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 128 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
15,657
shares
|
$568,662
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,580
shares
|
$565,865
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15,540
shares
|
$564,412
0.0% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,285
shares
|
$555,151
0.0% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
13,984
shares
|
$507,898
0.02% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
12,787
shares
|
$464,423
0.06% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
11,704
shares
|
$425,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$413,830
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,613
shares
|
$349,144
0.0% of portfolio
|
Q3 2025
Added 37.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,438
shares
|
$306,468
0.0% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,274
shares
|
$300,511
0.03% of portfolio
|
Q3 2025
Added 216.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7,992
shares
|
$290,269
0.11% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
7,354
shares
|
$267,097
0.1% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
7,085
shares
|
$257,327
0.0% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,054
shares
|
$256,201
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,855
shares
|
$248,973
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
6,807
shares
|
$247,230
0.13% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,754
shares
|
$245,305
0.01% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,703
shares
|
$243,452
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,677
shares
|
$242,508
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,497
shares
|
$235,971
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,310
shares
|
$229,179
0.01% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,272
shares
|
$227,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,113
shares
|
$222,024
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,816
shares
|
$211,237
0.07% of portfolio
|
Q3 2025
New holding
|
|