Hartford Multifact Emrg MRKTROAMETF

13F holders, Q2 2026 (June 30)
42holders +9
12new positions
4sold out
1famous investor
$35.77avg. 13F price*

At the end of Q2 2026, 42 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, up 9 from Q1 2026. 12 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($23.5M), Stratos Wealth Partners, LTD. ($22.9M) and Kestra Advisory Services, LLC ($10.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Multifact Emrg MRKT
Filed as
LATTICE STRATEGIES TR (Q2 2026)
CUSIP
518416201
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 19Q1 2024Q2 2024: 27Q2 2024Q3 2024: 22Q3 2024Q4 2024: 22Q4 2024Q1 2025: 21Q1 2025Q2 2025: 21Q2 2025Q3 2025: 18Q3 2025Q4 2025: 22Q4 2025Q1 2026: 33Q1 2026Q2 2026: 42Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$4.0M
Exits4$2.8M

All 13F filers, Q1 2026 → Q2 2026: 518,653 shares bought and 387,493 shares sold, net +131,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

LPL Financial LLC 0.01% Reduce -2.5% 656,376 $23.5M
Stratos Wealth Partners, LTD. 0.23% Add +14.4% 639,228 $22.9M
Kestra Advisory Services, LLC 0.03% Add +0.0% 283,635 $10.1M
Jane Street Group, LLC 0.00% Add +932.5% 143,129 $5.1M
Old Mission Capital LLC 0.11% Add +1020.9% 122,532 $4.4M
Sanctuary Advisors, LLC 0.02% Reduce -6.3% 102,295 $3.7M
Raymond James Financial Inc. 0.00% Add +235.3% 88,981 $3.2M
Commonwealth Equity Services, LLC 0.00% Add +10.8% 73,693 $2.6M
Private Advisor Group, LLC 0.01% Reduce -71.8% 66,247 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -25.0% 59,112 $2.1M
Fermata Advisors, LLC 0.32% Reduce -2.8% 44,279 $1.6M
Mariner, LLC 0.00% Add +20.3% 32,646 $1.2M
Empirical Asset Management, LLC 0.26% Add +4.9% 32,597 $1.2M
Compound Planning, Inc. 0.03% New 28,989 $1.0M
IFG Advisory, LLC 0.03% New 27,585 $987K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.7% 19,454 $696K
Citadel Advisors 0.00% Reduce -40.2% 19,385 $693K
Prospera Financial Services Inc 0.01% Reduce -0.3% 18,022 $645K
Cambridge Investment Research Advisors, Inc. 0.00% Add +50.1% 15,864 $567K
Cetera Investment Advisers 0.00% Reduce -59.0% 11,797 $422K
Truist Financial Corp. 0.00% New 11,270 $403K
Redwood Financial Network Corp 0.22% New 10,867 $389K
Envestnet Asset Management Inc. 0.00% Add +22.5% 10,814 $387K
Blueprint Financial Advisors LLC 0.04% Reduce -0.7% 10,207 $365K
Blueprint Investment Partners LLC 0.03% Reduce -0.7% 10,207 $365K
Goldman Sachs Group Inc. 0.00% New 7,222 $258K
J.W. Cole Advisors, Inc. 0.00% New 6,682 $239K
Capital Investment Advisory Services, LLC 0.01% New 4,378 $157K
Allworth Financial LP 0.00% New 4,074 $146K
JPMorgan Chase & Co. 0.00% New 4,074 $144K
Private Trust Co. NA 0.01% Add +20.8% 3,414 $122K
Creative Financial Designs Inc. 0.01% New 3,049 $109K
Advisors Preferred, LLC 0.01% New 2,455 $87K
Osaic Holdings, Inc. 0.00% Reduce -95.6% 2,378 $85K
FMR LLC 0.00% New 1,731 $62K
Torren Management, LLC 0.03% Add +0.9% 1,402 $50K
Wagner Wealth Management, LLC 0.00% No change 358 $13K
Vanguard Advisers Inc. 0.00% No change 260 $9K
Jones Financial Companies LLLP 0.00% Add +277.6% 185 $7K
Harborfront Financial Group LLC 0.01% — 77 $3K
Bullock Wealth Management Group 0.00% No change 75 $3K
Morgan Stanley 0.00% No change 1 $61

"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.