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Hartford Multifactor Small Cap ETF (ROSC) Institutional Ownership

$37.95 +0.24 (+0.64%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Hartford Multifactor Small Cap ETF (NYSEARCA:ROSC)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.61M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$139.77K
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ROSC Institutional Buying and Selling by Quarter

Hartford Multifactor Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Wagner Wealth Management LLC1,759$71K0.0%-21.8%0.227%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,953$79K0.0%+1,796.1%0.252%
2/17/2025Citadel Advisors LLC7,253$316K0.0%-22.9%0.967%
2/13/2025Solano Wealth Investment Advisors LLC36,526$1.59M1.0%N/A4.870%
2/11/2025LPL Financial LLC73,464$3.20M0.0%+22.7%9.795%
2/10/2025Harbour Investments Inc.9,560$417K0.0%+3.7%1.275%
2/4/2025Golden Bell Financial Planning LLC5,432$237K0.2%N/A0.724%
2/3/2025Private Advisor Group LLC21,599$942K0.0%+18.4%2.880%
1/27/2025Stratos Wealth Partners LTD.13,484$588K0.0%N/A1.798%
11/15/2024Jane Street Group LLC6,091$267K0.0%N/A0.812%
8/5/2024Private Advisor Group LLC18,081$720K0.0%+100.1%2.411%
7/31/2024Commonwealth Equity Services LLC6,804$271K0.0%N/A0.907%
7/31/2024Solano Wealth Management Inc.37,424$1.49M0.8%-1.7%4.990%
7/26/2024Harbour Investments Inc.9,010$359K0.0%+31.7%1.201%
5/1/2024Private Advisor Group LLC9,035$376K0.0%N/A1.205%
2/14/2024Northwest Wealth Management LLC5,465$227K0.1%N/A0.575%
2/6/2024Solano Wealth Management Inc.48,012$1.99M1.2%-0.7%5.054%
2/2/2024Atria Wealth Solutions Inc.161,831$6.71M0.1%-1.9%17.035%
1/19/2024Wagner Wealth Management LLC53,224$2.21M0.7%-1.1%5.603%
11/8/2023Atria Wealth Solutions Inc.164,962$5.95M0.1%+5.9%17.364%
10/18/2023Wagner Wealth Management LLC53,838$1.94M0.7%+6.2%5.667%
8/7/2023Northwest Wealth Management LLC5,400$200K0.1%N/A0.568%
8/3/2023Atria Wealth Solutions Inc.155,775$5.77M0.1%+53.4%16.397%
7/31/2023LPL Financial LLC39,558$1.47M0.0%-48.9%4.164%
7/28/2023Wagner Wealth Management LLC50,683$1.88M0.7%+7.9%5.335%
7/12/2023Independent Wealth Network Inc.8,615$319K0.2%-8.1%0.907%
6/14/2023Solano Wealth Management Inc.50,275$1.80M1.3%N/A5.292%
5/17/2023Wagner Wealth Management LLC46,972$1.68M0.8%+70.9%4.944%
5/10/2023LPL Financial LLC77,349$2.77M0.0%+5.9%8.142%
2/13/2023Atria Wealth Solutions Inc.101,570$3.62M0.1%+1.3%11.286%
2/7/2023LPL Financial LLC73,012$2.61M0.0%+8.0%8.112%
11/10/2022Strategic Wealth Advisors Group LLC50,005$1.62M0.1%+7.0%5.883%
10/19/2022Kathleen S. Wright Associates Inc.4,735$153K0.1%-30.3%0.557%
10/17/2022Independent Wealth Network Inc.9,450$306K0.2%-10.0%1.112%
8/11/2022 Capital Asset Advisory Services LLC2,408$82K0.0%-65.1%0.301%
8/2/2022Advisory Services Network LLC13,274$450K0.0%+3.0%1.770%
7/26/2022Independent Wealth Network Inc.10,505$356K0.3%-25.1%1.401%
7/14/2022Orion Portfolio Solutions LLC13,712$465K0.0%-36.9%1.959%
4/29/2022 Capital Asset Advisory Services LLC6,892$265K0.0%-20.8%0.919%
4/29/2022Kathleen S. Wright Associates Inc.6,794$261K0.2%+23.5%0.906%
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4/20/2022Independent Wealth Network Inc.14,025$539K0.3%-13.0%1.870%
2/10/2022Independent Wealth Network Inc.16,125$654K0.4%-10.8%2.304%
2/4/2022 Capital Asset Advisory Services LLC8,701$353K0.0%-50.4%1.243%
2/3/2022Advisor Group Holdings Inc.3,109$126K0.0%+45.4%0.444%
2/2/2022Kathleen S. Wright Associates Inc.5,499$223K0.2%N/A0.786%
11/16/2021LPL Financial LLC58,830$2.24M0.0%+78.6%9.051%
11/5/2021Advisory Services Network LLC12,263$467K0.0%+49.9%1.887%
11/5/2021Advisor Group Holdings Inc.2,138$81K0.0%N/A0.329%
11/4/2021Independent Wealth Network Inc.18,069$750K0.5%N/A2.780%
10/14/2021 Capital Asset Advisory Services LLC17,551$668K0.1%-9.3%2.700%
8/13/2021LPL Financial LLC32,933$1.30M0.0%+75.0%5.067%
8/12/2021Advisory Services Network LLC8,183$322K0.0%N/A1.259%
8/6/2021 Capital Asset Advisory Services LLC19,343$761K0.1%-35.1%2.976%
8/2/2021Northwest Wealth Management LLC5,284$208K0.1%N/A0.813%
8/1/2021 Patriot Financial Group Insurance Agency LLC4,271$168K0.0%+88.1%0.657%
6/17/2021Geneos Wealth Management Inc.13,292$504K0.0%N/A5.317%
5/18/2021Jane Street Group LLC25,240$952K0.0%+36.1%10.096%
5/13/2021 Capital Asset Advisory Services LLC29,822$1.13M0.2%+5.2%11.929%
5/12/2021UBS Group AG1,653$62K0.0%+30.8%0.661%
5/4/2021Envestnet Asset Management Inc.8,076$305K0.0%+17.1%3.230%
4/30/2021 Wealthcare Advisory Partners LLC3,369$127K0.0%N/A1.348%
(Data available from 1/1/2016 forward)

ROSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROSC shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Hartford Multifactor Small Cap ETF. The most heavily invested institutionals were Atria Wealth Solutions Inc. ($6.71M), LPL Financial LLC ($3.20M), Solano Wealth Investment Advisors LLC ($1.59M), Solano Wealth Management Inc. ($1.49M), Private Advisor Group LLC ($942K), Stratos Wealth Partners LTD. ($588K), and Harbour Investments Inc. ($417K).Learn more on ROSC's institutional investors.

Which institutional investors have been buying Hartford Multifactor Small Cap ETF stock?

Of the 13 institutional investors that purchased Hartford Multifactor Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Wealth Solutions Inc. ($63.39K), Solano Wealth Management Inc. ($50.28K), Solano Wealth Investment Advisors LLC ($36.53K), Wagner Wealth Management LLC ($26.36K), Private Advisor Group LLC ($21.44K), LPL Financial LLC ($17.92K), and Stratos Wealth Partners LTD. ($13.48K).

How much institutional buying is happening at Hartford Multifactor Small Cap ETF?

Institutional investors have bought a total of 262,951 shares in the last 24 months. This purchase volume represents approximately $10.28M in transactions.

Which Hartford Multifactor Small Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Hartford Multifactor Small Cap ETF stock in the last 24 months: LPL Financial LLC ($37.79K), Atria Wealth Solutions Inc. ($3.13K), Citadel Advisors LLC ($2.16K), Wagner Wealth Management LLC ($1.11K), Solano Wealth Management Inc. ($1.00K), and Independent Wealth Network Inc. ($756.00).

How much institutional selling is happening at Hartford Multifactor Small Cap ETF?

Institutional investors have sold a total of 45,942 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.



This page (NYSEARCA:ROSC) was last updated on 4/19/2025 by MarketBeat.com Staff
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