Institutional Ownership
Hartford Fds Exchange Traded
CUSIP 41653L875STRATEGIC INCOMEHFSIQ1 2026
Institutional Holders
68
13F filers
Shares Held
17.13M
Aggregate institutional
Institutional Value
$591.46M
Q1 2026
Net New Holders
+14
18 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased37
Decreased11
Sold out4
Institutional Holders
68 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | New England Capital Financial Advisors LLC | 2.54M | $88.36M | +2.23M | Added |
| 2 | Northwestern Mutual Wealth Management Co | 2.12M | $73.72M | +334.1K | Added |
| 3 | Hartford Funds Management Co LLC | 1.54M | $53.35M | −34.6K | Reduced |
| 4 | Bank Of America Corp /De/ | 1.22M | $42.41M | +1.22M | New |
| 5 | Raymond James Financial Inc | 1.19M | $41.27M | +656.7K | Added |
| 6 | Benjamin Edwards Inc | 971.4K | $33.72M | +971.4K | New |
| 7 | Retirement Management Systems Inc. | 723.1K | $25.11M | +70.6K | Added |
| 8 | Modern Wealth Management, LLC | 706.0K | $24.55M | +75.5K | Added |
| 9 | Bleakley Financial Group, LLC | 613.0K | $21.28M | −42.0K | Reduced |
| 10 | Wealthspire Retirement, LLC | 601.1K | $20.87M | +601.1K | New |
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