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 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,897,165
shares
|
$135 Million
0.24% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
3,196,439
shares
|
$111 Million
10.15% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,124,720
shares
|
$108 Million
0.01% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,668,740
shares
|
$92.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,970,169
shares
|
$68.3 Million
3.88% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
1,893,821
shares
|
$65.6 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,025,523
shares
|
$35.5 Million
5.21% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$33.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
967,891
shares
|
$33.5 Million
0.05% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$31.2 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
750,720
shares
|
$26 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
702,327
shares
|
$24.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
678,158
shares
|
$23.5 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
560,535
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$16.9 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
469,214
shares
|
$16.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
465,623
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
432,260
shares
|
$15 Million
1.98% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$14.8 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
310,540
shares
|
$10.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
307,769
shares
|
$10.7 Million
0.66% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
267,402
shares
|
$9.27 Million
0.04% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
235,881
shares
|
$8.18 Million
1.48% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
203,183
shares
|
$7.04 Million
0.26% of portfolio
|
Q2 2025
Added 214.89%
|