Security record · archived quarter
RODM
Hartford Multifactor Developed Markets (ex-US) ETF · Financial Services · Asset Management
38Tracked holders
+1Δ holders
15.74MShares held
$581.80MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow -0.1% ·
net new positions +2.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.32K | $827,380 | n/a | n/a |
| Q2 2026 | 39 | +1 | 17.65M | $713.20M | +2 | −2 |
| Q1 2026 | 40 | +2 | 16.26M | $640.46M | +3 | −1 |
| Q4 2025 | 38 | +1 | 15.74M | $581.80M | +1 | n/a |
| Q3 2025 | 6 | +2 | 3.31M | $117.69M | +2 | n/a |
| Q2 2025 | 2 | -1 | 5.00K | $170,509 | n/a | −1 |
| Q1 2025 | 1 | 0 | 132.51K | $4.11M | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.67K | $473,733 | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.60K | $597,890 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.70K | $212,555 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 4.04M | n/a | $149.28M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.22M | -0.9% | $119.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.61M | n/a | $96.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.09M | n/a | $40.30M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 999.24K | n/a | $36.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 990.61K | n/a | $36.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 448.75K | n/a | $16.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 446.02K | n/a | $16.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 381.45K | n/a | $14.10M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 255.24K | n/a | $9.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Lido Advisors, LLC | 246.31K | n/a | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.72K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 110.32K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 109.65K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 108.59K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 91.69K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 57.00K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 53.67K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 45.00K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 38.03K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 28.09K | +3.7% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 21.48K | n/a | $802,713 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 21.26K | n/a | $786,010 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 19.69K | n/a | $728,153 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 17.74K | n/a | $655,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 15.66K | n/a | $578,881 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 15.49K | n/a | $572,955 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | AQR Capital Management ✦ | 10.67K | New | $394,607 | 0.0% | New | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 9.47K | -19.1% | $350,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 9.12K | +82.6% | $337,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 8.00K | n/a | $295,615 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 5.86K | +22.1% | $216,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 5.56K | n/a | $205,694 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | JPMorgan Chase ✦ | 5.42K | -51.6% | $200,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 3.28K | n/a | $121,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 1.99K | n/a | $73,543 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.22K | n/a | $45,110 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 93 | n/a | $3,439 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $394,607 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 128 holders, 28.32M shares, $1.07B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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