HARTFORD MULTIFACT US EQTY ROUS
$66.54
-0.5% 52w: $51.30 – $67.44
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data51.3059.3767.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
+0 QoQ
13F value
$365.4M
+7.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ROUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | Wealth advisor | 1.3M | $75.3M | 1.2% | -4.8% |
| Hartford Funds Management Co LLC | Wealth advisor | 866.2K | $51.1M | 4.4% | 0.0% |
| LPL Financial LLC | Bank broker | 724.8K | $42.8M | 0.0% | +7.3% |
| MORGAN STANLEY | Bank broker | 449.8K | $26.6M | 0.0% | -2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 341.0K | $20.1M | 0.0% | +35.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 301.9K | $17.9M | 0.0% | +0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 197.4K | $11.7M | 0.0% | -0.6% |
| ROYAL BANK OF CANADA | Bank broker | 181.3K | $10.7M | 0.0% | +74.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 177.9K | $10.5M | 0.1% | +972.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 164.5K | $9.6M | 0.0% | +42.6% |
| Western Wealth Management, LLC | Wealth advisor | 150.4K | $8.9M | 0.3% | +12.4% |
| Fermata Advisors, LLC | Wealth advisor | 124.6K | $7.4M | 1.7% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 100.0K | $5.9M | 0.0% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 87.4K | $5.2M | 0.0% | +35.1% |
| Marshall Financial Group, LLC | Wealth advisor | 84.5K | $5.0M | 0.8% | -1.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 78.5K | $4.6M | 0.0% | +16.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 71.1K | $4.2M | 0.0% | +1.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 70.0K | $4.1M | 0.0% | +19.1% |
| Vista Cima Wealth Management LLC | Wealth advisor | 62.1K | $3.7M | 3.6% | -8.3% |
| UBS Group AG | Bank broker | 55.5K | $3.3M | 0.0% | -9.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 52.1K | $3.1M | 0.0% | +396.9% |
| Waverly Advisors, LLC | Wealth advisor | 51.3K | $3.0M | 0.0% | -4.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 51.1K | $3.0M | 0.0% | -3.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.4K | $2.3M | 0.0% | +1.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 37.8K | $2.2M | 0.0% | +3.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 37.6K | $2.2M | 0.0% | -6.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 30.8K | $1.8M | 0.1% | Held |
| Golden Bell Financial Planning LLC | Wealth advisor | 29.3K | $1.7M | 1.4% | -0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 28.4K | $1.7M | 0.0% | +110.9% |
| Mariner, LLC | Diversified mechanical | 26.3K | $1.6M | 0.0% | -80.8% |
| &PARTNERS | Diversified mechanical | 26.1K | $1.5M | 0.0% | New |
| First PREMIER Bank | Wealth advisor | 21.4K | $1.3M | 0.3% | Held |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Diversified mechanical | 20.6K | $1.2M | 0.5% | +14.8% |
| Wagner Wealth Management, LLC | Wealth advisor | 19.6K | $1.2M | 0.2% | +0.2% |
| Van Hulzen Asset Management, LLC | Other | 17.8K | $1.1M | 0.1% | +2.7% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 16.0K | $946K | 0.0% | -31.7% |
| Arkadios Wealth Advisors | Wealth advisor | 13.1K | $776K | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 10.4K | $615K | 0.0% | -0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.9K | $582K | 0.0% | -75.7% |
| IEQ CAPITAL, LLC | Diversified mechanical | 9.4K | $558K | 0.0% | Held |
| Baird Financial Group, Inc. | Diversified mechanical | 9.2K | $541K | 0.0% | +1.8% |
| Independent Advisor Alliance | Wealth advisor | 7.5K | $443K | 0.0% | New |
| RAM Investment Partners, LLC | Wealth advisor | 6.7K | $394K | 0.1% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.3K | $370K | 0.0% | -9.5% |
| Private Advisor Group, LLC | Wealth advisor | 6.2K | $366K | 0.0% | -1.4% |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 6.2K | $364K | 0.1% | — |
| STIFEL FINANCIAL CORP | Diversified mechanical | 5.4K | $316K | 0.0% | -8.7% |
| Summit Financial, LLC | Wealth advisor | 4.7K | $278K | 0.0% | +0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 4.3K | $254K | 0.0% | 0.0% |
| HighTower Advisors, LLC | Diversified mechanical | 4.3K | $252K | 0.0% | -10.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.