DOSSIER · 13F Holders · Q2 2026
QUVU

HARTFORD FDS EXCHANGE TRADED

36 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 41653L859·36 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$29M
visible holders
Holders
36
filers reporting
Concentration
39.13%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported QUVU in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M366K0.00%Q2 2026
02
Modern Wealth Management, LLC
CIK 0002001900
$4M160K0.08%Q1 2026
03
Corient Private Wealth LLC
CIK 0001948780
$2M73K0.00%Q2 2026
04
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$2M73K0.24%Q2 2025
05
LPL Financial LLC
CIK 0001403438
$2M56K0.00%Q2 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M50K0.00%Q2 2026
07
DAVENPORT & Co LLC
CIK 0000887777
$1M47K0.01%Q2 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M41K0.00%Q2 2026
09
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$468K15K0.01%Q2 2026
10
NATIXIS ADVISORS, LLC
CIK 0001018331
$298K11K0.00%Q1 2026
11
EverSource Wealth Advisors, LLC
CIK 0001710537
$280K9K0.01%Q2 2026
12
Cetera Investment Advisers
CIK 0001666741
$275K9K0.00%Q2 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$266K9K0.00%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$264K8K0.00%Q2 2026
15
AE Wealth Management LLC
CIK 0001697723
$247K8K0.00%Q2 2026
16
Bowman & Co S.C.
CIK 0001906275
$234K9K0.10%Q4 2025
17
Revisor Wealth Management LLC
CIK 0001887409
$225K7K0.05%Q2 2026
18
FMR LLC
CIK 0000315066
$225K7K0.00%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$200K6K0.00%Q2 2026
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$161K5K0.00%Q2 2026
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