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 |
|---|---|---|---|---|---|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
238,221
shares
|
$8.65 Million
1.46% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
193,836
shares
|
$7.04 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
183,152
shares
|
$6.65 Million
0.0% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
168,315
shares
|
$6.11 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
164,618
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
154,758
shares
|
$5.62 Million
0.04% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
143,126
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Added 66.07%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
142,871
shares
|
$5.19 Million
2.3% of portfolio
|
Q3 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
127,477
shares
|
$4.63 Million
2.21% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
125,945
shares
|
$4.57 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
106,374
shares
|
$3.86 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
95,319
shares
|
$3.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,471
shares
|
$3.39 Million
0.09% of portfolio
|
Q3 2022
Reduced 6.35%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
92,806
shares
|
$3.37 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
89,170
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
87,382
shares
|
$3.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
82,824
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
77,691
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
69,900
shares
|
$2.54 Million
0.56% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
68,276
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2023
Reduced 59.36%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
65,878
shares
|
$2.39 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
65,825
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,928
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
57,768
shares
|
$2.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51,461
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|