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Hartford Multifactor Emerging Markets ETF (ROAM) Institutional Ownership

$26.90 -0.24 (-0.88%)
As of 08/29/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Multifactor Emerging Markets ETF (NYSEARCA:ROAM)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$20.53M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.98M
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ROAM Institutional Buying and Selling by Quarter

Hartford Multifactor Emerging Markets ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Raymond James Financial Inc.17,481$460K0.0%-31.7%1.165%
8/13/2025 Twin Peaks Wealth Advisors LLC1,945$53K0.0%N/A0.130%
8/12/2025 J.W. Cole Advisors Inc.8,045$212K0.0%N/A0.536%
8/12/2025 Financial Advocates Investment Management25,281$665K0.1%-4.1%1.685%
8/6/2025 Prospera Financial Services Inc14,685$387K0.0%-3.9%1.088%
8/1/2025 Envestnet Asset Management Inc.17,675$465K0.0%-2.4%1.309%
7/29/2025 Stratos Wealth Partners LTD.437,320$11.51M0.2%+79.7%32.394%
5/19/2025 Jane Street Group LLC10,168$239K0.0%-52.0%0.753%
5/15/2025 OLD Mission Capital LLC41,932$987K0.0%-58.5%3.106%
5/7/2025 LPL Financial LLC295,419$6.95M0.0%-0.3%24.618%
4/30/2025 Stratos Wealth Partners LTD.243,351$5.73M0.1%+0.9%20.279%
4/17/2025 Dynamic Advisor Solutions LLC23,606$556K0.0%+4.9%1.967%
4/10/2025 Fermata Advisors LLC31,740$747K0.1%+5.8%2.645%
2/17/2025 Visionary Wealth Advisors18,195$415K0.0%+5.3%2.022%
2/17/2025 Citadel Advisors LLC31,484$718K0.0%N/A3.498%
2/14/2025 Jane Street Group LLC21,186$483K0.0%N/A2.354%
2/13/2025 Raymond James Financial Inc.21,204$484K0.0%N/A2.356%
2/13/2025 Wells Fargo & Company MN16,680$380K0.0%+2.8%1.853%
2/12/2025 OLD Mission Capital LLC100,929$2.30M0.0%N/A11.214%
2/11/2025 LPL Financial LLC296,323$6.76M0.0%+29.3%32.925%
2/6/2025 Raymond James Financial Inc.21,204$484K0.0%N/A2.356%
1/31/2025Sanctuary Advisors LLC107,482$2.51M0.0%+10.5%11.942%
1/27/2025 Financial Advocates Investment Management27,186$620K0.0%-14.8%3.021%
1/27/2025 Stratos Wealth Partners LTD.241,074$5.50M0.1%+5.1%26.786%
1/21/2025 Dynamic Advisor Solutions LLC22,493$513K0.0%+7.5%2.499%
1/15/2025 Fermata Advisors LLC30,007$684K0.1%N/A3.334%
11/25/2024Sanctuary Advisors LLC97,242$2.32M0.0%+166.2%10.805%
11/14/2024 Flow Traders U.S. LLC43,625$1.11M0.1%-45.6%4.847%
11/8/2024 Prospera Financial Services Inc11,980$306K0.0%+21.9%1.331%
10/17/2024 Stratos Wealth Partners LTD.229,441$5.86M0.1%+764.3%25.493%
10/8/2024 Dynamic Advisor Solutions LLC20,922$534K0.0%+29.0%2.325%
9/5/2024Sanctuary Advisors LLC36,533$847K0.0%N/A4.059%
7/31/2024 Commonwealth Equity Services LLC43,393$1.05M0.0%N/A4.821%
7/29/2024 Financial Advocates Investment Management31,655$765K0.0%-5.3%3.517%
7/23/2024 MFA Wealth Advisors LLC2,913$70K0.0%N/A0.324%
7/15/2024 Dynamic Advisor Solutions LLC16,218$392K0.0%+29.8%1.802%
2/29/2024 Scarborough Advisors LLC60,030$1.34M0.3%+4.2%6.670%
2/8/2024 Financial Advocates Investment Management9,297$208K0.0%N/A1.033%
1/19/2024 Wagner Wealth Management LLC74,430$1.66M0.6%-4.6%8.270%
1/16/2024Raymond James Financial Services Advisors Inc.12,103$271K0.0%-10.8%1.345%
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1/11/2024 Dynamic Advisor Solutions LLC10,684$234K0.0%N/A1.187%
12/1/2023 Wellington Management Group LLP62,087$1.31M0.0%-58.9%6.899%
11/30/2023 Scarborough Advisors LLC57,635$1.21M0.3%+8.3%6.404%
11/7/2023 Scarborough Advisors LLC2,859$60K0.0%-94.6%0.318%
10/24/2023Raymond James Financial Services Advisors Inc.13,564$286K0.0%+6.6%1.507%
10/18/2023 Wagner Wealth Management LLC78,000$1.64M0.6%+9.6%8.667%
9/7/2023 Scarborough Advisors LLC53,240$1.12M0.3%+21.0%5.916%
8/9/2023 Flow Traders U.S. LLC59,118$1.24M0.1%+80.6%6.569%
7/28/2023 Wagner Wealth Management LLC71,194$1.50M0.6%+63.7%7.910%
5/17/2023 Wagner Wealth Management LLC43,479$889K0.4%+622.5%4.831%
5/12/2023Resource Planning Group53,056$1.09M0.9%-9.5%5.895%
4/14/2023Raymond James Financial Services Advisors Inc.12,572$257K0.0%N/A0.740%
3/6/2023 OLD Mission Capital LLC124,161$2.42M0.1%+40.3%7.304%
2/8/2023 UBS Group AG441,557$8.60M0.0%+1.7%25.974%
2/8/2023 Cambridge Investment Research Advisors Inc.12,712$248K0.0%-4.2%0.748%
1/31/2023Resource Planning Group58,606$1.14M0.9%-2.5%3.447%
1/10/2023 Coldstream Capital Management Inc.13,847$270K0.0%N/A0.989%
11/15/2022 Flow Traders U.S. LLC57,823$1.04M0.1%+11.2%4.130%
11/14/2022 OLD Mission Capital LLC88,474$1.59M0.1%-28.9%6.320%
11/10/2022 UBS Group AG434,379$7.82M0.0%+2,144.0%31.027%
8/13/2022 Flow Traders U.S. LLC51,983$1.04M0.1%+120.5%2.888%
8/11/2022 Capital Asset Advisory Services LLC1,892$38K0.0%-62.0%0.105%
8/8/2022 Coldstream Capital Management Inc.804,400$16.13M0.7%-7.3%44.689%
8/5/2022 OLD Mission Capital LLC124,375$2.49M0.1%-1.7%6.910%
8/2/2022 Advisory Services Network LLC12,473$250K0.0%-36.6%0.693%
8/2/2022Resource Planning Group60,142$1.21M1.0%+9.7%3.341%
5/11/2022 Coldstream Capital Management Inc.867,583$20.17M0.7%-3.5%48.199%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,200$28K0.0%-45.5%0.067%
4/29/2022 Capital Asset Advisory Services LLC4,975$116K0.0%-15.3%0.276%
2/4/2022 Capital Asset Advisory Services LLC5,875$141K0.0%-49.8%0.346%
2/3/2022 Cambridge Investment Research Advisors Inc.13,518$325K0.0%-5.1%0.795%
2/3/2022 Advisor Group Holdings Inc.1,781$43K0.0%-37.1%0.105%
1/10/2022 Patriot Financial Group Insurance Agency LLC2,200$53K0.0%-77.8%0.129%
11/16/2021 Wellington Management Group LLP206,136$5.04M0.0%-1.1%12.126%
11/12/2021Newport Wealth Strategies Inc.34,240$838K0.5%+87.6%2.014%
11/5/2021 Advisory Services Network LLC20,825$510K0.0%+107.7%1.225%
11/2/2021 Cambridge Investment Research Advisors Inc.14,249$349K0.0%-6.1%0.838%
10/14/2021 Capital Asset Advisory Services LLC11,695$286K0.0%-9.3%0.688%
10/12/2021Resource Planning Group54,818$1.34M0.8%-9.9%3.225%
9/8/2021Newport Wealth Strategies Inc.18,250$465K0.3%N/A1.074%
8/17/2021 Citadel Advisors LLC49,970$1.27M0.0%+2.4%2.939%
8/16/2021Resource Planning Group60,871$1.55M0.9%-10.4%3.581%
8/13/2021 LPL Financial LLC12,446$317K0.0%N/A0.732%
8/12/2021 Advisory Services Network LLC10,028$255K0.0%N/A0.590%
8/11/2021 Susquehanna International Group LLP18,335$467K0.0%N/A1.079%
8/10/2021 Cambridge Investment Research Advisors Inc.15,181$387K0.0%+4.4%0.893%
8/6/2021 Capital Asset Advisory Services LLC12,894$328K0.0%-18.8%0.758%
8/2/2021 Advisor Group Holdings Inc.2,823$71K0.0%+61.1%0.166%
(Data available from 1/1/2016 forward)

ROAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROAM shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Hartford Multifactor Emerging Markets ETF. The most heavily invested institutionals were Stratos Wealth Partners LTD. ($11.51M), LPL Financial LLC ($6.95M), Sanctuary Advisors LLC ($2.51M), Wagner Wealth Management LLC ($1.66M), Scarborough Advisors LLC ($1.34M), Wellington Management Group LLP ($1.31M), and Flow Traders U.S. LLC ($1.11M).Learn more on Hartford Multifactor Emerging Markets ETF's institutional investors.

Which institutional investors have been buying Hartford Multifactor Emerging Markets ETF's stock?

Of the 20 institutional investors that purchased Hartford Multifactor Emerging Markets ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stratos Wealth Partners LTD. ($410.78K), Sanctuary Advisors LLC ($107.48K), OLD Mission Capital LLC ($100.93K), LPL Financial LLC ($67.14K), Commonwealth Equity Services LLC ($43.39K), Raymond James Financial Inc. ($42.41K), and Fermata Advisors LLC ($31.74K).

How much institutional buying is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have bought a total of 834,048 shares in the last 24 months. This purchase volume represents approximately $20.53M in transactions.

Which of Hartford Multifactor Emerging Markets ETF's major shareholders have been selling company stock?

The following institutional investors have sold Hartford Multifactor Emerging Markets ETF stock in the last 24 months: OLD Mission Capital LLC ($59.00K), Flow Traders U.S. LLC ($36.59K), Jane Street Group LLC ($11.02K), Raymond James Financial Inc. ($8.11K), Financial Advocates Investment Management ($5.80K), LPL Financial LLC ($904.00), and Prospera Financial Services Inc ($590.00).

How much institutional selling is happening at Hartford Multifactor Emerging Markets ETF?

Institutional investors have sold a total of 122,439 shares in the last 24 months. This volume of shares sold represents approximately $2.98M in transactions.


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This page (NYSEARCA:ROAM) was last updated on 8/30/2025 by MarketBeat.com Staff
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