HARTFORD FDS EXCHANGE TRADED (HFGO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
19
Reporting holders
$174.3M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | $98.4M | 3,354,211 | 7.88% | 18q | -1.5%-$1.5M |
| LPL Financial LLC | $23.0M | 783,553 | 0.01% | 7q | +159.0%+$14.1M |
| Cambridge Investment Research Advisors, Inc. | $20.8M | 708,086 | 0.02% | 6q | +117.8%+$11.2M |
| JONES FINANCIAL COMPANIES LLLP | $15.9M | 562,306 | 0.01% | 6q | +32.1%+$3.9M |
| Janney Montgomery Scott LLC | $5.5M | 185,913 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $3.3M | 113,088 | 0.00% | 17q | -1.8%-$59.8K |
| WELLINGTON MANAGEMENT GROUP LLP | $1.8M | 61,200 | 0.00% | 19q | -73.1%-$4.9M |
| Private Advisor Group, LLC | $1.4M | 47,475 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $939.5K | 32,010 | 0.00% | new | NEW |
| World Investment Advisors | $589.4K | 20,082 | 0.01% | 2q | +3.9%+$22.2K |
| RAYMOND JAMES FINANCIAL INC | $582.9K | 19,861 | 0.00% | 2q | -0.8%-$4.7K |
| Harborfront Financial Group LLC | $474.9K | 16,181 | 1.79% | 2q | -4.3%-$21.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $406.4K | 13,848 | 0.00% | 9q | +57.0%+$147.5K |
| NATIXIS ADVISORS, LLC | $394.0K | 13,457 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $337.9K | 11,512 | 0.00% | 3q | +2458.2%+$324.7K |
| LaSalle St. Investment Advisors, LLC | $257.1K | 8,760 | 0.03% | 2q | HELD |
| JANE STREET GROUP, LLC | $205.7K | 7,007 | 0.00% | 2q | -23.4%-$62.7K |
| Geneos Wealth Management Inc. | $35.2K | 1,200 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $20.8K | 710 | 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 | 19 | $174.3M | 5,960,460 | 5 | 6 | 6 | 0.0% |
| Q1 2026 | 15 | $120.3M | 4,940,294 | 6 | 3 | 3 | 0.0% |
| Q4 2025 | 13 | $141.6M | 5,188,220 | 2 | 6 | 3 | 0.0% |
| Q3 2025 | 13 | $138.0M | 5,090,483 | 3 | 5 | 3 | 0.0% |
| Q2 2025 | 12 | $122.6M | 4,931,198 | 2 | 4 | 6 | 0.0% |
| Q1 2025 | 13 | $104.0M | 4,987,375 | 3 | 5 | 4 | 0.0% |
| Q4 2024 | 10 | $108.6M | 4,594,762 | 4 | 1 | 3 | 0.0% |
| Q3 2024 | 7 | $108.1M | 4,996,314 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 7 | $126.5M | 5,978,420 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 6 | $116.3M | 5,951,516 | 1 | 0 | 3 | 0.0% |
| Q4 2023 | 6 | $100.6M | 5,992,982 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 5 | $77.9M | 5,372,704 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 8 | $82.8M | 5,375,584 | 1 | 3 | 2 | 0.0% |
| Q1 2023 | 7 | $74.1M | 5,406,058 | 2 | 1 | 1 | 0.0% |
| Q4 2022 | 5 | $63.5M | 5,386,130 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 6 | $61.0M | 5,354,897 | 0 | 4 | 0 | 0.0% |
| Q2 2022 | 6 | $58.7M | 5,126,200 | 3 | 1 | 1 | 0.0% |
| Q1 2022 | 4 | $66.9M | 4,105,478 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $11.5M | 620,000 | 1 | 0 | 0 | 0.0% |