Hartford Multifact Emrg MRKTROAMETF
13F holders, Q1 2026 (March 31)33holders +11
13new positions
3sold out
1famous investor
$31.01avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Hartford Multifact Emrg MRKT (ROAM) in their 13F filings, up 11 from Q4 2025. 13 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($20.9M), Stratos Wealth Partners, LTD. ($17.3M) and Kestra Advisory Services, LLC ($8.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Emrg MRKT
- Filed as
- LATTICE STRATEGIES TR (Q1 2026)
- CUSIP
- 518416201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $16.4M |
| Exits | 3 | $400K |
All 13F filers, Q4 2025 → Q1 2026: 752,197 shares bought and 79,127 shares sold, net +673,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.01% | Add +12.5% | 672,986 | $20.9M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +14.0% | 558,556 | $17.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.3% | 283,569 | $8.8M |
| Private Advisor Group, LLC | 0.03% | New | 235,107 | $7.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.4% | 109,230 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 78,843 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | New | 66,515 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +2575.8% | 54,399 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | New | 47,059 | $1.5M |
| Fermata Advisors, LLC | 0.32% | Add +20.5% | 45,574 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -56.3% | 32,394 | $1.0M |
| Empirical Asset Management, LLC | 0.25% | Reduce -7.9% | 31,074 | $964K |
| Cetera Investment Advisers | 0.00% | Add +11.8% | 28,753 | $892K |
| Mariner, LLC | 0.00% | Add +7.0% | 27,132 | $841K |
| Independent Advisor Alliance | 0.01% | New | 26,552 | $823K |
| Raymond James Financial Inc. | 0.00% | Reduce -30.6% | 26,541 | $823K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -6.3% | 19,591 | $607K |
| Prospera Financial Services Inc | 0.01% | Add +25.1% | 18,067 | $560K |
| Tempus Wealth Planning, LLC | 0.12% | New | 16,500 | $512K |
| Jane Street Group, LLC | 0.00% | New | 13,863 | $430K |
| Old Mission Capital LLC | 0.01% | New | 10,932 | $339K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.6% | 10,572 | $328K |
| Blueprint Financial Advisors LLC | 0.05% | New | 10,282 | $319K |
| Blueprint Investment Partners LLC | 0.03% | New | 10,282 | $319K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,825 | $274K |
| Private Trust Co. NA | 0.01% | Reduce -37.1% | 2,826 | $88K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,633 | $51K |
| Torren Management, LLC | 0.02% | New | 1,389 | $43K |
| Wagner Wealth Management, LLC | 0.00% | No change | 358 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 260 | $8K |
| Bullock Wealth Management Group | 0.00% | No change | 75 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -72.5% | 49 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is ROAM's weight in each manager's 13F, not the share of Hartford Multifact Emrg MRKT the manager owns.