HARTFORD FDS EXCHANGE TRADED (HFSI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
79
Reporting holders
$741.7M
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | $96.4M | 2,742,268 | 23.05% | 3q | +7.8%+$6.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.4M | 2,599,232 | 0.05% | 3q | +22.4%+$16.7M |
| BANK OF AMERICA CORP /DE/ | $74.1M | 2,107,234 | 0.00% | 2q | +72.5%+$31.1M |
| RAYMOND JAMES FINANCIAL INC | $55.7M | 1,583,072 | 0.02% | 4q | +33.2%+$13.9M |
| Hartford Funds Management Co LLC | $54.8M | 1,559,242 | 4.39% | 7q | +1.5%+$796.4K |
| BENJAMIN EDWARDS INC | $34.1M | 968,502 | 0.31% | 2q | HELD |
| Retirement Management Systems Inc. | $29.3M | 832,783 | 5.99% | 3q | +15.2%+$3.9M |
| Modern Wealth Management, LLC | $27.2M | 773,637 | 0.32% | 6q | +9.6%+$2.4M |
| OSAIC HOLDINGS, INC. | $25.3M | 720,743 | 0.03% | 10q | +55.9%+$9.1M |
| Bleakley Financial Group, LLC | $22.6M | 643,146 | 0.29% | 3q | +4.9%+$1.1M |
| Wealthspire Retirement, LLC | $21.1M | 600,921 | 1.16% | 2q | HELD |
| Centric Wealth Management | $14.4M | 411,612 | 2.24% | 7q | HELD |
| ROYAL BANK OF CANADA | $13.7M | 389,715 | 0.00% | 3q | +1.0%+$137.2K |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 372,711 | 0.00% | 2q | +8.3%+$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $11.1M | 313,490 | 0.00% | 4q | +110.3%+$5.8M |
| STIFEL FINANCIAL CORP | $10.8M | 308,104 | 0.01% | 4q | +28.3%+$2.4M |
| Live Oak Investment Partners | $9.4M | 266,848 | 5.05% | 3q | +4.4%+$398.7K |
| Focus Partners Wealth | $9.0M | 255,309 | 0.01% | new | NEW |
| Mutual Advisors, LLC | $8.6M | 244,505 | 0.16% | 2q | +9.9%+$772.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.2M | 233,559 | 0.13% | new | NEW |
| CITIZENS FINANCIAL GROUP INC/RI | $8.0M | 225,038 | 0.10% | 3q | +4.0%+$303.5K |
| LPL Financial LLC | $7.4M | 210,893 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $7.1M | 202,154 | 0.12% | 3q | -4.2%-$313.9K |
| TRUIST FINANCIAL CORP | $6.8M | 194,597 | 0.01% | 2q | +20.5%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 178,985 | 0.01% | 6q | +8.9%+$513.1K |
| Retirement Planning Group, LLC | $6.2M | 175,023 | 0.16% | 3q | +43.3%+$1.9M |
| Sonoma Allocations LLC | $6.0M | 171,553 | 1.87% | 4q | +85.3%+$2.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 167,236 | 0.01% | 17q | +4.1%+$230.9K |
| Private Advisor Group, LLC | $5.7M | 162,423 | 0.03% | new | NEW |
| Sanctuary Advisors, LLC | $5.1M | 144,428 | 0.02% | 5q | +5.9%+$283.5K |
| WNY Asset Management, LLC | $3.8M | 108,824 | 0.34% | 2q | -39.6%-$2.5M |
| Diversify Advisory Services, LLC | $3.6M | 103,237 | 0.06% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.6M | 103,237 | 0.06% | new | NEW |
| MML INVESTORS SERVICES, LLC | $3.2M | 90,702 | 0.01% | 3q | +304.4%+$2.4M |
| Strategic Blueprint, LLC | $3.0M | 84,593 | 0.15% | 6q | +18.3%+$459.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.7M | 76,730 | 0.06% | 3q | +14.0%+$332.1K |
| JPMORGAN CHASE & CO | $2.3M | 65,622 | 0.00% | 5q | +13.7%+$278.2K |
| Beacon Pointe Advisors, LLC | $2.3M | 65,375 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $1.8M | 51,047 | 0.09% | 4q | +3.4%+$58.9K |
| &PARTNERS | $1.5M | 43,039 | 0.01% | 2q | +3.4%+$50.6K |
| Destiny Capital Corp/CO | $1.3M | 37,985 | 0.62% | 2q | +120.7%+$730.4K |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $1.3M | 37,306 | 0.13% | 3q | +9.3%+$111.8K |
| EP Wealth Advisors, LLC | $1.3M | 36,063 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.2M | 33,986 | 0.00% | 2q | +95.0%+$582.2K |
| Steward Partners Investment Advisory, LLC | $1.1M | 31,643 | 0.01% | 3q | +1.4%+$15.0K |
| Hobart Private Capital, LLC | $909.8K | 25,876 | 0.16% | 3q | -3.0%-$27.8K |
| Mariner, LLC | $788.2K | 22,417 | 0.00% | 6q | +6.6%+$48.5K |
| AdvisorNet Financial, Inc | $776.8K | 22,095 | 0.04% | 3q | +15.3%+$103.2K |
| Arkadios Wealth Advisors | $715.6K | 20,353 | 0.01% | 4q | -5.1%-$38.3K |
| UPTICK PARTNERS, LLC | $649.0K | 18,459 | 0.10% | 2q | +16.7%+$92.9K |
| CORE WEALTH ADVISORS, LLC | $632.6K | 17,991 | 0.47% | 3q | -78.7%-$2.3M |
| SURIENCE PRIVATE WEALTH LLC | $631.8K | 17,968 | 0.56% | 3q | HELD |
| Evergreen Wealth Partners LLC | $611.5K | 17,393 | 0.37% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $591.9K | 16,835 | 0.02% | new | NEW |
| Marks Group Wealth Management, Inc | $571.8K | 16,263 | 0.05% | 2q | -31.0%-$257.2K |
| HARBOUR INVESTMENTS, INC. | $556.4K | 15,826 | 0.01% | 2q | +17.1%+$81.1K |
| Capital Investment Advisory Services, LLC | $553.9K | 15,753 | 0.03% | 3q | +105.7%+$284.6K |
| Concurrent Investment Advisors, LLC | $488.9K | 13,906 | 0.00% | 2q | +35.9%+$129.2K |
| CWC Advisors, LLC. | $401.1K | 11,408 | 0.18% | new | NEW |
| Vise Technologies, Inc. | $383.9K | 10,920 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $354.2K | 10,032 | 0.02% | 3q | +114.7%+$189.2K |
| Meridian Financial Advisors, LLC | $332.8K | 9,466 | 0.16% | 3q | -4.9%-$17.0K |
| Bright Futures Wealth Management, LLC. | $329.6K | 9,374 | 0.21% | 3q | +4.1%+$13.0K |
| StoneX Group Inc. | $314.4K | 8,919 | 0.01% | new | NEW |
| Cypress Wealth Services, LLC | $308.9K | 8,785 | 0.04% | 3q | +1.4%+$4.3K |
| Coquina Private Wealth LLC | $293.7K | 8,353 | 0.20% | 3q | +5.1%+$14.2K |
| COZAD ASSET MANAGEMENT INC | $279.9K | 7,962 | 0.02% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $245.5K | 6,983 | 0.00% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $244.4K | 6,952 | 0.16% | 3q | +1.4%+$3.4K |
| Summit Financial, LLC | $239.8K | 6,788 | 0.00% | 4q | -94.3%-$3.9M |
| ALEXANDER LABRUNERIE & CO., INC. | $231.1K | 6,574 | 0.08% | 4q | HELD |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $201.4K | 5,726 | 0.06% | new | NEW |
| IFP Advisors, Inc | $98.2K | 2,793 | 0.00% | 4q | +54.9%+$34.8K |
| Geneos Wealth Management Inc. | $73.9K | 2,102 | 0.00% | 4q | HELD |
| Continuum Advisory, LLC | $30.8K | 876 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $25.4K | 724 | 0.00% | 4q | +1.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18.8K | 536 | 0.00% | 2q | +1.1% |
| MORGAN STANLEY | $5.9K | 168 | 0.00% | 6q | +36.6%+$1.6K |
| Cambridge Investment Research Advisors, Inc. | $5.6K | 158,900 | 0.01% | 4q | +101.8%+$2.8K |
| Rockefeller Capital Management L.P. | $2.8K | 81 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $2.2K | 63,397 | 0.00% | 2q | +178.8%+$1.4K |
| Capital Analysts, LLC | $183 | 5,206 | 0.00% | 3q | HELD |
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 | 79 | $741.7M | 21,095,009 | 18 | 47 | 8 | 0.0% |
| Q1 2026 | 65 | $591.5M | 17,027,480 | 16 | 36 | 10 | 0.0% |
| Q4 2025 | 53 | $315.3M | 8,882,517 | 24 | 15 | 4 | 0.0% |
| Q3 2025 | 28 | $139.7M | 3,927,571 | 16 | 8 | 2 | 0.0% |
| Q2 2025 | 12 | $109.8M | 3,141,691 | 2 | 9 | 1 | 0.0% |
| Q1 2025 | 10 | $96.2M | 2,783,093 | 4 | 4 | 2 | 0.0% |
| Q4 2024 | 8 | $46.6M | 1,360,891 | 3 | 1 | 2 | 0.0% |
| Q3 2024 | 6 | $32.0M | 902,323 | 0 | 2 | 2 | 0.0% |
| Q2 2024 | 8 | $30.0M | 886,025 | 2 | 2 | 3 | 0.0% |
| Q1 2024 | 7 | $33.1M | 972,693 | 1 | 4 | 1 | 0.0% |
| Q4 2023 | 6 | $37.9M | 1,118,083 | 0 | 4 | 1 | 0.0% |
| Q3 2023 | 6 | $33.8M | 1,048,609 | 1 | 3 | 1 | 0.0% |
| Q2 2023 | 7 | $33.7M | 1,012,109 | 2 | 2 | 2 | 0.0% |
| Q1 2023 | 5 | $28.1M | 837,328 | 1 | 3 | 0 | 0.0% |
| Q4 2022 | 6 | $25.4M | 776,002 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $22.8M | 720,918 | 0 | 3 | 0 | 0.0% |
| Q2 2022 | 4 | $22.5M | 677,806 | 3 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $22.7M | 620,000 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $24.6M | 627,173 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 2 | $24.9M | 627,299 | 2 | 0 | 0 | 0.0% |