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 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
198,773
shares
|
$6 Million
4.69% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
198,260
shares
|
$5.99 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
197,414
shares
|
$5.96 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
186,775
shares
|
$5.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
169,958
shares
|
$5.13 Million
2.9% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
169,510
shares
|
$5.12 Million
0.0% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
157,211
shares
|
$4.75 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
157,153
shares
|
$4.74 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
127,477
shares
|
$3.85 Million
2.21% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
107,584
shares
|
$3.25 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
104,275
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
96,614
shares
|
$2.92 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
95,057
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
94,655
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,471
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2022
Reduced 6.35%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
91,043
shares
|
$2.75 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
82,115
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
77,954
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
71,852
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
69,307
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 120.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
68,276
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2023
Reduced 59.36%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
66,997
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
62,611
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
55,843
shares
|
$1.69 Million
0.4% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
50,194
shares
|
$1.52 Million
0.28% of portfolio
|
Q4 2024
Reduced 43.72%
|