Who Owns HARTFORD MULTIFACT DEV MRKT (RODM)? -- Institutional Holders (2026-06-30)

144 institutions reported holding $1.19B of HARTFORD MULTIFACT DEV MRKT (RODM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cerity Partners LLC ($208.7M), MORGAN STANLEY ($130.7M), Hartford Funds Management Co LLC ($103.9M), BANK OF AMERICA CORP /DE/ ($103.4M), Pathstone Holdings, LLC ($71.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cerity Partners LLC	$208.7M	5.2M	Added
2	MORGAN STANLEY	$130.7M	3.2M	Added
3	Hartford Funds Management Co LLC	$103.9M	2.6M	Added
4	BANK OF AMERICA CORP /DE/	$103.4M	2.6M	Trimmed
5	Pathstone Holdings, LLC	$71.8M	1.8M	New
6	WCG Wealth Advisors LLC	$71.7M	1.8M	Added
7	LPL Financial LLC	$43.7M	1.1M	Added
8	Intellus Advisors LLC	$42.5M	1.1M	Added
9	FOSTER & MOTLEY INC	$41.1M	1.0M	Trimmed
10	Mariner, LLC	$38.1M	944,022	Trimmed
11	RAYMOND JAMES FINANCIAL INC	$37.4M	925,808	Added
12	UBS Group AG	$31.2M	771,110	Added
13	AMERIPRISE FINANCIAL INC	$19.6M	485,554	Added
14	Goldstein Advisors, LLC	$19.1M	471,735	Added
15	BEARING POINT CAPITAL, LLC	$18.5M	457,926	Added
16	Private Advisor Group, LLC	$17.7M	439,216	Trimmed
17	CAPTRUST FINANCIAL ADVISORS	$17.1M	424,032	Trimmed
18	JONES FINANCIAL COMPANIES LLLP	$16.8M	417,097	Added
19	Cetera Investment Advisers	$15.3M	379,827	Trimmed
20	Royal Bank of Canada	$9.5M	234,496	Added
21	Lido Advisors, LLC	$9.2M	227,379	Trimmed
22	&PARTNERS	$7.3M	180,696	Trimmed
23	Clearstead Advisors, LLC	$7.2M	178,203	Trimmed
24	EVERGREEN CAPITAL MANAGEMENT LLC	$6.3M	156,845	Trimmed
25	IAG Wealth Partners, LLC	$4.7M	115,710	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30