Who Owns Hartford Multifactor Small Cap ETF (ROSC)?Hedge Fund & Institutional Holders

$47.91-0.04 (-0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

35

as of Q4 2025

Total Institutional Value

$7.000133346341032e+52T

% of Float Held

QoQ Change in Holders

+11 / -3

Price History

$36.00$39.80$43.60$47.40$51.20Sep 24Jun 25Mar 26

ROSC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+12K+$549K
Gateway Wealth Partners, LLCNew Position+10K+$463K
ATLas Financial Planning LLCNew Position+9K+$410K
Golden Bell Financial Planning LLCNew Position+5K+$217K
Wagner Wealth Management, LLCNew Position+2K+$83K
CITADEL ADVISORS LLCNew Position+16K+$0
JANE STREET GROUP, LLCNew Position+9K+$0
Rockefeller Capital Management L.P.New Position+2K+$0
Focus Partners Advisor Solutions, LLCNew Position+6K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+5K+$0
MORGAN STANLEYNew Position+1+$0
HARBOUR INVESTMENTS, INC.Increased+335+$-255.7M
NORTHWEST WEALTH MANAGEMENT, LLCIncreased+45+$-256.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+3K+$-442.7M
Private Advisor Group, LLCIncreased+13+$-588.1M

ROSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Solano Wealth Investment Advisors LLCDecreased-1K-$1.3B
Stratos Wealth Partners, LTD.Closed Position-12K-$558.7M
Kathleen S. Wright Associates Inc.Closed Position-5K-$220.1M
UBS Group AGDecreased-186-$8.8M
FMR LLCClosed Position-1-$45K
WELLS FARGO & COMPANY/MNDecreased-1-$30K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC165,760$7.0M0.00%Share
2Solano Wealth Investment Advisors LLC28,366$1.3M0.66%Share
3Gateway Wealth Partners, LLC9,864$463K0.05%Share
4ATLas Financial Planning LLC8,739$410K0.40%Share
5THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.6,615$310K0.11%Share
6HARBOUR INVESTMENTS, INC.5,966$280K0.01%Share
7NORTHWEST WEALTH MANAGEMENT, LLC5,701$267K0.04%Share
8Golden Bell Financial Planning LLC4,635$217K0.18%Share
9Wagner Wealth Management, LLC1,766$83K0.02%Share
10THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,306$61K0.02%Share
11THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.900$42K0.01%Share
12THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.853$40K0.01%Share
13THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.430$20K0.01%Share
14THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.319$14K0.00%Share
15THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.259$12K0.00%Share
16THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.255$11K0.00%Share
17THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.219$10K0.00%Share
18THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.187$8K0.00%Share
19THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.134$6K0.00%Share
20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.127$5K0.00%Share
21THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.95$4K0.00%Share
22THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.105$4K0.00%Share
23CREATIVE FINANCIAL DESIGNS INC /ADV79$3K0.00%Share
24THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.60$2K0.00%Share
25CITADEL ADVISORS LLC16,090$00.00%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP12,387$00.00%Share
27Private Advisor Group, LLC12,949$00.00%Share
28COMMONWEALTH EQUITY SERVICES, LLC5,176$00.00%Share
29MORGAN STANLEY1$00.00%Share
30WELLS FARGO & COMPANY/MN0$00.00%Share
31UBS Group AG7$00.00%Share
32OSAIC HOLDINGS, INC.402$00.00%Share
33Rockefeller Capital Management L.P.1,533$00.00%Share
34JANE STREET GROUP, LLC8,621$00.00%Share
35Focus Partners Advisor Solutions, LLC5,701$00.00%Share

ROSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$10.6M+8
Q3 202513$10.4B-5
Q2 202518$11.3B-1
Q1 202519$9.4B+2
Q4 202417$597.0B+2
Q3 202415$4.9T+2
Q2 202413$4.5T+0
Q1 202413$4.7T

Similar Stocks by Institutional Ownership

As of Q4 2025, 35 institutional investors hold ROSC (Hartford Multifactor Small Cap ETF). The largest holder is LPL Financial LLC with $7.0M in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ROSC?

As of Q4 2025, 35 institutional investors report holding ROSC (Hartford Multifactor Small Cap ETF) in their 13F filings.

Who is the largest institutional holder of ROSC?

The largest institutional holder of ROSC is LPL Financial LLC with $7.0M in shares.

Is institutional ownership of ROSC increasing or decreasing?

This quarter, 11 institutions opened new positions in ROSC and 3 closed their positions.