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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
49,477
shares
|
$1.75 Million
0.48% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
41,078
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
39,278
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
37,304
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
32,040
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
27,644
shares
|
$978,321
0.29% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
26,973
shares
|
$954,574
0.0% of portfolio
|
Q2 2025
Added 80.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,113
shares
|
$924,139
0.0% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,464
shares
|
$901,170
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
24,774
shares
|
$876,751
0.56% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,462
shares
|
$830,320
0.0% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
22,640
shares
|
$801,229
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
21,769
shares
|
$770,404
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,348
shares
|
$755,505
0.0% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,372
shares
|
$685,575
0.19% of portfolio
|
Q2 2022
Added 8.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
19,266
shares
|
$681,823
0.0% of portfolio
|
Q2 2025
Added 37.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,823
shares
|
$666,145
0.07% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
18,081
shares
|
$639,886
0.15% of portfolio
|
Q3 2023
Reduced 18.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
18,014
shares
|
$637,515
0.21% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
17,507
shares
|
$619,572
0.13% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,637
shares
|
$588,783
0.04% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,637
shares
|
$588,783
0.01% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
16,477
shares
|
$583,121
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,849
shares
|
$560,896
0.0% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,580
shares
|
$551,376
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|