Institutional Ownership
Hartford Fds Exchange Traded
CUSIP 41653L602AAA CLO ETFTRPAQ1 2026
Institutional Holders
26
13F filers
Shares Held
2.07M
Aggregate institutional
Institutional Value
$79.89M
Q1 2026
Net New Holders
-4
1 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased12
Decreased13
Sold out5
Institutional Holders
26 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fiduciary Planning LLC | 636.2K | $24.65M | +9.5K | Added |
| 2 | Lpl Financial LLC | 225.0K | $8.72M | −13.1K | Reduced |
| 3 | Raymond James Financial Inc | 158.8K | $6.16M | +68.3K | Added |
| 4 | Kestra Advisory Services, LLC | 120.1K | $4.65M | +4.3K | Added |
| 5 | Royal Bank Of Canada | 115.9K | $4.49M | +12.6K | Added |
| 6 | Commonwealth Equity Services, LLC | 108.5K | $4.21M | +5.5K | Added |
| 7 | Convergence Financial, LLC | 96.1K | $3.72M | +43.9K | Added |
| 8 | Evergreen Capital Management LLC | 85.7K | $3.33M | −4.3K | Reduced |
| 9 | Osaic Holdings, Inc. | 74.6K | $2.89M | +2.7K | Added |
| 10 | Forthright Wealth Management, LLC | 74.0K | $2.87M | −42.3K | Reduced |
16 more institutional holders on Premium
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