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

HARTFORD FDS EXCHANGE TRADED

52 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 41653L404·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$224M
visible holders
Holders
52
filers reporting
Concentration
18.40%
CPC Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported HTAB in Q2 2026. CPC Advisors, LLC leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CPC Advisors, LLC
CIK 0001805250
$41M2.1M5.56%Q2 202602
Bank of New York Mellon Corp
CIK 0001390777
$40M2.1M0.01%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M946K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$18M926K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M924K0.00%Q2 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$14M749K0.01%Q2 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M670K0.01%Q2 202608
Wealthspire Advisors, LLC
CIK 0001646247
$10M538K0.06%Q2 202609
YARGER WEALTH STRATEGIES, LLC
CIK 0001908607
$9M480K3.29%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M323K0.00%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$6M320K0.01%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$6M315K0.01%Q2 202613
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$5M265K0.08%Q2 202614
Capital Asset Advisory Services LLC
CIK 0001666024
$5M247K0.17%Q2 202615
Wealthcare Advisory Partners LLC
CIK 0001683059
$4M187K0.07%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M163K0.00%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$2M114K0.00%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$2M98K0.01%Q2 202619
Element Wealth, LLC
CIK 0001802743
$2M96K0.69%Q2 202620
IAG Wealth Partners, LLC
CIK 0001827261
$2M86K0.16%Q2 2026
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