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Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$35.77 +0.08 (+0.22%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$35.78 +0.00 (+0.01%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Hartford Multifactor Emerging Markets ETF (NYSEARCA:ROAM)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$25.81M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.14M
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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
10/13/2026Fermata Advisors LLC31,366$1.12M0.2%-29.2%1.028%
9/23/2026Envestnet Asset Management Inc.10,814$387K0.0%+22.5%0.355%
9/8/2026Allworth Financial LP4,074$146K0.0%N/A0.131%
9/2/2026Citadel Advisors LLC19,385$693K0.0%-40.2%0.625%
7/7/2026Fermata Advisors LLC44,279$1.58M0.3%-2.8%1.428%
5/19/2026Western Wealth Management LLC1,155$36K0.0%N/A0.037%
5/13/2026Cetera Investment Advisers28,753$892K0.0%+11.8%0.913%
5/5/2026Sanctuary Advisors LLC109,230$3.39M0.0%-5.4%3.468%
4/30/2026Torren Management LLC1,389$43K0.0%N/A0.046%
4/30/2026Kestra Advisory Services LLC283,569$8.79M0.0%+4.3%9.452%
4/27/2026Private Advisor Group LLC235,107$7.29M0.0%N/A7.970%
2/17/2026Cetera Investment Advisers25,720$749K0.0%N/A1.169%
2/16/2026Mariner LLC25,366$739K0.0%+1.5%1.153%
2/13/2026Kestra Advisory Services LLC271,827$7.92M0.0%N/A12.356%
2/13/2026Wells Fargo & Company MN4,550$133K0.0%-66.7%0.207%
2/11/2026LPL Financial LLC598,063$17.42M0.0%+30.2%27.185%
2/11/2026J.W. Cole Advisors Inc.9,138$266K0.0%-4.4%0.415%
2/6/2026Empirical Asset Management LLC33,743$983K0.1%+54.1%1.534%
1/29/2026Sanctuary Advisors LLC115,486$3.37M0.0%+1.9%5.249%
1/26/2026Private Trust Co. NA4,491$131K0.0%+215.2%0.204%
1/20/2026Stratos Wealth Partners LTD.490,080$14.28M0.2%+24.5%23.337%
1/9/2026Dynamic Advisor Solutions LLC20,908$609K0.0%-1.9%0.996%
1/8/2026Fermata Advisors LLC37,831$1.10M0.3%+8.0%1.801%
11/17/2025Susquehanna International Group LLP16,301$454K0.0%-50.3%0.931%
11/17/2025Citadel Advisors LLC28,602$797K0.0%N/A1.634%
11/14/2025Raymond James Financial Inc.25,060$698K0.0%+43.4%1.432%
11/12/2025Empirical Asset Management LLC21,894$610K0.1%N/A1.251%
11/6/2025Stratos Wealth Partners LTD.393,787$10.97M0.1%-10.0%22.502%
11/6/2025Prospera Financial Services Inc14,335$399K0.0%-2.4%0.819%
11/5/2025J.W. Cole Advisors Inc.9,559$266K0.0%+18.8%0.546%
10/9/2025Dynamic Advisor Solutions LLC21,322$594K0.0%-4.7%1.421%
10/9/2025Fermata Advisors LLC35,032$976K0.2%+11.4%2.335%
8/14/2025Raymond James Financial Inc.17,481$460K0.0%-31.7%1.165%
8/13/2025Twin Peaks Wealth Advisors LLC1,945$53K0.0%N/A0.130%
8/12/2025J.W. Cole Advisors Inc.8,045$212K0.0%N/A0.536%
8/12/2025Financial Advocates Investment Management25,281$665K0.1%-4.1%1.685%
8/6/2025Prospera Financial Services Inc14,685$387K0.0%-3.9%1.088%
8/1/2025Envestnet Asset Management Inc.17,675$465K0.0%-2.4%1.309%
7/29/2025Stratos 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%
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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%
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%
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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%
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, 27 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 ($1.12M), and Flow Traders U.S. LLC ($1.11M).Learn more on Hartford Multifactor Emerging Markets ETF's institutional investors.

Of the 24 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), OLD Mission Capital LLC ($100.93K), Sanctuary Advisors LLC ($73.12K), and Citadel Advisors LLC ($60.09K).

Institutional investors have bought a total of 870,782 shares in the last 24 months. This purchase volume represents approximately $25.81M in transactions.

Of the 9 institutional investors that sold Hartford Multifactor Emerging Markets ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stratos Wealth Partners LTD. ($43.53K), Susquehanna International Group LLP ($16.48K), Fermata Advisors LLC ($14.21K), Citadel Advisors LLC ($13.01K), Wells Fargo & Company MN ($9.13K), Sanctuary Advisors LLC ($6.26K), and J.W. Cole Advisors Inc. ($421.00).

Institutional investors have sold a total of 103,802 shares in the last 24 months. This volume of shares sold represents approximately $3.14M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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