford Multifact US Eqty (ROUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares806,713 from 775,856
Change+30,857 (+4%)
Value$53.6M (+$1.3M)
Filed 2026-11-06
D.A. Davidson & Co.
NEW
Shares269,085
Change+269,085
Value$17.9M
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares121,182 from 101,057
Change+20,125 (+20%)
Value$8.0M (+$1.2M)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares97,601 from 122,530
Change-24,929 (-20%)
Value$6.5M (-$1.8M)
Filed 2026-10-13
Golden Bell Financial Planning LLC
DECREASED
Shares28,627 from 28,922
Change-295 (-1%)
Value$1.9M (-$48.5K)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares22,004 from 21,400
Change+604 (+3%)
Value$1.5K (+$19)
Filed 2026-10-13
WJ Wealth Management, LLC
NEW
Shares21,521
Change+21,521
Value$1.4M
Filed 2026-11-03
Wagner Wealth Management, LLC
INCREASED
Shares19,742 from 19,726
Change+16 (+0%)
Value$1.3M (-$18.7K)
Filed 2026-10-21
RAM Investment Partners, LLC
UNCHANGED
Shares6,681 from 6,681
Change0 (0%)
Value$443.6K (-$6.7K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares6,469 from 6,458
Change+11 (+0%)
Value$429.5K (-$5.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW
Shares6,235
Change+6,235
Value$414
Filed 2026-11-02
Truist Financial Corp
NEW
Shares5,725
Change+5,725
Value$380.1K
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,586 from 24,967
Change-19,381 (-78%)
Value$370.9K (-$1.3M)
Filed 2026-10-14
US Bancorp \de\
NEW
Shares4,483
Change+4,483
Value$297.7K
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares4,275 from 4,134
Change+141 (+3%)
Value$286.3K (+$9.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,054 from 3,471
Change+583 (+17%)
Value$274.8K (+$41.8K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares4,015 from 4,053
Change-38 (-1%)
Value$266.6K (-$6.6K)
Filed 2026-10-26
Mission Financial Group, LLC
INCREASED
Shares3,841 from 3,830
Change+11 (+0%)
Value$255.1K (-$3.1K)
Filed 2026-10-21
CrossGen Wealth, LLC
NEW
Shares3,721
Change+3,721
Value$247.1K
Filed 2026-10-30
UMB Bank, n.a.
INCREASED
Shares3,500 from 2,650
Change+850 (+32%)
Value$232.4K (+$53.8K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares3,320 from 3,310
Change+10 (+0%)
Value$220.5K (-$2.7K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares3,235 from 2,665
Change+570 (+21%)
Value$218.0K (+$38.4K)
Filed 2026-11-06
James T. Borello RIA
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$176.0K (-$2.7K)
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$66.4K (-$999)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$25.8K (-$388)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$23.4K (-$283)
Filed 2026-11-02
Larson Financial Group LLC
NEW
Shares56
Change+56
Value$3.7K
Filed 2026-11-05
Citigroup Inc
CLOSED
Shares0 from 5,379
Change-5,379 (-100%)
Value$0 (-$362.5K)
Filed 2026-11-04
Henderson Brothers Financial Partners, LLC
CLOSED
Shares0 from 3,097
Change-3,097 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-03
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2,152
Change-2,152 (-100%)
Value$0 (-$145.1K)
Filed 2026-11-06
NorthRock Partners, LLC
N/A
Shares— from 1,213,197
Change-1,213,197 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 801,483
Change-801,483 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 524,259
Change-524,259 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 453,416
Change-453,416 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 287,292
Change-287,292 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 263,718
Change-263,718 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 204,467
Change-204,467 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 182,951
Change-182,951 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 161,990
Change-161,990 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 152,422
Change-152,422 (-100%)
Value—
UBS Group AG
N/A
Shares— from 111,703
Change-111,703 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 105,346
Change-105,346 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 85,786
Change-85,786 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 79,934
Change-79,934 (-100%)
Value—
&partners
N/A
Shares— from 68,129
Change-68,129 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 64,399
Change-64,399 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 62,780
Change-62,780 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,433
Change-56,433 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 53,482
Change-53,482 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 51,331
Change-51,331 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 50,985
Change-50,985 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,525
Change-48,525 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,803
Change-46,803 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 43,382
Change-43,382 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,440
Change-39,440 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,068
Change-37,068 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 30,831
Change-30,831 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,042
Change-19,042 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,967
Change-16,967 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,733
Change-16,733 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,656
Change-13,656 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,127
Change-12,127 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,422
Change-10,422 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 577
Change-577 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 570
Change-570 (-100%)
Value—
Status
LPL Financial LLC
INCREASED806,713775,856+30,857+4%$52.3M$53.6M+$1.3M2026-11-06
D.A. Davidson & Co.
NEW269,085—+269,085——$17.9M—2026-10-28
Commonwealth Equity Services, LLC
INCREASED121,182101,057+20,125+20%$6.8M$8.0M+$1.2M2026-11-02
Fermata Advisors, LLC
DECREASED97,601122,530-24,929-20%$8.3M$6.5M-$1.8M2026-10-13
Golden Bell Financial Planning LLC
DECREASED28,62728,922-295-1%$1.9M$1.9M-$48.5K2026-11-02
First Premier Bank
INCREASED22,00421,400+604+3%$1.4K$1.5K+$192026-10-13
WJ Wealth Management, LLC
NEW21,521—+21,521——$1.4M—2026-11-03
Wagner Wealth Management, LLC
INCREASED19,74219,726+16+0%$1.3M$1.3M-$18.7K2026-10-21
RAM Investment Partners, LLC
UNCHANGED6,6816,68100%$450.3K$443.6K-$6.7K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED6,4696,458+11+0%$435.2K$429.5K-$5.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
NEW6,235—+6,235——$414—2026-11-02
Truist Financial Corp
NEW5,725—+5,725——$380.1K—2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,58624,967-19,381-78%$1.7M$370.9K-$1.3M2026-10-14
US Bancorp \de\
NEW4,483—+4,483——$297.7K—2026-11-05
International Assets Investment Management, LLC
INCREASED4,2754,134+141+3%$276.5K$286.3K+$9.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED4,0543,471+583+17%$233.0K$274.8K+$41.8K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED4,0154,053-38-1%$273.2K$266.6K-$6.6K2026-10-26
Mission Financial Group, LLC
INCREASED3,8413,830+11+0%$258.1K$255.1K-$3.1K2026-10-21
CrossGen Wealth, LLC
NEW3,721—+3,721——$247.1K—2026-10-30
UMB Bank, n.a.
INCREASED3,5002,650+850+32%$178.6K$232.4K+$53.8K2026-11-06
Lido Advisors, LLC
INCREASED3,3203,310+10+0%$223.1K$220.5K-$2.7K2026-11-04
Allworth Financial LP
INCREASED3,2352,665+570+21%$179.6K$218.0K+$38.4K2026-11-06
James T. Borello RIA
UNCHANGED2,6502,65000%$178.6K$176.0K-$2.7K2026-10-16
Assetmark, Inc
UNCHANGED1,0001,00000%$67.4K$66.4K-$9992026-10-21
Farther Finance Advisors, LLC
UNCHANGED38838800%$26.2K$25.8K-$3882026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED352351+1+0%$23.7K$23.4K-$2832026-11-02
Larson Financial Group LLC
NEW56—+56——$3.7K—2026-11-05
Citigroup Inc
CLOSED05,379-5,379-100%$362.5K$0-$362.5K2026-11-04
Henderson Brothers Financial Partners, LLC
CLOSED03,097-3,097-100%$208.7K$0-$208.7K2026-11-03
Russell Investments Group, Ltd.
CLOSED02,152-2,152-100%$145.1K$0-$145.1K2026-11-06
NorthRock Partners, LLC
N/A—1,213,197-1,213,197-100%$81.8M———
Hartford Funds Management Co LLC
N/A—801,483-801,483-100%$54.0M———
Morgan Stanley
N/A—524,259-524,259-100%$35.3M———
Raymond James Financial Inc
N/A—453,416-453,416-100%$30.6M———
Ameriprise Financial Inc
N/A—287,292-287,292-100%$19.4M———
Jones Financial Companies Lllp
N/A—263,718-263,718-100%$17.5M———
Bank of America Corp
N/A—204,467-204,467-100%$13.8M———
Royal Bank of Canada
N/A—182,951-182,951-100%$12.3M———
Wells Fargo & Company
N/A—161,990-161,990-100%$10.9M———
Western Wealth Management, LLC
N/A—152,422-152,422-100%$10.3M———
UBS Group AG
N/A—111,703-111,703-100%$7.5M———
Cetera Investment Advisers
N/A—105,346-105,346-100%$7.1M———
Marshall Financial Group, LLC
N/A—85,786-85,786-100%$5.8M———
Rockefeller Capital Management L.P.
N/A—79,934-79,934-100%$5.4M———
&partners
N/A—68,129-68,129-100%$4.6M———
NewEdge Advisors, LLC
N/A—64,399-64,399-100%$4.3M———
Vista Cima Wealth Management LLC
N/A—62,780-62,780-100%$4.2M———
Harbour Investments, Inc.
N/A—56,433-56,433-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—53,482-53,482-100%$3.6M———
Waverly Advisors, LLC
N/A—51,331-51,331-100%$3.5M———
Coldstream Capital Management Inc
N/A—50,985-50,985-100%$3.4M———
Northwestern Mutual Wealth Management Co
N/A—48,525-48,525-100%$3.3M———
Osaic Holdings, Inc.
N/A—46,803-46,803-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—43,382-43,382-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—39,440-39,440-100%$2.7M———
Janney Montgomery Scott LLC
N/A—37,068-37,068-100%$2.5M———
WCG Wealth Advisors LLC
N/A—30,831-30,831-100%$2.1M———
Two Sigma Investments, LP
N/A—27,600-27,600-100%$1.9M———
Natixis Advisors, LLC
N/A—19,042-19,042-100%$1.3M———
Goldman Sachs Group Inc
N/A—16,967-16,967-100%$1.1M———
Susquehanna International Group, LLP
N/A—16,733-16,733-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—13,656-13,656-100%$920.4K———
Private Advisor Group, LLC
N/A—12,127-12,127-100%$817.4K———
Sanctuary Advisors, LLC
N/A—10,422-10,422-100%$702.4K———
IEQ Capital, LLC
N/A—9,447-9,447-100%$636.7K———
AQR Capital Management LLC
N/A—7,976-7,976-100%$537.6K———
Mariner, LLC
N/A—6,977-6,977-100%$470.2K———
Harborfront Financial Group LLC
N/A—6,289-6,289-100%$423.9K———
Envestnet Asset Management Inc
N/A—6,244-6,244-100%$420.9K———
Perennial Investment Advisors, LLC
N/A—6,141-6,141-100%$413.9K———
Stifel Financial Corp
N/A—5,487-5,487-100%$369.8K———
Steward Partners Investment Advisory, LLC
N/A—4,956-4,956-100%$334.1K———
Summit Financial, LLC
N/A—4,724-4,724-100%$318.4K———
HighTower Advisors, LLC
N/A—4,269-4,269-100%$287.7K———
FMR LLC
N/A—2,551-2,551-100%$172.0K———
Global Retirement Partners, LLC
N/A—1,715-1,715-100%$115.6K———
Medallion Wealth Advisors, LLC
N/A—1,393-1,393-100%$93.9K———
Vanguard Advisers Inc
N/A—577-577-100%$38.9K———
JPMorgan Chase & Co
N/A—570-570-100%$38.3K———
Showing 79 of 79 institutions