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

HARTFORD FDS EXCHANGE TRADED

137 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 41653L305·137 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$1.4B
63.0% inst. owned
of float
Holders
137
-73 QoQ
filers reporting
Activity
+99 / −45
+1,035 added · −772 reduced
this quarter
Concentration
30.35%
Hartford Funds Management Co LLC #1
top holder share
AI Holders Summary · Q1 2026

137 institutions reported HTRB in Q1 2026. Hartford Funds Management Co LLC leads at 30.4% of the visible book. -73 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Hartford Funds Management Co LLC
CIK 0001546587
$437M13.0M37.97%Q1 202602
BANK OF MONTREAL /CAN/
CIK 0000927971
$292M8.7M0.11%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$82M2.4M0.05%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$67M2.0M0.00%Q1 202605
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$48M1.4M2.55%Q1 202606
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$42M1.2M6.23%Q1 202607
LPL Financial LLC
CIK 0001403438
$41M1.2M0.01%Q1 202608
HB Wealth Management, LLC
CIK 0001911253
$41M1.2M0.26%Q1 202609
UBS Group AG
CIK 0001610520
$41M1.2M0.01%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$38M1.1M0.08%Q1 202611
Park Capital Management, LLC / WI
CIK 0001998000
$37M1.1M35.81%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M1.1M0.01%Q1 202613
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$34M1.0M5.23%Q1 202614
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$33M988K3.75%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$33M985K0.04%Q1 202616
Fragasso Financial Advisors Inc
CIK 0001613331
$31M915K1.87%Q1 202617
Berger Financial Group, Inc
CIK 0001826136
$30M892K1.68%Q1 202618
National Philanthropic Trust
CIK 0001785342
$27M800K0.29%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$25M750K0.01%Q1 202620
Spire Wealth Management
CIK 0001858740
$24M714K0.82%Q1 2026
Page 1 of 7
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