Institutional Ownership Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
193,836
shares
|
$6.86 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
169,130
shares
|
$5.99 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
149,716
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
136,459
shares
|
$4.83 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
136,418
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 56.07%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
134,330
shares
|
$4.75 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
127,477
shares
|
$4.51 Million
2.21% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
108,439
shares
|
$3.84 Million
0.86% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
103,293
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
99,804
shares
|
$3.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
97,087
shares
|
$3.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
93,616
shares
|
$3.31 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,471
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2022
Reduced 6.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
92,743
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
89,055
shares
|
$3.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
86,182
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
77,691
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
69,900
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
68,276
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2023
Reduced 59.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
68,064
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
65,878
shares
|
$2.33 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
61,645
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,195
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
59,274
shares
|
$2.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
49,818
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
New holding
|