HARTFORD FDS EXCHANGE TRADED (ACVU)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
32
Reporting holders
$30.2M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $11.4M | 366,449 | 0.00% | 9q | -2.8%-$327.2K |
| Modern Wealth Management, LLC | $5.0M | 159,252 | 0.06% | 5q | -0.5%-$26.0K |
| Corient Private Wealth LP | $4.5M | 145,384 | 0.00% | 4q | +100.0%+$2.3M |
| LPL Financial LLC | $1.8M | 56,167 | 0.00% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 50,071 | 0.00% | 2q | +76.9%+$679.2K |
| DAVENPORT & Co LLC | $1.5M | 47,072 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 40,978 | 0.00% | 5q | +44.5%+$394.2K |
| Ashton Thomas Private Wealth, LLC | $468.0K | 14,995 | 0.01% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $279.7K | 8,962 | 0.01% | 11q | HELD |
| Cetera Investment Advisers | $274.6K | 8,798 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $265.6K | 8,510 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $264.2K | 8,465 | 0.00% | new | NEW |
| MORGAN STANLEY | $264.0K | 8,460 | 0.00% | 11q | +2.7%+$6.9K |
| AE Wealth Management LLC | $247.2K | 7,921 | 0.00% | 2q | HELD |
| Revisor Wealth Management LLC | $225.0K | 7,208 | 0.05% | new | NEW |
| FMR LLC | $224.6K | 7,197 | 0.00% | 11q | +3201.4%+$217.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $200.3K | 6,418 | 0.00% | 4q | -16.7%-$40.3K |
| OSAIC HOLDINGS, INC. | $161.5K | 5,174 | 0.00% | 11q | HELD |
| Global Retirement Partners, LLC | $65.3K | 2,092 | 0.00% | 9q | HELD |
| UBS Group AG | $54.1K | 1,733 | 0.00% | 2q | +249.4%+$38.6K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $48.4K | 1,550 | 0.02% | 9q | -52.0%-$52.5K |
| ROYAL BANK OF CANADA | $48.0K | 1,547 | 0.00% | 11q | +13.4%+$5.7K |
| WELLS FARGO & COMPANY/MN | $38.0K | 1,217 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $13.7K | 438 | 0.00% | 3q | HELD |
| Planning Strategies Inc. | $12.5K | 400 | 0.01% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $11.6K | 373 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.9K | 350 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.2K | 263 | 0.00% | 2q | -67.5%-$17.0K |
| CVA Family Office, LLC | $4.2K | 135 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $3.6K | 116 | 0.00% | new | NEW |
| Rossby Financial, LCC | $2.1K | 66 | 0.00% | 6q | HELD |
| NATIXIS ADVISORS, LLC | $431 | 13,825 | 0.00% | 3q | +26.3% |
| TSFG, LLC | $5 | 172 | 0.00% | 11q | HELD |
| Strategic Wealth Partners, Ltd. | $4 | 0 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $30.2M | 967,761 | 6 | 7 | 5 | 0.0% |
| Q1 2026 | 28 | $22.7M | 841,087 | 8 | 5 | 5 | 0.0% |
| Q4 2025 | 21 | $21.9M | 797,538 | 2 | 5 | 9 | 0.0% |
| Q3 2025 | 23 | $17.8M | 672,022 | 5 | 6 | 3 | 0.0% |
| Q2 2025 | 19 | $12.5M | 485,921 | 4 | 3 | 2 | 0.0% |
| Q1 2025 | 17 | $8.1M | 320,271 | 3 | 5 | 2 | 0.0% |
| Q4 2024 | 16 | $6.7M | 274,600 | 3 | 3 | 3 | 0.0% |
| Q3 2024 | 16 | $12.2M | 467,872 | 3 | 2 | 5 | 0.0% |
| Q2 2024 | 16 | $6.8M | 276,786 | 3 | 2 | 5 | 0.0% |
| Q1 2024 | 15 | $6.7M | 272,530 | 2 | 2 | 4 | 0.0% |
| Q4 2023 | 15 | $7.5M | 326,483 | 14 | 0 | 0 | 0.0% |