RODM Institutional Ownership & Shareholders
HARTFORD MULTIFACT DEV MRKT (RODM) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cerity Partners Llc is currently the largest disclosed institutional shareholder of RODM tracked by InsiderSet, reporting ownership valued at approximately $208.70M in its June 30, 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 $216.91M, representing an estimated gain of +3.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed RODM value among the investors covered in this analysis. Major shareholders include Cerity Partners Llc, Morgan Stanley, Hartford Funds Management Co Llc, 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
127
Total Reported Value
$1.18B
Largest Holder
Cerity Partners Llc
Largest Position
$208.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cerity Partners Llc | 0.26% | 5,164,485 | $208,696,850 | $216,908,370 | +$8,211,520 | +3.93% | |
| Morgan Stanley | 0.01% | 3,235,045 | $130,728,229 | $135,871,890 | +$5,143,661 | +3.93% | |
| Hartford Funds Management Co Llc | 8.31% | 2,571,292 | $103,905,910 | $107,994,264 | +$4,088,354 | +3.93% | |
| Bank Of America Corp | 0.01% | 2,559,938 | $103,447,102 | $107,517,396 | +$4,070,294 | +3.93% | |
| Wcg Wealth Advisors Llc | 1.70% | 1,773,405 | $71,663,224 | $74,483,010 | +$2,819,786 | +3.93% | |
| Mill Creek Capital Advisors, Llc | 1.43% | 1,769,836 | $69,766,941 | $74,333,112 | +$4,566,171 | +6.54% | |
| Lpl Financial Llc | 0.01% | 1,080,964 | $43,681,734 | $45,400,488 | +$1,718,754 | +3.93% | |
| Intellus Advisors Llc | 5.16% | 1,052,032 | $42,512,621 | $44,185,344 | +$1,672,723 | +3.93% | |
| Foster & Motley Inc | 1.89% | 1,016,714 | $41,085,000 | $42,701,988 | +$1,616,988 | +3.94% | |
| Mariner, Llc | 0.04% | 944,022 | $38,147,924 | $39,648,924 | +$1,501,000 | +3.93% | |
| Raymond James Financial Inc | 0.01% | 925,808 | $37,411,884 | $38,883,936 | +$1,472,052 | +3.93% | |
| Ubs Group Ag | 0.00% | 771,110 | $31,160,555 | $32,386,620 | +$1,226,065 | +3.93% | |
| Ameriprise Financial Inc | 0.00% | 485,554 | $19,618,182 | $20,393,268 | +$775,086 | +3.95% | |
| Goldstein Advisors, Llc | 1.71% | 473,459 | $19,293,447 | $19,885,278 | +$591,831 | +3.07% | |
| Bearing Point Capital, Llc | 2.50% | 457,926 | $18,504,790 | $19,232,892 | +$728,102 | +3.93% | |
| Private Advisor Group, Llc | 0.08% | 439,216 | $17,748,717 | $18,447,072 | +$698,355 | +3.93% | |
| Captrust Financial Advisors | 0.03% | 424,032 | $17,135,140 | $17,809,344 | +$674,204 | +3.93% | |
| Jones Financial Companies Lllp | 0.01% | 417,097 | $16,817,361 | $17,518,074 | +$700,713 | +4.17% | |
| Cetera Investment Advisers | 0.01% | 379,827 | $15,348,824 | $15,952,734 | +$603,910 | +3.93% | |
| Royal Bank Of Canada | 0.00% | 234,496 | $9,476,000 | $9,848,832 | +$372,832 | +3.93% | |
| Lido Advisors, Llc | 0.03% | 227,379 | $9,188,422 | $9,549,918 | +$361,496 | +3.93% | |
| &Partners | 0.03% | 180,696 | $7,301,906 | $7,589,232 | +$287,326 | +3.93% | |
| Clearstead Advisors, Llc | 0.07% | 178,203 | $7,201,174 | $7,484,526 | +$283,352 | +3.93% | |
| Evergreen Capital Management Llc | 0.11% | 154,995 | $6,316,044 | $6,509,790 | +$193,746 | +3.07% | |
| Iag Wealth Partners, Llc | 0.46% | 115,710 | $4,675,848 | $4,859,820 | +$183,972 | +3.93% | |
| Stifel Financial Corp | 0.00% | 115,207 | $4,655,467 | $4,838,694 | +$183,227 | +3.94% | |
| Wells Fargo & Company/Mn | 0.00% | 103,657 | $4,188,766 | $4,353,594 | +$164,828 | +3.94% | |
| Truist Financial Corp | 0.00% | 99,609 | $4,059,064 | $4,183,578 | +$124,514 | +3.07% | |
| Wescap Management Group, Inc. | 0.75% | 98,787 | $3,991,983 | $4,149,054 | +$157,071 | +3.93% | |
| Jane Street Group, Llc | 0.00% | 97,775 | $3,951,088 | $4,106,550 | +$155,462 | +3.93% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 94,461 | $3,817,169 | $3,967,362 | +$150,193 | +3.93% | |
| Vawter Financial, Ltd. | 1.57% | 94,386 | $3,720,696 | $3,964,212 | +$243,516 | +6.54% | |
| Howard Financial Services, Ltd. | 0.38% | 87,962 | $3,584,431 | $3,694,404 | +$109,973 | +3.07% | |
| Modern Wealth Management, Llc | 0.04% | 86,176 | $3,482,369 | $3,619,392 | +$137,023 | +3.93% | |
| Newedge Advisors, Llc | 0.01% | 80,000 | $3,232,810 | $3,360,000 | +$127,190 | +3.93% | |
| World Investment Advisors | 0.05% | 75,502 | $2,976,296 | $3,171,084 | +$194,788 | +6.54% | |
| Trilogy Capital Inc. | 0.11% | 69,599 | $2,836,179 | $2,923,158 | +$86,979 | +3.07% | |
| Envestnet Asset Management Inc | 0.00% | 61,174 | $2,472,057 | $2,569,308 | +$97,251 | +3.93% | |
| Onedigital Investment Advisors Llc | 0.02% | 60,219 | $2,433,448 | $2,529,198 | +$95,750 | +3.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 51,539 | $2,082,721 | $2,164,638 | +$81,917 | +3.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 51,262 | $2,071,496 | $2,153,004 | +$81,508 | +3.93% | |
| Flagstar Advisors Inc | 0.58% | 46,868 | $1,909,855 | $1,968,456 | +$58,601 | +3.07% | |
| Apollon Financial, Llc | 0.21% | 44,923 | $1,830,612 | $1,886,766 | +$56,154 | +3.07% | |
| Equitable Holdings, Inc. | 0.01% | 43,708 | $1,766,221 | $1,835,736 | +$69,515 | +3.94% | |
| Hrt Financial Lp | 0.00% | 42,931 | $1,734,000 | $1,803,102 | +$69,102 | +3.99% | |
| Empirical Asset Management, Llc | 0.37% | 41,112 | $1,661,347 | $1,726,704 | +$65,357 | +3.93% | |
| Crux Wealth Advisors | 0.56% | 39,663 | $1,602,768 | $1,665,846 | +$63,078 | +3.94% | |
| Coldstream Capital Management Inc | 0.02% | 35,355 | $1,428,696 | $1,484,910 | +$56,214 | +3.93% | |
| Mai Capital Management | 0.01% | 35,257 | $1,424,723 | $1,480,794 | +$56,071 | +3.94% | |
| West Michigan Advisors, Llc | 0.26% | 34,054 | $1,376,122 | $1,430,268 | +$54,146 | +3.93% |
Frequently asked questions about RODM
Who are the largest institutional holders of RODM?
The largest institutional holders of RODM reported in the latest SEC Form 13F filings include Cerity Partners Llc, Morgan Stanley, Hartford Funds Management Co Llc, Bank Of America Corp, and Wcg Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported RODM position.
What is RODM institutional ownership?
This page tracks RODM positions reported by institutional investment managers through SEC Form 13F. HARTFORD MULTIFACT DEV MRKT (RODM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RODM?
InsiderSet currently tracks 127 institutional managers reporting RODM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RODM shareholders.
How much RODM stock do institutions own?
Institutional investment managers disclosed approximately $1.18B in RODM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RODM institutional ownership last updated?
The latest RODM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RODM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RODM position after the reporting date.
Are institutions buying or selling RODM?
Institutional buying and selling can be analyzed by comparing RODM positions across consecutive 13F reporting periods. InsiderSet's RODM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RODM ownership changes.
How has RODM institutional ownership changed over time?
InsiderSet tracks RODM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.