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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,580
shares
|
$481,422
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,303
shares
|
$472,862
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$463,500
0.11% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,544
shares
|
$387,609
0.06% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
11,753
shares
|
$363,167
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$352,074
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,093
shares
|
$342,773
0.03% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,958
shares
|
$338,602
0.0% of portfolio
|
Q4 2024
Reduced 50.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,880
shares
|
$274,392
0.0% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,581
shares
|
$265,152
0.0% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
8,315
shares
|
$256,933
0.1% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
8,292
shares
|
$256,222
0.1% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,968
shares
|
$246,211
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,968
shares
|
$246,211
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,759
shares
|
$239,753
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,085
shares
|
$218,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,822
shares
|
$210,799
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
6,681
shares
|
$206,442
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,553
shares
|
$202,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,842
shares
|
$180,517
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,699
shares
|
$176,099
0.01% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,243
shares
|
$162,008
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$150,730
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,414
shares
|
$136,392
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,862
shares
|
$119,335
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|