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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,502
shares
|
$548,615
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
15,285
shares
|
$540,936
0.0% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
12,787
shares
|
$452,531
0.07% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$403,233
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,759
shares
|
$309,981
0.03% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7,992
shares
|
$282,836
0.11% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,458
shares
|
$263,938
0.0% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
7,441
shares
|
$263,336
0.1% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,085
shares
|
$250,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,992
shares
|
$247,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,809
shares
|
$240,970
0.02% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
6,807
shares
|
$240,899
0.14% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,777
shares
|
$239,838
0.0% of portfolio
|
Q2 2025
Reduced 27.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,754
shares
|
$239,024
0.01% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,536
shares
|
$231,309
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,497
shares
|
$229,928
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,110
shares
|
$216,232
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,108
shares
|
$216,162
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,243
shares
|
$185,549
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$172,632
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,964
shares
|
$140,285
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,398
shares
|
$120,255
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,314
shares
|
$117,282
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,283
shares
|
$116,185
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,120
shares
|
$110,416
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|