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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

64 managers (64 13F filers) reported a position in ROUS shares at 2025-12-31, 5,896,788 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
64
New
5
Added
30
Reduced
18
Sold out
3
Shares held by filers
5,896,788

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NorthRock Partners, LLC1,339,244$77.3M1.31%-300,64713F-HRTimeline
Hartford Funds Management Co LLC866,198$50M4.1%-48,16613F-HRTimeline
LPL Financial LLC675,705$39M0.01%+66,84713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY459,588$26.5M<0.01%-41,62313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC299,855$17.3M<0.01%-281,21213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC252,121$14.5M<0.01%+63,64613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,579$11.5M<0.01%-15,19413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC137,290$7.92M0.01%+1,39613F-HRTimelineGroup
Western Wealth Management, LLC133,860$7.73M0.36%+8,30013F-HRTimeline
Fermata Advisors, LLC123,516$7.13M1.71%+40413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,335$6.66M<0.01%+28,32013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,192$6.01M<0.01%+14,36813F-HRTimelineGroup
Cetera Investment Advisers98,890$5.71M0.01%-83913F-HRTimeline
Marshall Financial Group, LLC85,589$4.94M0.96%+9,57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,948$4.04M0.01%+67,61013F-HR/ATimelineGroup
Vista Cima Wealth Management LLC67,637$3.9M3.25%-31913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,296$3.88M<0.01%-13,99313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,717$3.73M<0.01%+10,53713F-HRTimeline
UBS Group AGin group UBS Group AG61,256$3.54M<0.01%-1,96613F-HRTimelineGroup
NewEdge Advisors, LLC58,715$3.39M0.01%+40,93313F-HRTimeline
Waverly Advisors, LLC53,954$3.11M0.03%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC52,647$3.04M0.04%-18013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,617$2.34M<0.01%+34,20513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,125$2.32M<0.01%+21,74413F-HRTimelineGroup
Janney Montgomery Scott LLC37,790$2.18M0.01%-2,65113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,551$2.11M0.02%-39,88013F-HRTimelineGroup
WCG Wealth Advisors LLC30,831$1.78M0.05%new13F-HRTimeline
Main Street Financial Solutions, LLC29,436$1.7M0.13%+3,47813F-HRTimeline
Golden Bell Financial Planning LLC29,425$1.7M1.41%-30813F-HRTimeline
Gladstone Institutional Advisory LLC23,452$1.35M0.05%+19313F-HRTimeline
First PREMIER Bank21,400$1.24M0.28%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,715$1.2M<0.01%+1,99713F-HRTimelineGroup
Wagner Wealth Management, LLC19,516$1.13M0.24%+6713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…17,949$1.04M0.36%+14,81013F-HRTimeline
Van Hulzen Asset Management, LLC17,384$1M0.07%+3,14113F-HRTimeline
Kingsview Wealth Management, LLC16,581$957K0.01%+1,53013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,459$777K<0.01%+1,07313F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.10,490$605K0.01%-14413F-HRTimeline
Sanctuary Advisors, LLC10,468$604K<0.01%+1513F-HRTimeline
IEQ CAPITAL, LLC9,447$545K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,000$519K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,923$400K<0.01%-62,28413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,684$386K0.01%+1913F-HRTimeline
RAM Investment Partners, LLC6,681$386K0.07%013F-HRTimeline
Private Advisor Group, LLC6,286$363K<0.01%-3,65113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,864$338K<0.01%+25013F-HRTimelineGroup
Harborfront Financial Group LLC5,659$327K2.43%13F-HRTimeline
HighTower Advisors, LLC4,782$276K<0.01%+1213F-HRTimeline
Summit Financial, LLC4,700$271K<0.01%-2,70513F-HRTimeline
Steward Partners Investment Advisory, L…4,293$248K<0.01%+113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,824$227K<0.01%+713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,537$204K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,796$161K<0.01%+46013F-HRTimelineGroup
UMB Bank, n.a.2,650$153K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,139$123K<0.01%+113F-HRTimelineGroup
Allworth Financial LP2,017$116K<0.01%+65013F-HRTimeline
Global Retirement Partners, LLC1,915$110K<0.01%-22513F-HRTimeline
OPTIMA CAPITAL LLC1,741$100K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,393$80.4K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$57.7K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC388$22.4K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.350$20.2K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC315$18K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC83$4.96K<0.01%013F-HRTimeline