ROSC

Hartford Multifact Small CapETF$54.85 0.61%
UnclassifiedCUSIP 518416508· EOD Sep 11, 2026

Among active 13F managers last quarter, 3 opened and 5 added, while 1 reduced; the largest holder to move was Blueprint Investment Partners LLC (+9.1%).

Tracked 13F holders
26
13 in Q2 2026 filings
13F value (tracked)
$50.0M
13F moves · latest Q
8 added
1 reduced

Price & smart-money activity

$54.85 0.61%5Y +42.9%
$30.40$37.50$44.61$51.72$58.822021202220232024202520263222233232453332234426
Hover for who · click for detailEnd-of-day closing prices52w $43.46 – $57.36

Who owns ROSC?

26 tracked 13F filers · ranked by shares held

26 tracked 13F filers disclose a position in ROSC as of the latest SEC 13F filings, a combined $50.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Blueprint Investment Partners LLC296K
$16.5M
+9.1%
Added · +25K sh
Q2 2026
2Blueprint Financial Advisors LLC296K
$16.5M
+9.1%
Added · +25K sh
Q2 2026
3LPL Financial LLC179K
$8.6M
+7.8%
Added · +13K sh
Q1 2026
4Solano Wealth Investment Advisors LLC27K
$1.5M
−0.7%
Reduced · −177 sh
Q2 2026
5Raymond James Financial Inc18K
$892K
New
+18K sh
Q1 2026
6Strategic Blueprint, LLC13K
$730K
+4.2%
Added · +527 sh
Q2 2026
7Private Advisor Group, LLC13K
$714K
−1.5%
Reduced · −194 sh
Q2 2026
8Susquehanna International Group, LLP11K
$533K
−11%
Reduced · −1K sh
Q1 2026
9Thurston, Springer, Miller, Herd & Titak, Inc.10K
$503K
−12%
Reduced · −1K sh
Q1 2026
10Gateway Wealth Partners, LLC8K
$449K
−61%
Reduced · −12K sh
Q2 2026
11ATLas Financial Planning LLC8K
$431K
−12%
Reduced · −1K sh
Q2 2026
12Harbour Investments, Inc.7K
$345K
+20%
Added · +1K sh
Q1 2026
13Citadel Advisors LLC6K
$350K
New
+6K sh
Q2 2026
14Northwest Wealth Management, LLC6K
$321K
+0.4%
Added · +24 sh
Q2 2026
15Focus Advisor Solutions, LLC6K
$321K
+0.4%
Added · +23 sh
Q2 2026
16Mariner, LLC5K
$234K
New
+5K sh
Q1 2026
17Commonwealth Equity Services, LLC5K
$223K
−11%
Reduced · −557 sh
Q1 2026
18Golden Bell Financial Planning LLC4K
$243K
−6.4%
Reduced · −295 sh
Q2 2026
19Advisors Preferred, LLC4K
$227K
New
+4K sh
Q2 2026
20Wagner Wealth Management, LLC2K
$99K
+0.1%
Added · +2 sh
Q2 2026
21Capital Investment Advisory Services, LLC2K
$87K
New
+2K sh
Q2 2026
22Rockefeller Capital Management L.P.1K
$61K
−17%
Reduced · −265 sh
Q1 2026
23Osaic Holdings, Inc.902
$44K
+124%
Added · +500 sh
Q1 2026
24UBS Group AG133
$6K
19×
Added · +126 sh
Q1 2026
25Creative Financial Designs Inc80
$4K
+1.3%
Added · +1 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ROSC being bought or sold by institutions?

Last quarter, 3 funds opened a new position in ROSC and 5 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
5
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ROSC also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN9 funds$2.8B
Nvidia CorpNVDA9 funds$2.7B
Apple IncAAPL9 funds$2.5B
Microsoft CorpMSFT9 funds$1.6B
Broadcom IncAVGO9 funds$1.2B
Alphabet Inc-CL AGOOGL9 funds$1.2B
JPMorgan Chase & CoJPM9 funds$802.7M
Walmart IncWMT9 funds$695.3M
Coca-Cola CoKO9 funds$665.1M
Berkshire Hathaway Inc-CL BBRK/B9 funds$626.1M
Procter & Gamble CoPG9 funds$506.4M
SS SPDR S&P 500 ETF Trust-USSPY9 funds$501.0M

Ranked by how many of ROSC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROSC.

Institutional ownership over time

13 tracked filers in Q2 2026 filingsstill filing
01121Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $21.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
RODMmc121 funds$1.1B
ROUSMF Closed and MF Open64 funds$376.0M
ROAMHARTFRD EMRG ETF35 funds$77.5M
HDUSHARTFORD DISCIPL33 funds$160.3M
ROSCthis pageHARTFORD MLT SML26 funds$50.0M
HQGOHARTFORD US QUAL5 funds$46.8M
VMAXHARTFORD US VALU3 funds$47.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for ROSC

Browse more

Build

Ask your agent what changed in ROSC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ROSC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ROSC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.