ROUS — HARTFORD MULTIFACTOR US EQUITY
As of Q2 2026, 10 SEC-registered investment managers reported holding ROUS (HARTFORD MULTIFACTOR US EQUITY) in their latest 13F filings, with a combined reported value of $71.68M across 1.06M shares. That is +35.1% by share count (+276.04K shares) versus the previous quarter, while reported value moved +54.2%. Ownership is concentrated: the five largest holders account for 96.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 opened new positions, 4 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 524.26K | $35.34M | 0.00% | Add |
| Bank of America Corp history | 204.47K | $13.78M | 0.00% | Add |
| Wells Fargo & Co history | 161.99K | $10.92M | 0.00% | Add |
| UBS Group AG history | 111.70K | $7.53M | 0.00% | Add |
| Two Sigma Investments history | 27.60K | $1.86M | 0.00% | New |
| Goldman Sachs Group history | 16.97K | $1.14M | 0.00% | New |
| AQR Capital Management history | 7.98K | $537.58K | 0.00% | New |
| Citigroup Inc history | 5.38K | $362.55K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.55K | $171.97K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 570 | $38.26K | 0.00% | New |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 449.82K | $26.56M | 0.00% | Reduce |
| Bank of America Corp history | 197.41K | $11.66M | 0.00% | Reduce |
| Wells Fargo & Co history | 78.50K | $4.63M | 0.00% | Add |
| UBS Group AG history | 55.51K | $3.28M | 0.00% | Reduce |
| Citadel Advisors history | 3.59K | $211.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.60K | $153.77K | 0.00% | Reduce |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 459.59K | $26.52M | 0.00% | Reduce |
| Bank of America Corp history | 198.58K | $11.46M | 0.00% | Reduce |
| Wells Fargo & Co history | 67.30K | $3.88M | 0.00% | Reduce |
| UBS Group AG history | 61.26K | $3.54M | 0.00% | Reduce |
| Citadel Advisors history | 20.71K | $1.20M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.80K | $161.36K | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 501.21K | $28.81M | 0.00% | Hold |
| Bank of America Corp history | 213.77K | $12.29M | 0.00% | Add |
| Wells Fargo & Co history | 81.29K | $4.67M | 0.00% | Add |
| UBS Group AG history | 63.22K | $3.63M | 0.00% | Reduce |
| Citadel Advisors history | 18.72K | $1.08M | 0.00% | New |
| Goldman Sachs Group history | 4.72K | $271.47K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.34K | $134.29K | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 500.85K | $26.89M | 0.00% | Add |
| Bank of America Corp history | 199.19K | $10.69M | 0.00% | Add |
| Wells Fargo & Co history | 78.90K | $4.24M | 0.00% | Reduce |
| UBS Group AG history | 73.89K | $3.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.73K | $307.48K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.45K | $131.68K | 0.00% | Reduce |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 429.10K | $21.77M | 0.00% | Add |
| Bank of America Corp history | 181.83K | $9.22M | 0.00% | Reduce |
| Wells Fargo & Co history | 89.70K | $4.55M | 0.00% | Add |
| UBS Group AG history | 88.35K | $4.48M | 0.00% | Reduce |
| Citadel Advisors history | 17.74K | $899.80K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.65K | $134.21K | 0.00% | Add |
New Positions (Q2 2026)
- Two Sigma Investments 27.60K sh · $1.86M
- Goldman Sachs Group 16.97K sh · $1.14M
- AQR Capital Management 7.98K sh · $537.58K
- Citigroup Inc 5.38K sh · $362.55K
- JPMorgan Chase & Co 570 sh · $38.26K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 3.59K sh · $211.72K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 524.26K | 449.82K | 459.59K | 501.21K | 500.85K | 429.10K | 394.45K | 328.70K | 263.16K | 204.37K | 124.56K | 149.95K | 193.14K | 352.09K | 370.34K | 51.09K | 25.40K | 26.73K | 218.92K | 199.72K |
| Bank of America Corp | 204.47K | 197.41K | 198.58K | 213.77K | 199.19K | 181.83K | 183.20K | 186.97K | 193.34K | 197.99K | 203.04K | 218.92K | 227.98K | 241.82K | 250.24K | 256.06K | 206.69K | 188.21K | 181.17K | 178.95K |
| Wells Fargo & Co | 161.99K | 78.50K | 67.30K | 81.29K | 78.90K | 89.70K | 46.62K | 40.59K | 28.62K | 25.36K | 25.91K | 23.42K | 27.16K | 33.03K | 19.30K | 32.05K | 36.90K | 68.29K | 42.25K | 37.00K |
| UBS Group AG | 111.70K | 55.51K | 61.26K | 63.22K | 73.89K | 88.35K | 102.70K | 110.18K | 68.41K | 66.61K | 66.62K | 65.89K | 72.02K | 68.21K | 85.71K | 63.86K | 64.49K | 65.48K | 62.24K | 62.35K |
| Two Sigma Investments | 27.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 16.97K | — | — | 4.72K | 5.73K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 7.98K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 5.38K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 64 | 64 | — | — |
| Fidelity Management & Research (FMR) | 2.55K | 2.60K | 2.80K | 2.34K | 2.45K | 2.65K | 2.45K | 1.66K | 2.29K | 2.29K | 746 | 637 | 638 | 637 | 637 | 637 | 637 | 637 | 1.11K | 37 |
| JPMorgan Chase & Co | 570 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 3.59K | 20.71K | 18.72K | — | 17.74K | — | — | 7.03K | 9.88K | 16.45K | 11.87K | 20.46K | 33.07K | 22.76K | — | — | 9.80K | — | — |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.26K | 21.20K | 22.36K | 44.76K | 50.06K | 64.92K | 78.23K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details