13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
TRPA

HARTFORD FDS EXCHANGE TRADED

28 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 41653L602·28 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$79M
75.0% inst. owned
of float
Holders
28
-121 QoQ
filers reporting
Activity
+72 / −33
+866 added · −799 reduced
this quarter
Concentration
31.26%
Fiduciary Planning LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported TRPA in Q1 2026. Fiduciary Planning LLC leads at 31.3% of the visible book. -121 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Fiduciary Planning LLC
CIK 0001792851
$25M636K7.45%Q1 202602
LPL Financial LLC
CIK 0001403438
$9M225K0.00%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M159K0.00%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$5M120K0.02%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$4M116K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M109K0.01%Q1 202607
Convergence Financial, LLC
CIK 0002034001
$4M96K0.39%Q1 202608
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$3M86K0.07%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M75K0.00%Q1 202610
ForthRight Wealth Management, LLC
CIK 0001841633
$3M74K0.81%Q1 202611
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$3M74K0.13%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M42K0.00%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M39K0.00%Q1 202614
Mariner, LLC
CIK 0001373442
$1M33K0.00%Q1 202615
Private Advisor Group, LLC
CIK 0001567755
$1M31K0.01%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M31K0.01%Q1 202617
Garden State Investment Advisory Services LLC
CIK 0001965351
$1M27K0.23%Q1 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$1M26K0.01%Q1 202619
Regal Investment Advisors LLC
CIK 0001559789
$737,87419K0.04%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$687,81718K0.00%Q1 2026
Page 1 of 2
8 more holders available. Log in →