Hartford Multifact Emrg MRKTROAMETF
13F holders, Q2 2025 (June 30)21holders
4new positions
4sold out
$26.32avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were Stratos Wealth Partners, LTD. ($11.5M), LPL Financial LLC ($8.2M) and Sanctuary Advisors, LLC ($3.1M).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q2 2025)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $269K |
| Exits | 4 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 226,885 shares bought and 106,268 shares sold, net +120,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Stratos Wealth Partners, LTD. | 0.16% | Add +79.7% | 437,320 | $11.5M |
| LPL Financial LLC | 0.00% | Add +5.6% | 312,059 | $8.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.1% | 116,638 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.9% | 32,778 | $863K |
| Fermata Advisors, LLC | 0.22% | Reduce -0.9% | 31,448 | $828K |
| Financial Advocates Investment Management | 0.05% | Reduce -4.1% | 25,281 | $665K |
| Mariner, LLC | 0.00% | Add +3.3% | 24,883 | $655K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.3% | 22,363 | $589K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 17,675 | $465K |
| Raymond James Financial Inc. | 0.00% | Reduce -31.7% | 17,481 | $460K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.9% | 14,685 | $387K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.8% | 14,176 | $373K |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 13,884 | $365K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 8,045 | $212K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,945 | $53K |
| Private Trust Co. NA | 0.00% | Add +2.3% | 1,455 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 1,119 | $29K |
| Bank of America Corp. | 0.00% | New | 167 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 123 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $30 |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.