Who Owns Hartford Multifactor US Equity ETF (ROUS)?Hedge Fund & Institutional Holders

$60.23+0.33 (+0.55%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$45.36$49.47$53.58$57.68$61.79Sep 24Jun 25Mar 26

ROUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Western Wealth Management, LLCNew Position+134K+$7.0B
JONES FINANCIAL COMPANIES LLLPNew Position+115K+$6.0B
Rockefeller Capital Management L.P.Increased+68K+$3.9B
RAYMOND JAMES FINANCIAL INCIncreased+64K+$3.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+65K+$3.0B
WCG Wealth Advisors LLCNew Position+31K+$1.8B
Golden Bell Financial Planning LLCNew Position+29K+$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+34K+$1.6B
Wagner Wealth Management, LLCNew Position+20K+$1.1B
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+18K+$1.0B
Gladstone Institutional Advisory LLCNew Position+23K+$1.0B
OSAIC HOLDINGS, INC.Increased+22K+$973.8M
ROYAL BANK OF CANADAIncreased+14K+$836.0M
Marshall Financial Group, LLCIncreased+10K+$569.2M
J.W. COLE ADVISORS, INC.New Position+7K+$385.0M

ROUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NorthRock Partners, LLCDecreased-301K-$94.2B
AMERIPRISE FINANCIAL INCDecreased-281K-$16.4B
Cetera Investment AdvisersDecreased-839-$5.7B
Vista Cima Wealth Management LLCDecreased-319-$3.9B
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-54K-$3.1B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-180-$3.0B
Hartford Funds Management Co LLCDecreased-48K-$2.6B
Stratos Wealth Partners, LTD.Decreased-40K-$2.3B
WELLS FARGO & COMPANY/MNDecreased-14K-$1.7B
HARBOUR INVESTMENTS, INC.Decreased-144-$610.7M
Private Advisor Group, LLCDecreased-4K-$571.3M
Kathleen S. Wright Associates Inc.Closed Position-6K-$356.4M
GOLDMAN SACHS GROUP INCClosed Position-5K-$271.5M
UBS Group AGDecreased-2K-$100.6M
HUNTINGTON NATIONAL BANKClosed Position-428-$24.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hartford Funds Management Co LLC865,609$50.0B4.09%Share
2AMERIPRISE FINANCIAL INC299,591$17.0B3.84%Share
3RAYMOND JAMES FINANCIAL INC231,325$13.0B4.04%Share
4Fermata Advisors, LLC123,516$7.1B1.71%Share
5Western Wealth Management, LLC133,860$7.0B0.32%Share
6BANK OF AMERICA CORP /DE/116,995$6.0B0.44%Share
7ROYAL BANK OF CANADA104,192$6.0B0.98%Share
8JONES FINANCIAL COMPANIES LLLP115,335$6.0B3.66%Share
9Marshall Financial Group, LLC85,589$4.9B0.96%Share
10Rockefeller Capital Management L.P.69,948$4.0B7.20%Share
11BANK OF AMERICA CORP /DE/81,584$4.0B0.29%Share
12UBS Group AG60,569$3.5B0.57%Share
13COMMONWEALTH EQUITY SERVICES, LLC64,717$3.0B4.00%Share
14Stratos Wealth Partners, LTD.36,551$2.1B23.84%Share
15OSAIC HOLDINGS, INC.40,125$2.0B2.92%Share
16WELLS FARGO & COMPANY/MN44,157$2.0B0.36%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP40,617$2.0B0.23%Share
18WCG Wealth Advisors LLC30,831$1.8B0.05%Share
19Main Street Financial Solutions, LLC29,436$1.7B0.13%Share
20Golden Bell Financial Planning LLC29,425$1.7B1.41%Share
21Wagner Wealth Management, LLC19,516$1.1B0.24%Share
22Van Hulzen Asset Management, LLC17,384$1.0B0.07%Share
23CITADEL ADVISORS LLC20,715$1.0B0.15%Share
24Gladstone Institutional Advisory LLC23,452$1.0B0.04%Share
25RAYMOND JAMES FINANCIAL INC20,796$1.0B0.31%Share
26WELLS FARGO & COMPANY/MN23,139$1.0B0.18%Share
27RAM Investment Partners, LLC6,681$385.0M0.07%Share
28J.W. COLE ADVISORS, INC.6,684$385.0M0.01%Share
29THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5,191$299.0M0.10%Share
30THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2,039$117.0M0.04%Share
31OPTIMA CAPITAL LLC1,741$100.0M0.04%Share
32THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,478$85.0M0.03%Share
33NorthRock Partners, LLC1,339,244$77.0M1.30%Share
34THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,322$76.0M0.03%Share
35THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,190$68.0M0.02%Share
36THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,054$60.0M0.02%Share
37ASSETMARK, INC1,000$57.0M0.12%Share
38THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.775$44.0M0.02%Share
39UBS Group AG687$39.0M0.01%Share
40LPL Financial LLC675,705$38.0M0.01%Share
41THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.610$35.0M0.01%Share
42THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.597$34.0M0.01%Share
43Hartford Funds Management Co LLC589$33.0M0.00%Share
44MORGAN STANLEY459,587$26.0M0.00%Share
45THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.393$22.0M0.01%Share
46Farther Finance Advisors, LLC388$22.0M0.24%Share
47THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.358$20.0M0.01%Share
48Quest 10 Wealth Builders, Inc.350$20.0M0.02%Share
49THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.323$18.0M0.01%Share
50THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.221$12.0M0.00%Share

ROUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202563$153.2B+17
Q3 202546$290.6B-4
Q2 202550$302.2B-6
Q1 202556$317.0B+9
Q4 202447$10.9T+7
Q3 202440$27.4T+0
Q2 202440$5.4T+7
Q1 202433$921.2T—

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As of Q4 2025, 50 institutional investors hold ROUS (Hartford Multifactor US Equity ETF). The largest holder is Hartford Funds Management Co LLC with $50.0B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own ROUS?

As of Q4 2025, 50 institutional investors report holding ROUS (Hartford Multifactor US Equity ETF) in their 13F filings.

Who is the largest institutional holder of ROUS?

The largest institutional holder of ROUS is Hartford Funds Management Co LLC with $50.0B in shares.

Is institutional ownership of ROUS increasing or decreasing?

This quarter, 9 institutions opened new positions in ROUS and 4 closed their positions.