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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
199,968
shares
|
$6.67 Million
0.0% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
199,378
shares
|
$6.65 Million
5.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
196,597
shares
|
$6.56 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
178,900
shares
|
$5.97 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
163,806
shares
|
$5.46 Million
2.84% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
149,895
shares
|
$5 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
146,248
shares
|
$4.88 Million
0.79% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
132,511
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 694.95%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
127,550
shares
|
$4.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 80.55%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
127,477
shares
|
$4.25 Million
2.21% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
104,443
shares
|
$3.48 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
95,912
shares
|
$3.2 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
93,922
shares
|
$3.13 Million
0.4% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,471
shares
|
$3.12 Million
0.09% of portfolio
|
Q3 2022
Reduced 6.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
92,278
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
87,825
shares
|
$2.93 Million
1.42% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
83,427
shares
|
$2.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 80.04%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
83,071
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
70,770
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
69,338
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
68,276
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2023
Reduced 59.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
65,169
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
64,526
shares
|
$2.15 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
60,943
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
53,947
shares
|
$1.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.4%
|