Hartford Multifact Emrg MRKTROAMETF
13F holders, Q2 2024 (June 30)27holders +8
9new positions
2sold out
1famous investor
$24.12avg. 13F price*
At the end of Q2 2024, 27 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, up 8 from Q1 2024. 9 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.5M), Wells Fargo & Company ($2.3M) and Flow Traders U.S. LLC ($1.9M). 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 2024)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.8M |
| Exits | 2 | $674K |
All 13F filers, Q1 2024 → Q2 2024: 288,697 shares bought and 125,376 shares sold, net +163,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| LPL Financial LLC | 0.00% | Add +431.2% | 186,729 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 94,512 | $2.3M |
| Flow Traders U.S. LLC | 0.10% | Reduce -14.4% | 80,214 | $1.9M |
| Old Mission Capital LLC | 0.03% | Reduce -26.5% | 53,768 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 53,444 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 53,127 | $1.3M |
| World Investment Advisors | 0.07% | Add +55.1% | 48,760 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | New | 43,393 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 36,533 | $847K |
| Financial Advocates Investment Management | 0.05% | Reduce -5.3% | 31,655 | $765K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 26,545 | $641K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.7% | 23,342 | $564K |
| Citadel Advisors | 0.00% | New | 16,513 | $399K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +29.8% | 16,218 | $392K |
| Visionary Wealth Advisors | 0.02% | New | 15,399 | $372K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.4% | 13,214 | $319K |
| Royal Bank of Canada | 0.00% | No change | 13,000 | $314K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,112 | $268K |
| Prospera Financial Services Inc | 0.01% | New | 9,825 | $237K |
| Mfa Wealth Advisors, LLC | 0.02% | New | 2,913 | $70K |
| Private Trust Co. NA | 0.00% | New | 1,427 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,080 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.9% | 811 | $20K |
| Comerica Bank | 0.00% | Reduce -1.6% | 122 | $3K |
| Morgan Stanley | 0.00% | New | 55 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -99.0% | 15 | $362 |
| UBS Group AG | 0.00% | New | 2 | $48 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.