HARTFORD FDS EXCHANGE TRADED (HFGO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
16
Reporting holders
$147.2M
Reported value
0.0%
Held as options
+2
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 | $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 |
| JONES FINANCIAL COMPANIES LLLP | $15.9M | 562,306 | 0.01% | 6q | +32.1%+$3.9M |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $469.7K | 16,005 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $406.4K | 13,848 | 0.00% | 9q | +57.0%+$147.5K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $20.8K | 708,086 | 0.02% | 6q | +117.8%+$11.2K |
| Janney Montgomery Scott LLC | $5.5K | 185,913 | 0.01% | new | NEW |
| NATIXIS ADVISORS, LLC | $394 | 13,457 | 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 | 16 | $147.2M | 5,036,999 | 3 | 5 | 6 | 0.0% |
| Q1 2026 | 14 | $112.4M | 4,615,255 | 6 | 3 | 2 | 0.0% |
| Q4 2025 | 12 | $130.6M | 4,784,229 | 2 | 5 | 3 | 0.0% |
| Q3 2025 | 11 | $127.0M | 4,685,534 | 3 | 4 | 2 | 0.0% |
| Q2 2025 | 10 | $112.1M | 4,507,845 | 2 | 3 | 5 | 0.0% |
| Q1 2025 | 11 | $95.9M | 4,598,527 | 2 | 4 | 4 | 0.0% |
| Q4 2024 | 9 | $108.3M | 4,583,908 | 4 | 0 | 3 | 0.0% |
| Q3 2024 | 6 | $107.8M | 4,985,544 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $126.3M | 5,967,650 | 1 | 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% |