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Disclosery

ACVU HARTFORD FDS EXCHANGE TRADED

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ALPHA CAP (fund)

34 managers (34 13F filers) reported a position in ACVU shares at 2026-06-30, 909,066 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
7
Reduced
7
Sold out
3
Shares held by filers
909,066

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP366,449$11.4M<0.01%-10,51813F-HRTimelineGroup
Modern Wealth Management, LLC159,252$4.97M0.06%-83313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP72,692$2.27M<0.01%013F-HR/ATimelineGroup
LPL Financial LLC56,167$1.75M<0.01%-6213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,071$1.56M<0.01%+21,76113F-HRTimelineGroup
DAVENPORT & Co LLC47,072$1.47M0.01%-10213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,978$1.28M<0.01%+12,62913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,995$468K0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,825$431K<0.01%+2,87513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,962$280K0.01%013F-HRTimelineGroup
Cetera Investment Advisers8,798$275K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,510$266K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,465$264K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,460$264K<0.01%+22113F-HRTimelineGroup
AE Wealth Management LLC7,921$247K<0.01%013F-HRTimeline
Revisor Wealth Management LLC7,208$225K0.05%new13F-HRTimeline
FMR LLCin group FMR LLC7,197$225K<0.01%+6,97913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,418$200K<0.01%-1,29013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,174$161K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,092$65.3K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG1,733$54.1K<0.01%+1,23713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,550$48.4K0.02%-1,68213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,547$48K<0.01%+18313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,217$38K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…438$13.7K<0.01%013F-HRTimeline
Planning Strategies Inc.400$12.5K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…373$11.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV350$10.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.263$8.19K<0.01%-54513F-HRTimeline
TSFG, LLC172$5K<0.01%013F-HRTimeline
CVA Family Office, LLC135$4.21K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC116$3.62K<0.01%new13F-HRTimeline
Rossby Financial, LCC66$2.06K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.