35 tracked 13F filers disclose a position in ROAM as of the latest SEC 13F filings, a combined $77.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $20.9M | 673K | ▲+13% Added · +75K sh | Q1 2026 | |
| 2 | Stratos Wealth Partners, LTD. | $22.9M | 639K | ▲+14% Added · +81K sh | Q2 2026 | |
| 3 | Kestra Advisory Services, LLC | $10.1M | 284K | ▲~0% Added · +66 sh | Q2 2026 | |
| 4 | Sanctuary Advisors, LLC | $3.7M | 102K | ▼−6.3% Reduced · −7K sh | Q2 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 79K | ▲New +79K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 67K | ▲New +67K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $2.4M | 66K | ▼−72% Reduced · −169K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.7M | 54K | ▲27× Added · +52K sh | Q1 2026 | |
| 9 | Fermata Advisors, LLC | $1.6M | 44K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 10 | Empirical Asset Management, LLC | $1.2M | 33K | ▲+4.9% Added · +2K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.0M | 32K | ▼−56% Reduced · −42K sh | Q1 2026 | |
| 12 | Compound Planning, Inc. | $1.0M | 29K | ▲New +29K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $892K | 29K | ▲+12% Added · +3K sh | Q1 2026 | |
| 14 | Mariner, LLC | $841K | 27K | ▲+7.0% Added · +2K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $823K | 27K | ▼−31% Reduced · −12K sh | Q1 2026 | |
| 16 | Dynamic Advisor Solutions LLC | $696K | 19K | ▼−0.7% Reduced · −137 sh | Q2 2026 | |
| 17 | Prospera Financial Services Inc | $645K | 18K | ▼−0.2% Reduced · −45 sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $430K | 14K | ▲New +14K sh | Q1 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $339K | 11K | ▲New +11K sh | Q1 2026 | |
| 20 | Redwood Financial Network Corp | $389K | 11K | ▲New +11K sh | Q2 2026 | |
| 21 | Blueprint Investment Partners LLC | $365K | 10K | ▼−0.7% Reduced · −75 sh | Q2 2026 | |
| 22 | Blueprint Financial Advisors LLC | $365K | 10K | ▼−0.7% Reduced · −75 sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $274K | 9K | ▲New +9K sh | Q1 2026 | |
| 24 | J.W. COLE ADVISORS, INC. | $239K | 7K | ▲Added Added · +7K sh | Q2 2026 | |
| 25 | Capital Investment Advisory Services, LLC | $157K | 4K | ▲New +4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in ROAM and 3 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $830.9M |
| APPLE INCAAPL | 13 funds | $2.3B |
| AMAZON.COM INCAMZN | 13 funds | $2.1B |
| MICROSOFT CORPMSFT | 13 funds | $1.3B |
| BROADCOM INCAVGO | 13 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.1B |
| TESLA INCTSLA | 13 funds | $936.0M |
| JPMORGAN CHASE & COJPM | 13 funds | $906.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $774.3M |
| WALMART INCWMT | 13 funds | $274.0M |
| PROCTER & GAMBLE CO/THEPG | 13 funds | $180.4M |
Ranked by how many of ROAM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RODMmc | 119 funds | $1.0B |
| ROUSMF Closed and MF Open | 64 funds | $374.9M |
| ROAMthis pageHARTFRD EMRG ETF | 35 funds | $77.7M |
| HDUSHARTFORD DISCIPL | 33 funds | $160.0M |
| ROSCHARTFORD MLT SML | 24 funds | $49.7M |
| HQGOHARTFORD US QUAL | 3 funds | $45.4M |
| 518416847HARTFORD US VALU | 2 funds | $47.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ROAM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ROAM/capital-change-brief"
Use Arkolith's capital_change_brief for ROAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.