HARTFORD MULTIFACT US EQTY (ROUS) Institutional Shareholders

HARTFORD MULTIFACT US EQTY (ROUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $364.17M in ROUS holdings during the latest filing period.

Northrock Partners, Llc is currently the largest disclosed institutional shareholder of ROUS tracked by InsiderSet, reporting ownership valued at approximately $75.25M in its March 31, 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 $85.14M, representing an estimated gain of +13.14% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed ROUS value among the investors covered in this analysis. Major shareholders include Northrock Partners, Llc, Hartford Funds Management Co Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HARTFORD MULTIFACT US EQTY (ROUS).

This page ranks the largest institutional ROUS 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

66

Total Reported Value

$364.17M

Largest Holder

Northrock Partners, Llc

Largest Position

$75.25M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

71

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Northrock Partners, Llc1.21%1,274,569$75,250,602$85,141,209+$9,890,607+13.14%
Hartford Funds Management Co Llc4.44%866,177$51,139,090$57,860,624+$6,721,534+13.14%
Lpl Financial Llc0.01%724,779$42,790,979$48,415,237+$5,624,258+13.14%
Morgan Stanley0.00%449,820$26,557,406$30,047,976+$3,490,570+13.14%
Raymond James Financial Inc0.01%341,012$20,133,368$22,779,602+$2,646,234+13.14%
Ameriprise Financial Inc0.00%301,870$17,861,930$20,164,916+$2,302,986+12.89%
Bank Of America Corp0.00%197,415$11,655,381$13,187,322+$1,531,941+13.14%
Royal Bank Of Canada0.00%181,332$10,706,000$12,112,978+$1,406,978+13.14%
Kingsview Wealth Management, Llc0.14%177,876$10,501,769$11,882,117+$1,380,348+13.14%
Jones Financial Companies Lllp0.00%164,457$9,558,264$10,985,728+$1,427,464+14.93%
Western Wealth Management, Llc0.33%150,426$8,881,193$10,048,457+$1,167,264+13.14%
Fermata Advisors, Llc1.67%122,530$8,258,530$8,185,004-$73,526-0.89%
Commonwealth Equity Services, Llc0.01%101,057$6,811,240$6,750,608-$60,632-0.89%
Cetera Investment Advisers0.01%99,961$5,901,692$6,677,395+$775,703+13.14%
Marshall Financial Group, Llc0.84%85,786$5,781,987$5,730,505-$51,482-0.89%
Wells Fargo & Company/Mn0.00%78,495$4,634,329$5,243,466+$609,137+13.14%
Rockefeller Capital Management L.P.0.01%71,055$4,195,138$4,746,474+$551,336+13.14%
Vista Cima Wealth Management Llc3.62%62,051$3,663,491$4,145,007+$481,516+13.14%
Ubs Group Ag0.00%55,507$3,277,133$3,707,868+$430,735+13.14%
Harbour Investments, Inc.0.05%52,127$3,077,614$3,482,084+$404,470+13.14%
Waverly Advisors, Llc0.02%51,331$3,030,607$3,428,911+$398,304+13.14%
Coldstream Capital Management Inc0.04%51,061$3,014,642$3,410,875+$396,233+13.14%
Stratos Wealth Partners, Ltd.0.03%37,784$2,230,785$2,523,971+$293,186+13.14%
Osaic Holdings, Inc.0.00%37,650$2,223,053$2,515,020+$291,967+13.13%
Golden Bell Financial Planning Llc1.43%28,922$1,949,343$1,931,990-$17,353-0.89%
Wcg Wealth Advisors Llc0.05%30,831$1,820,263$2,059,511+$239,248+13.14%
Northwestern Mutual Wealth Management Co0.00%28,385$1,675,859$1,896,118+$220,259+13.14%
Thurston, Springer, Miller, Herd & Titak, Inc.0.68%24,595$1,657,715$1,642,946-$14,769-0.89%
Mariner, Llc0.00%26,296$1,552,469$1,756,573+$204,104+13.15%
&Partners0.01%26,104$1,541,180$1,743,747+$202,567+13.14%
Wagner Wealth Management, Llc0.25%19,726$1,329,528$1,317,697-$11,831-0.89%
Van Hulzen Asset Management, Llc0.08%17,848$1,053,730$1,192,246+$138,516+13.15%
Gladstone Institutional Advisory Llc0.03%13,656$920,397$912,221-$8,176-0.89%
Private Advisor Group, Llc0.00%12,127$817,374$810,084-$7,290-0.89%
Arkadios Wealth Advisors0.01%13,146$776,146$878,153+$102,007+13.14%
Sanctuary Advisors, Llc0.00%10,413$614,784$695,588+$80,804+13.14%
Susquehanna International Group, Llp0.00%9,854$581,780$658,247+$76,467+13.14%
Ieq Capital, Llc0.00%9,447$557,751$631,060+$73,309+13.14%
Baird Financial Group, Inc.0.00%9,158$540,688$611,754+$71,066+13.14%
Medallion Wealth Advisors, Llc0.03%8,358$459,582$558,314+$98,732+21.48%
Ram Investment Partners, Llc0.07%6,681$450,299$446,291-$4,008-0.89%
Independent Advisor Alliance0.00%7,510$443,362$501,668+$58,306+13.15%
J.W. Cole Advisors, Inc.0.01%6,458$435,249$431,394-$3,855-0.89%
Envestnet Asset Management Inc0.00%6,265$369,869$418,502+$48,633+13.15%
Henderson Brothers Financial Partners, Llc0.09%6,160$363,692$411,488+$47,796+13.14%
Stifel Financial Corp0.00%5,356$316,218$357,781+$41,563+13.14%
Summit Financial, Llc0.00%4,710$278,090$314,628+$36,538+13.14%
International Assets Investment Management, Llc0.02%4,134$276,529$276,151-$378-0.14%
Total Clarity Wealth Management, Inc.0.05%4,053$273,172$270,740-$2,432-0.89%
Steward Partners Investment Advisory, Llc0.00%4,294$253,500$286,839+$33,339+13.15%

Frequently asked questions about ROUS

  • Who owns the most ROUS stock?

    The largest holders of ROUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD MULTIFACT US EQTY (ROUS).

  • Is ROUS widely held by superinvestors?

    Many widely followed stocks like ROUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ROUS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.