Hartford Multifact Emrg MRKTROAMETF
13F holders, Q3 2025 (September 30)18holders −3
2new positions
5sold out
1famous investor
$27.87avg. 13F price*
At the end of Q3 2025, 18 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, down 3 from Q2 2025. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($12.8M), Stratos Wealth Partners, LTD. ($11.0M) and Sanctuary Advisors, LLC ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q3 2025)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 5 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 210,683 shares bought and 115,011 shares sold, net +95,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +47.2% | 459,463 | $12.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -9.9% | 393,787 | $11.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.9% | 113,313 | $3.2M |
| Fermata Advisors, LLC | 0.25% | Add +11.4% | 35,032 | $976K |
| Citadel Advisors | 0.00% | New | 28,602 | $797K |
| Raymond James Financial Inc. | 0.00% | Add +43.4% | 25,060 | $698K |
| Mariner, LLC | 0.00% | Add +0.4% | 24,989 | $696K |
| Empirical Asset Management, LLC | 0.17% | New | 21,894 | $610K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -4.7% | 21,322 | $594K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.3% | 16,301 | $454K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 14,335 | $399K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 13,684 | $381K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +18.8% | 9,559 | $266K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.4% | 9,440 | $263K |
| Private Trust Co. NA | 0.00% | Reduce -2.1% | 1,425 | $40K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.3% | 869 | $24K |
| Wagner Wealth Management, LLC | 0.00% | No change | 123 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.