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Hartford Multifact DEV Mrkt (RODM)

CUSIP: 518416102 | NYSE | 399 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Goldstein Advisors, LLC473,459
1.7% of portfolio›$19.3M
Lido Advisors, LLC236,259
0.0% of portfolio›$9.6M
Evergreen Capital Management LLC154,995
0.1% of portfolio›$6.3M
Truist Financial Corp99,609
0.0% of portfolio›$4.1M
Howard Financial Services, Ltd.87,962
0.4% of portfolio›$3.6M
Trilogy Capital Inc.69,599
0.1% of portfolio›$2.8M
First Premier Bank68,520
0.0% of portfolio›$2.8K
Commonwealth Equity Services, LLC49,925
0.0% of portfolio›$2.0M
Flagstar Securities, Inc46,868
0.6% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.46,808
0.0% of portfolio›$1.9K
Apollon Financial, LLC44,923
0.2% of portfolio›$1.8M
Fermata Advisors, LLC23,371
0.2% of portfolio›$952.4K
Independent Financial Group, LLC23,311
0.0% of portfolio›$949.9K
Wealth Enhancement Advisory Services, LLC20,319
0.0% of portfolio›$827.4K
Eagle Strategies LLC19,742
0.1% of portfolio›$804.5K
CLG LLC19,441
0.2% of portfolio›$792.2K
White Pine Investment Co18,081
0.0% of portfolio›$737
Client 1ST Advisory Group, LLC17,887
0.2% of portfolio›$728.9K
Sowa Financial Group, Inc.15,235
0.0% of portfolio›$621
Clearview Wealth Management LLC15,015
0.5% of portfolio›$620.3K
D.A. Davidson & Co.14,921
0.0% of portfolio›$608.0K
Kestra Private Wealth Services, LLC14,782
0.0% of portfolio›$602.4K
Cranbrook Wealth Management, LLC13,893
0.1% of portfolio›$566.2K
Larson Financial Group LLC13,314
0.0% of portfolio›$542.5K
Vise Technologies, Inc.12,657
0.0% of portfolio›$515.8K
Sovran Advisors, LLC11,206
0.0% of portfolio›$472.6K
Encompass Wealth Advisors, LLC10,802
0.1% of portfolio›$440.2K
Carlson Financial, Inc.10,059
0.2% of portfolio›$409.9K
Farther Finance Advisors, LLC9,822
0.0% of portfolio›$400.6K
AdvisorNet Financial, Inc8,747
0.0% of portfolio›$360.0K
James T. Borello RIA8,526
0.1% of portfolio›$347.4K
Golden State Wealth Management, LLC8,505
0.0% of portfolio›$346.6K
BKM Wealth Management, LLC7,774
0.1% of portfolio›$316.8K
Creative Planning6,166
0.0% of portfolio›$251.3K
Prospera Financial Services Inc6,036
0.0% of portfolio›$253.6K
Bank of New York Mellon Corp5,927
0.0% of portfolio›$241.5K
IFP Advisors, Inc5,510
0.0% of portfolio›$224.5K
Parallel Advisors, LLC5,416
0.0% of portfolio›$220.7K
International Assets Investment Management, LLC5,239
0.0% of portfolio›$212.3K
Capital Investment Advisory Services, LLC4,753
0.0% of portfolio›$193.7K
Fifth Third Bancorp3,020
0.0% of portfolio›$123.1K
Root Financial Partners, LLC2,426
0.0% of portfolio›$98.9K
Private Trust Co NA1,807
0.0% of portfolio›$73.6K
Evermay Wealth Management LLC1,418
0.0% of portfolio›$57.8K
US Bancorp \de\1,220
0.0% of portfolio›$49.7K
Oakworth Capital, Inc.1,185
0.0% of portfolio›$48.3K
Ascentis Independent Advisors996
0.0% of portfolio›$40.6K
Thurston, Springer, Miller, Herd & Titak, Inc.954
0.1% of portfolio›$38.9K
Heritage Family Offices, LLP855
0.0% of portfolio›$34.8K
Gen-Wealth Partners Inc811
0.0% of portfolio›$33.0K
Team Financial Group, LLC614
0.0% of portfolio›$25.0K
Creative Financial Designs Inc500
0.0% of portfolio›$20.4K
Assetmark, Inc422
0.0% of portfolio›$17.2K
Bank & Trust Co405
0.0% of portfolio›$16.5K
CoreCap Advisors, LLC277
0.0% of portfolio›$11.3K
Downshift Financial, LLC245
0.0% of portfolio›$10.0K
First Command Advisory Services, Inc.66
0.0% of portfolio›$2.7K
Wagner Wealth Management, LLC23
0.0% of portfolio›$937
StyleTurnoverLocationFiled
Goldstein Advisors, LLC
473,459$19.3M1.7%ETFMediumMadison, WI2026-10-15
Lido Advisors, LLC
236,259$9.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Evergreen Capital Management LLC
154,995$6.3M0.1%GARPMediumBellevue, WA2026-10-23
Truist Financial Corp
99,609$4.1M0.0%CoreLowCharlotte, NC2026-10-30
Howard Financial Services, Ltd.
87,962$3.6M0.4%ETFLowDallas, TX2026-10-15
Trilogy Capital Inc.
69,599$2.8M0.1%ETFMediumIrvine, CA2026-10-20
First Premier Bank
68,520$2.8K0.0%CoreVery LowSioux Falls, SD2026-10-13
Commonwealth Equity Services, LLC
49,925$2.0M0.0%ETFLowWaltham, MA2026-11-02
Flagstar Securities, Inc
46,868$1.9M0.6%ETFVery LowNew York, NY2026-10-15
Cambridge Investment Research Advisors, Inc.
46,808$1.9K0.0%ETFLowFairfield, IA2026-11-02
Apollon Financial, LLC
44,923$1.8M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Fermata Advisors, LLC
23,371$952.4K0.2%ETFLowSonoma, CA2026-10-13
Independent Financial Group, LLC
23,311$949.9K0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
20,319$827.4K0.0%CoreLowPlymouth, MN2026-10-13
Eagle Strategies LLC
19,742$804.5K0.1%ETFLowNew York, NY2026-10-16
CLG LLC
19,441$792.2K0.2%ETFMediumLong Beach, CA2026-10-13
White Pine Investment Co
18,081$7370.0%ETFVery LowLivonia, MI2026-10-15
Client 1ST Advisory Group, LLC
17,887$728.9K0.2%ETFVery LowDunedin, FL2026-10-19
Sowa Financial Group, Inc.
15,235$6210.0%ETFLowLincoln, RI2026-10-26
Clearview Wealth Management LLC
15,015$620.3K0.5%ETFLowIrvine, CA2026-10-16
D.A. Davidson & Co.
14,921$608.0K0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Private Wealth Services, LLC
14,782$602.4K0.0%GrowthLowAustin, TX2026-10-30
Cranbrook Wealth Management, LLC
13,893$566.2K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Larson Financial Group LLC
13,314$542.5K0.0%GrowthLowSt Louis, MO2026-11-05
Vise Technologies, Inc.
12,657$515.8K0.0%IndexLowNew York, NY2026-10-29
Sovran Advisors, LLC
11,206$472.6K0.0%ETFMediumSan Diego, CA2026-11-02
Encompass Wealth Advisors, LLC
10,802$440.2K0.1%ETFVery LowPortland, OR2026-10-15
Carlson Financial, Inc.
10,059$409.9K0.2%GrowthLowCanby, OR2026-11-05
Farther Finance Advisors, LLC
9,822$400.6K0.0%IndexLowSan Francisco, CA2026-10-08
AdvisorNet Financial, Inc
8,747$360.0K0.0%ETFLowMinnetonka, MN2026-10-15
James T. Borello RIA
8,526$347.4K0.1%ETFVery LowEast Dundee, IL2026-10-16
Golden State Wealth Management, LLC
8,505$346.6K0.0%ETFMediumSanta Ana, CA2026-11-02
BKM Wealth Management, LLC
7,774$316.8K0.1%GrowthLowBrookfield, WI2026-10-22
Creative Planning
6,166$251.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Prospera Financial Services Inc
6,036$253.6K0.0%CoreMediumDallas, TX2026-11-04
Bank of New York Mellon Corp
5,927$241.5K0.0%CoreLowNew York, NY2026-11-05
IFP Advisors, Inc
5,510$224.5K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
5,416$220.7K0.0%IndexLowSan Francisco, CA2026-11-03
International Assets Investment Management, LLC
5,239$212.3K0.0%CoreVery HighOrlando, FL2026-11-02
Capital Investment Advisory Services, LLC
4,753$193.7K0.0%CoreMediumRaleigh, NC2026-10-30
Fifth Third Bancorp
3,020$123.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Root Financial Partners, LLC
2,426$98.9K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
1,807$73.6K0.0%CoreLowCleveland, OH2026-10-20
Evermay Wealth Management LLC
1,418$57.8K0.0%ETFLowArlington, VA2026-11-05
US Bancorp \de\
1,220$49.7K0.0%IndexLowMinneapolis, MN2026-11-05
Oakworth Capital, Inc.
1,185$48.3K0.0%ETFLowBirmingham, AL2026-10-26
Ascentis Independent Advisors
996$40.6K0.0%ETFLowDallas, TX2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
954$38.9K0.1%GrowthMediumIndianapolis, IN2026-10-14
Heritage Family Offices, LLP
855$34.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Gen-Wealth Partners Inc
811$33.0K0.0%CoreLowZeeland, MI2026-11-04
Team Financial Group, LLC
614$25.0K0.0%ETFLowTemecula, CA2026-10-30
Creative Financial Designs Inc
500$20.4K0.0%ETFMediumKokomo, IN2026-11-04
Assetmark, Inc
422$17.2K0.0%ETFLowConcord, CA2026-10-21
Bank & Trust Co
405$16.5K0.0%ValueVery LowLitchfield, IL2026-10-07
CoreCap Advisors, LLC
277$11.3K0.0%ETFMediumSouthfield, MI2026-10-08
Downshift Financial, LLC
245$10.0K0.0%ETFLowBoulder, CO2026-10-13
First Command Advisory Services, Inc.
66$2.7K0.0%IndexLowFort Worth, TX2026-11-05
Wagner Wealth Management, LLC
23$9370.0%ETFLowGreenville, SC2026-10-21