RODM Institutional Ownership
Hartford Multifactor Developed Markets (ex-US) ETF
1W: -1.7%
1M: -3.2%
3M: -0.2%
YTD: +9.6%
1Y: +14.3%
3Y: +73.4%
5Y: +55.8%
$40.80
+0.27 (+0.67%)
Weekly Expected Move ±1.5%
$40
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RODM
144
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
15
New Positions
48
Increased
63
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 5,164,485 | 211M | +1,091,418 | +26.8% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,235,045 | 132M | +56,591 | +1.8% | 35Q | SEC ↗ |
| 3 | Hartford Funds Management Co LLC | 2,571,292 | 105M | +41,183 | +1.6% | 33Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,559,938 | 104M | -64,487 | -2.5% | 15Q | SEC ↗ |
| 5 | Pathstone Holdings, LLC NEW | 1,776,976 | 73M | — | +0.0% | 1Q | SEC ↗ |
| 6 | WCG Wealth Advisors LLC | 1,773,405 | 72M | +39,489 | +2.3% | 17Q | SEC ↗ |
| 7 | Mill Creek Capital Advisors, LLC | 1,769,836 | 72M | -48,330 | -2.7% | 14Q | SEC ↗ |
| 8 | LPL Financial LLC | 1,080,964 | 44M | +112,049 | +11.6% | 39Q | SEC ↗ |
| 9 | Intellus Advisors LLC | 1,052,032 | 43M | +3,951 | +0.4% | 7Q | SEC ↗ |
| 10 | FOSTER & MOTLEY INC | 1,016,714 | 41M | -54,468 | -5.1% | 27Q | SEC ↗ |
| 11 | Mariner, LLC | 944,022 | 39M | -9,241 | -1.0% | 15Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 925,808 | 38M | +1,976 | +0.2% | 7Q | SEC ↗ |
| 13 | UBS Group AG | 771,110 | 31M | +112,807 | +17.1% | 37Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 485,554 | 20M | +187,346 | +62.8% | 16Q | SEC ↗ |
| 15 | Goldstein Advisors, LLC | 471,735 | 19M | +23,948 | +5.3% | 15Q | SEC ↗ |
| 16 | BEARING POINT CAPITAL, LLC | 457,926 | 19M | +35,180 | +8.3% | 7Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 439,216 | 18M | -110,250 | -20.1% | 33Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 424,032 | 17M | -6,598 | -1.5% | 13Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 417,097 | 17M | +84,804 | +25.5% | 11Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 379,827 | 15M | -8,617 | -2.2% | 30Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 234,496 | 10M | +8,270 | +3.7% | 37Q | SEC ↗ |
| 22 | Lido Advisors, LLC | 227,379 | 9M | -14,235 | -5.9% | 13Q | SEC ↗ |
| 23 | &PARTNERS | 180,696 | 7M | -6,886 | -3.7% | 5Q | SEC ↗ |
| 24 | Clearstead Advisors, LLC | 178,203 | 7M | -178,141 | -50.0% | 2Q | SEC ↗ |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | 156,845 | 6M | -5,470 | -3.4% | 15Q | SEC ↗ |
| 26 | IAG Wealth Partners, LLC | 115,710 | 5M | -3,093 | -2.6% | 26Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 115,207 | 5M | +12,268 | +11.9% | 32Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 103,657 | 4M | +53,399 | +106.2% | 32Q | SEC ↗ |
| 29 | WESCAP Management Group, Inc. | 98,787 | 4M | +880 | +0.9% | 31Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 97,775 | 4M | -12,882 | -11.6% | 4Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 97,610 | 4M | -2,522 | -2.5% | 27Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 94,461 | 4M | -43,673 | -31.6% | 14Q | SEC ↗ |
| 33 | HOWARD FINANCIAL SERVICES, LTD. | 88,991 | 4M | +787 | +0.9% | 26Q | SEC ↗ |
| 34 | Modern Wealth Management, LLC | 86,176 | 4M | -2,550 | -2.9% | 7Q | SEC ↗ |
| 35 | Vawter Financial, Ltd. | 83,846 | 3M | -10,540 | -11.2% | 4Q | SEC ↗ |
| 36 | NewEdge Advisors, LLC | 80,000 | 3M | -263 | -0.3% | 32Q | SEC ↗ |
| 37 | World Investment Advisors | 75,502 | 3M | — | +0.0% | 8Q | SEC ↗ |
| 38 | Trilogy Capital Inc. | 74,625 | 3M | -232 | -0.3% | 27Q | SEC ↗ |
| 39 | First PREMIER Bank | 71,020 | 3M | — | +0.0% | 30Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 61,174 | 2M | +10,666 | +21.1% | 31Q | SEC ↗ |
| 41 | OneDigital Investment Advisors LLC | 60,219 | 2M | -1,930 | -3.1% | 30Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 51,539 | 2M | -1,825 | -3.4% | 30Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 51,262 | 2M | -1,105 | -2.1% | 35Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 50,573 | 2M | -379 | -0.7% | 33Q | SEC ↗ |
| 45 | FLAGSTAR SECURITIES, INC | 46,867 | 2M | -2,905 | -5.8% | 20Q | SEC ↗ |
| 46 | Equitable Holdings, Inc. | 43,708 | 2M | -1,455 | -3.2% | 5Q | SEC ↗ |
| 47 | HRT FINANCIAL LP NEW | 42,931 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Empirical Asset Management, LLC | 41,112 | 2M | +2,669 | +6.9% | 4Q | SEC ↗ |
| 49 | CRUX WEALTH ADVISORS | 39,663 | 2M | +145 | +0.4% | 7Q | SEC ↗ |
| 50 | Apollon Financial, LLC | 38,596 | 2M | -326 | -0.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 1,776,976 | 73M |
| HRT FINANCIAL LP | 42,931 | 2M |
| Ethos Financial Group, LLC | 21,166 | 864K |
| Vise Technologies, Inc. | 13,651 | 557K |
| BROWN BROTHERS HARRIMAN & CO | 10,227 | 417K |
| Cerity Partners Retirement Plan Adv | 9,732 | 397K |
| GOLDMAN SACHS GROUP INC | 5,235 | 214K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 5,097 | 208K |
| Global Retirement Partners, LLC | 3,964 | 162K |
| Capital Investment Advisory Service | 3,110 | 127K |
| Arax Advisory Partners | 1,790 | 73K |
| Highland Investment Advisors LLC | 353 | 14K |
| Spectrum Wealth Advisory Group, LLC | 184 | 8K |
| Downshift Financial, LLC | 53 | 2K |
| Dunhill Financial, LLC | 16 | 1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 264,683 | 11M |
| FLOW TRADERS U.S. LLC | 160,431 | 7M |
| Randall & Associates Wealth Managem | 64,516 | 3M |
| GTS SECURITIES LLC | 8,974 | 366K |
| Waverly Advisors, LLC | 7,763 | 317K |
| BKM Wealth Management, LLC | 7,556 | 308K |
| WealthPlan Investment Management, L | 6,183 | 252K |
| Onyx Bridge Wealth Group LLC | 5,212 | 213K |
| QUADRANT CAPITAL GROUP LLC | 4,322 | 176K |
| Kestra Advisory Services, LLC | 3,033 | 124K |
| Root Financial Partners, LLC | 2,426 | 99K |
| WEBSTER BANK, N. A. | 1,514 | 62K |
| SageView Advisory Group, LLC | 1,423 | 58K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,337 | 55K |
| Team Financial Group, LLC | 605 | 25K |
| Pinnacle Bancorp, Inc. | 415 | 17K |
| BAYBAN | 382 | 16K |
| Ancora Advisors LLC | 114 | 5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cerity Partners LLC | +1,091,418 | +26.8% | 5,164,485 |
| AMERIPRISE FINANCIAL INC | +187,346 | +62.8% | 485,554 |
| UBS Group AG | +112,807 | +17.1% | 771,110 |
| LPL Financial LLC | +112,049 | +11.6% | 1,080,964 |
| JONES FINANCIAL COMPANIES LLLP | +84,804 | +25.5% | 417,097 |
| MORGAN STANLEY | +56,591 | +1.8% | 3,235,045 |
| WELLS FARGO & COMPANY/MN | +53,399 | +106.2% | 103,657 |
| Hartford Funds Management Co LLC | +41,183 | +1.6% | 2,571,292 |
| WCG Wealth Advisors LLC | +39,489 | +2.3% | 1,773,405 |
| BEARING POINT CAPITAL, LLC | +35,180 | +8.3% | 457,926 |
| Goldstein Advisors, LLC | +23,948 | +5.3% | 471,735 |
| AQR CAPITAL MANAGEMENT LLC | +14,374 | +133.7% | 25,121 |
| STIFEL FINANCIAL CORP | +12,268 | +11.9% | 115,207 |
| ENVESTNET ASSET MANAGEMENT INC | +10,666 | +21.1% | 61,174 |
| OSAIC HOLDINGS, INC. | +10,311 | +147.3% | 17,309 |
| NATIXIS ADVISORS, LLC | +8,573 | +68.8% | 21,034 |
| ROYAL BANK OF CANADA | +8,270 | +3.7% | 234,496 |
| PRINCIPAL SECURITIES, INC. | +7,806 | +126.3% | 13,986 |
| BlackRock, Inc. | +5,946 | +65.7% | 14,995 |
| MML INVESTORS SERVICES, LLC | +5,826 | +58.4% | 15,803 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Clearstead Advisors, LLC | -178,141 | -50.0% | 178,203 |
| Private Advisor Group, LLC | -110,250 | -20.1% | 439,216 |
| BANK OF AMERICA CORP /DE | -64,487 | -2.5% | 2,559,938 |
| FOSTER & MOTLEY INC | -54,468 | -5.1% | 1,016,714 |
| Mill Creek Capital Advisors, LLC | -48,330 | -2.7% | 1,769,836 |
| Steward Partners Investment Advisor | -43,673 | -31.6% | 94,461 |
| Lido Advisors, LLC | -14,235 | -5.9% | 227,379 |
| CITIGROUP INC | -13,836 | -96.4% | 520 |
| JANE STREET GROUP, LLC | -12,882 | -11.6% | 97,775 |
| Vawter Financial, Ltd. | -10,540 | -11.2% | 83,846 |
| Mariner, LLC | -9,241 | -1.0% | 944,022 |
| Cetera Investment Advisers | -8,617 | -2.2% | 379,827 |
| &PARTNERS | -6,886 | -3.7% | 180,696 |
| CAPTRUST FINANCIAL ADVISORS | -6,598 | -1.5% | 424,032 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -5,470 | -3.4% | 156,845 |
| IAG Wealth Partners, LLC | -3,093 | -2.6% | 115,710 |
| FLAGSTAR SECURITIES, INC | -2,905 | -5.8% | 46,867 |
| Modern Wealth Management, LLC | -2,550 | -2.9% | 86,176 |
| TRUIST FINANCIAL CORP | -2,522 | -2.5% | 97,610 |
| UBS AM, a distinct business unit of | -2,249 | -16.4% | 11,458 |