Hartford Multifact Small Cap (ROSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Blueprint Financial Advisors LLC

INCREASED

Shares301,853 from 295,550

Change+6,303 (+2%)

Value$16.2M (-$376.6K)

Filed 2026-10-28

Blueprint Investment Partners LLC

INCREASED

Shares301,853 from 295,550

Change+6,303 (+2%)

Value$16.2M (-$376.6K)

Filed 2026-10-28

LPL Financial LLC

DECREASED

Shares127,223 from 200,905

Change-73,682 (-37%)

Value$6.8M (-$4.4M)

Filed 2026-11-06

Solano Wealth Investment Advisors LLC

DECREASED

Shares25,147 from 27,031

Change-1,884 (-7%)

Value$1.3M (-$166.2K)

Filed 2026-11-06

Strategic Blueprint, LLC

DECREASED

Shares12,965 from 13,053

Change-88 (-1%)

Value$694.0K (-$36.2K)

Filed 2026-10-22

Northwest Wealth Management, LLC

INCREASED

Shares5,775 from 5,746

Change+29 (+1%)

Value$309.1K (-$12.3K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares4,794 from 4,568

Change+226 (+5%)

Value$256.6K (+$1.1K)

Filed 2026-11-02

Golden Bell Financial Planning LLC

UNCHANGED

Shares4,340 from 4,340

Change0 (0%)

Value$232.3K (-$10.5K)

Filed 2026-11-02

Wagner Wealth Management, LLC

INCREASED

Shares1,772 from 1,770

Change+2 (+0%)

Value$94.8K (-$4.2K)

Filed 2026-10-21

Capital Investment Advisory Services, LLC

INCREASED

Shares1,763 from 1,561

Change+202 (+13%)

Value$94.4K (+$7.0K)

Filed 2026-10-30

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

DECREASED

Shares883 from 10,574

Change-9,691 (-92%)

Value$47.3K (-$544.3K)

Filed 2026-10-14

Creative Financial Designs Inc

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$4.5K)

Filed 2026-11-04

Raymond James Financial Inc

N/A

Shares— from 17,943

Change-17,943 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,574

Change-15,574 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 12,761

Change-12,761 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,589

Change-9,589 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 8,023

Change-8,023 (-100%)

Value—

ATLas Financial Planning LLC

N/A

Shares— from 7,701

Change-7,701 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,561

Change-7,561 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,255

Change-6,255 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 5,745

Change-5,745 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,842

Change-4,842 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 4,072

Change-4,072 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,268

Change-1,268 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 902

Change-902 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Blueprint Financial Advisors LLC	INCREASED	301,853	295,550	+6,303	+2%	$16.5M	$16.2M	-$376.6K	2026-10-28
Blueprint Investment Partners LLC	INCREASED	301,853	295,550	+6,303	+2%	$16.5M	$16.2M	-$376.6K	2026-10-28
LPL Financial LLC	DECREASED	127,223	200,905	-73,682	-37%	$11.2M	$6.8M	-$4.4M	2026-11-06
Solano Wealth Investment Advisors LLC	DECREASED	25,147	27,031	-1,884	-7%	$1.5M	$1.3M	-$166.2K	2026-11-06
Strategic Blueprint, LLC	DECREASED	12,965	13,053	-88	-1%	$730.2K	$694.0K	-$36.2K	2026-10-22
Northwest Wealth Management, LLC	INCREASED	5,775	5,746	+29	+1%	$321.4K	$309.1K	-$12.3K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	4,794	4,568	+226	+5%	$255.5K	$256.6K	+$1.1K	2026-11-02
Golden Bell Financial Planning LLC	UNCHANGED	4,340	4,340	0	0%	$242.8K	$232.3K	-$10.5K	2026-11-02
Wagner Wealth Management, LLC	INCREASED	1,772	1,770	+2	+0%	$99.0K	$94.8K	-$4.2K	2026-10-21
Capital Investment Advisory Services, LLC	INCREASED	1,763	1,561	+202	+13%	$87.3K	$94.4K	+$7.0K	2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	883	10,574	-9,691	-92%	$591.5K	$47.3K	-$544.3K	2026-10-14
Creative Financial Designs Inc	CLOSED	0	80	-80	-100%	$4.5K	$0	-$4.5K	2026-11-04
Raymond James Financial Inc	N/A	—	17,943	-17,943	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	15,574	-15,574	-100%	$871.2K	—	—	—
Private Advisor Group, LLC	N/A	—	12,761	-12,761	-100%	$713.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,589	-9,589	-100%	$536.4K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	8,023	-8,023	-100%	$448.8K	—	—	—
ATLas Financial Planning LLC	N/A	—	7,701	-7,701	-100%	$430.8K	—	—	—
Harbour Investments, Inc.	N/A	—	7,561	-7,561	-100%	$423.0K	—	—	—
Citadel Advisors LLC	N/A	—	6,255	-6,255	-100%	$349.9K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	5,745	-5,745	-100%	$321.4K	—	—	—
Mariner, LLC	N/A	—	4,842	-4,842	-100%	$270.8K	—	—	—
Advisors Preferred, LLC	N/A	—	4,072	-4,072	-100%	$227.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,268	-1,268	-100%	$71.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	902	-902	-100%	$50.5K	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$56	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$71	—	—	—

Showing 27 of 27 institutions