13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HMOP

HARTFORD FDS EXCHANGE TRADED

126 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 41653L503·126 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$433M
76.0% inst. owned
of float
Holders
126
-69 QoQ
filers reporting
Activity
+52 / −71
+766 added · −814 reduced
this quarter
Concentration
15.96%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

126 institutions reported HMOP in Q1 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 16.0% of the visible book. -69 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$69M1.8M0.04%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M1.6M0.02%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M1.1M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$41M1.1M0.01%Q1 202605
Steward Partners Investment Advisory, LLC
CIK 0001723397
$31M813K0.16%Q1 202606
Legacy Wealth Management, Inc
CIK 0001488921
$23M603K1.36%Q1 202607
Goldstein Advisors, LLC
CIK 0001963807
$20M523K2.25%Q1 202608
Apollon Wealth Management, LLC
CIK 0001764387
$18M473K0.30%Q1 202609
Focus Partners Wealth
CIK 0001542153
$16M404K0.02%Q4 202510
Johnson & White Wealth Management, LLC
CIK 0001954136
$12M309K5.07%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$11M295K0.01%Q1 202612
Fragasso Financial Advisors Inc
CIK 0001613331
$11M281K0.66%Q1 202613
Avantax Planning Partners, Inc.
CIK 0001005441
$11M279K0.30%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M279K0.01%Q1 202615
Sepio Capital, LP
CIK 0001751412
$10M267K0.56%Q1 202616
INTEGRATED WEALTHCARE, LLC
CIK 0001962105
$10M251K8.14%Q1 202617
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$9M244K2.39%Q1 202618
LeClair Wealth Partners LLC
CIK 0002056667
$9M224K3.00%Q1 202619
Blue Water Asset Management
CIK 0002033384
$9M224K3.00%Q1 202620
GGM Financials LLC
CIK 0002021722
$8M214K3.82%Q1 2026
Page 1 of 7
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