DOSSIER · 13F Holders · Q2 2026
HMOP

HARTFORD FDS EXCHANGE TRADED

130 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 41653L503·130 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$458M
visible holders
Holders
130
filers reporting
Concentration
14.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q2 2026

130 institutions reported HMOP in Q2 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 14.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$66M1.7M0.04%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M1.6M0.02%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$50M1.3M0.01%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$44M1.1M0.00%Q2 2026
05
Steward Partners Investment Advisory, LLC
CIK 0001723397
$32M807K0.16%Q2 2026
06
Legacy Wealth Management, Inc
CIK 0001488921
$24M618K1.26%Q2 2026
07
Apollon Wealth Management, LLC
CIK 0001764387
$22M575K0.27%Q2 2026
08
Goldstein Advisors, LLC
CIK 0001963807
$21M546K1.95%Q2 2026
09
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$16M406K0.01%Q2 2026
10
Focus Partners Wealth
CIK 0001542153
$15M371K0.01%Q2 2026
11
Johnson & White Wealth Management, LLC
CIK 0001954136
$12M315K4.61%Q2 2026
12
Fragasso Financial Advisors Inc
CIK 0001613331
$12M296K0.62%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$11M293K0.01%Q2 2026
14
Sepio Capital, LP
CIK 0001751412
$11M290K0.57%Q2 2026
15
Avantax Planning Partners, Inc.
CIK 0001005441
$11M283K0.28%Q2 2026
16
INTEGRATED WEALTHCARE, LLC
CIK 0001962105
$10M253K7.40%Q2 2026
17
GGM Financials LLC
CIK 0002021722
$10M249K3.69%Q2 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$10M245K0.00%Q2 2026
19
ERn Financial, LLC
CIK 0001768302
$8M209K1.35%Q2 2026
20
Blue Water Asset Management
CIK 0002033384
$8M207K2.61%Q2 2026
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