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 23 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
437,320
shares
|
$11.8 Million
0.16% of portfolio
|
Q2 2025
Added 79.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
312,059
shares
|
$8.39 Million
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,482
shares
|
$2.89 Million
0.02% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.43 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,778
shares
|
$881,072
0.0% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
31,448
shares
|
$845,322
0.25% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
25,281
shares
|
$679,553
0.06% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,883
shares
|
$668,855
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
22,363
shares
|
$601,117
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$485,856
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,675
shares
|
$475,104
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,481
shares
|
$469,889
0.0% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,685
shares
|
$394,732
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,176
shares
|
$381,050
0.0% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,884
shares
|
$373,201
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,045
shares
|
$216,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,945
shares
|
$52,281
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,455
shares
|
$39,110
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
611
shares
|
$16,423
0.0% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
167
shares
|
$4,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
123
shares
|
$3,306
0.0% of portfolio
|
Q4 2024
Added 720.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$26
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
|