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ROAM — HARTFORD MULTIFACTOR EMERGING

Reported value held$2.75M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)5
Institutional value$1.16M · 32.41K sh
New / Add / Cut / Exit3 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +0.1% (+18 sh)
Institutional value change Up +15.3%

As of Q2 2026, 5 SEC-registered investment managers reported holding ROAM (HARTFORD MULTIFACTOR EMERGING) in their latest 13F filings, with a combined reported value of $1.16M across 32.41K shares. That is +0.1% by share count (+18 shares) versus the previous quarter, while reported value moved +15.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 19.39K $693.40K 0.00% Reduce
Goldman Sachs Group history 7.22K $258.33K 0.00% New
JPMorgan Chase & Co history 4.07K $144.10K 0.00% New
Fidelity Management & Research (FMR) history 1.73K $61.92K 0.00% New
Morgan Stanley history 1 $61 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 32.39K $1.00M 0.00% Reduce
Morgan Stanley history 1 $42 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 74.04K $2.16M 0.00% Add
Wells Fargo & Co history 4.55K $132.56K 0.00% Reduce
Morgan Stanley history 1 $38 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 28.60K $797.03K 0.00% New
Wells Fargo & Co history 13.68K $381.32K 0.00% Reduce
Morgan Stanley history 1 $39 0.00% Hold

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 13.88K $365.43K 0.00% Reduce
Bank of America Corp history 167 $4.39K 0.00% New
Morgan Stanley history 1 $30 0.00% Hold
Fidelity Management & Research (FMR) history 1 $26 0.00% New

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 16.03K $377.34K 0.00% Reduce
UBS Group AG history 6.47K $152.37K 0.00% New
Morgan Stanley history 1 $32 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Citadel Advisors 19.39K 32.39K 74.04K 28.60K — — 31.48K — 16.51K — 15.04K 15.57K 15.85K — — 56.38K 21.15K — 73.77K 50.98K
Goldman Sachs Group 7.22K — — — — — — — — — — — — — — — — — — —
JPMorgan Chase & Co 4.07K — — — — — — — — — — — — — — — — — — —
Fidelity Management & Research (FMR) 1.73K — — — 1 — — — — — — — — — — — — — — —
Morgan Stanley 1 1 1 1 1 1 1 1 55 — — — — 80 80 80 17 17 17 17
Wells Fargo & Co — — 4.55K 13.68K 13.88K 16.03K 16.68K 16.23K 94.51K 96.75K 98.03K 106.71K 106.79K 111.88K 124.28K 37.19K 51.57K 60.45K 26.99K 26.34K
Bank of America Corp — — — — 167 — — — — — — — — — — — — — — 6.48K
UBS Group AG — — — — — 6.47K — — 2 — 1.54K — 237 12.69K 441.56K 434.38K 19.36K 19.62K 20.42K 18.48K
Wellington Management Group — — — — — — — — — — — 62.09K 151.23K 179.81K 149.37K 154.26K 197.74K 148.67K 189.36K 206.14K

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