Hartford Multifact Emrg MRKTROAMETF
13F holders, Q1 2025 (March 31)21holders −1
2new positions
3sold out
$23.54avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($7.0M), Stratos Wealth Partners, LTD. ($5.7M) and Sanctuary Advisors, LLC ($2.7M).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q1 2025)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $720K |
| Exits | 3 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 75,655 shares bought and 124,429 shares sold, net −48,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| LPL Financial LLC | 0.00% | Reduce -0.3% | 295,419 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +0.9% | 243,351 | $5.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.3% | 114,240 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +126.0% | 48,143 | $1.1M |
| Old Mission Capital LLC | 0.02% | Reduce -58.5% | 41,932 | $987K |
| Fermata Advisors, LLC | 0.14% | Add +5.8% | 31,740 | $747K |
| Financial Advocates Investment Management | 0.04% | Reduce -3.0% | 26,368 | $621K |
| Raymond James Financial Inc. | 0.00% | Add +20.7% | 25,586 | $602K |
| Mariner, LLC | 0.00% | New | 24,100 | $567K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.0% | 23,606 | $556K |
| Visionary Wealth Advisors | 0.03% | Add +1.2% | 18,418 | $434K |
| Envestnet Asset Management Inc. | 0.00% | No change | 18,112 | $426K |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 16,030 | $377K |
| Prospera Financial Services Inc | 0.01% | Add +8.8% | 15,275 | $360K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 11,272 | $265K |
| Jane Street Group, LLC | 0.00% | Reduce -52.0% | 10,168 | $239K |
| UBS Group AG | 0.00% | New | 6,473 | $152K |
| Private Trust Co. NA | 0.00% | No change | 1,422 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +85.1% | 1,131 | $27K |
| Wagner Wealth Management, LLC | 0.00% | No change | 123 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.