HARTFORD MULTIFACT EMRG MRKT (ROAM) Top Institutional Shareholders
HARTFORD MULTIFACT EMRG MRKT (ROAM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $74.21M in ROAM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ROAM tracked by InsiderSet, reporting ownership valued at approximately $20.87M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.74M, representing an estimated gain of +18.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed ROAM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Stratos Wealth Partners, Ltd., Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in HARTFORD MULTIFACT EMRG MRKT (ROAM).
This page ranks the largest institutional ROAM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$74.21M
Largest Holder
Lpl Financial Llc
Largest Position
$20.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 672,986 | $20,867,462 | $24,740,648 | +$3,873,186 | +18.56% | |
| Stratos Wealth Partners, Ltd. | 0.20% | 558,556 | $17,319,332 | $20,533,915 | +$3,214,583 | +18.56% | |
| Kestra Advisory Services, Llc | 0.03% | 283,569 | $8,792,716 | $10,424,705 | +$1,631,989 | +18.56% | |
| Private Advisor Group, Llc | 0.03% | 235,107 | $7,289,998 | $8,643,121 | +$1,353,123 | +18.56% | |
| Sanctuary Advisors, Llc | 0.02% | 109,230 | $3,386,927 | $4,015,568 | +$628,641 | +18.56% | |
| Susquehanna International Group, Llp | 0.00% | 78,843 | $2,444,709 | $2,898,466 | +$453,757 | +18.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 66,515 | $2,062,440 | $2,445,258 | +$382,818 | +18.56% | |
| Osaic Holdings, Inc. | 0.00% | 54,399 | $1,686,811 | $1,999,843 | +$313,032 | +18.56% | |
| Fermata Advisors, Llc | 0.32% | 45,574 | $1,413,132 | $1,675,414 | +$262,282 | +18.56% | |
| Citadel Advisors Llc | 0.00% | 32,394 | $1,004,450 | $1,190,884 | +$186,434 | +18.56% | |
| Empirical Asset Management, Llc | 0.25% | 31,074 | $963,530 | $1,142,358 | +$178,828 | +18.56% | |
| Cetera Investment Advisers | 0.00% | 28,753 | $891,559 | $1,057,032 | +$165,473 | +18.56% | |
| Mariner, Llc | 0.00% | 27,132 | $841,290 | $997,440 | +$156,150 | +18.56% | |
| Independent Advisor Alliance | 0.01% | 26,552 | $823,306 | $976,118 | +$152,812 | +18.56% | |
| Raymond James Financial Inc | 0.00% | 26,541 | $822,965 | $975,714 | +$152,749 | +18.56% | |
| Dynamic Advisor Solutions Llc | 0.02% | 19,591 | $607,478 | $720,214 | +$112,736 | +18.56% | |
| Prospera Financial Services Inc | 0.01% | 18,067 | $560,198 | $664,188 | +$103,990 | +18.56% | |
| Tempus Wealth Planning, Llc | 0.12% | 16,500 | $511,620 | $606,581 | +$94,961 | +18.56% | |
| Jane Street Group, Llc | 0.00% | 13,863 | $429,854 | $509,639 | +$79,785 | +18.56% | |
| Old Mission Capital Llc | 0.01% | 10,932 | $338,971 | $401,888 | +$62,917 | +18.56% | |
| Blueprint Financial Advisors Llc | 0.05% | 10,282 | $318,817 | $377,992 | +$59,175 | +18.56% | |
| Blueprint Investment Partners Llc | 0.03% | 10,282 | $318,817 | $377,992 | +$59,175 | +18.56% | |
| Envestnet Asset Management Inc | 0.00% | 8,825 | $273,651 | $324,429 | +$50,778 | +18.56% | |
| Private Trust Co Na | 0.01% | 2,826 | $87,627 | $103,891 | +$16,264 | +18.56% | |
| Twin Peaks Wealth Advisors, Llc | 0.01% | 1,633 | $50,635 | $60,033 | +$9,398 | +18.56% | |
| Torren Management, Llc | 0.02% | 1,389 | $43,059 | $51,063 | +$8,004 | +18.59% | |
| Western Wealth Management, Llc | 0.00% | 1,155 | $35,813 | $42,461 | +$6,648 | +18.56% | |
| Wagner Wealth Management, Llc | 0.00% | 358 | $11,101 | $13,161 | +$2,060 | +18.56% | |
| Vanguard Advisers Inc | 0.00% | 260 | $8,062 | $9,558 | +$1,496 | +18.56% | |
| Jones Financial Companies Lllp | 0.00% | 49 | $1,492 | $1,801 | +$309 | +20.73% | |
| Flow Traders U.S. Llc | 0.05% | 47,059 | $1,459 | $1,730,006 | +$1,728,547 | +118474.81% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,572 | $328 | $388,653 | +$388,325 | +118391.81% | |
| Morgan Stanley | 0.00% | 1 | $42 | $37 | -$5 | -12.47% |
Frequently asked questions about ROAM
Who owns the most ROAM stock?
The largest holders of ROAM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD MULTIFACT EMRG MRKT (ROAM).
Is ROAM widely held by superinvestors?
Many widely followed stocks like ROAM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ROAM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.