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Disclosery

ROUS LATTICE STRATEGIES TR

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HARTFORD US EQTY (fund)

65 managers (65 13F filers) reported a position in ROUS shares at 2026-03-31, 6,222,892 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
5
Added
26
Reduced
21
Sold out
4
Shares held by filers
6,222,892

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NorthRock Partners, LLC1,274,569$75.3M1.21%-64,67513F-HRTimeline
Hartford Funds Management Co LLC866,177$51.1M4.44%-2113F-HRTimeline
LPL Financial LLC724,779$42.8M0.01%+49,07413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY449,820$26.6M<0.01%-9,76813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC341,012$20.1M0.01%+88,89113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC301,870$17.9M<0.01%+2,01513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/197,415$11.7M<0.01%-1,16413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,332$10.7M<0.01%+77,14013F-HRTimelineGroup
Kingsview Wealth Management, LLC177,876$10.5M0.14%+161,29513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP164,457$9.56M<0.01%+49,12213F-HRTimelineGroup
Western Wealth Management, LLC150,426$8.88M0.34%+16,56613F-HR/ATimeline
Fermata Advisors, LLC124,610$7.36M1.66%+1,09413F-HRTimeline
Cetera Investment Advisers99,961$5.9M0.01%+1,07113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,438$5.16M0.01%+22,72113F-HRTimeline
Marshall Financial Group, LLC84,511$4.99M0.8%-1,07813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,495$4.63M<0.01%+11,19913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71,055$4.2M0.01%+1,10713F-HRTimelineGroup
NewEdge Advisors, LLC69,954$4.13M0.01%+11,23913F-HR/ATimeline
Vista Cima Wealth Management LLC62,051$3.66M3.62%-5,58613F-HRTimeline
UBS Group AGin group UBS Group AG55,507$3.28M<0.01%-5,74913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.52,127$3.08M0.05%+41,63713F-HRTimeline
Waverly Advisors, LLC51,331$3.03M0.02%-2,62313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC51,061$3.01M0.04%-1,58613F-HRTimeline
Janney Montgomery Scott LLC38,420$2.27M0.01%+63013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.37,784$2.23M0.03%+1,23313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,650$2.22M<0.01%-2,47513F-HRTimelineGroup
Main Street Financial Solutions, LLC32,008$1.89M0.14%+2,57213F-HRTimeline
WCG Wealth Advisors LLC30,831$1.82M0.05%013F-HRTimeline
Golden Bell Financial Planning LLC29,299$1.73M1.38%-12613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,385$1.68M<0.01%+14,92613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,296$1.55M<0.01%-110,99413F-HRTimelineGroup
&PARTNERS26,104$1.54M0.01%new13F-HRTimeline
First PREMIER Bank21,400$1.26M0.29%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…20,603$1.22M0.5%+2,65413F-HRTimeline
Wagner Wealth Management, LLC19,560$1.15M0.23%+4413F-HRTimeline
Van Hulzen Asset Management, LLC17,848$1.05M0.08%+46413F-HRTimeline
Gladstone Institutional Advisory LLC16,029$946K0.04%-7,42313F-HRTimeline
Arkadios Wealth Advisors13,146$776K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC10,413$615K<0.01%-5513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,854$582K<0.01%-30,76313F-HRTimelineGroup
IEQ CAPITAL, LLC9,447$558K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,158$541K<0.01%+15813F-HRTimelineGroup
Independent Advisor Alliance7,510$443K<0.01%new13F-HRTimeline
RAM Investment Partners, LLC6,681$394K0.07%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,265$370K<0.01%-65813F-HRTimelineGroup
Private Advisor Group, LLC6,198$366K<0.01%-8813F-HRTimeline
Henderson Brothers Financial Partners, …6,160$364K0.09%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,356$316K<0.01%-50813F-HRTimelineGroup
Summit Financial, LLC4,710$278K<0.01%+1013F-HRTimeline
Steward Partners Investment Advisory, L…4,294$254K<0.01%+113F-HRTimeline
HighTower Advisors, LLC4,262$252K<0.01%-52013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,586$212K<0.01%-17,12913F-HRTimelineGroup
UMB Bank, n.a.2,650$156K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC2,604$154K<0.01%-19213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,146$127K<0.01%+713F-HRTimelineGroup
Allworth Financial LP2,020$119K<0.01%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,572$93.6K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,393$82.2K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$59K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO658$38.1K<0.01%new13F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC622$36.7K<0.01%13F-HRTimelineGroup
Farther Finance Advisors, LLC388$23.1K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.350$20.7K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC315$18.6K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC83$4.94K<0.01%013F-HRTimeline