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Hartford Multifact Emrg Mrkt (ROAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares630,610 from 656,376
Change-25,766 (-4%)
Value$22.4M (-$1.1M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares288,047 from 283,635
Change+4,412 (+2%)
Value$10.2M (+$94.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares79,985 from 73,693
Change+6,292 (+9%)
Value$2.8M (+$207.5K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares31,366 from 44,279
Change-12,913 (-29%)
Value$1.1M (-$468.8K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares30,191 from 28,989
Change+1,202 (+4%)
Value$1.1M (+$36.4K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,679 from 15,864
Change+7,815 (+49%)
Value$842 (-$566.2K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares17,543 from 18,022
Change-479 (-3%)
Value$593.5K (-$51.2K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares16,915 from 19,454
Change-2,539 (-13%)
Value$601.3K (-$94.5K)
Filed 2026-10-13
Redwood Financial Network Corp
INCREASED
Shares13,208 from 10,867
Change+2,341 (+22%)
Value$469.5K (+$80.8K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares6,850 from 11,270
Change-4,420 (-39%)
Value$243.5K (-$159.6K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares4,568 from 4,378
Change+190 (+4%)
Value$162.4K (+$5.8K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$145.7K ($0)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares3,294 from 3,414
Change-120 (-4%)
Value$117.1K (-$5.0K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares3,222 from 3,049
Change+173 (+6%)
Value$114.5K (+$5.5K)
Filed 2026-11-04
Wagner Wealth Management, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$12.7K (-$79)
Filed 2026-10-21
Bullock Wealth Management Group
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.7K (-$3)
Filed 2026-10-09
Blueprint Investment Partners LLC
CLOSED
Shares0 from 10,207
Change-10,207 (-100%)
Value$0 (-$365.1K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
CLOSED
Shares0 from 10,207
Change-10,207 (-100%)
Value$0 (-$365.1K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 6,682
Change-6,682 (-100%)
Value$0 (-$239.0K)
Filed 2026-11-05
Torren Management, LLC
CLOSED
Shares0 from 1,402
Change-1,402 (-100%)
Value$0 (-$50.1K)
Filed 2026-10-29
Stratos Wealth Partners, Ltd.
N/A
Shares— from 639,228
Change-639,228 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 143,129
Change-143,129 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 122,532
Change-122,532 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 102,295
Change-102,295 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 88,981
Change-88,981 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 66,247
Change-66,247 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,112
Change-59,112 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,646
Change-32,646 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 32,597
Change-32,597 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 27,585
Change-27,585 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,385
Change-19,385 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 185
Change-185 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED630,610656,376-25,766-4%$23.5M$22.4M-$1.1M2026-11-06
Kestra Advisory Services, LLC
INCREASED288,047283,635+4,412+2%$10.1M$10.2M+$94.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED79,98573,693+6,292+9%$2.6M$2.8M+$207.5K2026-11-02
Fermata Advisors, LLC
DECREASED31,36644,279-12,913-29%$1.6M$1.1M-$468.8K2026-10-13
Compound Planning, Inc.
INCREASED30,19128,989+1,202+4%$1.0M$1.1M+$36.4K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED23,67915,864+7,815+49%$567.0K$842-$566.2K2026-11-02
Prospera Financial Services Inc
DECREASED17,54318,022-479-3%$644.6K$593.5K-$51.2K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED16,91519,454-2,539-13%$695.9K$601.3K-$94.5K2026-10-13
Redwood Financial Network Corp
INCREASED13,20810,867+2,341+22%$388.7K$469.5K+$80.8K2026-11-03
Truist Financial Corp
DECREASED6,85011,270-4,420-39%$403.1K$243.5K-$159.6K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED4,5684,378+190+4%$156.6K$162.4K+$5.8K2026-10-30
Allworth Financial LP
UNCHANGED4,0744,07400%$145.7K$145.7K$02026-11-06
Private Trust Co NA
DECREASED3,2943,414-120-4%$122.1K$117.1K-$5.0K2026-10-20
Creative Financial Designs Inc
INCREASED3,2223,049+173+6%$109.1K$114.5K+$5.5K2026-11-04
Wagner Wealth Management, LLC
UNCHANGED35835800%$12.8K$12.7K-$792026-10-21
Bullock Wealth Management Group
UNCHANGED757500%$2.7K$2.7K-$32026-10-09
Blueprint Investment Partners LLC
CLOSED010,207-10,207-100%$365.1K$0-$365.1K2026-10-28
Blueprint Financial Advisors LLC
CLOSED010,207-10,207-100%$365.1K$0-$365.1K2026-10-28
J.W. Cole Advisors, Inc.
CLOSED06,682-6,682-100%$239.0K$0-$239.0K2026-11-05
Torren Management, LLC
CLOSED01,402-1,402-100%$50.1K$0-$50.1K2026-10-29
Stratos Wealth Partners, Ltd.
N/A—639,228-639,228-100%$22.9M———
Jane Street Group, LLC
N/A—143,129-143,129-100%$5.1M———
Old Mission Capital LLC
N/A—122,532-122,532-100%$4.4M———
Sanctuary Advisors, LLC
N/A—102,295-102,295-100%$3.7M———
Raymond James Financial Inc
N/A—88,981-88,981-100%$3.2M———
Private Advisor Group, LLC
N/A—66,247-66,247-100%$2.4M———
Susquehanna International Group, LLP
N/A—59,112-59,112-100%$2.1M———
Mariner, LLC
N/A—32,646-32,646-100%$1.2M———
Empirical Asset Management, LLC
N/A—32,597-32,597-100%$1.2M———
IFG Advisory, LLC
N/A—27,585-27,585-100%$986.7K———
Citadel Advisors LLC
N/A—19,385-19,385-100%$693.4K———
Cetera Investment Advisers
N/A—11,797-11,797-100%$422.0K———
Envestnet Asset Management Inc
N/A—10,814-10,814-100%$386.8K———
Goldman Sachs Group Inc
N/A—7,222-7,222-100%$258.3K———
JPMorgan Chase & Co
N/A—4,074-4,074-100%$144.1K———
Advisors Preferred, LLC
N/A—2,455-2,455-100%$86.7K———
Osaic Holdings, Inc.
N/A—2,378-2,378-100%$85.1K———
FMR LLC
N/A—1,731-1,731-100%$61.9K———
Vanguard Advisers Inc
N/A—260-260-100%$9.3K———
Jones Financial Companies Lllp
N/A—185-185-100%$6.5K———
Harborfront Financial Group LLC
N/A—77-77-100%$2.7K———
Morgan Stanley
N/A—1-1-100%$61———
Showing 42 of 42 institutions