DOSSIER · 13F Holders · Q1 2026
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
13F value held
$442M
visible holders
Holders
126
filers reporting
Concentration
15.65%
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 15.6% 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
$69M1.8M0.04%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M1.6M0.02%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M1.1M0.00%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$41M1.1M0.01%Q1 2026
05
Steward Partners Investment Advisory, LLC
CIK 0001723397
$31M813K0.16%Q1 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
Focus Partners Wealth
CIK 0001542153
$16M404K0.02%Q4 2025
10
Johnson & White Wealth Management, LLC
CIK 0001954136
$12M315K4.61%Q2 2026
11
Fragasso Financial Advisors Inc
CIK 0001613331
$12M296K0.62%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$11M295K0.01%Q1 2026
13
Avantax Planning Partners, Inc.
CIK 0001005441
$11M279K0.30%Q1 2026
14
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M279K0.01%Q1 2026
15
Sepio Capital, LP
CIK 0001751412
$10M267K0.56%Q1 2026
16
INTEGRATED WEALTHCARE, LLC
CIK 0001962105
$10M253K7.40%Q2 2026
17
GGM Financials LLC
CIK 0002021722
$10M249K3.69%Q2 2026
18
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$9M244K2.39%Q1 2026
19
Blue Water Asset Management
CIK 0002033384
$9M224K3.00%Q1 2026
20
LeClair Wealth Partners LLC
CIK 0002056667
$9M224K3.00%Q1 2026
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