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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

59 managers (59 13F filers) reported a position in ROUS shares at 2024-12-31, 6,416,090 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
59
13F filers
59
New
6
Added
24
Reduced
17
Sold out
2
Shares held by filers
6,416,090

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,362,695$120M0.03%+327,79813F-HRTimelineGroup
Hartford Funds Management Co LLC957,384$48.7M4.46%-1,534,40313F-HRTimeline
LPL Financial LLC511,078$26M0.01%+87,61913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY394,453$20.1M<0.01%+65,75213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC197,039$10M0.02%+57,74213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,866$9.97M<0.01%13F-HR/ATimelineGroup
Global Retirement Partners, LLC194,488$9.9M0.28%-7,04013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/183,199$9.32M<0.01%-3,77113F-HRTimelineGroup
Fermata Advisors, LLC148,288$7.55M1.41%+65,43813F-HRTimeline
Western Wealth Management, LLC109,554$5.58M0.36%+13,39713F-HR/ATimeline
UBS Group AGin group UBS Group AG102,703$5.23M<0.01%-7,47613F-HRTimelineGroup
Private Advisor Group, LLC95,530$4.86M0.03%+85,94513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,823$4.67M0.03%+1,88613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,671$4.16M<0.01%-2,00213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.81,400$4.14M0.06%+60,40613F-HRTimelineGroup
Vista Cima Wealth Management LLC57,644$2.93M3.05%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC55,829$2.84M0.06%-5,08913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC55,106$2.8M0.59%-5013F-HRTimeline
Cetera Investment Advisers49,549$2.52M0.01%+21,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,623$2.37M<0.01%+6,03113F-HRTimelineGroup
Janney Montgomery Scott LLC42,741$2.17M0.01%+2,89913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,598$2.07M<0.01%+30,18713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,106$1.74M<0.01%+1,00313F-HRTimeline
Golden Bell Financial Planning LLC31,477$1.6M1.61%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,376$1.44M0.05%new13F-HRTimeline
Gladstone Institutional Advisory LLC21,530$1.1M0.05%new13F-HRTimeline
First PREMIER Bank21,400$1.09M0.28%-16013F-HRTimeline
Wagner Wealth Management, LLC19,522$993K0.26%-2,77113F-HRTimeline
NewEdge Advisors, LLC19,203$977K0.01%-73613F-HRTimeline
Main Street Financial Solutions, LLC17,764$904K0.09%+1,88313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,802$855K<0.01%-1,31513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,897$758K<0.01%+8,32713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,811$754K<0.01%+8,78513F-HRTimelineGroup
Sanctuary Advisors, LLC12,160$646K<0.01%+9313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,789$498K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC9,447$481K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,293$473K0.01%+12813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,244$470K<0.01%+7,67113F-HRTimelineGroup
Sovran Advisors, LLC9,052$465K0.07%13F-HRTimeline
HighTower Advisors, LLC6,952$354K<0.01%+84113F-HRTimeline
Kathleen S. Wright Associates Inc.6,299$321K0.13%-3213F-HRTimeline
J.W. COLE ADVISORS, INC.6,233$317K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,578$284K<0.01%-2513F-HRTimeline
Independent Advisor Alliance5,172$263K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,075$258K<0.01%-52613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.4,681$238K0.01%+4,36413F-HRTimeline
RAM Investment Partners, LLC4,400$224K0.06%-1,35013F-HRTimeline
Steward Partners Investment Advisory, L…4,355$222K<0.01%+35513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,965$202K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,453$125K<0.01%+79713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,156$110K<0.01%-1313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,528$77.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC1,393$70.9K0.04%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…580$29.5K0.01%new13F-HRTimeline
Allworth Financial LP421$22.3K<0.01%-10713F-HRTimeline
CWM, LLCin group CWM, LLC315$16K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.300$15.3K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC100$5.09K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.