HARTFORD FDS EXCHANGE TRADED
CUSIP 41653L701
Hartford Fds Exchange Traded has 23 institutional holders in Filings Flow’s 13F database, together reporting 9.21M shares worth $323M as of Q1 2026. The largest reported holders are Hartford Funds Management Co LLC, Apollon Wealth Management, LLC, and Lpl Financial LLC.
Institutional Holders
23
Q1 2026
Reported Value
$323M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hartford Funds Management Co LLC$1.2B AUM | 15.74% | $181M | 5.17M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.88% | $54M | 1.54M | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.69% | $5M | 141.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.05% | $1M | 35.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $8M | 231.0K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $340,245 | 9.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 69.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 264.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $38M | 1.09M | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 33.2K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $941,107 | 26.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 74.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 97.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 103.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $378,583 | 10.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $9,989 | 285 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 159.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $580,603 | 16.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,258 | 150 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 40.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 41.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $359,304 | 10.1K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.