ROSC Institutional Ownership
Hartford Multifactor Small Cap ETF
1W: -0.1%
1M: -2.5%
3M: -3.8%
YTD: +14.7%
1Y: +18.6%
3Y: +56.1%
5Y: +52.7%
$53.87
+0.00 (+0.00%)
Weekly Expected Move ±1.1%
$53
$53
$54
$54
$55
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ROSC
29
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
5
New Positions
11
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 295,550 | $16M | +24,663 | +9.1% | 2Q | SEC ↗ |
| 2 | Blueprint Financial Advisors LLC | 295,550 | $16M | +24,663 | +9.1% | 2Q | SEC ↗ |
| 3 | LPL Financial LLC | 200,905 | $11M | +22,240 | +12.4% | 37Q | SEC ↗ |
| 4 | Solano Wealth Investment Advisors LLC | 27,031 | $1M | -177 | -0.7% | 7Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 17,943 | $967K | -527 | -2.9% | 2Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC NEW | 15,574 | $839K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Strategic Blueprint, LLC | 13,053 | $703K | +527 | +4.2% | 2Q | SEC ↗ |
| 8 | Private Advisor Group, LLC | 12,761 | $687K | -194 | -1.5% | 10Q | SEC ↗ |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TIT | 10,574 | $570K | +159 | +1.5% | 7Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,589 | $517K | -1,452 | -13.2% | 14Q | SEC ↗ |
| 11 | Gateway Wealth Partners, LLC | 8,023 | $432K | -12,497 | -60.9% | 3Q | SEC ↗ |
| 12 | ATLas Financial Planning LLC | 7,701 | $415K | -1,038 | -11.9% | 3Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. | 7,561 | $407K | +412 | +5.8% | 11Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 6,255 | $337K | — | +0.0% | 1Q | SEC ↗ |
| 15 | NORTHWEST WEALTH MANAGEMENT, LLC | 5,746 | $310K | +24 | +0.4% | 11Q | SEC ↗ |
| 16 | Focus Partners Advisor Solutions, LLC | 5,745 | $309K | +23 | +0.4% | 3Q | SEC ↗ |
| 17 | Mariner, LLC | 4,842 | $261K | — | +0.0% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 4,568 | $246K | -51 | -1.1% | 9Q | SEC ↗ |
| 19 | Golden Bell Financial Planning LLC | 4,340 | $234K | -295 | -6.4% | 7Q | SEC ↗ |
| 20 | Advisors Preferred, LLC NEW | 4,072 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Wagner Wealth Management, LLC | 1,770 | $95K | +2 | +0.1% | 16Q | SEC ↗ |
| 22 | Capital Investment Advisory Services, NEW | 1,561 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1,268 | $68K | — | +0.0% | 3Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 902 | $49K | — | +0.0% | 20Q | SEC ↗ |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 80 | $4K | +1 | +1.3% | 19Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 14Q | SEC ↗ |
| 27 | FMR LLC NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MORGAN STANLEY | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 0 | $0K | -133 | -100.0% | 3Q | SEC ↗ |
| 30 | Van Hulzen Asset Management, LLC | 0 | $0K | -4,201 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 15,574 | $839K |
| CITADEL ADVISORS LLC | 6,255 | $337K |
| Advisors Preferred, LLC | 4,072 | $219K |
| Capital Investment Advisory Service | 1,561 | $84K |
| FMR LLC | 1 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Van Hulzen Asset Management, LLC | 4,201 | $226K |
| UBS Group AG | 133 | $7K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Blueprint Financial Advisors LLC | +24,663 | +9.1% | 295,550 |
| Blueprint Investment Partners LLC | +24,663 | +9.1% | 295,550 |
| LPL Financial LLC | +22,240 | +12.4% | 200,905 |
| Strategic Blueprint, LLC | +527 | +4.2% | 13,053 |
| HARBOUR INVESTMENTS, INC. | +412 | +5.8% | 7,561 |
| THURSTON, SPRINGER, MILLER, HERD & | +159 | +1.5% | 10,574 |
| NORTHWEST WEALTH MANAGEMENT, LLC | +24 | +0.4% | 5,746 |
| Focus Partners Advisor Solutions, L | +23 | +0.4% | 5,745 |
| Wagner Wealth Management, LLC | +2 | +0.1% | 1,770 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +1 | +1.3% | 80 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gateway Wealth Partners, LLC | -12,497 | -60.9% | 8,023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,452 | -13.2% | 9,589 |
| ATLas Financial Planning LLC | -1,038 | -11.9% | 7,701 |
| RAYMOND JAMES FINANCIAL INC | -527 | -2.9% | 17,943 |
| Golden Bell Financial Planning LLC | -295 | -6.4% | 4,340 |
| Private Advisor Group, LLC | -194 | -1.5% | 12,761 |
| Solano Wealth Investment Advisors L | -177 | -0.7% | 27,031 |
| COMMONWEALTH EQUITY SERVICES, LLC | -51 | -1.1% | 4,568 |