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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
45,577
shares
|
$1.52 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
40,113
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
39,163
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
37,304
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
33,655
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
33,269
shares
|
$1.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
30,866
shares
|
$1.03 Million
0.71% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,288
shares
|
$876,967
0.0% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
24,000
shares
|
$800,640
0.19% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,462
shares
|
$782,692
0.0% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
23,338
shares
|
$778,555
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
22,642
shares
|
$755,337
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
21,405
shares
|
$714,070
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
20,826
shares
|
$694,755
0.09% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
20,452
shares
|
$682,278
0.15% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,372
shares
|
$646,249
0.19% of portfolio
|
Q2 2022
Added 8.51%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
18,081
shares
|
$603,182
0.15% of portfolio
|
Q3 2023
Reduced 18.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
18,073
shares
|
$602,915
0.22% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
18,010
shares
|
$600,813
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,234
shares
|
$574,926
0.0% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
16,637
shares
|
$555,010
0.04% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,637
shares
|
$555,010
0.01% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16,476
shares
|
$549,639
0.09% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16,466
shares
|
$549,305
0.02% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,580
shares
|
$519,748
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|