13F Insight
DOSSIER · 13F Holders · Q2 2026
HFSI

HARTFORD FDS EXCHANGE TRADED

85 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 41653L875·85 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$627M
visible holders
Holders
85
filers reporting
Concentration
15.38%
New England Capital Financial Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

85 institutions reported HFSI in Q2 2026. New England Capital Financial Advisors LLC leads at 15.4% 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 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M2.6M0.05%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$74M2.1M0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M1.6M0.02%Q2 202605
Hartford Funds Management Co LLC
CIK 0001546587
$55M1.6M4.39%Q2 202606
BENJAMIN EDWARDS INC
CIK 0001451623
$34M969K0.31%Q2 202607
Retirement Management Systems Inc.
CIK 0002110516
$29M833K5.99%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M721K0.03%Q2 202609
Modern Wealth Management, LLC
CIK 0002001900
$25M706K0.42%Q1 202610
Bleakley Financial Group, LLC
CIK 0001936953
$23M643K0.29%Q2 202611
NFP Retirement, Inc.
CIK 0002040084
$21M601K1.16%Q2 202612
Centric Wealth Management
CIK 0001752761
$14M412K2.24%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$14M390K0.00%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M373K0.00%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M313K0.00%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$11M308K0.01%Q2 202617
Live Oak Investment Partners
CIK 0001822262
$9M267K5.05%Q2 202618
Focus Partners Wealth
CIK 0001542153
$9M255K0.01%Q2 202619
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$8M234K0.13%Q2 202620
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$8M225K0.10%Q2 2026
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