DOSSIER · 13F Holders · Q2 2026
HFSI

HARTFORD FDS EXCHANGE TRADED

90 institutions still hold HARTFORD FDS EXCHANGE TRADED as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41653L875·90 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$632M
visible holders
Holders
90
filers reporting
Concentration
15.26%
New England Capital Financial Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported HFSI in Q2 2026. New England Capital Financial Advisors LLC leads at 15.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
New England Capital Financial Advisors LLC
CIK 0001964652
$96M2.7M23.05%Q2 2026
02
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M2.6M0.05%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$74M2.1M0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M1.6M0.02%Q2 2026
05
Hartford Funds Management Co LLC
CIK 0001546587
$55M1.6M4.39%Q2 2026
06
BENJAMIN EDWARDS INC
CIK 0001451623
$34M969K0.31%Q2 2026
07
Retirement Management Systems Inc.
CIK 0002110516
$29M833K5.99%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M721K0.03%Q2 2026
09
Modern Wealth Management, LLC
CIK 0002001900
$25M706K0.42%Q1 2026
10
Bleakley Financial Group, LLC
CIK 0001936953
$23M643K0.29%Q2 2026
11
NFP Retirement, Inc.
CIK 0002040084
$21M601K1.16%Q2 2026
12
Centric Wealth Management
CIK 0001752761
$14M412K2.24%Q2 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$14M390K0.00%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M373K0.00%Q2 2026
15
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M313K0.00%Q2 2026
16
STIFEL FINANCIAL CORP
CIK 0000720672
$11M308K0.01%Q2 2026
17
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M331K0.02%Q3 2026
18
Retirement Planning Group, LLC
CIK 0001508195
$10M299K0.25%Q3 2026
19
Live Oak Investment Partners
CIK 0001822262
$9M267K5.05%Q2 2026
20
Diversify Advisory Services, LLC
CIK 0002021232
$9M266K0.13%Q3 2026
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