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 128 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,606
shares
|
$203,609
0.0% of portfolio
|
Q3 2025
Reduced 76.11%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
5,328
shares
|
$193,512
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,243
shares
|
$190,425
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$177,168
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,964
shares
|
$143,972
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,336
shares
|
$121,163
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,283
shares
|
$119,238
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,102
shares
|
$112,664
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,972
shares
|
$107,943
0.01% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,426
shares
|
$88,112
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,887
shares
|
$68,535
0.15% of portfolio
|
Q3 2025
Reduced 90.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,782
shares
|
$64,722
0.01% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$54,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,420
shares
|
$51,574
0.0% of portfolio
|
Q3 2025
Added 776.54%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,220
shares
|
$44,310
0.0% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,185
shares
|
$43,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
724
shares
|
$26,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
596
shares
|
$21,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$18,160
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
405
shares
|
$14,709
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
318
shares
|
$11,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
307
shares
|
$11,150
0.0% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
233
shares
|
$8,462
0.0% of portfolio
|
Q4 2020
Added 512.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
114
shares
|
$4,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
93
shares
|
$3,377
0.0% of portfolio
|
Q3 2025
Reduced 86.79%
|
|