Hartford Multifact Emrg MRKTROAMETF
13F holders, Q4 2025 (December 31)22holders +4
4new positions
1sold out
1famous investor
$29.13avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, up 4 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($17.4M), Stratos Wealth Partners, LTD. ($14.3M) and Kestra Advisory Services, LLC ($7.9M). 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 2025)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.7M |
| Exits | 1 | $454K |
All 13F filers, Q3 2025 → Q4 2025: 613,455 shares bought and 26,270 shares sold, net +587,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Add +30.2% | 598,063 | $17.4M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +24.4% | 490,080 | $14.3M |
| Kestra Advisory Services, LLC | 0.03% | New | 271,827 | $7.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.9% | 115,486 | $3.4M |
| Citadel Advisors | 0.00% | Add +158.9% | 74,044 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +52.6% | 38,245 | $1.1M |
| Fermata Advisors, LLC | 0.26% | Add +8.0% | 37,831 | $1.1M |
| Empirical Asset Management, LLC | 0.28% | Add +54.1% | 33,743 | $983K |
| Cetera Investment Advisers | 0.00% | New | 25,720 | $749K |
| Mariner, LLC | 0.00% | Add +1.5% | 25,366 | $739K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.9% | 20,908 | $609K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 14,447 | $421K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 9,826 | $286K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -4.4% | 9,138 | $266K |
| Wells Fargo & Company | 0.00% | Reduce -66.8% | 4,550 | $133K |
| Private Trust Co. NA | 0.01% | Add +215.2% | 4,491 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +133.9% | 2,033 | $59K |
| Wagner Wealth Management, LLC | 0.00% | Add +191.1% | 358 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 178 | $5K |
| Bullock Wealth Management Group | 0.00% | — | 75 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 49 | $1K |
| Morgan Stanley | 0.00% | No change | 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.