13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
HCRB

HARTFORD FDS EXCHANGE TRADED

24 institutions still hold HARTFORD FDS EXCHANGE TRADED as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41653L701·24 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$320M
46.0% inst. owned
of float
Holders
24
-44 QoQ
filers reporting
Activity
+8 / −13
+965 added · −828 reduced
this quarter
Concentration
56.70%
Hartford Funds Management Co LLC #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported HCRB in Q1 2026. Hartford Funds Management Co LLC leads at 56.7% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hartford Funds Management Co LLC
CIK 0001546587
$181M5.2M15.74%Q1 202602
Apollon Wealth Management, LLC
CIK 0001764387
$54M1.5M0.88%Q1 202603
LPL Financial LLC
CIK 0001403438
$38M1.1M0.01%Q1 202604
Mariner, LLC
CIK 0001373442
$9M264K0.01%Q1 202605
Allworth Financial LP
CIK 0001555170
$8M231K0.03%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$6M160K0.00%Q1 202607
Apollon Financial, LLC
CIK 0002011195
$5M142K0.69%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M97K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M74K0.00%Q1 202610
&PARTNERS
CIK 0000107136
$2M70K0.01%Q1 202611
MORGAN STANLEY
CIK 0000895421
$2M44K0.00%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M41K0.00%Q1 202613
Gladstone Institutional Advisory LLC
CIK 0001766530
$1M36K0.05%Q1 202614
DAVENPORT & Co LLC
CIK 0000887777
$1M34K0.01%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M31K0.00%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$941,63127K0.00%Q4 202517
Private Advisor Group, LLC
CIK 0001567755
$941,10727K0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$580,60317K0.00%Q1 202619
Walleye Partners, LLC
CIK 0002068376
$487,47814K0.60%Q1 202620
Focus Partners Wealth
CIK 0001542153
$382,00011K0.00%Q4 2025
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