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Hartford Multifactor Small Cap ETF (ROSC) Institutional Ownership

$46.05 +0.66 (+1.45%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.59M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$195.81K
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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
11/15/2024 Jane Street Group LLC6,091$267K0.0%N/A0.812%
8/5/2024 Private 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%
7/26/2024 Harbour Investments Inc.9,010$359K0.0%+31.7%1.201%
5/1/2024 Private Advisor Group LLC9,035$376K0.0%N/A1.205%
2/14/2024 Northwest Wealth Management LLC5,465$227K0.1%N/A0.575%
2/6/2024Solano Wealth Management Inc.48,012$1.99M1.2%-0.7%5.054%
2/2/2024 Atria Wealth Solutions Inc.161,831$6.71M0.1%-1.9%17.035%
1/19/2024 Wagner Wealth Management LLC53,224$2.21M0.7%-1.1%5.603%
11/8/2023 Atria Wealth Solutions Inc.164,962$5.95M0.1%+5.9%17.364%
10/18/2023 Wagner Wealth Management LLC53,838$1.94M0.7%+6.2%5.667%
8/7/2023 Northwest Wealth Management LLC5,400$200K0.1%N/A0.568%
8/3/2023 Atria Wealth Solutions Inc.155,775$5.77M0.1%+53.4%16.397%
7/31/2023 LPL Financial LLC39,558$1.47M0.0%-48.9%4.164%
7/28/2023 Wagner Wealth Management LLC50,683$1.88M0.7%+7.9%5.335%
7/12/2023 Independent 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%
5/17/2023 Wagner Wealth Management LLC46,972$1.68M0.8%+70.9%4.944%
5/10/2023 LPL Financial LLC77,349$2.77M0.0%+5.9%8.142%
2/13/2023 Atria Wealth Solutions Inc.101,570$3.62M0.1%+1.3%11.286%
2/7/2023 LPL 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%
10/19/2022 Kathleen S. Wright Associates Inc.4,735$153K0.1%-30.3%0.557%
10/17/2022 Independent Wealth Network Inc.9,450$306K0.2%-10.0%1.112%
8/11/2022Capital Asset Advisory Services LLC2,408$82K0.0%-65.1%0.301%
8/2/2022 Advisory Services Network LLC13,274$450K0.0%+3.0%1.770%
7/26/2022 Independent Wealth Network Inc.10,505$356K0.3%-25.1%1.401%
7/14/2022 Orion Portfolio Solutions LLC13,712$465K0.0%-36.9%1.959%
4/29/2022Capital Asset Advisory Services LLC6,892$265K0.0%-20.8%0.919%
4/29/2022 Kathleen S. Wright Associates Inc.6,794$261K0.2%+23.5%0.906%
4/20/2022 Independent Wealth Network Inc.14,025$539K0.3%-13.0%1.870%
2/10/2022 Independent Wealth Network Inc.16,125$654K0.4%-10.8%2.304%
2/4/2022Capital Asset Advisory Services LLC8,701$353K0.0%-50.4%1.243%
2/3/2022 Advisor Group Holdings Inc.3,109$126K0.0%+45.4%0.444%
2/2/2022 Kathleen S. Wright Associates Inc.5,499$223K0.2%N/A0.786%
11/16/2021 LPL Financial LLC58,830$2.24M0.0%+78.6%9.051%
11/5/2021 Advisory Services Network LLC12,263$467K0.0%+49.9%1.887%
11/5/2021 Advisor Group Holdings Inc.2,138$81K0.0%N/A0.329%
11/4/2021 Independent Wealth Network Inc.18,069$750K0.5%N/A2.780%
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10/14/2021Capital Asset Advisory Services LLC17,551$668K0.1%-9.3%2.700%
8/13/2021 LPL Financial LLC32,933$1.30M0.0%+75.0%5.067%
8/12/2021 Advisory Services Network LLC8,183$322K0.0%N/A1.259%
8/6/2021Capital Asset Advisory Services LLC19,343$761K0.1%-35.1%2.976%
8/2/2021 Northwest 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%
6/17/2021 Geneos Wealth Management Inc.13,292$504K0.0%N/A5.317%
5/18/2021 Jane Street Group LLC25,240$952K0.0%+36.1%10.096%
5/13/2021Capital Asset Advisory Services LLC29,822$1.13M0.2%+5.2%11.929%
5/12/2021 UBS Group AG1,653$62K0.0%+30.8%0.661%
5/4/2021 Envestnet Asset Management Inc.8,076$305K0.0%+17.1%3.230%
4/30/2021 Wealthcare Advisory Partners LLC3,369$127K0.0%N/A1.348%
3/2/2021Capital Asset Advisory Services LLC28,352$894K0.2%-2.1%11.341%
2/17/2021 Jane Street Group LLC18,541$585K0.0%-60.5%7.416%
2/12/2021 LPL Financial LLC23,444$739K0.0%-12.5%9.378%
11/18/2020Capital Asset Advisory Services LLC28,948$745K0.2%+3.4%11.579%
11/17/2020 Jane Street Group LLC46,901$1.21M0.0%N/A18.760%
11/9/2020 LPL Financial LLC26,806$690K0.0%+6.5%8.935%
(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, 10 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), Wagner Wealth Management LLC ($2.21M), Solano Wealth Management Inc. ($1.49M), LPL Financial LLC ($1.47M), Private Advisor Group LLC ($720K), Harbour Investments Inc. ($359K), and Independent Wealth Network Inc. ($319K).Learn more on ROSC's institutional investors.

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

Of the 9 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. ($64.69K), Solano Wealth Management Inc. ($50.28K), Wagner Wealth Management LLC ($26.36K), Private Advisor Group LLC ($18.08K), Northwest Wealth Management LLC ($10.87K), LPL Financial LLC ($9.76K), and Commonwealth Equity Services LLC ($6.80K).

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

Institutional investors have bought a total of 195,091 shares in the last 24 months. This purchase volume represents approximately $7.27M 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), Solano Wealth Management Inc. ($1.00K), Independent Wealth Network Inc. ($756.00), and Wagner Wealth Management LLC ($614.00).

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

Institutional investors have sold a total of 43,293 shares in the last 24 months. This volume of shares sold represents approximately $1.62M in transactions.



This page (NYSEARCA:ROSC) was last updated on 11/21/2024 by MarketBeat.com Staff
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