HARTFORD FDS EXCHANGE TRADED
CUSIP 41653L875
Hartford Fds Exchange Traded has 68 institutional holders in Filings Flow’s 13F database, together reporting 17.13M shares worth $591M as of Q1 2026. The largest reported holders are New England Capital Financial Advisors LLC, Northwestern Mutual Wealth Management Co, and Hartford Funds Management Co LLC.
Institutional Holders
68
Q1 2026
Reported Value
$591M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| New England Capital Financial Advisors LLC$365M AUM | 24.19% | $88M | 2.54M | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 6.05% | $25M | 723.1K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 5.24% | $9M | 255.5K | Q1 2026OLDER |
| Hartford Funds Management Co LLC$1.2B AUM | 4.63% | $53M | 1.54M | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 2.88% | $14M | 411.6K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 2.26% | $3M | 84.6K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 1.87% | $6M | 171.6K | Q2 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 1.25% | $21M | 601.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.65% | $6M | 180.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.42% | $25M | 706.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.34% | $34M | 971.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.33% | $21M | 613.0K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.32% | $597,601 | 17.2K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.22% | $275,989 | 7.9K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.21% | $312,572 | 9.0K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.20% | $238,044 | 6.9K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.19% | $345,464 | 9.9K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.17% | $8M | 222.5K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.16% | $909,800 | 25.9K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.15% | $7M | 211.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.14% | $2M | 71.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.13% | $4M | 122.1K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.12% | $1M | 34.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.11% | $549,200 | 15.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.11% | $8M | 216.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 49.4K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.09% | $228,249 | 6.6K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.08% | $818,663 | 23.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.06% | $2M | 67.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 118.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $74M | 2.12M | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.04% | $300,804 | 8.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $665,211 | 19.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $866,264 | 24.9K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $221,610 | 6.2K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 136.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 462.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $162,247 | 4.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $265,920 | 7.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $41M | 1.19M | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $744,424 | 21.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 160.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 164.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 240.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 161.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $469,395 | 13.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 41.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 31.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $247,757 | 7.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $355,198 | 10.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 344.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $42M | 1.22M | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $34,997 | 1.0K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $7,112 | 200 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 149.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 385.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $778,726 | 22.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $72,981 | 2.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $267,519 | 7.5K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $62,600 | 1.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $18,417 | 530 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $24,780 | 714 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $5M | 145.4K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $730,439 | 21.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $605,032 | 17.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $39,174 | 1.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 57.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $730,936 | 20.6K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,956 | 315 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,096 | 200 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $225,749 | 6.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17,229 | 485 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.