HARTFORD FDS EXCHANGE TRADED (HMOP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
122
Reporting holders
$627.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $66.3M | 1,693,868 | 0.04% | 29q | -5.0%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $64.3M | 1,641,662 | 0.02% | 7q | +5.1%+$3.1M |
| LPL Financial LLC | $50.4M | 1,286,412 | 0.01% | 29q | +21.5%+$8.9M |
| BANK OF AMERICA CORP /DE/ | $43.9M | 1,122,049 | 0.00% | 23q | +3.6%+$1.5M |
| Steward Partners Investment Advisory, LLC | $31.6M | 807,346 | 0.16% | 29q | -0.7%-$219.5K |
| Legacy Wealth Management, LLC | $24.2M | 617,517 | 1.26% | 15q | +2.3%+$550.0K |
| Apollon Wealth Management, LLC | $22.5M | 574,747 | 0.27% | 5q | +21.4%+$4.0M |
| Goldstein Advisors, LLC | $21.4M | 546,282 | 1.95% | 15q | +4.4%+$892.3K |
| JONES FINANCIAL COMPANIES LLLP | $16.0M | 406,292 | 0.01% | 9q | +45.6%+$5.0M |
| Focus Partners Wealth | $14.5M | 371,241 | 0.01% | 8q | HELD |
| Johnson & White Wealth Management, LLC | $12.3M | 314,557 | 4.61% | 6q | +1.7%+$209.2K |
| Fragasso Financial Advisors Inc | $11.6M | 296,157 | 0.62% | 3q | +5.5%+$607.4K |
| Cetera Investment Advisers | $11.5M | 293,030 | 0.01% | 10q | -0.7%-$75.2K |
| Sepio Capital, LP | $11.4M | 290,404 | 0.57% | 21q | +9.0%+$935.6K |
| Avantax Planning Partners, Inc. | $11.1M | 282,628 | 0.28% | 18q | +1.2%+$134.2K |
| INTEGRATED WEALTHCARE, LLC | $9.9M | 253,027 | 7.40% | 3q | +0.8%+$76.7K |
| GGM Financial LLC | $9.7M | 248,505 | 3.69% | 7q | +16.0%+$1.3M |
| JPMORGAN CHASE & CO | $9.6M | 245,363 | 0.00% | 12q | +20.8%+$1.7M |
| ERn Financial, LLC | $8.2M | 208,729 | 1.35% | 15q | HELD |
| Blue Water Asset Management | $8.1M | 206,678 | 2.61% | 3q | -7.6%-$668.8K |
| Per Stirling Capital Management, LLC. | $7.9M | 202,754 | 0.75% | 3q | +8.1%+$592.0K |
| Kestra Advisory Services, LLC | $7.4M | 189,048 | 0.02% | 9q | +7.5%+$519.1K |
| HighTower Advisors, LLC | $6.6M | 167,888 | 0.01% | 13q | -4.4%-$303.2K |
| RiverFront Investment Group, LLC | $6.3M | 160,753 | 0.08% | 14q | +17.8%+$951.8K |
| VERUS CAPITAL PARTNERS, LLC | $5.9M | 150,118 | 0.32% | 5q | +5.4%+$300.2K |
| Wealthcare Advisory Partners LLC | $5.5M | 141,018 | 0.10% | 16q | -7.7%-$463.7K |
| Anderson Financial Strategies, LLC | $5.5M | 141,826 | 2.85% | 4q | +9.1%+$458.4K |
| Bernardo Wealth Planning LLC | $5.3M | 134,295 | 0.90% | 15q | -0.7%-$38.3K |
| Henderson Brothers Financial Partners, LLC | $5.1M | 131,048 | 2.43% | 3q | -46.3%-$4.4M |
| OSAIC HOLDINGS, INC. | $4.8M | 123,363 | 0.01% | 21q | +28.5%+$1.1M |
| Retirement Planning Group, LLC | $4.8M | 122,346 | 0.12% | 6q | +20.0%+$799.7K |
| CONSILIO WEALTH ADVISORS, LLC | $4.7M | 120,221 | 1.13% | 18q | +2.3%+$104.0K |
| Uniting Wealth Partners, LLC | $4.5M | 115,131 | 0.92% | 2q | -5.5%-$260.6K |
| Strid Group, LLC | $4.2M | 106,597 | 0.46% | 31q | +1.3%+$52.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 105,123 | 0.01% | 27q | +20.7%+$705.5K |
| EP Wealth Advisors, LLC | $3.3M | 85,193 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $3.3M | 85,138 | 0.01% | 12q | +86.2%+$1.5M |
| JANE STREET GROUP, LLC | $2.9M | 75,032 | 0.00% | 8q | -4.0%-$122.5K |
| MML INVESTORS SERVICES, LLC | $2.9M | 73,506 | 0.01% | 17q | +66.6%+$1.1M |
| RTD Financial Advisors, Inc. | $2.8M | 71,176 | 0.30% | 3q | +35.7%+$733.1K |
| Mariner, LLC | $2.8M | 70,406 | 0.00% | 15q | -38.5%-$1.7M |
| Apollon Financial, LLC | $2.7M | 69,161 | 0.32% | 5q | +0.6%+$15.4K |
| GAMMA Investing LLC | $2.6M | 67,639 | 0.10% | 11q | +13.6%+$316.2K |
| Landmark Wealth Management, LLC | $2.6M | 66,532 | 0.62% | 19q | +2.7%+$68.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 65,989 | 0.00% | 27q | +34.9%+$668.6K |
| Elequin Capital, LP | $2.5M | 62,992 | 0.07% | 2q | +755.5%+$2.2M |
| World Investment Advisors | $2.4M | 63,229 | 0.04% | 8q | HELD |
| Private Advisor Group, LLC | $2.4M | 60,864 | 0.01% | 12q | +59.2%+$886.1K |
| CRUX WEALTH ADVISORS | $2.4M | 60,366 | 0.82% | 7q | -2.4%-$57.8K |
| Richard P Slaughter Associates Inc | $2.2M | 56,538 | 0.43% | 7q | +46.3%+$700.0K |
| Thrive Wealth Management, LLC | $2.2M | 55,560 | 0.28% | 18q | +27.1%+$464.0K |
| IHT Wealth Management, LLC | $2.0M | 50,281 | 0.04% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.9M | 48,520 | 0.00% | 13q | +2425900.0%+$1.9M |
| Fifth Third Securities, Inc. | $1.8M | 46,987 | 0.10% | 9q | +3.5%+$61.8K |
| Wiser Advisor Group LLC | $1.7M | 43,792 | 1.88% | 4q | -3.2%-$56.1K |
| Cornerstone Wealth Management, LLC | $1.7M | 42,568 | 0.07% | 9q | -1.4%-$22.9K |
| Sanctuary Advisors, LLC | $1.6M | 39,882 | 0.01% | 9q | +5.3%+$79.1K |
| Merit Financial Group, LLC | $1.4M | 36,604 | 0.00% | 8q | -20.0%-$357.5K |
| CITADEL ADVISORS LLC | $1.4M | 34,894 | 0.00% | 4q | +20.3%+$230.3K |
| Cornerstone Wealth Group, LLC | $1.3M | 33,386 | 0.08% | 5q | HELD |
| ARKANSAS FINANCIAL GROUP, INC. | $1.3M | 33,375 | 0.17% | 3q | +65.0%+$514.8K |
| Montis Financial, LLC | $1.2M | 31,716 | 0.25% | 7q | -38.7%-$783.9K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 31,084 | 0.07% | 3q | -2.3%-$28.3K |
| Magnus Financial Group LLC | $1.2M | 29,991 | 0.08% | 19q | +0.6%+$6.8K |
| OneAscent Financial Services LLC | $1.1M | 27,982 | 0.05% | 7q | -0.8%-$8.4K |
| Stratos Wealth Partners, LTD. | $1.0M | 26,673 | 0.01% | 6q | +3.1%+$31.7K |
| Westside Investment Management, Inc. | $1.0M | 26,329 | 0.14% | 12q | -2.4%-$25.4K |
| VICUS CAPITAL | $971.7K | 24,822 | 0.06% | 15q | +4.8%+$44.8K |
| Farther Finance Advisors, LLC | $936.6K | 23,928 | 0.01% | 3q | -9.1%-$93.5K |
| Stonehearth Capital Management, LLC | $918.0K | 23,451 | 0.31% | 20q | -3.6%-$34.3K |
| WEST MICHIGAN ADVISORS, LLC | $896.8K | 22,956 | 0.09% | 10q | +123.1%+$494.8K |
| OLD MISSION CAPITAL LLC | $891.1K | 22,765 | 0.01% | 3q | +19.6%+$146.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $876.0K | 22,378 | 0.01% | new | NEW |
| Summit Financial, LLC | $810.8K | 20,652 | 0.01% | 2q | -7.0%-$60.9K |
| Bleakley Financial Group, LLC | $797.0K | 20,361 | 0.01% | 14q | +13.7%+$96.3K |
| Advyzon Investment Management, LLC | $770.9K | 19,694 | 0.06% | 7q | -6.6%-$54.3K |
| CAPTRUST FINANCIAL ADVISORS | $755.1K | 19,290 | 0.00% | 13q | -3.5%-$27.6K |
| DONALDSON CAPITAL MANAGEMENT, LLC | $749.2K | 19,138 | 0.02% | 9q | HELD |
| Sigma Planning Corp | $637.6K | 16,288 | 0.02% | 9q | +104.7%+$326.1K |
| TRUIST FINANCIAL CORP | $628.1K | 16,045 | 0.00% | 4q | +91.6%+$300.2K |
| Kingsview Wealth Management, LLC | $571.1K | 14,589 | 0.01% | 3q | -1.5%-$8.7K |
| PRIVATE TRUST CO NA | $568.7K | 14,527 | 0.05% | 2q | HELD |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $559.7K | 14,298 | 0.18% | 3q | +1.5%+$8.3K |
| Strategic Blueprint, LLC | $536.3K | 13,700 | 0.03% | 4q | +103.0%+$272.1K |
| Savvy Advisors, Inc. | $466.8K | 11,925 | 0.01% | 5q | -5.8%-$28.7K |
| J.W. COLE ADVISORS, INC. | $462.0K | 11,802 | 0.01% | 5q | +16.0%+$63.9K |
| Amplius Wealth Advisors, LLC | $442.3K | 11,298 | 0.03% | 15q | -34.2%-$229.9K |
| PRAIRIE ADVISORY, LLC | $416.7K | 10,645 | 0.10% | new | FIRST |
| ARMSTRONG ADVISORY GROUP, INC | $405.2K | 10,350 | 0.02% | 15q | -1.4%-$5.9K |
| Princeton Global Asset Management LLC | $391.7K | 10,007 | 0.06% | 8q | HELD |
| BENJAMIN EDWARDS INC | $367.3K | 9,377 | 0.00% | 4q | +35.2%+$95.6K |
| EVOLUTION WEALTH MANAGEMENT INC. | $333.9K | 8,529 | 0.20% | 4q | +10.0%+$30.5K |
| Vise Technologies, Inc. | $317.0K | 8,097 | 0.00% | new | NEW |
| Argent Trust Co | $316.0K | 8,073 | 0.01% | 5q | HELD |
| Wealthspire Retirement, LLC | $315.7K | 8,092 | 0.02% | 2q | HELD |
| HB Wealth Management, LLC | $305.1K | 7,793 | 0.00% | 8q | -5.6%-$18.2K |
| &PARTNERS | $295.9K | 7,560 | 0.00% | new | NEW |
| NICOLET BANKSHARES INC | $278.1K | 7,098 | 0.01% | new | NEW |
| AdvisorNet Financial, Inc | $275.2K | 7,030 | 0.01% | 7q | +3.8%+$10.1K |
| XY Planning Network, Inc. | $245.7K | 6,276 | 0.03% | new | NEW |
Showing the largest 100 of 127 reported holders.
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 | 122 | $627.2M | 16,021,205 | 13 | 58 | 33 | 0.0% |
| Q1 2026 | 117 | $595.5M | 15,004,778 | 15 | 62 | 26 | 0.0% |
| Q4 2025 | 104 | $524.9M | 13,431,928 | 14 | 51 | 24 | 0.0% |
| Q3 2025 | 95 | $462.7M | 11,875,208 | 17 | 38 | 32 | 0.0% |
| Q2 2025 | 77 | $431.8M | 11,279,876 | 9 | 30 | 29 | 0.0% |
| Q1 2025 | 73 | $408.4M | 10,618,294 | 4 | 39 | 16 | 0.0% |
| Q4 2024 | 79 | $414.7M | 10,727,404 | 8 | 42 | 17 | 0.0% |
| Q3 2024 | 71 | $352.9M | 8,956,620 | 8 | 32 | 21 | 0.0% |
| Q2 2024 | 69 | $336.3M | 8,690,559 | 10 | 32 | 14 | 0.0% |
| Q1 2024 | 61 | $315.2M | 8,114,768 | 5 | 28 | 18 | 0.0% |
| Q4 2023 | 63 | $312.5M | 8,027,137 | 4 | 24 | 23 | 0.0% |
| Q3 2023 | 60 | $295.4M | 8,026,392 | 9 | 25 | 17 | 0.0% |
| Q2 2023 | 54 | $291.2M | 7,654,015 | 8 | 24 | 14 | 0.0% |
| Q1 2023 | 50 | $243.7M | 6,377,909 | 6 | 25 | 17 | 0.0% |
| Q4 2022 | 48 | $224.2M | 5,969,156 | 9 | 17 | 16 | 0.0% |
| Q3 2022 | 51 | $209.5M | 5,748,377 | 6 | 26 | 14 | 0.0% |
| Q2 2022 | 58 | $224.8M | 5,950,071 | 14 | 12 | 26 | 0.0% |
| Q1 2022 | 49 | $218.4M | 5,566,499 | 9 | 18 | 18 | 0.0% |
| Q4 2021 | 47 | $186.3M | 4,448,978 | 8 | 22 | 5 | 0.0% |
| Q3 2021 | 39 | $153.6M | 3,675,116 | 4 | 20 | 6 | 0.0% |
| Q2 2021 | 40 | $146.3M | 3,471,608 | 9 | 18 | 9 | 0.0% |
| Q1 2021 | 36 | $131.0M | 3,148,345 | 9 | 21 | 4 | 0.0% |
| Q4 2020 | 28 | $102.2M | 2,442,889 | 6 | 16 | 4 | 0.0% |
| Q3 2020 | 23 | $77.9M | 1,893,159 | 3 | 16 | 4 | 0.0% |
| Q2 2020 | 22 | $69.6M | 1,658,807 | 5 | 13 | 3 | 0.0% |
| Q1 2020 | 22 | $143.4M | 3,494,456 | 3 | 9 | 7 | 0.0% |
| Q4 2019 | 22 | $156.0M | 3,730,909 | 9 | 9 | 2 | 0.0% |
| Q3 2019 | 14 | $129.2M | 3,081,594 | 1 | 9 | 2 | 0.0% |
| Q2 2019 | 15 | $126.7M | 3,051,532 | 9 | 3 | 1 | 0.0% |
| Q1 2019 | 6 | $110.6M | 2,708,538 | 2 | 2 | 0 | 0.0% |
| Q4 2018 | 4 | $98.0M | 2,455,665 | 0 | 0 | 0 | 0.0% |