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Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$24.21 +0.46 (+1.94%)
As of 05/2/2025 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)
14
Total
Institutional Inflows
(last 12 months)
$16.37M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.09M
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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
4/30/2025 Stratos Wealth Partners LTD.243,351$5.73M0.1%+0.9%20.279%
4/17/2025 Dynamic Advisor Solutions LLC23,606$556K0.0%+4.9%1.967%
4/10/2025 Fermata 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%
1/27/2025 Financial Advocates Investment Management27,186$620K0.0%-14.8%3.021%
1/27/2025 Stratos Wealth Partners LTD.241,074$5.50M0.1%+5.1%26.786%
1/21/2025 Dynamic Advisor Solutions LLC22,493$513K0.0%+7.5%2.499%
1/15/2025 Fermata 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%
10/17/2024 Stratos Wealth Partners LTD.229,441$5.86M0.1%+764.3%25.493%
10/8/2024 Dynamic 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%
7/29/2024 Financial Advocates Investment Management31,655$765K0.0%-5.3%3.517%
7/23/2024 MFA Wealth Advisors LLC2,913$70K0.0%N/A0.324%
7/15/2024 Dynamic Advisor Solutions LLC16,218$392K0.0%+29.8%1.802%
2/29/2024Scarborough Advisors LLC60,030$1.34M0.3%+4.2%6.670%
2/8/2024 Financial Advocates Investment Management9,297$208K0.0%N/A1.033%
1/19/2024 Wagner 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%
1/11/2024 Dynamic 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%
10/18/2023 Wagner 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%
7/28/2023 Wagner Wealth Management LLC71,194$1.50M0.6%+63.7%7.910%
5/17/2023 Wagner Wealth Management LLC43,479$889K0.4%+622.5%4.831%
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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%
2/8/2023 Cambridge 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%
8/11/2022 Capital Asset Advisory Services LLC1,892$38K0.0%-62.0%0.105%
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%
5/11/2022Coldstream Capital Management Inc.867,583$20.17M0.7%-3.5%48.199%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,200$28K0.0%-45.5%0.067%
4/29/2022 Capital Asset Advisory Services LLC4,975$116K0.0%-15.3%0.276%
2/4/2022 Capital Asset Advisory Services LLC5,875$141K0.0%-49.8%0.346%
2/3/2022 Cambridge Investment Research Advisors Inc.13,518$325K0.0%-5.1%0.795%
2/3/2022Advisor Group Holdings Inc.1,781$43K0.0%-37.1%0.105%
1/10/2022 Patriot Financial Group Insurance Agency LLC2,200$53K0.0%-77.8%0.129%
11/16/2021Wellington Management Group LLP206,136$5.04M0.0%-1.1%12.126%
11/12/2021Newport Wealth Strategies Inc.34,240$838K0.5%+87.6%2.014%
11/5/2021Advisory Services Network LLC20,825$510K0.0%+107.7%1.225%
11/2/2021 Cambridge Investment Research Advisors Inc.14,249$349K0.0%-6.1%0.838%
10/14/2021 Capital Asset Advisory Services LLC11,695$286K0.0%-9.3%0.688%
10/12/2021Resource Planning Group54,818$1.34M0.8%-9.9%3.225%
9/8/2021Newport Wealth Strategies Inc.18,250$465K0.3%N/A1.074%
8/17/2021Citadel Advisors LLC49,970$1.27M0.0%+2.4%2.939%
8/16/2021Resource Planning Group60,871$1.55M0.9%-10.4%3.581%
8/13/2021LPL Financial LLC12,446$317K0.0%N/A0.732%
8/12/2021Advisory Services Network LLC10,028$255K0.0%N/A0.590%
8/11/2021Susquehanna International Group LLP18,335$467K0.0%N/A1.079%
8/10/2021 Cambridge Investment Research Advisors Inc.15,181$387K0.0%+4.4%0.893%
8/6/2021 Capital Asset Advisory Services LLC12,894$328K0.0%-18.8%0.758%
8/2/2021Advisor Group Holdings Inc.2,823$71K0.0%+61.1%0.166%
8/1/2021 Patriot Financial Group Insurance Agency LLC9,924$253K0.0%+83.0%0.584%
6/17/2021Geneos Wealth Management Inc.7,774$191K0.0%N/A0.457%
5/18/2021Citadel Advisors LLC48,812$1.19M0.0%N/A2.871%
5/18/2021Jane Street Group LLC27,488$669K0.0%+75.5%1.617%
5/13/2021 Capital Asset Advisory Services LLC15,889$386K0.1%-22.4%0.935%
5/13/2021Paracle Advisors LLC968,892$23.56M4.3%-1.7%56.994%
5/7/2021 Cambridge Investment Research Advisors Inc.14,547$354K0.0%+10.3%0.856%
(Data available from 1/1/2016 forward)

ROAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROAM shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Hartford Multifactor Emerging Markets ETF. The most heavily invested institutionals were LPL Financial LLC ($6.76M), Stratos Wealth Partners LTD. ($5.73M), Sanctuary Advisors LLC ($2.51M), OLD Mission Capital LLC ($2.30M), Wagner Wealth Management LLC ($1.66M), Scarborough Advisors LLC ($1.34M), and Wellington Management Group LLP ($1.31M).Learn more on ROAM's institutional investors.

Which institutional investors have been buying Hartford Multifactor Emerging Markets ETF stock?

Of the 19 institutional investors that purchased Hartford Multifactor Emerging Markets ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stratos Wealth Partners LTD. ($216.81K), Sanctuary Advisors LLC ($107.48K), OLD Mission Capital LLC ($100.93K), Wagner Wealth Management LLC ($71.98K), LPL Financial LLC ($67.14K), Commonwealth Equity Services LLC ($43.39K), and Raymond James Financial Inc. ($42.41K).

How much institutional buying is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have bought a total of 815,316 shares in the last 24 months. This purchase volume represents approximately $19.22M in transactions.

Which Hartford Multifactor Emerging Markets ETF major shareholders have been selling company stock?

The following institutional investors have sold Hartford Multifactor Emerging Markets ETF stock in the last 24 months: Wellington Management Group LLP ($89.14K), Scarborough Advisors LLC ($50.38K), Flow Traders U.S. LLC ($36.59K), Financial Advocates Investment Management ($6.50K), Resource Planning Group ($5.55K), Wagner Wealth Management LLC ($3.57K), and Raymond James Financial Services Advisors Inc. ($1.46K).

How much institutional selling is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have sold a total of 193,189 shares in the last 24 months. This volume of shares sold represents approximately $4.25M in transactions.


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This page (NYSEARCA:ROAM) was last updated on 5/3/2025 by MarketBeat.com Staff
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