ETF Holders

Who owns ROAM?

International

Hartford Multifactor Emerging Markets ETF · Hartford

43 institutions reported holding ROAM, worth $92.9M, in Form 13F filings for June 30, 2026.

13F holders
43
Institutional value
$92.9M
Change from prior quarter
+22.2%
+$16.9M, with price moves
New and sold-out firms
15 / 5
13 added, 12 trimmed

Top 10 institutional holders of ROAM

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$23.5M656,376−16,610 shares
Stratos Wealth Partners, LTD.Beachwood, OH$22.9M639,228+80,672 shares
Kestra Advisory Services, LLCAustin, TX$10.1M283,635+66 shares
Jane Street Group, LLCNew York, NY$5.1M143,129+129,266 shares
Old Mission Capital LLCChicago, IL$4.4M122,532+111,600 shares
Sanctuary Advisors, LLCIndianapolis, IN$3.7M102,295−6,935 shares
Raymond James Financial Inc.St. Petersburg, FL$3.2M88,981+62,440 shares
Commonwealth Equity Services, LLCWaltham, MA$2.6M73,693+7,178 shares
Private Advisor Group, LLCMorristown, NJ$2.4M66,247−168,860 shares
Susquehanna International Group, LLPBala Cynwyd, PA$2.1M59,112−19,731 shares
33 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns ROAM?

43 institutional managers reported holding ROAM in Form 13F filings for June 30, 2026, worth $92.9M in total. The largest reported position was held by LPL Financial LLC, at $23.5M.

Did institutions buy or sell ROAM last quarter?

Reported 13F value rose 22.2% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is ROAM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.