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

HARTFORD FDS EXCHANGE TRADED

28 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 41653L602·28 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$83M
visible holders
Holders
28
filers reporting
Concentration
29.98%
Fiduciary Planning LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported TRPA in Q2 2026. Fiduciary Planning LLC leads at 30.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Fiduciary Planning LLC
CIK 0001792851
$25M641K6.52%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M200K0.00%Q2 202603
Convergence Financial, LLC
CIK 0002034001
$7M193K0.60%Q2 202604
LPL Financial LLC
CIK 0001403438
$7M170K0.00%Q2 202605
Kestra Advisory Services, LLC
CIK 0001830819
$5M125K0.02%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M122K0.01%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$4M97K0.00%Q2 202608
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$3M86K0.06%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M79K0.00%Q2 202610
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$3M67K0.10%Q2 202611
ForthRight Wealth Management, LLC
CIK 0001841633
$3M65K0.65%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M57K0.00%Q2 202613
Private Advisor Group, LLC
CIK 0001567755
$2M48K0.01%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M39K0.00%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$1M35K0.00%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M32K0.01%Q2 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$991K25K0.01%Q2 202618
Garden State Investment Advisory Services LLC
CIK 0001965351
$950K24K0.17%Q2 202619
Regal Investment Advisors LLC
CIK 0001559789
$690K18K0.04%Q2 202620
CITIGROUP INC
CIK 0000831001
$624K16K0.00%Q2 2026
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