HARTFORD MULTIFACT DEV MRKT (RODM) Institutional Ownership Changes & 13F Activity

HARTFORD MULTIFACT DEV MRKT (RODM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Jones Financial Companies Lllp, Raymond James Financial Inc, Mill Creek Capital Advisors, Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Vawter Financial, Ltd.Sell-2,762-2.8%94,386$3.72MQ1 2026Aug 04, 2026
Wells Fargo & Company/MnBuy+5,262+11.7%50,258$1.98MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+5,749—5,749$226.63KQ1 2026May 19, 2026
Bank Of America CorpBuy+15,122+0.6%2,624,425$103.45MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-3,244-20.5%12,565$495.30KQ1 2026May 18, 2026
Citadel Advisors LlcBuy+236,589+842.1%264,683$10.43MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+77,052+30.2%332,293$12.75MQ1 2026May 15, 2026
Morgan StanleySell-44,016-1.4%3,178,454$125.29MQ1 2026May 15, 2026
Cerity Partners LlcBuy+35,767+0.9%4,073,067$160.56MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+22,504+11.0%226,226$8.92MQ1 2026May 15, 2026
Captrust Financial AdvisorsSell-15,395-3.5%430,630$16.97MQ1 2026May 15, 2026
Clearview Wealth Management LlcBuy+15,015—15,015$591.89KQ1 2026May 15, 2026
Gts Securities LlcBuy+8,974—8,974$353.75KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-8,495-54.8%6,998$275.90KQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+7,763—7,763$306.02KQ1 2026May 15, 2026
Northrock Partners, LlcBuy+5,730—5,730$225.88KQ1 2026May 15, 2026
&PartnersBuy+3,549+1.9%187,582$7.39MQ1 2026May 15, 2026
Allworth Financial LpSell-1,368-6.3%20,296$800.07KQ1 2026May 15, 2026
Fmr LlcBuy+1,258+21.5%7,114$280.44KQ1 2026May 15, 2026
Mercer Global Advisors IncSell-309-3.9%7,686$302.98KQ1 2026May 15, 2026
Gotham Asset Management, LlcSell-290-3.1%9,176$361.72KQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-246-0.5%45,163$1.67MQ1 2026May 15, 2026
Mai Capital ManagementBuy+224+0.6%35,257$1.39MQ1 2026May 15, 2026
Larson Financial Group LlcSell-136-1.0%13,328$525.38KQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+75+0.7%10,747$423.63KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+42+1.3%3,382$133.35KQ1 2026May 15, 2026
Raymond James Financial IncSell-66,780-6.7%923,832$36.42MQ1 2026May 14, 2026
Mill Creek Capital Advisors, LlcSell-48,330-2.7%1,769,836$69.77MQ1 2026May 14, 2026
Modern Wealth Management, LlcSell-2,414-2.6%88,726$3.53MQ1 2026May 14, 2026
Evergreen Capital Management LlcSell-1,325-0.8%162,315$6.40MQ1 2026May 14, 2026
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Frequently asked questions about RODM activity

  • Which institutional owners are buying RODM?

    Institutional owners buying RODM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RODM activity?

    "Buy" means an investor increased their reported position in RODM compared to the prior reporting period. This reflects growing exposure to HARTFORD MULTIFACT DEV MRKT (RODM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RODM increasing?

    Institutional interest in RODM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.