Hartford Multifact Emrg MRKTROAMETF
13F holders, Q4 2024 (December 31)22holders
5new positions
5sold out
1famous investor
$22.86avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($6.8M), Stratos Wealth Partners, LTD. ($5.5M) and Sanctuary Advisors, LLC ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q4 2024)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.2M |
| Exits | 5 | $4.3M |
All 13F filers, Q3 2024 → Q4 2024: 278,177 shares bought and 262,363 shares sold, net +15,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Add +29.3% | 296,323 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +5.1% | 241,074 | $5.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.5% | 107,482 | $2.5M |
| Old Mission Capital LLC | 0.05% | New | 100,929 | $2.3M |
| Citadel Advisors | 0.00% | New | 31,484 | $718K |
| Fermata Advisors, LLC | 0.13% | New | 30,007 | $684K |
| Financial Advocates Investment Management | 0.04% | Reduce -14.8% | 27,186 | $620K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.5% | 22,493 | $513K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.4% | 21,307 | $486K |
| Raymond James Financial Inc. | 0.00% | — | 21,204 | $484K |
| Jane Street Group, LLC | 0.00% | New | 21,186 | $483K |
| Flow Traders U.S. LLC | 0.02% | Reduce -54.1% | 20,018 | $457K |
| Visionary Wealth Advisors | 0.02% | Add +5.3% | 18,195 | $415K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 18,112 | $413K |
| Wells Fargo & Company | 0.00% | Add +2.8% | 16,680 | $380K |
| Prospera Financial Services Inc | 0.01% | Add +17.1% | 14,035 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 11,433 | $261K |
| Private Trust Co. NA | 0.00% | Reduce -0.3% | 1,422 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.7% | 611 | $14K |
| Synergy Asset Management, LLC | 0.00% | New | 379 | $10K |
| Wagner Wealth Management, LLC | 0.00% | Add +720.0% | 123 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.