Institutional Ownership Hartford Multifactor Emerging (ROAM)
This table provides information about the institutional ownership of Hartford Multifactor Emerging (ROAM). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
459,463
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 47.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
393,787
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,482
shares
|
$3.16 Million
0.02% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.57 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
35,032
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,602
shares
|
$840,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
25,060
shares
|
$736,513
0.0% of portfolio
|
Q3 2025
Added 43.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,989
shares
|
$734,426
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
21,894
shares
|
$643,464
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
21,322
shares
|
$626,653
0.02% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$531,224
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,301
shares
|
$479,086
0.0% of portfolio
|
Q3 2025
Reduced 50.27%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,335
shares
|
$421,305
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,684
shares
|
$402,172
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,559
shares
|
$280,939
0.01% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,440
shares
|
$277,441
0.0% of portfolio
|
Q3 2025
Reduced 33.41%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,425
shares
|
$41,880
0.0% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
869
shares
|
$25,539
0.0% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
123
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
Added 720.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|