Security record · archived quarter
RODM
Hartford Multifactor Developed Markets (ex-US) ETF · Financial Services · Asset Management
40Tracked holders
+2Δ holders
16.26MShares held
$640.46MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +3.3% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +1 | 17.67M | $714.04M | +2 | −1 |
| Q1 2026 | 40 | +2 | 16.26M | $640.46M | +3 | −1 |
| Q4 2025 | 38 | +1 | 15.74M | $581.80M | +1 | — |
| Q3 2025 | 6 | +2 | 3.31M | $117.69M | +2 | — |
| Q2 2025 | 2 | -1 | 5.00K | $170,509 | — | −1 |
| Q1 2025 | 1 | 0 | 132.51K | $4.11M | — | — |
| Q4 2024 | 1 | 0 | 16.67K | $473,733 | — | — |
| Q3 2024 | 1 | 0 | 19.60K | $597,890 | — | — |
| Q2 2024 | 1 | — | 7.70K | $212,555 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 4.07M | +0.9% | $160.56M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.18M | -1.4% | $125.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 2.62M | +0.6% | $103.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 968.91K | -11.1% | $38.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Mariner, LLC | 953.26K | -4.6% | $37.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 923.83K | -6.7% | $36.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 658.30K | +46.7% | $25.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 430.63K | -3.5% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 388.44K | +1.8% | $15.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 332.29K | +30.2% | $12.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 298.21K | +174.6% | $11.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 264.68K | +842.1% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 241.61K | -1.9% | $9.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 226.23K | +11.1% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 110.66K | +20.7% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 102.94K | -6.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 100.13K | -9.2% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 53.36K | -0.6% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 52.37K | -8.1% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 50.51K | +32.8% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 50.26K | +11.7% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | HighTower Advisors, LLC | 20.67K | -2.8% | $814,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 19.39K | -9.7% | $772,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 16.85K | -14.4% | $664,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 14.36K | -8.3% | $565,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 13.71K | +589.1% | $540,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 10.75K | +0.7% | $423,631 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 9.98K | New | $393,313 | 0.0% | New | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 9.18K | -3.1% | $361,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 9.05K | -0.7% | $356,712 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 9.02K | +66.3% | $347,446 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Mercer Global Advisors Inc /Adv | 7.69K | -3.9% | $302,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.11K | +21.5% | $280,444 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 7.00K | -54.8% | $275,898 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Creative Planning | 6.03K | New | $237,549 | 0.0% | New | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 5.78K | +3.8% | $227,643 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Cwm, Llc | 3.14K | -4.3% | $123,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 2.92K | New | $115,146 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.22K | 0.0% | $48,092 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 93 | 0.0% | $3,666 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $393,313 | 0.0% |
| Creative Planning | $237,549 | 0.0% |
| Fifth Third Bancorp | $115,146 | 0.0% |
Exited
| Hrt Financial Lp | $655,000 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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