HARTFORD FDS EXCHANGE TRADED (HCRB)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
22
Reporting holders
$375.3M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | $200.9M | 5,741,406 | 16.07% | 22q | +11.0%+$19.9M |
| Apollon Wealth Management, LLC | $67.9M | 1,941,271 | 0.83% | 10q | +25.8%+$13.9M |
| LPL Financial LLC | $46.5M | 1,328,948 | 0.01% | 9q | +21.9%+$8.3M |
| Private Advisor Group, LLC | $9.4M | 267,381 | 0.04% | 4q | +895.8%+$8.4M |
| RAYMOND JAMES FINANCIAL INC | $8.7M | 249,277 | 0.00% | 2q | +1404.8%+$8.1M |
| Allworth Financial LP | $7.5M | 214,321 | 0.03% | 14q | -7.2%-$585.2K |
| JPMORGAN CHASE & CO | $5.7M | 161,545 | 0.00% | 12q | +1.2%+$65.6K |
| &PARTNERS | $5.3M | 153,191 | 0.02% | 2q | +120.1%+$2.9M |
| Apollon Financial, LLC | $5.2M | 148,178 | 0.61% | 10q | +4.6%+$228.2K |
| JONES FINANCIAL COMPANIES LLLP | $4.3M | 121,794 | 0.00% | 8q | +25.3%+$867.1K |
| OSAIC HOLDINGS, INC. | $2.4M | 68,969 | 0.00% | 17q | -7.0%-$181.9K |
| MORGAN STANLEY | $1.9M | 54,391 | 0.00% | 6q | +23.8%+$366.4K |
| GOLDMAN SACHS GROUP INC | $1.7M | 49,817 | 0.00% | 2q | +21.8%+$312.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 47,611 | 0.00% | new | NEW |
| Gladstone Institutional Advisory LLC | $1.5M | 42,954 | 0.05% | 2q | +19.5%+$245.1K |
| DAVENPORT & Co LLC | $1.2M | 33,205 | 0.01% | 8q | -2.2%-$26.6K |
| JANE STREET GROUP, LLC | $1.2M | 33,102 | 0.00% | 7q | +7.7%+$83.2K |
| CITADEL ADVISORS LLC | $894.3K | 25,561 | 0.00% | 9q | -75.2%-$2.7M |
| Walleye Partners, LLC | $586.5K | 16,765 | 0.67% | 3q | +20.5%+$100.0K |
| E6 Portfolios, LLC | $507.1K | 14,493 | 0.41% | new | NEW |
| Berger Financial Group, Inc | $330.7K | 9,451 | 0.02% | 22q | -2.6%-$9.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $118.2K | 3,386 | 0.01% | new | NEW |
| FLOW TRADERS U.S. LLC | $556 | 15,895 | 0.02% | new | NEW |
| NATIXIS ADVISORS, LLC | $383 | 10,950 | 0.00% | new | NEW |
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 | 22 | $375.3M | 10,727,017 | 3 | 14 | 5 | 0.0% |
| Q1 2026 | 23 | $322.8M | 9,211,290 | 5 | 7 | 8 | 0.0% |
| Q4 2025 | 19 | $320.8M | 9,052,159 | 0 | 9 | 6 | 0.0% |
| Q3 2025 | 18 | $326.2M | 9,190,710 | 1 | 8 | 8 | 0.0% |
| Q2 2025 | 22 | $313.5M | 8,935,898 | 4 | 11 | 6 | 0.0% |
| Q1 2025 | 18 | $278.8M | 7,936,970 | 4 | 7 | 5 | 0.0% |
| Q4 2024 | 17 | $262.0M | 7,592,514 | 4 | 7 | 4 | 0.0% |
| Q3 2024 | 16 | $260.4M | 7,219,778 | 6 | 6 | 4 | 0.0% |
| Q2 2024 | 12 | $264.8M | 7,660,862 | 4 | 6 | 2 | 0.0% |
| Q1 2024 | 12 | $245.4M | 7,077,983 | 4 | 3 | 5 | 0.0% |
| Q4 2023 | 12 | $262.2M | 7,456,184 | 3 | 5 | 4 | 0.0% |
| Q3 2023 | 9 | $240.7M | 7,251,514 | 3 | 3 | 2 | 0.0% |
| Q2 2023 | 6 | $247.2M | 7,155,774 | 1 | 4 | 1 | 0.0% |
| Q1 2023 | 5 | $237.8M | 6,777,139 | 1 | 2 | 2 | 0.0% |
| Q4 2022 | 6 | $234.2M | 6,880,822 | 0 | 4 | 2 | 0.0% |
| Q3 2022 | 6 | $227.8M | 6,755,809 | 0 | 3 | 3 | 0.0% |
| Q2 2022 | 7 | $238.6M | 6,689,992 | 3 | 2 | 2 | 0.0% |
| Q1 2022 | 4 | $266.7M | 7,015,306 | 0 | 1 | 2 | 0.0% |
| Q4 2021 | 4 | $259.3M | 6,371,980 | 0 | 2 | 1 | 0.0% |
| Q3 2021 | 4 | $261.2M | 6,370,621 | 0 | 2 | 2 | 0.0% |
| Q2 2021 | 4 | $158.2M | 3,844,999 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 4 | $155.8M | 3,848,699 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $1.9M | 44,632 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $125.8M | 2,996,957 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 2 | $136.4M | 3,251,115 | 1 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $10.4M | 259,942 | 2 | 0 | 0 | 0.0% |