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 129 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,959,969
shares
|
$144 Million
0.23% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,253,019
shares
|
$118 Million
0.01% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
2,880,361
shares
|
$105 Million
9.54% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,632,758
shares
|
$95.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,976,009
shares
|
$71.8 Million
3.78% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
1,835,488
shares
|
$66.7 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,046,900
shares
|
$38 Million
5.08% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
980,982
shares
|
$35.6 Million
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$35.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$32.7 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
892,015
shares
|
$32.4 Million
0.01% of portfolio
|
Q3 2025
Added 59.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
882,911
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$26.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
621,482
shares
|
$22.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
608,422
shares
|
$22.1 Million
1.46% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$17.7 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
469,646
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
460,080
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
444,751
shares
|
$16.2 Million
1.92% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$15.5 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
377,936
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
Added 307.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
314,168
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
310,540
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
309,148
shares
|
$11.2 Million
0.64% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
246,313
shares
|
$8.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.89%
|
|