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 118 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 $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,280
shares
|
$68,833
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,084
shares
|
$62,915
0.01% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,185
shares
|
$35,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,170
shares
|
$35,322
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
682
shares
|
$20,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
576
shares
|
$17,389
0.0% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
543
shares
|
$16,393
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$15,095
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
405
shares
|
$12,226
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
380
shares
|
$11,472
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
375
shares
|
$11,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
309
shares
|
$9,328
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
293
shares
|
$8,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
233
shares
|
$7,034
0.0% of portfolio
|
Q4 2020
Added 512.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
162
shares
|
$4,890
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
75
shares
|
$2,264
0.0% of portfolio
|
Q4 2024
Reduced 92.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
24
shares
|
$724
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|