有価証券レコード · アーカイブ済み四半期
RODM
Hartford Multifactor Developed Markets (ex-US) ETF · Financial Services · Asset Management
40追跡対象保有者
+2Δ保有者数
16.26M保有株数
$640.46M報告済み評価額
+3新規ポジション
−1解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +5.3% ·
株式フロー +3.3% ·
新規ネットポジション数 +5.0%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新規 | $393,313 | 0.0% | New | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 9.18K | -3.1% | $361,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | BlackRock ✦ (パッシブ) | 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 | 新規 | $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 | 新規 | $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 ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Mml Investors Services, Llc | $393,313 | 0.0% |
| Creative Planning | $237,549 | 0.0% |
| Fifth Third Bancorp | $115,146 | 0.0% |
ポジション解消済み
| Hrt Financial Lp | $655,000 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 128 保有者, 28.32M 株式数, $1.07B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。