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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,459
shares
|
$115,392
0.01% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,402
shares
|
$113,490
0.0% of portfolio
|
Q1 2025
Reduced 22.93%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,239
shares
|
$108,053
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,955
shares
|
$98,578
0.0% of portfolio
|
Q1 2025
Added 413.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,600
shares
|
$86,736
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,280
shares
|
$76,060
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,084
shares
|
$69,522
0.01% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,634
shares
|
$54,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,188
shares
|
$39,631
0.0% of portfolio
|
Q1 2025
Reduced 98.1%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,185
shares
|
$39,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
1,170
shares
|
$39,031
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
543
shares
|
$18,114
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$16,680
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
405
shares
|
$13,510
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
380
shares
|
$12,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
319
shares
|
$10,641
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
296
shares
|
$9,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
254
shares
|
$8,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
233
shares
|
$7,772
0.0% of portfolio
|
Q4 2020
Added 512.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
162
shares
|
$5,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
75
shares
|
$2,502
0.0% of portfolio
|
Q4 2024
Reduced 92.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
24
shares
|
$800
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|