Institutional Ownership Hartford Multifactor Emerging (ROAM)
This table provides information about the institutional ownership of Hartford Multifactor Emerging (ROAM). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
296,323
shares
|
$7.07 Million
0.0% of portfolio
|
Q4 2024
Added 29.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
241,074
shares
|
$5.75 Million
0.08% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
107,482
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
100,929
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.27 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
31,484
shares
|
$751,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
30,007
shares
|
$716,267
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
27,186
shares
|
$648,929
0.04% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
22,493
shares
|
$536,907
0.02% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,307
shares
|
$508,598
0.0% of portfolio
|
Q4 2024
Reduced 75.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,204
shares
|
$506,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,186
shares
|
$505,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,018
shares
|
$477,829
0.02% of portfolio
|
Q4 2024
Reduced 54.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
18,195
shares
|
$434,314
0.03% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,112
shares
|
$432,333
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$431,450
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
16,680
shares
|
$398,151
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,035
shares
|
$335,015
0.01% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,433
shares
|
$272,905
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,422
shares
|
$33,943
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
811
shares
|
$19,358
0.0% of portfolio
|
Q2 2024
Reduced 49.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
379
shares
|
$9,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
123
shares
|
$2,936
0.0% of portfolio
|
Q4 2024
Added 720.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|