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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$452,850
0.11% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
14,823
shares
|
$447,506
0.09% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,544
shares
|
$378,703
0.06% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
11,753
shares
|
$354,823
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$343,984
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$334,897
0.03% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,958
shares
|
$330,822
0.0% of portfolio
|
Q4 2024
Reduced 50.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,880
shares
|
$268,087
0.0% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,581
shares
|
$259,060
0.0% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
8,315
shares
|
$251,029
0.1% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
8,292
shares
|
$250,335
0.1% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,968
shares
|
$240,553
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,968
shares
|
$240,553
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,759
shares
|
$234,244
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,085
shares
|
$213,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,822
shares
|
$205,956
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,842
shares
|
$176,369
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,699
shares
|
$172,052
0.01% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,243
shares
|
$158,286
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$147,266
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,414
shares
|
$133,258
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,862
shares
|
$116,593
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,787
shares
|
$114,329
0.02% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,440
shares
|
$103,853
0.01% of portfolio
|
Q4 2024
Reduced 62.81%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,315
shares
|
$100,079
0.0% of portfolio
|
Q4 2024
Reduced 58.08%
|