# HARTFORD FDS EXCHANGE TRADED (HCRB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HCRB/

- Reporting holders: 24
- Reported value: $377.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hartford Funds Management Co LLC](https://holderbook.com/funds/1546587-hartford-funds-management-co-llc/) | $200.9M | 5,741,406 | 16.1% | 22 |
| [Apollon Wealth Management, LLC](https://holderbook.com/funds/1764387-apollon-wealth-management-llc/) | $67.9M | 1,941,271 | 0.8% | 10 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $46.5M | 1,328,948 | 0.0% | 9 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $9.4M | 267,381 | 0.0% | 4 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $8.7M | 249,277 | 0.0% | 2 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $7.5M | 214,321 | 0.0% | 14 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $5.7M | 161,545 | 0.0% | 12 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $5.3M | 153,191 | 0.0% | 2 |
| [Apollon Financial, LLC](https://holderbook.com/funds/2011195-apollon-financial-llc/) | $5.2M | 148,178 | 0.6% | 10 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $4.3M | 121,794 | 0.0% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.4M | 68,969 | 0.0% | 17 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $1.9M | 54,391 | 0.0% | 6 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.8M | 51,122 | 0.0% | 9 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.7M | 49,817 | 0.0% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.7M | 47,611 | 0.0% | 1 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $1.5M | 42,954 | 0.0% | 2 |
| [DAVENPORT & Co LLC](https://holderbook.com/funds/887777-davenport-co-llc/) | $1.2M | 33,205 | 0.0% | 8 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.2M | 33,102 | 0.0% | 7 |
| [Walleye Partners, LLC](https://holderbook.com/funds/2068376-walleye-partners-llc/) | $586.5K | 16,765 | 0.7% | 3 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $556.0K | 15,895 | 0.0% | 1 |
| [E6 Portfolios, LLC](https://holderbook.com/funds/2110817-e6-portfolios-llc/) | $507.1K | 14,493 | 0.4% | 1 |
| [NATIXIS ADVISORS, LLC](https://holderbook.com/funds/1018331-natixis-advisors-llc/) | $383.0K | 10,950 | 0.0% | 1 |
| [Berger Financial Group, Inc](https://holderbook.com/funds/1826136-berger-financial-group-inc/) | $330.7K | 9,451 | 0.0% | 22 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $118.2K | 3,386 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $377.2M |
| Q1 2026 | 23 | $322.8M |
| Q4 2025 | 20 | $322.1M |
| Q3 2025 | 19 | $327.6M |
| Q2 2025 | 23 | $314.6M |
| Q1 2025 | 18 | $278.8M |
| Q4 2024 | 18 | $262.9M |
| Q3 2024 | 17 | $260.8M |
| Q2 2024 | 12 | $264.8M |
| Q1 2024 | 12 | $245.4M |
| Q4 2023 | 12 | $262.2M |
| Q3 2023 | 9 | $240.7M |