13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
HTAB

HARTFORD FDS EXCHANGE TRADED

50 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 41653L404·50 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$230M
67.0% inst. owned
of float
Holders
50
-32 QoQ
filers reporting
Activity
+36 / −91
+883 added · −875 reduced
this quarter
Concentration
18.04%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported HTAB in Q1 2026. Bank of New York Mellon Corp leads at 18.0% of the visible book. -32 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$42M2.2M0.01%Q1 202602
CPC Advisors, LLC
CIK 0001805250
$38M2.0M6.22%Q1 202603
LPL Financial LLC
CIK 0001403438
$22M1.2M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M939K0.00%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M903K0.01%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15M767K0.01%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M666K0.01%Q1 202608
Main Street Financial Solutions, LLC
CIK 0001763350
$11M574K0.82%Q4 202509
Wealthspire Advisors, LLC
CIK 0001646247
$10M541K0.08%Q1 202610
YARGER WEALTH STRATEGIES, LLC
CIK 0001908607
$9M478K3.65%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$6M310K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M293K0.00%Q1 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$5M253K0.01%Q1 202614
Capital Asset Advisory Services LLC
CIK 0001666024
$5M240K0.18%Q1 202615
Wealthcare Advisory Partners LLC
CIK 0001683059
$4M207K0.08%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M161K0.00%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$2M120K0.00%Q1 202618
IAG Wealth Partners, LLC
CIK 0001827261
$2M114K0.24%Q1 202619
Element Wealth, LLC
CIK 0001802743
$2M97K0.76%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$2M94K0.01%Q1 2026
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