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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

71 managers (71 13F filers) reported a position in ROUS shares at 2026-06-30, 6,611,492 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
10
Added
33
Reduced
16
Sold out
6
Shares held by filers
6,611,492

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NorthRock Partners, LLC1,213,197$81.8M1.19%-61,37213F-HRTimeline
Hartford Funds Management Co LLC801,483$54M4.32%-64,69413F-HRTimeline
LPL Financial LLC775,856$52.3M0.01%+51,07713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY524,259$35.3M<0.01%+74,43913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC453,416$30.6M0.01%+112,40413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC287,292$19.4M<0.01%-14,57813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP263,718$17.5M0.01%+99,26113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,467$13.8M<0.01%+7,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,951$12.3M<0.01%+1,61913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,990$10.9M<0.01%+83,49513F-HRTimelineGroup
Western Wealth Management, LLC152,422$10.3M0.34%+1,99613F-HRTimeline
Fermata Advisors, LLC122,530$8.26M1.67%-2,08013F-HRTimeline
UBS Group AGin group UBS Group AG111,703$7.53M<0.01%+56,19613F-HRTimelineGroup
Cetera Investment Advisers105,346$7.1M0.01%+5,38513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,057$6.81M0.01%+13,61913F-HRTimeline
Marshall Financial Group, LLC85,786$5.78M0.84%+1,27513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,934$5.39M0.01%+8,87913F-HRTimelineGroup
&PARTNERS68,129$4.59M0.02%+42,02513F-HRTimeline
NewEdge Advisors, LLC64,399$4.34M0.01%-5,55513F-HRTimeline
Vista Cima Wealth Management LLC62,780$4.23M3.15%+72913F-HRTimeline
HARBOUR INVESTMENTS, INC.56,433$3.8M0.05%+4,30613F-HRTimeline
Kingsview Wealth Management, LLC53,482$3.6M0.04%-124,39413F-HRTimeline
Waverly Advisors, LLC51,331$3.46M0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC50,985$3.44M0.04%-7613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,525$3.27M<0.01%+20,14013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,803$3.16M<0.01%+9,15313F-HRTimelineGroup
Main Street Financial Solutions, LLC43,382$2.92M0.19%+11,37413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,440$2.66M0.03%+1,65613F-HRTimelineGroup
Janney Montgomery Scott LLC37,068$2.5M<0.01%-1,35213F-HRTimeline
WCG Wealth Advisors LLC30,831$2.08M0.05%013F-HRTimeline
Golden Bell Financial Planning LLC28,922$1.95M1.43%-37713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,600$1.86M<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…24,967$1.68M0.61%+4,36413F-HRTimeline
First PREMIER Bank21,400$1.44M0.23%013F-HRTimeline
Wagner Wealth Management, LLC19,726$1.33M0.25%+16613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,042$1.28M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,967$1.14M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,733$1.13M<0.01%+6,87913F-HRTimelineGroup
Gladstone Institutional Advisory LLC13,656$920K0.03%-2,37313F-HRTimeline
Private Advisor Group, LLC12,127$817K<0.01%+5,92913F-HRTimeline
Sanctuary Advisors, LLC10,422$702K<0.01%+913F-HRTimeline
IEQ CAPITAL, LLC9,447$637K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,976$538K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,977$470K<0.01%-19,31913F-HRTimelineGroup
RAM Investment Partners, LLC6,681$450K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,458$435K0.01%new13F-HRTimeline
Harborfront Financial Group LLC6,289$424K1.6%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,244$421K<0.01%-2113F-HRTimelineGroup
Perennial Investment Advisors, LLC6,141$414K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,487$370K<0.01%+13113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,379$363K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,956$334K<0.01%+66213F-HRTimeline
Summit Financial, LLC4,724$318K<0.01%+1413F-HRTimeline
HighTower Advisors, LLC4,269$288K<0.01%+713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,134$277K0.02%+2,56213F-HRTimeline
Total Clarity Wealth Management, Inc.4,053$273K0.05%new13F-HRTimeline
Mission Financial Group, LLC3,830$258K0.21%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,471$233K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,310$223K<0.01%new13F-HRTimelineGroup
Henderson Brothers Financial Partners, …3,097$209K0.1%-3,06313F-HRTimeline
Allworth Financial LP2,665$180K<0.01%+64513F-HRTimeline
UMB Bank, n.a.2,650$179K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC2,551$172K<0.01%-5313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,152$145K<0.01%+613F-HRTimelineGroup
Global Retirement Partners, LLC1,715$116K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC1,393$93.9K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$67.4K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC577$38.9K<0.01%-4513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO570$38.3K<0.01%-8813F-HRTimelineGroup
Farther Finance Advisors, LLC388$26.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.351$23.7K0.02%+113F-HRTimeline