# HARTFORD FDS EXCHANGE TRADED (TRPA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TRPA/

- Reporting holders: 26
- Reported value: $87.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Schorn Wealth LLC](https://holderbook.com/funds/1792851-schorn-wealth-llc/) | $24.9M | 641,399 | 6.5% | 12 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $7.8M | 199,971 | 0.0% | 7 |
| [Convergence Financial, LLC](https://holderbook.com/funds/2034001-convergence-financial-llc/) | $7.5M | 192,686 | 0.6% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $6.6M | 170,123 | 0.0% | 29 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $4.8M | 124,731 | 0.0% | 7 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $4.7M | 121,817 | 0.0% | 20 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $3.8M | 96,736 | 0.0% | 7 |
| [EVERGREEN CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1260824-evergreen-capital-management-llc/) | $3.4M | 86,120 | 0.1% | 23 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $3.1M | 78,629 | 0.0% | 19 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.7M | 70,554 | 0.0% | 1 |
| [FLAGSHIP HARBOR ADVISORS, LLC](https://holderbook.com/funds/1691766-flagship-harbor-advisors-llc/) | $2.6M | 67,294 | 0.1% | 6 |
| [ForthRight Wealth Management, LLC](https://holderbook.com/funds/1841633-forthright-wealth-management-llc/) | $2.5M | 65,034 | 0.6% | 12 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $2.2M | 56,512 | 0.0% | 4 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $1.9M | 48,006 | 0.0% | 13 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.8M | 45,290 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.5M | 38,730 | 0.0% | 5 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $1.2M | 31,981 | 0.0% | 6 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $990.8K | 25,497 | 0.0% | 3 |
| [Garden State Investment Advisory Services LLC](https://holderbook.com/funds/1965351-garden-state-investment-advisory-services-llc/) | $950.3K | 24,383 | 0.2% | 7 |
| [Regal Investment Advisors LLC](https://holderbook.com/funds/1559789-regal-investment-advisors-llc/) | $690.3K | 17,765 | 0.0% | 4 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $624.3K | 16,067 | 0.0% | 1 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $585.1K | 15,057 | 0.0% | 7 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $256.2K | 6,594 | 0.0% | 1 |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1911056-axxcess-wealth-management-llc/) | $248.4K | 6,392 | 0.0% | 1 |
| [PRIVATE TRUST CO NA](https://holderbook.com/funds/1277557-private-trust-co-na/) | $19.4K | 500 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 26 | $87.4M |
| Q1 2026 | 26 | $80.3M |
| Q4 2025 | 30 | $85.5M |
| Q3 2025 | 30 | $92.6M |
| Q2 2025 | 29 | $83.7M |
| Q1 2025 | 27 | $86.9M |
| Q4 2024 | 28 | $75.3M |
| Q3 2024 | 19 | $69.7M |
| Q2 2024 | 22 | $73.5M |
| Q1 2024 | 26 | $79.2M |
| Q4 2023 | 27 | $87.8M |
| Q3 2023 | 19 | $49.6M |