ROUS Institutional Ownership & Shareholders
HARTFORD MULTIFACT US EQTY (ROUS) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $453.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northrock Partners, Llc is currently the largest disclosed institutional shareholder of ROUS tracked by InsiderSet, reporting ownership valued at approximately $81.77M 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 $82.82M, representing an estimated gain of +1.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
71
Total Reported Value
$453.52M
Largest Holder
Northrock Partners, Llc
Largest Position
$81.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northrock Partners, Llc | 1.19% | 1,213,197 | $81,769,474 | $82,824,959 | +$1,055,485 | +1.29% | |
| Hartford Funds Management Co Llc | 4.32% | 801,483 | $54,019,954 | $54,717,244 | +$697,290 | +1.29% | |
| Lpl Financial Llc | 0.01% | 775,856 | $52,292,680 | $52,967,689 | +$675,009 | +1.29% | |
| Morgan Stanley | 0.00% | 524,259 | $35,335,091 | $35,791,162 | +$456,071 | +1.29% | |
| Raymond James Financial Inc | 0.01% | 453,416 | $30,560,222 | $30,954,710 | +$394,488 | +1.29% | |
| Ameriprise Financial Inc | 0.00% | 287,292 | $19,363,480 | $19,613,425 | +$249,945 | +1.29% | |
| D.A. Davidson & Co. | 0.10% | 269,085 | $17,867,244 | $18,370,433 | +$503,189 | +2.82% | |
| Jones Financial Companies Lllp | 0.01% | 263,718 | $17,524,055 | $18,004,028 | +$479,973 | +2.74% | |
| Bank Of America Corp | 0.00% | 204,467 | $13,781,076 | $13,958,962 | +$177,886 | +1.29% | |
| Royal Bank Of Canada | 0.00% | 182,951 | $12,331,000 | $12,490,065 | +$159,065 | +1.29% | |
| Wells Fargo & Company/Mn | 0.00% | 161,990 | $10,918,090 | $11,059,057 | +$140,967 | +1.29% | |
| Western Wealth Management, Llc | 0.34% | 152,422 | $10,273,233 | $10,405,850 | +$132,617 | +1.29% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,182 | $8,046,500 | $8,273,095 | +$226,595 | +2.82% | |
| Ubs Group Ag | 0.00% | 111,703 | $7,528,782 | $7,625,964 | +$97,182 | +1.29% | |
| Cetera Investment Advisers | 0.01% | 105,346 | $7,100,310 | $7,191,971 | +$91,661 | +1.29% | |
| Fermata Advisors, Llc | 1.25% | 97,601 | $6,480,679 | $6,663,220 | +$182,541 | +2.82% | |
| Marshall Financial Group, Llc | 0.84% | 85,786 | $5,781,987 | $5,856,610 | +$74,623 | +1.29% | |
| Rockefeller Capital Management L.P. | 0.01% | 79,934 | $5,387,580 | $5,457,094 | +$69,514 | +1.29% | |
| &Partners | 0.02% | 68,129 | $4,589,131 | $4,651,167 | +$62,036 | +1.35% | |
| Newedge Advisors, Llc | 0.01% | 64,399 | $4,340,486 | $4,396,520 | +$56,034 | +1.29% | |
| Vista Cima Wealth Management Llc | 3.15% | 62,780 | $4,231,372 | $4,285,991 | +$54,619 | +1.29% | |
| Harbour Investments, Inc. | 0.05% | 56,433 | $3,803,576 | $3,852,681 | +$49,105 | +1.29% | |
| Kingsview Wealth Management, Llc | 0.04% | 53,482 | $3,604,657 | $3,651,216 | +$46,559 | +1.29% | |
| Waverly Advisors, Llc | 0.02% | 51,331 | $3,459,738 | $3,504,367 | +$44,629 | +1.29% | |
| Coldstream Capital Management Inc | 0.04% | 50,985 | $3,436,390 | $3,480,746 | +$44,356 | +1.29% | |
| Osaic Holdings, Inc. | 0.00% | 46,803 | $3,155,390 | $3,195,241 | +$39,851 | +1.26% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 39,440 | $2,658,318 | $2,692,569 | +$34,251 | +1.29% | |
| Janney Montgomery Scott Llc | 0.00% | 37,068 | $2,498,000 | $2,530,632 | +$32,632 | +1.31% | |
| Wcg Wealth Advisors Llc | 0.05% | 30,831 | $2,078,009 | $2,104,832 | +$26,823 | +1.29% | |
| Golden Bell Financial Planning Llc | 1.41% | 28,627 | $1,900,833 | $1,954,365 | +$53,532 | +2.82% | |
| Two Sigma Investments, Lp | 0.00% | 27,600 | $1,860,240 | $1,884,252 | +$24,012 | +1.29% | |
| Wagner Wealth Management, Llc | 0.23% | 19,742 | $1,310,877 | $1,347,786 | +$36,909 | +2.82% | |
| Natixis Advisors, Llc | 0.00% | 19,042 | $1,283,000 | $1,299,997 | +$16,997 | +1.32% | |
| Goldman Sachs Group Inc | 0.00% | 16,967 | $1,143,576 | $1,158,337 | +$14,761 | +1.29% | |
| Susquehanna International Group, Llp | 0.00% | 16,733 | $1,127,804 | $1,142,362 | +$14,558 | +1.29% | |
| Gladstone Institutional Advisory Llc | 0.03% | 13,656 | $920,397 | $932,295 | +$11,898 | +1.29% | |
| Private Advisor Group, Llc | 0.00% | 12,127 | $817,374 | $827,910 | +$10,536 | +1.29% | |
| Sanctuary Advisors, Llc | 0.00% | 10,422 | $702,418 | $711,510 | +$9,092 | +1.29% | |
| Ieq Capital, Llc | 0.00% | 9,447 | $636,728 | $644,947 | +$8,219 | +1.29% | |
| Aqr Capital Management Llc | 0.00% | 7,976 | $537,582 | $544,522 | +$6,940 | +1.29% | |
| Mariner, Llc | 0.00% | 6,977 | $470,232 | $476,320 | +$6,088 | +1.29% | |
| Ram Investment Partners, Llc | 0.07% | 6,681 | $443,618 | $456,112 | +$12,494 | +2.82% | |
| J.W. Cole Advisors, Inc. | 0.01% | 6,458 | $435,249 | $440,888 | +$5,639 | +1.30% | |
| Envestnet Asset Management Inc | 0.00% | 6,244 | $420,857 | $426,278 | +$5,421 | +1.29% | |
| Perennial Investment Advisors, Llc | 0.03% | 6,141 | $413,904 | $419,246 | +$5,342 | +1.29% | |
| Truist Financial Corp | 0.00% | 5,725 | $380,140 | $390,846 | +$10,706 | +2.82% | |
| Stifel Financial Corp | 0.00% | 5,487 | $369,824 | $374,597 | +$4,773 | +1.29% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.63% | 5,555 | $368,848 | $379,240 | +$10,392 | +2.82% | |
| Citigroup Inc | 0.00% | 5,379 | $362,545 | $367,224 | +$4,679 | +1.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,956 | $334,051 | $338,346 | +$4,295 | +1.29% |
Frequently asked questions about ROUS
Who are the largest institutional holders of ROUS?
The largest institutional holders of ROUS reported in the latest SEC Form 13F filings include Northrock Partners, Llc, Hartford Funds Management Co Llc, Lpl Financial Llc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ROUS position.
What is ROUS institutional ownership?
This page tracks ROUS positions reported by institutional investment managers through SEC Form 13F. HARTFORD MULTIFACT US EQTY (ROUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROUS?
InsiderSet currently tracks 71 institutional managers reporting ROUS 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 ROUS shareholders.
How much ROUS stock do institutions own?
Institutional investment managers disclosed approximately $453.52M in ROUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROUS institutional ownership last updated?
The latest ROUS 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 ROUS 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 ROUS position after the reporting date.
Are institutions buying or selling ROUS?
Institutional buying and selling can be analyzed by comparing ROUS positions across consecutive 13F reporting periods. InsiderSet's ROUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROUS ownership changes.
How has ROUS institutional ownership changed over time?
InsiderSet tracks ROUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.