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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,616
shares
|
$92,580
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,887
shares
|
$66,780
0.15% of portfolio
|
Q3 2025
Reduced 90.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,782
shares
|
$63,064
0.01% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,634
shares
|
$57,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,420
shares
|
$50,253
0.0% of portfolio
|
Q3 2025
Added 776.54%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,185
shares
|
$41,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
1,170
shares
|
$41,406
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
724
shares
|
$25,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
704
shares
|
$24,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
596
shares
|
$21,092
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
543
shares
|
$19,216
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
500
shares
|
$17,695
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
405
shares
|
$14,332
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
324
shares
|
$11,466
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
318
shares
|
$11,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
254
shares
|
$8,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
233
shares
|
$8,245
0.0% of portfolio
|
Q4 2020
Added 512.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
114
shares
|
$4,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
75
shares
|
$2,654
0.0% of portfolio
|
Q4 2024
Reduced 92.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
23
shares
|
$813
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|