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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

63 managers (63 13F filers) reported a position in ROUS shares at 2025-09-30, 6,285,719 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
63
13F filers
63
New
9
Added
21
Reduced
24
Sold out
1
Shares held by filers
6,285,719

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,639,891$94.3M1.71%new13F-HRTimeline
Hartford Funds Management Co LLC914,364$52.6M4.51%-613F-HRTimeline
LPL Financial LLC608,858$35M0.01%+59,61213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC581,067$33.4M0.01%-1,719,70713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY501,211$28.8M<0.01%+35713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/213,773$12.3M<0.01%+14,58213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,475$10.8M<0.01%+23,67513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC135,894$7.81M0.01%-13,98213F-HRTimelineGroup
Western Wealth Management, LLC125,560$7.22M0.38%-1,01113F-HRTimeline
Fermata Advisors, LLC123,112$7.08M1.79%-5,03013F-HRTimeline
Cetera Investment Advisers99,729$5.73M0.01%+82,42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,824$5.16M<0.01%+13,55813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,015$4.97M<0.01%+30,75313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,289$4.67M<0.01%+2,38813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.76,431$4.39M0.05%-2,46113F-HRTimelineGroup
Marshall Financial Group, LLC76,010$4.37M0.85%+4,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding69,207$3.98M-22,854Timeline
Vista Cima Wealth Management LLC67,956$3.91M3.26%+4,64013F-HRTimeline
UBS Group AGin group UBS Group AG63,222$3.63M<0.01%-10,67013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC54,254$3.12M0.52%-18313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,180$3.12M<0.01%+8,27713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC52,827$3.04M0.04%-21513F-HRTimeline
Janney Montgomery Scott LLC40,441$2.33M0.01%-1,80513F-HRTimeline
Golden Bell Financial Planning LLC29,733$1.71M1.49%-49313F-HRTimeline
Main Street Financial Solutions, LLC25,958$1.49M0.1%+82313F-HRTimeline
Gladstone Institutional Advisory LLC23,259$1.34M0.05%-2,42413F-HRTimeline
First PREMIER Bank21,400$1.23M0.28%013F-HRTimeline
Wagner Wealth Management, LLC19,449$1.12M0.26%-73813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,718$1.08M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,381$1.03M<0.01%-2,44813F-HRTimelineGroup
NewEdge Advisors, LLC17,782$1.02M<0.01%-4,70613F-HRTimeline
Kingsview Wealth Management, LLC15,051$865K0.01%+3,34613F-HRTimeline
Van Hulzen Asset Management, LLC14,243$819K0.06%+1,42113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,386$712K<0.01%+42213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,634$611K0.01%+10913F-HRTimeline
Sanctuary Advisors, LLC10,453$601K<0.01%+24313F-HR/ATimeline
Private Advisor Group, LLC9,937$571K<0.01%+3,30413F-HRTimeline
IEQ CAPITAL, LLC9,447$543K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,000$517K<0.01%013F-HRTimelineGroup
Summit Financial, LLC7,405$426K0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,681$384K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,665$383K0.01%-48713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,412$369K<0.01%-14,17413F-HRTimelineGroup
Kathleen S. Wright Associates Inc.6,200$356K0.13%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,614$323K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC4,770$274K<0.01%+713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,722$271K<0.01%-1,00513F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,292$247K<0.01%+2313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,817$219K<0.01%-52113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,139$180K0.36%-33,03713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,338$134K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,336$134K<0.01%-11713F-HRTimelineGroup
Global Retirement Partners, LLC2,140$123K<0.01%-15513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,138$123K<0.01%-3413F-HRTimelineGroup
Keystone Financial Group1,618$93K0.01%new13F-HR/ATimeline
Medallion Wealth Advisors, LLC1,393$80.1K0.03%013F-HRTimeline
Allworth Financial LP1,367$78.6K<0.01%+94613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$57.5K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC388$22.3K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.350$20.1K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC315$18K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC115$6.61K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC83$4.76K<0.01%new13F-HRTimeline