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 123 institutions that hold shares in the stock, with a total of 33 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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,385,430
shares
|
$180 Million
0.34% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
3,195,543
shares
|
$107 Million
9.64% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,019,599
shares
|
$101 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,708,933
shares
|
$90.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,051,299
shares
|
$68.4 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
1,932,281
shares
|
$64.5 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$32.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
948,864
shares
|
$31.7 Million
5.14% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
938,929
shares
|
$31.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$30 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
769,845
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$24.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
712,693
shares
|
$23.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
710,400
shares
|
$23.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
693,418
shares
|
$23.1 Million
1.77% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$16.2 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
483,304
shares
|
$16.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
476,973
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
429,304
shares
|
$14.3 Million
1.94% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$14.2 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
312,511
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
297,423
shares
|
$9.92 Million
0.64% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
259,813
shares
|
$8.67 Million
0.03% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
225,654
shares
|
$7.53 Million
0.0% of portfolio
|
Q1 2025
Added 189.47%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
213,181
shares
|
$7.11 Million
1.41% of portfolio
|
Q1 2025
Added 7.99%
|