Hartford Multifact Emrg MRKTROAMETF
13F holders, Q3 2024 (September 30)22holders −5
1new positions
6sold out
$25.38avg. 13F price*
At the end of Q3 2024, 22 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, down 5 from Q2 2024. 1 opened new positions and 6 sold out. The largest holders were Stratos Wealth Partners, LTD. ($5.9M), LPL Financial LLC ($5.9M) and Sanctuary Advisors, LLC ($2.3M).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q3 2024)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.7M |
| Exits | 6 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 448,836 shares bought and 279,823 shares sold, net +169,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Stratos Wealth Partners, LTD. | 0.09% | Add +764.4% | 229,441 | $5.9M |
| LPL Financial LLC | 0.00% | Add +22.7% | 229,185 | $5.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +166.2% | 97,242 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +271.5% | 86,719 | $2.2M |
| Scarborough Advisors, LLC | 0.27% | New | 64,963 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | No change | 53,127 | $1.4M |
| World Investment Advisors | 0.04% | Add +0.4% | 48,950 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Reduce -45.6% | 43,625 | $1.1M |
| Financial Advocates Investment Management | 0.05% | Add +0.8% | 31,898 | $815K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +29.0% | 20,922 | $534K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +36.8% | 18,075 | $462K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.3% | 18,038 | $461K |
| Visionary Wealth Advisors | 0.03% | Add +12.2% | 17,272 | $441K |
| Wells Fargo & Company | 0.00% | Reduce -82.8% | 16,230 | $415K |
| Prospera Financial Services Inc | 0.01% | Add +21.9% | 11,980 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.7% | 11,521 | $294K |
| Private Trust Co. NA | 0.00% | No change | 1,427 | $36K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,080 | $27K |
| Osaic Holdings, Inc. | 0.00% | No change | 811 | $21K |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -92.5% | 219 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 15 | $385 |
| Morgan Stanley | 0.00% | Reduce -98.2% | 1 | $38 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.