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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

58 managers (59 13F filers) reported a position in ROUS shares at 2025-06-30, 6,331,547 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
59
New
4
Added
22
Reduced
24
Sold out
5
Shares held by filers
6,331,547

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,300,774$124M0.03%-21,27713F-HRTimelineGroup
Hartford Funds Management Co LLC914,370$49.1M4.23%+2,38113F-HR/ATimeline
LPL Financial LLC549,246$29.5M0.01%-8,26213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY500,854$26.9M<0.01%+71,75013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/199,191$10.7M<0.01%+17,36313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC164,800$8.85M<0.01%-34,42513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC149,876$8.05M0.01%-21,91213F-HRTimelineGroup
Fermata Advisors, LLC128,142$6.88M1.84%-19,67413F-HRTimeline
Western Wealth Management, LLC126,571$6.8M0.4%+8,44513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding92,061$4.94M+12,053Timeline
AVANTAX ADVISORY SERVICES, INC.85,364$4.58M0.03%-6,82313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,901$4.24M<0.01%-10,79813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.78,892$4.24M0.06%-1,93413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,266$4.09M<0.01%+15,01813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG73,892$3.97M<0.01%-14,46013F-HRTimelineGroup
Marshall Financial Group, LLC71,933$3.89M0.76%+2,13513F-HRTimeline
Vista Cima Wealth Management LLC63,316$3.4M3.18%+80713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,262$3M<0.01%+30,82713F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC54,437$2.92M0.56%-15013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,042$2.85M0.05%-2,28113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,903$2.46M<0.01%+5,49113F-HRTimeline
Janney Montgomery Scott LLC42,246$2.27M0.01%-5013F-HRTimeline
Good Life Advisors, LLC36,816$1.98M0.12%-83313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…36,176$1.94M0.25%+34,76013F-HRTimeline
Golden Bell Financial Planning LLC30,226$1.62M1.53%-28813F-HRTimeline
Gladstone Institutional Advisory LLC25,683$1.38M0.06%-23,08913F-HRTimeline
Main Street Financial Solutions, LLC25,135$1.35M0.1%+6,12113F-HRTimeline
NewEdge Advisors, LLC22,488$1.21M0.01%+3,50213F-HRTimeline
First PREMIER Bank21,400$1.15M0.28%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,829$1.12M<0.01%+3,14113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,586$1.11M<0.01%-19,48013F-HRTimelineGroup
Wagner Wealth Management, LLC20,187$1.08M0.25%+5013F-HRTimeline
Cetera Investment Advisers17,303$929K<0.01%-1,59313F-HRTimeline
Atria Wealth Solutions, Inc.16,544$888K0.02%+11,79513F-HRTimeline
Van Hulzen Asset Management, LLC12,822$688K0.06%+24413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,964$642K<0.01%+1,93713F-HRTimelineGroup
Kingsview Wealth Management, LLC11,705$628K0.01%+2,37813F-HRTimeline
HARBOUR INVESTMENTS, INC.10,525$565K0.01%+5,35313F-HRTimeline
Sanctuary Advisors, LLC10,210$548K<0.01%-1,99013F-HRTimeline
IEQ CAPITAL, LLC9,447$507K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,000$483K<0.01%-78913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,152$384K0.01%+1413F-HRTimeline
RAM Investment Partners, LLC6,681$359K0.08%+2,28113F-HRTimeline
Private Advisor Group, LLC6,633$356K<0.01%-89,93613F-HRTimeline
Kathleen S. Wright Associates Inc.6,200$333K0.13%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,727$307K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC4,763$256K<0.01%-1,51613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,338$236K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,269$229K<0.01%-18513F-HRTimeline
FMR LLCin group FMR LLC2,453$132K<0.01%-19313F-HRTimelineGroup
Global Retirement Partners, LLC2,295$123K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,172$117K<0.01%+813F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,393$75.2K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$53.7K<0.01%new13F-HRTimelineGroup
Allworth Financial LP421$22.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.350$18.8K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC315$17K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.