ACVUHARTFORD FDS EXCHANGE TRADED
CUSIP 41653L859 · Yahoo Finance ↗ · Google Finance ↗
Hartford Fds Exchange Traded (ACVU) has 30 institutional holders in Filings Flow’s 13F database, together reporting 852.2K shares worth $23M as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Modern Wealth Management, LLC, and Corient Private Wealth LLC.
Institutional Holders
30
Q1 2026
Reported Value
$23M
Ticker
ACVU
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 377.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.08% | $4M | 160.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 72.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 56.2K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 47.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $770,577 | 28.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $769,517 | 28.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $407,591 | 15.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $373,785 | 14.1K | Q3 2025OLDER |
| Matrix Trust Co$690M AUM | 0.05% | $299,000 | 10.9K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $298,000 | 10.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $243,603 | 9.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $239,155 | 8.8K | Q1 2026 |
| Bowman & Co S.C.$237M AUM | 0.10% | $233,628 | 8.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $223,951 | 8.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $215,307 | 7.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $209,510 | 7.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $140,627 | 5.2K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.04% | $87,848 | 3.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $57,342 | 2.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $43,328 | 1.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $37,000 | 1.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $21,977 | 808 | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $18,184 | 709 | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,170 | 609 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13,482 | 496 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13,037 | 491 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $11,906 | 438 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $10,872 | 400 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,139 | 373 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,514 | 350 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $5,926 | 218 | Q1 2026 |
| TSFG, LLC$659M AUM | 0.00% | $5,000 | 172 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,147 | 79 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,808 | 66 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,794 | 66 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.