HARTFORD MULTIFACT DEV MRKT (RODM) Institutional Shareholders

HARTFORD MULTIFACT DEV MRKT (RODM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in RODM holdings during the latest filing period.

Cerity Partners Llc is currently the largest disclosed institutional shareholder of RODM tracked by InsiderSet, reporting ownership valued at approximately $160.56M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $169.48M, representing an estimated gain of +5.56% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed RODM value among the investors covered in this analysis. Major shareholders include Cerity Partners Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in HARTFORD MULTIFACT DEV MRKT (RODM).

This page ranks the largest institutional RODM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

122

Total Reported Value

$1.06B

Largest Holder

Cerity Partners Llc

Largest Position

$160.56M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

138

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Cerity Partners Llc0.23%4,073,067$160,560,311$169,480,318+$8,920,007+5.56%
Morgan Stanley0.01%3,178,454$125,294,717$132,255,471+$6,960,754+5.56%
Bank Of America Corp0.01%2,624,425$103,454,834$109,202,324+$5,747,490+5.56%
Hartford Funds Management Co Llc8.66%2,530,109$99,736,897$105,277,835+$5,540,938+5.56%
Mill Creek Capital Advisors, Llc1.43%1,769,836$69,766,941$73,642,876+$3,875,935+5.56%
Wcg Wealth Advisors Llc1.91%1,733,916$68,350,997$72,148,245+$3,797,248+5.56%
Intellus Advisors Llc5.65%1,048,081$41,315,338$43,610,650+$2,295,312+5.56%
Lpl Financial Llc0.01%968,915$38,194,624$40,316,553+$2,121,929+5.56%
Mariner, Llc0.04%953,263$37,577,559$39,665,273+$2,087,714+5.56%
Raymond James Financial Inc0.01%923,832$36,417,430$38,440,650+$2,023,220+5.56%
Ubs Group Ag0.00%658,303$25,950,304$27,391,988+$1,441,684+5.56%
Goldstein Advisors, Llc1.74%471,735$19,062,804$19,628,893+$566,089+2.97%
Private Advisor Group, Llc0.08%439,216$17,748,717$18,275,778+$527,061+2.97%
Captrust Financial Advisors0.03%430,630$16,972,138$17,918,514+$946,376+5.58%
Bearing Point Capital, Llc2.61%422,746$16,664,647$17,590,461+$925,814+5.56%
Cetera Investment Advisers0.02%388,444$15,312,470$16,163,155+$850,685+5.56%
Clearstead Advisors, Llc0.13%356,344$14,047,068$14,827,474+$780,406+5.56%
Jones Financial Companies Lllp0.01%332,293$12,746,771$13,826,712+$1,079,941+8.47%
Ameriprise Financial Inc0.00%298,208$11,736,364$12,408,435+$672,071+5.73%
Citadel Advisors Llc0.01%264,683$10,433,804$11,013,460+$579,656+5.56%
Lido Advisors, Llc0.04%241,614$9,524,498$10,053,559+$529,061+5.55%
Royal Bank Of Canada0.00%226,226$8,918,000$9,413,264+$495,264+5.55%
&Partners0.04%187,582$7,394,477$7,805,287+$410,810+5.56%
Evergreen Capital Management Llc0.11%156,845$6,338,105$6,526,320+$188,215+2.97%
Steward Partners Investment Advisory, Llc0.03%138,134$5,445,242$5,747,756+$302,514+5.56%
Iag Wealth Partners, Llc0.52%118,803$4,683,213$4,943,393+$260,180+5.56%
Jane Street Group, Llc0.00%110,657$4,362,099$4,604,438+$242,339+5.56%
Stifel Financial Corp0.00%102,939$4,057,740$4,283,292+$225,552+5.56%
Truist Financial Corp0.00%97,610$3,944,431$4,061,552+$117,121+2.97%
Wescap Management Group, Inc.0.76%97,907$3,859,494$4,073,910+$214,416+5.56%
Howard Financial Services, Ltd.0.36%88,991$3,596,131$3,702,916+$106,785+2.97%
Modern Wealth Management, Llc0.06%88,726$3,533,058$3,691,889+$158,831+4.50%
Vawter Financial, Ltd.1.28%83,846$3,388,217$3,488,832+$100,615+2.97%
Trilogy Capital Inc.0.12%74,625$3,015,578$3,105,146+$89,568+2.97%
World Investment Advisors0.05%75,502$2,976,296$3,141,638+$165,342+5.56%
Envestnet Asset Management Inc0.00%61,174$2,472,057$2,545,450+$73,393+2.97%
Onedigital Investment Advisors Llc0.02%62,149$2,449,912$2,586,020+$136,108+5.56%
Rockefeller Capital Management L.P.0.00%53,364$2,103,635$2,220,476+$116,841+5.55%
Commonwealth Equity Services, Llc0.00%51,262$2,071,496$2,133,012+$61,516+2.97%
Wells Fargo & Company/Mn0.00%50,258$1,981,185$2,091,235+$110,050+5.55%
Flagstar Advisors Inc0.57%46,867$1,893,920$1,950,136+$56,216+2.97%
Equitable Holdings, Inc.0.01%45,163$1,669,902$1,879,232+$209,330+12.54%
Crux Wealth Advisors0.56%39,663$1,602,768$1,650,377+$47,609+2.97%
Apollon Financial, Llc0.18%38,596$1,559,664$1,605,980+$46,316+2.97%
Empirical Asset Management, Llc0.40%38,443$1,515,435$1,599,613+$84,178+5.55%
Coldstream Capital Management Inc0.02%35,781$1,410,488$1,488,847+$78,359+5.56%
Mai Capital Management0.01%35,257$1,389,819$1,467,044+$77,225+5.56%
West Michigan Advisors, Llc0.28%32,653$1,287,181$1,358,691+$71,510+5.56%
Fermata Advisors, Llc0.21%25,988$1,050,185$1,081,361+$31,176+2.97%
Independent Financial Group, Llc0.02%23,161$935,936$963,729+$27,793+2.97%

Frequently asked questions about RODM

  • Who owns the most RODM stock?

    The largest holders of RODM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD MULTIFACT DEV MRKT (RODM).

  • Is RODM widely held by superinvestors?

    Many widely followed stocks like RODM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RODM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.