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Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$36.25 +0.22 (+0.61%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Multifactor Emerging Markets ETF (NYSEARCA:ROAM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$25.69M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.24M
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Skip Chart & View Institutional Buying and Selling Data

ROAM Institutional Buying and Selling by Quarter

Hartford Multifactor Emerging Markets ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Fermata Advisors LLC44,279$1.58M0.3%-2.8%1.428%
5/19/2026 Western Wealth Management LLC1,155$36K0.0%N/A0.037%
5/13/2026 Cetera Investment Advisers28,753$892K0.0%+11.8%0.913%
5/5/2026 Sanctuary Advisors LLC109,230$3.39M0.0%-5.4%3.468%
4/30/2026 Torren Management LLC1,389$43K0.0%N/A0.046%
4/30/2026 Kestra Advisory Services LLC283,569$8.79M0.0%+4.3%9.452%
4/27/2026 Private Advisor Group LLC235,107$7.29M0.0%N/A7.970%
2/17/2026 Cetera Investment Advisers25,720$749K0.0%N/A1.169%
2/16/2026 Mariner LLC25,366$739K0.0%+1.5%1.153%
2/13/2026 Kestra Advisory Services LLC271,827$7.92M0.0%N/A12.356%
2/13/2026 Wells Fargo & Company MN4,550$133K0.0%-66.7%0.207%
2/11/2026 LPL Financial LLC598,063$17.42M0.0%+30.2%27.185%
2/11/2026 J.W. Cole Advisors Inc.9,138$266K0.0%-4.4%0.415%
2/6/2026 Empirical Asset Management LLC33,743$983K0.1%+54.1%1.534%
1/29/2026 Sanctuary Advisors LLC115,486$3.37M0.0%+1.9%5.249%
1/26/2026 Private Trust Co. NA4,491$131K0.0%+215.2%0.204%
1/20/2026 Stratos Wealth Partners LTD.490,080$14.28M0.2%+24.5%23.337%
1/9/2026 Dynamic Advisor Solutions LLC20,908$609K0.0%-1.9%0.996%
1/8/2026 Fermata Advisors LLC37,831$1.10M0.3%+8.0%1.801%
11/17/2025 Susquehanna International Group LLP16,301$454K0.0%-50.3%0.931%
11/17/2025 Citadel Advisors LLC28,602$797K0.0%N/A1.634%
11/14/2025 Raymond James Financial Inc.25,060$698K0.0%+43.4%1.432%
11/12/2025 Empirical Asset Management LLC21,894$610K0.1%N/A1.251%
11/6/2025 Stratos Wealth Partners LTD.393,787$10.97M0.1%-10.0%22.502%
11/6/2025 Prospera Financial Services Inc14,335$399K0.0%-2.4%0.819%
11/5/2025 J.W. Cole Advisors Inc.9,559$266K0.0%+18.8%0.546%
10/9/2025 Dynamic Advisor Solutions LLC21,322$594K0.0%-4.7%1.421%
10/9/2025 Fermata Advisors LLC35,032$976K0.2%+11.4%2.335%
8/14/2025 Raymond James Financial Inc.17,481$460K0.0%-31.7%1.165%
8/13/2025 Twin Peaks Wealth Advisors LLC1,945$53K0.0%N/A0.130%
8/12/2025 J.W. Cole Advisors Inc.8,045$212K0.0%N/A0.536%
8/12/2025Financial Advocates Investment Management25,281$665K0.1%-4.1%1.685%
8/6/2025 Prospera Financial Services Inc14,685$387K0.0%-3.9%1.088%
8/1/2025 Envestnet Asset Management Inc.17,675$465K0.0%-2.4%1.309%
7/29/2025 Stratos Wealth Partners LTD.437,320$11.51M0.2%+79.7%32.394%
5/19/2025Jane Street Group LLC10,168$239K0.0%-52.0%0.753%
5/15/2025OLD Mission Capital LLC41,932$987K0.0%-58.5%3.106%
5/7/2025LPL Financial LLC295,419$6.95M0.0%-0.3%24.618%
4/30/2025Stratos Wealth Partners LTD.243,351$5.73M0.1%+0.9%20.279%
4/17/2025Dynamic Advisor Solutions LLC23,606$556K0.0%+4.9%1.967%
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4/10/2025Fermata Advisors LLC31,740$747K0.1%+5.8%2.645%
2/17/2025Visionary Wealth Advisors18,195$415K0.0%+5.3%2.022%
2/17/2025Citadel Advisors LLC31,484$718K0.0%N/A3.498%
2/14/2025Jane Street Group LLC21,186$483K0.0%N/A2.354%
2/13/2025Raymond James Financial Inc.21,204$484K0.0%N/A2.356%
2/13/2025Wells Fargo & Company MN16,680$380K0.0%+2.8%1.853%
2/12/2025OLD Mission Capital LLC100,929$2.30M0.0%N/A11.214%
2/11/2025LPL Financial LLC296,323$6.76M0.0%+29.3%32.925%
2/6/2025Raymond James Financial Inc.21,204$484K0.0%N/A2.356%
1/31/2025Sanctuary Advisors LLC107,482$2.51M0.0%+10.5%11.942%
1/27/2025Financial Advocates Investment Management27,186$620K0.0%-14.8%3.021%
1/27/2025Stratos Wealth Partners LTD.241,074$5.50M0.1%+5.1%26.786%
1/21/2025Dynamic Advisor Solutions LLC22,493$513K0.0%+7.5%2.499%
1/15/2025Fermata Advisors LLC30,007$684K0.1%N/A3.334%
11/25/2024Sanctuary Advisors LLC97,242$2.32M0.0%+166.2%10.805%
11/14/2024Flow Traders U.S. LLC43,625$1.11M0.1%-45.6%4.847%
11/8/2024Prospera Financial Services Inc11,980$306K0.0%+21.9%1.331%
10/17/2024Stratos Wealth Partners LTD.229,441$5.86M0.1%+764.3%25.493%
10/8/2024Dynamic Advisor Solutions LLC20,922$534K0.0%+29.0%2.325%
9/5/2024Sanctuary Advisors LLC36,533$847K0.0%N/A4.059%
7/31/2024Commonwealth Equity Services LLC43,393$1.05M0.0%N/A4.821%
7/29/2024Financial Advocates Investment Management31,655$765K0.0%-5.3%3.517%
7/23/2024MFA Wealth Advisors LLC2,913$70K0.0%N/A0.324%
7/15/2024Dynamic Advisor Solutions LLC16,218$392K0.0%+29.8%1.802%
2/29/2024Scarborough Advisors LLC60,030$1.34M0.3%+4.2%6.670%
2/8/2024Financial Advocates Investment Management9,297$208K0.0%N/A1.033%
1/19/2024Wagner Wealth Management LLC74,430$1.66M0.6%-4.6%8.270%
1/16/2024Raymond James Financial Services Advisors Inc.12,103$271K0.0%-10.8%1.345%
1/11/2024Dynamic Advisor Solutions LLC10,684$234K0.0%N/A1.187%
12/1/2023Wellington Management Group LLP62,087$1.31M0.0%-58.9%6.899%
11/30/2023Scarborough Advisors LLC57,635$1.21M0.3%+8.3%6.404%
11/7/2023Scarborough Advisors LLC2,859$60K0.0%-94.6%0.318%
10/24/2023Raymond James Financial Services Advisors Inc.13,564$286K0.0%+6.6%1.507%
10/18/2023Wagner Wealth Management LLC78,000$1.64M0.6%+9.6%8.667%
9/7/2023Scarborough Advisors LLC53,240$1.12M0.3%+21.0%5.916%
8/9/2023Flow Traders U.S. LLC59,118$1.24M0.1%+80.6%6.569%
7/28/2023Wagner Wealth Management LLC71,194$1.50M0.6%+63.7%7.910%
5/17/2023Wagner Wealth Management LLC43,479$889K0.4%+622.5%4.831%
5/12/2023Resource Planning Group53,056$1.09M0.9%-9.5%5.895%
4/14/2023Raymond James Financial Services Advisors Inc.12,572$257K0.0%N/A0.740%
3/6/2023OLD Mission Capital LLC124,161$2.42M0.1%+40.3%7.304%
2/8/2023UBS Group AG441,557$8.60M0.0%+1.7%25.974%
2/8/2023Cambridge Investment Research Advisors Inc.12,712$248K0.0%-4.2%0.748%
1/31/2023Resource Planning Group58,606$1.14M0.9%-2.5%3.447%
1/10/2023Coldstream Capital Management Inc.13,847$270K0.0%N/A0.989%
11/15/2022Flow Traders U.S. LLC57,823$1.04M0.1%+11.2%4.130%
11/14/2022OLD Mission Capital LLC88,474$1.59M0.1%-28.9%6.320%
11/10/2022UBS Group AG434,379$7.82M0.0%+2,144.0%31.027%
8/13/2022Flow Traders U.S. LLC51,983$1.04M0.1%+120.5%2.888%
8/11/2022Capital Asset Advisory Services LLC1,892$38K0.0%-62.0%0.105%
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8/8/2022Coldstream Capital Management Inc.804,400$16.13M0.7%-7.3%44.689%
8/5/2022OLD Mission Capital LLC124,375$2.49M0.1%-1.7%6.910%
8/2/2022Advisory Services Network LLC12,473$250K0.0%-36.6%0.693%
8/2/2022Resource Planning Group60,142$1.21M1.0%+9.7%3.341%


ROAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of Hartford Multifactor Emerging Markets ETF. The most heavily invested institutionals were LPL Financial LLC ($17.42M), Stratos Wealth Partners LTD. ($14.28M), Kestra Advisory Services LLC ($8.79M), Private Advisor Group LLC ($7.29M), Sanctuary Advisors LLC ($3.39M), Fermata Advisors LLC ($1.58M), and Flow Traders U.S. LLC ($1.11M).Learn more on Hartford Multifactor Emerging Markets ETF's institutional investors.

Of the 22 institutional investors that purchased Hartford Multifactor Emerging Markets ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stratos Wealth Partners LTD. ($507.07K), Kestra Advisory Services LLC ($283.57K), Private Advisor Group LLC ($235.11K), LPL Financial LLC ($205.74K), Sanctuary Advisors LLC ($109.66K), OLD Mission Capital LLC ($100.93K), and Citadel Advisors LLC ($60.09K).

Institutional investors have bought a total of 868,303 shares in the last 24 months. This purchase volume represents approximately $25.69M in transactions.

The following institutional investors have sold Hartford Multifactor Emerging Markets ETF stock in the last 24 months: Stratos Wealth Partners LTD. ($43.53K), Susquehanna International Group LLP ($16.48K), Wells Fargo & Company MN ($9.13K), Sanctuary Advisors LLC ($6.26K), Dynamic Advisor Solutions LLC ($1.46K), Fermata Advisors LLC ($1.30K), and J.W. Cole Advisors Inc. ($421.00).

Institutional investors have sold a total of 78,921 shares in the last 24 months. This volume of shares sold represents approximately $2.24M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ROAM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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