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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

61 managers (61 13F filers) reported a position in ROUS shares at 2025-03-31, 6,521,703 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
6
Added
25
Reduced
19
Sold out
5
Shares held by filers
6,521,703

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC2,322,051$118M0.03%-40,64413F-HRTimelineGroup
Hartford Funds Management Co LLC911,989$46.3M4.18%-45,39513F-HRTimeline
LPL Financial LLC557,508$28.3M0.01%+46,43013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY429,104$21.8M<0.01%+34,65113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,225$10.1M<0.01%+3,35913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/181,828$9.22M<0.01%-1,37113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC171,788$8.71M0.01%-25,25113F-HRTimelineGroup
Fermata Advisors, LLC147,816$7.5M1.36%-47213F-HRTimeline
Henderson Brothers Financial Partners, …121,409$7.01M3.51%13F-HRTimeline
Western Wealth Management, LLC118,126$5.99M0.4%+8,57213F-HRTimeline
Private Advisor Group, LLC96,569$4.9M0.03%+1,03913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.92,187$4.68M0.03%+36413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,699$4.55M<0.01%+43,07613F-HRTimelineGroup
UBS Group AGin group UBS Group AG88,352$4.48M<0.01%-14,35113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.80,826$4.1M0.06%-57413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,008$4.06M<0.01%-1,66313F-HRTimelineGroup
Marshall Financial Group, LLC69,798$3.54M0.77%new13F-HRTimeline
Vista Cima Wealth Management LLC62,509$3.17M3.41%+4,86513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,248$3.11M<0.01%+46,43713F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC55,323$2.81M0.06%-50613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC54,587$2.77M0.58%-51913F-HRTimeline
Gladstone Institutional Advisory LLC48,772$2.47M0.12%+27,24213F-HRTimeline
Janney Montgomery Scott LLC42,296$2.15M0.01%-44513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,412$2.05M<0.01%+6,30613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,066$2.03M<0.01%-53213F-HRTimelineGroup
Good Life Advisors, LLC37,649$1.91M0.13%new13F-HRTimeline
Golden Bell Financial Planning LLC30,514$1.55M1.5%-96313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,435$1.28M<0.01%+10,53813F-HR/ATimelineGroup
First PREMIER Bank21,400$1.09M0.28%013F-HRTimeline
Wagner Wealth Management, LLC20,137$1.02M0.25%+61513F-HRTimeline
Main Street Financial Solutions, LLC19,014$965K0.08%+1,25013F-HRTimeline
NewEdge Advisors, LLC18,986$963K0.01%-21713F-HRTimeline
Cetera Investment Advisers18,896$959K<0.01%-30,65313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,737$900K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,688$897K<0.01%+88613F-HRTimelineGroup
Van Hulzen Asset Management, LLC12,578$638K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC12,200$619K<0.01%+4013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,027$509K<0.01%+78313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,789$497K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC9,447$479K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC9,327$473K0.01%+3413F-HRTimeline
J.W. COLE ADVISORS, INC.7,138$362K0.01%+90513F-HRTimeline
HighTower Advisors, LLC6,279$319K<0.01%-67313F-HRTimeline
Kathleen S. Wright Associates Inc.6,200$315K0.13%-9913F-HRTimeline
Integrated Wealth Concepts LLC5,870$298K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,795$294K<0.01%+1,83013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,172$262K0.01%+49113F-HRTimeline
Atria Wealth Solutions, Inc.4,749$241K<0.01%-82913F-HRTimeline
Steward Partners Investment Advisory, L…4,454$226K<0.01%+9913F-HRTimeline
Sovran Advisors, LLC4,702$226K0.03%-4,35013F-HRTimeline
Mission Financial Group, LLC3,819$225K0.21%13F-HRTimeline
RAM Investment Partners, LLC4,400$223K0.06%013F-HRTimeline
FMR LLCin group FMR LLC2,646$134K<0.01%+19313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,164$110K<0.01%+813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,416$71.8K0.01%+83613F-HRTimeline
Medallion Wealth Advisors, LLC1,393$70.8K0.03%013F-HRTimeline
Allworth Financial LP421$20.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.350$17.8K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC315$16K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC100$5.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.