HolderBook

HARTFORD FDS EXCHANGE TRADED (HCOM)

Institutional ownership reported to the SEC as of Q2 2025, across 15 quarters.

3
Reporting holders
$26.0K
Reported value
0.0%
Held as options
-3
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

FilerValueShares Their book Held Change
OSAIC HOLDINGS, INC.$24.2K1,6610.00%2qHELD
CoreCap Advisors, LLC$1.5K1000.00%6qHELD
EverSource Wealth Advisors, LLC$393270.00%6qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20253$26.0K1,7880000.0%
Q1 20256$625.1K39,6521020.0%
Q4 20245$1.1M74,0711200.0%
Q3 20245$556.5K36,4101020.0%
Q2 20244$996.8K65,5270110.0%
Q1 20247$1.7M118,5893030.0%
Q4 20235$2.9M198,7991310.0%
Q3 20234$5.5M343,6160030.0%
Q2 20236$6.7M435,8771210.0%
Q1 20237$30.0M1,891,5332120.0%
Q4 20229$37.8M2,240,7622300.0%
Q3 202211$26.7M1,575,1655320.0%
Q2 20227$33.1M1,366,7133130.0%
Q1 20224$35.9M1,407,0644000.0%
Q4 20211$242.0K12,0811000.0%