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 118 institutions that hold shares in the stock, with a total of 34.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,305,626
shares
|
$167 Million
0.33% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
3,315,750
shares
|
$104 Million
9.33% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,310,402
shares
|
$104 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,720,841
shares
|
$85.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,064,973
shares
|
$64.9 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,052,663
shares
|
$64.5 Million
3.79% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$30.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
925,942
shares
|
$29.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$28.3 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
866,545
shares
|
$27.2 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
860,534
shares
|
$27 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
805,226
shares
|
$25.3 Million
1.61% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
792,854
shares
|
$24.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
737,497
shares
|
$23.2 Million
0.12% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
655,784
shares
|
$20.6 Million
0.99% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
499,870
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$15.3 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
461,615
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$13.4 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
417,943
shares
|
$13.1 Million
0.34% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
410,692
shares
|
$12.9 Million
1.69% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
316,817
shares
|
$9.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
284,974
shares
|
$8.95 Million
0.56% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
243,853
shares
|
$7.66 Million
0.03% of portfolio
|
Q4 2024
Added 1.38%
|