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ACVU HARTFORD FDS EXCHANGE TRADED

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ALPHA CAP (fund)

30 managers (30 13F filers) reported a position in ACVU shares at 2026-03-31, 852,209 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
30
New
8
Added
5
Reduced
5
Sold out
1
Shares held by filers
852,209

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLLP376,967$10.1M<0.01%+79,51213F-HRTimelineGroup
Modern Wealth Management, LLC160,085$4.39M0.08%-75313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP72,692$1.98M<0.01%013F-HRTimelineGroup
LPL Financial LLC56,229$1.53M<0.01%+1,77013F-HRTimeline
DAVENPORT & Co LLC47,174$1.28M0.01%+99613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,349$771K<0.01%+54513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,310$770K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,995$408K0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,950$298K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,962$244K0.01%013F-HR/ATimelineGroup
Cetera Investment Advisers8,798$239K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,239$224K<0.01%-65213F-HRTimelineGroup
AE Wealth Management LLC7,921$215K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,708$210K<0.01%-52113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,174$141K<0.01%-96913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…3,232$87.8K0.04%-1,91013F-HRTimeline
CWM, LLCin group CWM, LLC1,594$43.3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,364$37K<0.01%+8413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.808$22K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG496$13.5K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…438$11.9K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…400$10.9K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…373$10.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV350$9.51K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC218$5.93K<0.01%013F-HRTimelineGroup
TSFG, LLC172$5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79$2.15K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC66$1.81K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66$1.79K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.