ROSC Institutional Ownership & Shareholders
HARTFORD MULTIFACT SMALL CAP (ROSC) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blueprint Financial Advisors Llc is currently the largest disclosed institutional shareholder of ROSC tracked by InsiderSet, reporting ownership valued at approximately $16.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.05M, representing an estimated loss of -2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed ROSC value among the investors covered in this analysis. Major shareholders include Blueprint Financial Advisors Llc, Blueprint Investment Partners Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HARTFORD MULTIFACT SMALL CAP (ROSC).
This page ranks the largest institutional ROSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$53.87M
Largest Holder
Blueprint Financial Advisors Llc
Largest Position
$16.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blueprint Financial Advisors Llc | 1.84% | 295,550 | $16,533,363 | $16,046,089 | -$487,274 | -2.95% | |
| Blueprint Investment Partners Llc | 1.38% | 295,550 | $16,533,363 | $16,046,089 | -$487,274 | -2.95% | |
| Lpl Financial Llc | 0.00% | 200,905 | $11,238,841 | $10,907,595 | -$331,246 | -2.95% | |
| Solano Wealth Investment Advisors Llc | 0.69% | 27,031 | $1,512,165 | $1,467,575 | -$44,590 | -2.95% | |
| Raymond James Financial Inc | 0.00% | 17,943 | $1,003,749 | $974,167 | -$29,582 | -2.95% | |
| Jane Street Group, Llc | 0.00% | 15,574 | $871,225 | $845,548 | -$25,677 | -2.95% | |
| Strategic Blueprint, Llc | 0.04% | 13,053 | $730,198 | $708,677 | -$21,521 | -2.95% | |
| Private Advisor Group, Llc | 0.00% | 12,761 | $713,890 | $692,824 | -$21,066 | -2.95% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | 10,574 | $591,531 | $574,087 | -$17,444 | -2.95% | |
| Susquehanna International Group, Llp | 0.00% | 9,589 | $536,418 | $520,609 | -$15,809 | -2.95% | |
| Gateway Wealth Partners, Llc | 0.03% | 8,023 | $448,824 | $435,587 | -$13,237 | -2.95% | |
| Atlas Financial Planning Llc | 0.35% | 7,701 | $430,802 | $418,105 | -$12,697 | -2.95% | |
| Harbour Investments, Inc. | 0.01% | 7,561 | $422,990 | $410,504 | -$12,486 | -2.95% | |
| Citadel Advisors Llc | 0.00% | 6,255 | $349,911 | $339,598 | -$10,313 | -2.95% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 5,745 | $321,420 | $311,909 | -$9,511 | -2.96% | |
| Northwest Wealth Management, Llc | 0.04% | 5,746 | $321,420 | $311,964 | -$9,456 | -2.94% | |
| Mariner, Llc | 0.00% | 4,842 | $270,843 | $262,883 | -$7,960 | -2.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,568 | $255,520 | $248,007 | -$7,513 | -2.94% | |
| Golden Bell Financial Planning Llc | 0.18% | 4,340 | $242,784 | $235,629 | -$7,155 | -2.95% | |
| Advisors Preferred, Llc | 0.04% | 4,072 | $227,177 | $221,078 | -$6,099 | -2.68% | |
| Wagner Wealth Management, Llc | 0.02% | 1,770 | $99,000 | $96,097 | -$2,903 | -2.93% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,561 | $87,324 | $84,750 | -$2,574 | -2.95% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,268 | $70,960 | $68,843 | -$2,117 | -2.98% | |
| Osaic Holdings, Inc. | 0.00% | 902 | $50,457 | $48,972 | -$1,485 | -2.94% | |
| Creative Financial Designs Inc | 0.00% | 80 | $4,464 | $4,343 | -$121 | -2.70% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $71 | $54 | -$17 | -23.53% | |
| Fmr Llc | 0.00% | 1 | $56 | $54 | -$2 | -3.05% |
Frequently asked questions about ROSC
Who are the largest institutional holders of ROSC?
The largest institutional holders of ROSC reported in the latest SEC Form 13F filings include Blueprint Financial Advisors Llc, Blueprint Investment Partners Llc, Lpl Financial Llc, Solano Wealth Investment Advisors Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ROSC position.
What is ROSC institutional ownership?
This page tracks ROSC positions reported by institutional investment managers through SEC Form 13F. HARTFORD MULTIFACT SMALL CAP (ROSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROSC?
InsiderSet currently tracks 27 institutional managers reporting ROSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROSC shareholders.
How much ROSC stock do institutions own?
Institutional investment managers disclosed approximately $53.87M in ROSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROSC institutional ownership last updated?
The latest ROSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROSC position after the reporting date.
Are institutions buying or selling ROSC?
Institutional buying and selling can be analyzed by comparing ROSC positions across consecutive 13F reporting periods. InsiderSet's ROSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROSC ownership changes.
How has ROSC institutional ownership changed over time?
InsiderSet tracks ROSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.