Ficha del valor · trimestre archivado
RODM
Hartford Multifactor Developed Markets (ex-US) ETF · Financial Services · Asset Management
40Tenedores rastreados
+1Δ titulares
17.67MAcciones mantenidas
$714.04MValor declarado
+2Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.6% ·
flujo de acciones +8.7% ·
nuevas posiciones netas +2.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 5.16M | +26.8% | $208.70M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 5.16M | +26.8% | $208.70M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 5.16M | +26.8% | $208.70M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.24M | +1.8% | $130.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.24M | +1.8% | $130.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.24M | +1.8% | $130.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.56M | -2.5% | $103.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.56M | -2.5% | $103.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.08M | +11.6% | $43.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 944.02K | -1.0% | $38.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mariner, LLC | 944.02K | -1.0% | $38.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 925.81K | +0.2% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 925.81K | +0.2% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 925.81K | +0.2% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 771.11K | +17.1% | $31.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 485.55K | +62.8% | $19.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 485.55K | +62.8% | $19.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 485.55K | +62.8% | $19.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 424.03K | -1.5% | $17.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 417.10K | +25.5% | $16.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 379.83K | -2.2% | $15.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 234.50K | +3.7% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 234.50K | +3.7% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 227.38K | -5.9% | $9.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 115.21K | +11.9% | $4.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 103.66K | +106.2% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 103.66K | +106.2% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 97.78K | -11.6% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 97.61K | -2.5% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 61.17K | +21.1% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 51.54K | -3.4% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 51.54K | -3.4% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 51.26K | -2.1% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Hrt Financial Lp | 42.93K | Nuevo | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 25.12K | +133.8% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 20.84K | +0.8% | $841,965 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 19.36K | -0.1% | $792,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 18.73K | +11.1% | $756,744 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 17.31K | +147.3% | $699,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 17.31K | +147.3% | $699,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 17.31K | +147.3% | $699,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 15.80K | +58.4% | $638,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | BlackRock ✦ (pasivo) | 14.99K | +65.7% | $605,964 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 11.46K | -16.4% | $463,018 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 9.66K | +7.1% | $390,671 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 9.66K | +7.1% | $390,671 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 8.80K | -4.1% | $355,568 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 8.67K | +12.8% | $350,371 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 6.54K | -8.1% | $264,193 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 6.54K | -8.1% | $264,193 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Creative Planning | 6.17K | +2.3% | $249,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 5.93K | +2.6% | $239,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 5.93K | +2.6% | $239,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 5.93K | +2.6% | $239,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 5.24K | Nuevo | $211,546 | 0.0% | New | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 2.89K | -1.0% | $116,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 1.22K | 0.0% | $49,300 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Citigroup Inc | 520 | -96.4% | $21,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Assetmark, Inc | 422 | +353.8% | $17,039 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Hrt Financial Lp | $1.73M | 0.0% |
| Goldman Sachs Group | $211,546 | 0.0% |
Posición cerrada
| Citadel Advisors | $10.43M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 128 tenedores, 28.32M acciones, $1.07B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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