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Get Institutions for : 
Hartford Multifactor Global Small Cap Etf (ROGS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
 355,753  
% of shares held : 
 5.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -92,200  
% of shares held change : 
   -1.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 2,750
 0.77%
 
Increased Positions :
6
 13,385
 3.76%
 
Unchanged Positions :
5
 916
 0.26%
 
Decreased Positions :
5
-29,898
-8.4%
 
Closed Positions :
4
-78,437
-22.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Atria Wealth Solutions Inc. 239 - 2023-12-31 161,831 $6,714,000 -3,131
   LPL FINANCIAL CORP 2395 - 2024-03-31 54,715 $2,278,000 17,908
   Solano Wealth Management Inc. 14 - 2023-12-31 48,012 $1,992,000 -350
   CITADEL ADVISORS LLC 2937 - 2023-12-31 23,940 $993,000 7,472
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2737 - 2024-03-31 20,743 $863,000 5,998
   Private Advisor Group LLC 1686 *New 2024-03-31 9,035 $376,000 9,035
   NORTHWEST WEALTH MANAGEMENT LLC 143 - 2023-12-31 5,465 $227,000 5,465
   Kathleen S. Wright Associates Inc. 106 - 2024-03-31 4,850 $202,000 12
   Wagner Wealth Management LLC 130 - 2024-03-31 3,091 $129,000 -50,133
   HARBOUR INVESTMENTS INC. 1078 *New 2023-12-31 2,749 $114,000 2,749
   Householder Group Estate & Retirement Specialist L 512 - 2024-03-31 991 $41,000 547
   Advisor Group Holdings Inc. 5422 - 2024-03-31 339 $14,000 -2,380
   UBS Group AG 5959 - 2023-12-31 314 $13,000 85
   Caitlin John LLC 446 - 2023-12-31 245 $10,000 0
   Geneos Wealth Management Inc. 1579 - 2024-03-31 225 $9,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1184 - 2024-03-31 192 $8,000 0
   MORGAN STANLEY 7508 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6804 - 2024-03-31 2 $0 0
   JANE STREET GROUP LLC 5967 *Closed 2023-12-31 0 $0 -21,465
   PROEQUITIES INC. 10095 - 2024-03-31 0 $0 0
   MARINER WEALTH ADVISORS, LLC 3225 *Closed 2023-12-31 0 $0 -48,362
  21 Records found
  1    
  Page 1 of 1
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