HARTFORD MULTIFACT DEV MRKT RODM
$40.61
+1.3% 52w: $32.11 – $40.97
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data32.1136.5440.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
130
+9 QoQ
13F value
$1.12B
+7.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RODM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cerity Partners LLC | Diversified mechanical | 4.1M | $160.6M | 0.2% | +0.9% |
| MORGAN STANLEY | Bank broker | 3.2M | $125.3M | 0.0% | -1.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.6M | $103.5M | 0.0% | +0.6% |
| Hartford Funds Management Co LLC | Wealth advisor | 2.5M | $99.7M | 8.7% | -8.0% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 1.8M | $69.8M | 1.4% | -2.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 1.7M | $68.4M | 1.9% | +2.1% |
| FOSTER & MOTLEY INC | Other | 1.1M | $42.2M | 2.2% | -18.8% |
| Intellus Advisors LLC | Wealth advisor | 1.0M | $41.3M | 5.6% | 0.0% |
| LPL Financial LLC | Bank broker | 968.9K | $38.2M | 0.0% | -11.1% |
| Mariner, LLC | Diversified mechanical | 953.3K | $37.6M | 0.0% | -4.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 923.8K | $36.4M | 0.0% | -6.7% |
| UBS Group AG | Bank broker | 658.3K | $26.0M | 0.0% | +46.7% |
| Private Advisor Group, LLC | Wealth advisor | 549.5K | $21.7M | 0.1% | -10.4% |
| Goldstein Advisors, LLC | Wealth advisor | 447.8K | $17.7M | 2.0% | +1.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 430.6K | $17.0M | 0.0% | -3.5% |
| BEARING POINT CAPITAL, LLC | Other | 422.7K | $16.7M | 2.6% | +51.0% |
| Cetera Investment Advisers | Wealth advisor | 388.4K | $15.3M | 0.0% | +1.8% |
| Clearstead Advisors, LLC | Wealth advisor | 356.3K | $14.0M | 0.1% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 332.3K | $12.7M | 0.0% | +30.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 298.2K | $11.7M | 0.0% | +174.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 264.7K | $10.4M | 0.0% | +842.1% |
| Lido Advisors, LLC | Wealth advisor | 241.6K | $9.5M | 0.0% | -1.9% |
| ROYAL BANK OF CANADA | Bank broker | 226.2K | $8.9M | 0.0% | +11.0% |
| &PARTNERS | Diversified mechanical | 187.6K | $7.4M | 0.0% | +1.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 162.3K | $6.4M | 0.1% | -0.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 138.1K | $5.4M | 0.0% | +2202.6% |
| IAG Wealth Partners, LLC | Wealth advisor | 118.8K | $4.7M | 0.5% | -1.3% |
| JANE STREET GROUP, LLC | Market maker | 110.7K | $4.4M | 0.0% | +20.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 102.9K | $4.1M | 0.0% | -6.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 100.1K | $3.9M | 0.0% | -9.2% |
| WESCAP Management Group, Inc. | Wealth advisor | 97.9K | $3.9M | 0.8% | -2.6% |
| Vawter Financial, Ltd. | Wealth advisor | 94.4K | $3.7M | 1.6% | -2.8% |
| Modern Wealth Management, LLC | Wealth advisor | 88.7K | $3.5M | 0.1% | -2.6% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 88.2K | $3.5M | 0.4% | -5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 80.3K | $3.2M | 0.0% | +0.4% |
| World Investment Advisors | Wealth advisor | 75.5K | $3.0M | 0.0% | -3.4% |
| Trilogy Capital Inc. | Wealth advisor | 74.9K | $3.0M | 0.1% | -9.4% |
| First PREMIER Bank | Wealth advisor | 71.0K | $2.8M | 0.6% | Held |
| Randall & Associates Wealth Management | Wealth advisor | 64.5K | $2.5M | 1.7% | -1.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 62.1K | $2.4M | 0.0% | -1.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 53.4K | $2.1M | 0.0% | -0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 52.4K | $2.1M | 0.0% | -8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 51.0K | $2.0M | 0.0% | +58.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 50.5K | $2.0M | 0.0% | +32.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 50.3K | $2.0M | 0.0% | +11.7% |
| FLAGSTAR ADVISORS INC | Wealth advisor | 49.8K | $2.0M | 0.7% | Held |
| Equitable Holdings, Inc. | Wealth advisor | 45.2K | $1.7M | 0.0% | -0.5% |
| CRUX WEALTH ADVISORS | Wealth advisor | 39.5K | $1.6M | 0.6% | -7.4% |
| Apollon Financial, LLC | Wealth advisor | 38.9K | $1.5M | 0.2% | +21.3% |
| Empirical Asset Management, LLC | Wealth advisor | 38.4K | $1.5M | 0.4% | -3.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.