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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
50,384
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 22.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,208
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
49,106
shares
|
$1.78 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,073
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 81.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
37,963
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.42%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
36,856
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
35,283
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,966
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
32,040
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,422
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
27,643
shares
|
$1 Million
0.27% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,102
shares
|
$984,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
25,224
shares
|
$916,135
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
24,774
shares
|
$899,791
0.56% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
22,431
shares
|
$814,693
0.0% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,927
shares
|
$796,388
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,769
shares
|
$790,650
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,372
shares
|
$703,591
0.19% of portfolio
|
Q2 2022
Added 8.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18,413
shares
|
$668,760
0.0% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
18,085
shares
|
$656,847
0.06% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
18,081
shares
|
$656,701
0.15% of portfolio
|
Q3 2023
Reduced 18.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
18,014
shares
|
$654,268
0.21% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
17,507
shares
|
$635,854
0.13% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
16,637
shares
|
$604,255
0.0% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
16,637
shares
|
$604,255
0.04% of portfolio
|
Q1 2024
Reduced 17.79%
|
|