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 120 institutions that hold shares in the stock, with a total of 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,733
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
45,577
shares
|
$1.41 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
44,813
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
40,530
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
34,348
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Clg LLC
Long Beach, CA |
Apr 11, 2025 Q4 2024 |
34,202
shares
|
$1.06 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
30,866
shares
|
$953,759
0.71% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,316
shares
|
$874,964
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,041
shares
|
$835,566
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,788
shares
|
$735,049
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
22,642
shares
|
$699,637
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
21,561
shares
|
$666,234
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
20,826
shares
|
$643,523
0.09% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
20,452
shares
|
$631,966
0.15% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,372
shares
|
$598,594
0.19% of portfolio
|
Q2 2022
Added 8.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
18,539
shares
|
$572,855
0.0% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
18,081
shares
|
$558,702
0.14% of portfolio
|
Q3 2023
Reduced 18.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
18,073
shares
|
$558,455
0.2% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
17,916
shares
|
$553,604
0.03% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,728
shares
|
$547,795
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,669
shares
|
$515,072
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
16,637
shares
|
$514,083
0.04% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
16,637
shares
|
$514,083
0.01% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16,476
shares
|
$509,108
0.09% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,739
shares
|
$486,335
0.03% of portfolio
|
Q4 2024
Added 5.33%
|