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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,285
shares
|
$509,907
0.0% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,233
shares
|
$508,172
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
14,667
shares
|
$489,291
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
14,043
shares
|
$468,474
0.0% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,800
shares
|
$427,008
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
12,544
shares
|
$418,467
0.07% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$380,103
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,093
shares
|
$370,062
0.03% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,711
shares
|
$323,958
0.0% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,382
shares
|
$312,983
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
8,284
shares
|
$276,354
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
8,092
shares
|
$269,949
0.1% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,082
shares
|
$269,615
0.02% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
7,876
shares
|
$262,743
0.1% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,085
shares
|
$236,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,071
shares
|
$235,888
0.02% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
6,681
shares
|
$222,878
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,553
shares
|
$218,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,497
shares
|
$216,739
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,312
shares
|
$210,568
0.01% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,287
shares
|
$209,734
0.0% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,699
shares
|
$190,118
0.01% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,243
shares
|
$174,906
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$162,730
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,862
shares
|
$128,836
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|