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Hartford Multifact Emrg Mrkt (ROAM)

CUSIP: 518416201 | NYSE | 104 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC630,610
0.0% of portfolio›$22.4M
Kestra Advisory Services, LLC288,047
0.0% of portfolio›$10.2M
Commonwealth Equity Services, LLC79,985
0.0% of portfolio›$2.8M
Fermata Advisors, LLC31,366
0.2% of portfolio›$1.1M
Compound Planning, Inc.30,191
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.23,679
0.0% of portfolio›$842
Prospera Financial Services Inc17,543
0.0% of portfolio›$593.5K
Dynamic Advisor Solutions LLC16,915
0.0% of portfolio›$601.3K
Redwood Financial Network Corp13,208
0.3% of portfolio›$469.5K
Truist Financial Corp6,850
0.0% of portfolio›$243.5K
Capital Investment Advisory Services, LLC4,568
0.0% of portfolio›$162.4K
Allworth Financial LP4,074
0.0% of portfolio›$145.7K
Private Trust Co NA3,294
0.0% of portfolio›$117.1K
Creative Financial Designs Inc3,222
0.0% of portfolio›$114.5K
Wagner Wealth Management, LLC358
0.0% of portfolio›$12.7K
Bullock Wealth Management Group75
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
LPL Financial LLC
630,610$22.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Advisory Services, LLC
288,047$10.2M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
79,985$2.8M0.0%ETFLowWaltham, MA2026-11-02
Fermata Advisors, LLC
31,366$1.1M0.2%ETFLowSonoma, CA2026-10-13
Compound Planning, Inc.
30,191$1.1M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
23,679$8420.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
17,543$593.5K0.0%CoreMediumDallas, TX2026-11-04
Dynamic Advisor Solutions LLC
16,915$601.3K0.0%ETFLowPhoenix, AZ2026-10-13
Redwood Financial Network Corp
13,208$469.5K0.3%ETFLowSolon, OH2026-11-03
Truist Financial Corp
6,850$243.5K0.0%CoreLowCharlotte, NC2026-10-30
Capital Investment Advisory Services, LLC
4,568$162.4K0.0%CoreMediumRaleigh, NC2026-10-30
Allworth Financial LP
4,074$145.7K0.0%IndexLowFolsom, CA2026-11-06
Private Trust Co NA
3,294$117.1K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
3,222$114.5K0.0%ETFMediumKokomo, IN2026-11-04
Wagner Wealth Management, LLC
358$12.7K0.0%ETFLowGreenville, SC2026-10-21
Bullock Wealth Management Group
75$2.7K0.0%GrowthLowBloomington, IN2026-10-09