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 24 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
295,419
shares
|
$7.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
243,351
shares
|
$6.26 Million
0.09% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,482
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.37 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
48,143
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 125.95%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
41,932
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.45%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
31,740
shares
|
$816,035
0.15% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
26,368
shares
|
$677,921
0.05% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,586
shares
|
$657,816
0.0% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,100
shares
|
$619,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
23,606
shares
|
$606,910
0.02% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
18,418
shares
|
$473,526
0.03% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,112
shares
|
$465,659
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$464,708
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
16,030
shares
|
$412,131
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,275
shares
|
$392,720
0.01% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,272
shares
|
$289,803
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,168
shares
|
$261,419
0.0% of portfolio
|
Q1 2025
Reduced 52.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,473
shares
|
$166,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,422
shares
|
$36,559
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,131
shares
|
$29,078
0.0% of portfolio
|
Q4 2024
Reduced 45.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
123
shares
|
$3,162
0.0% of portfolio
|
Q4 2024
Added 720.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|