HARTFORD FDS EXCHANGE TRADED
CUSIP 41653L404
Hartford Fds Exchange Traded has 46 institutional holders in Filings Flow’s 13F database, together reporting 255.7K shares worth $5M as of Q2 2026. The largest reported holders are Bank Of New York Mellon Corp, Cpc Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
46
Q2 2026
Reported Value
$231M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CPC Advisors, LLC$617M AUM | 6.22% | $38M | 2.02M | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 3.65% | $9M | 477.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.82% | $11M | 573.6K | Q4 2025OLDER |
| Element Wealth, LLC$242M AUM | 0.76% | $2M | 96.8K | Q1 2026OLDER |
| Keystone Financial Services, LLC$149M AUM | 0.28% | $423,374 | 22.3K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.24% | $2M | 113.8K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.22% | $487,079 | 25.4K | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.18% | $5M | 240.3K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.12% | $545,806 | 28.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.08% | $5M | 244.5K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.08% | $10M | 540.7K | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.08% | $559,512 | 29.4K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.08% | $340,518 | 17.9K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.07% | $1M | 64.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $4M | 186.6K | Q2 2026 |
| Prostatis Group LLC$391M AUM | 0.06% | $239,375 | 12.5K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.05% | $69,692 | 3.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.05% | $616,052 | 32.1K | Q2 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.05% | $543,513 | 28.6K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.05% | $223,107 | 11.6K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $383,233 | 20.1K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $554,230 | 29.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $894,670 | 47.1K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.01% | $24,391 | 1.3K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $15M | 767.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $42M | 2.19M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $469,642 | 24.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 93.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 253.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 310.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $13M | 665.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $38,000 | 2.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $22M | 1.15M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $17M | 903.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 161.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $204,295 | 10.7K | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $589,372 | 31.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $422,036 | 22.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 292.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $967,550 | 50.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 939.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $194,509 | 10.2K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $793,117 | 41.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $125,858 | 6.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $242,085 | 12.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 119.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $341,981 | 18.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $114,722 | 6.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 57.7K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $255,726 | 13.4K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $758,378 | 39.6K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $523,146 | 27.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $372,748 | 19.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26,331 | 1.4K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1 | 76 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,339 | 331 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2,074 | 108 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.