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Hartford Multifact Small Cap (ROSC)

CUSIP: 518416508 | NYSE | 67 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blueprint Investment Partners LLC301,853
1.3% of portfolio›$16.2M
Blueprint Financial Advisors LLC301,853
1.7% of portfolio›$16.2M
Strategic Blueprint, LLC12,965
0.0% of portfolio›$694.0K
Northwest Wealth Management, LLC5,775
0.0% of portfolio›$309.1K
Commonwealth Equity Services, LLC4,794
0.0% of portfolio›$256.6K
Golden Bell Financial Planning LLC4,340
0.2% of portfolio›$232.3K
Wagner Wealth Management, LLC1,772
0.0% of portfolio›$94.8K
Capital Investment Advisory Services, LLC1,763
0.0% of portfolio›$94.4K
Thurston, Springer, Miller, Herd & Titak, Inc.883
0.1% of portfolio›$47.3K
StyleTurnoverLocationFiled
Blueprint Investment Partners LLC
301,853$16.2M1.3%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
301,853$16.2M1.7%GARPMediumGreensboto, NC2026-10-28
Strategic Blueprint, LLC
12,965$694.0K0.0%ETFLowAtlanta, GA2026-10-22
Northwest Wealth Management, LLC
5,775$309.1K0.0%ETFLowSpencer, IA2026-10-30
Commonwealth Equity Services, LLC
4,794$256.6K0.0%ETFLowWaltham, MA2026-11-02
Golden Bell Financial Planning LLC
4,340$232.3K0.2%ETFVery LowAlpharetta, GA2026-11-02
Wagner Wealth Management, LLC
1,772$94.8K0.0%ETFLowGreenville, SC2026-10-21
Capital Investment Advisory Services, LLC
1,763$94.4K0.0%CoreMediumRaleigh, NC2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
883$47.3K0.1%GrowthMediumIndianapolis, IN2026-10-14