HCRB HARTFORD FDS EXCHANGE TRADED
FollowCMN (fund)
17 managers (18 13F filers) reported a position in HCRB shares at 2024-12-31, 7,619,799 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 17
- 13F filers
- 18
- New
- 3
- Added
- 9
- Reduced
- 3
- Sold out
- 3
- Shares held by filers
- 7,619,799
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 5,446,505 | $188M | 17.2% | +278,083 | 13F-HRTimeline |
| Apollon Wealth Management, LLCgroup of 2 filers holding | 1,238,760 | $42.7M | +64,050 | Timeline
| |
| LPL Financial LLC | 242,111 | $8.35M | <0.01% | +8,778 | 13F-HRTimeline |
| Allworth Financial LP | 209,310 | $7.23M | 0.04% | +123,839 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 109,080 | $3.76M | <0.01% | 13F-HR/ATimelineGroup | |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 100,586 | $3.47M | <0.01% | +22,416 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 87,867 | $3.03M | 0.01% | +22,978 | 13F-HR/ATimelineGroup |
| AMERIFLEX GROUP, INC. | 27,854 | $962K | 0.44% | 13F-HRTimeline | |
| FLOW TRADERS U.S. LLC | 27,285 | $941K | 0.04% | +15,160 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 25,936 | $895K | <0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 25,513 | $880K | <0.01% | -64,994 | 13F-HRTimelineGroup |
| Berger Financial Group, Inc | 24,313 | $839K | 0.06% | -3,666 | 13F-HRTimeline |
| DAVENPORT & Co LLC | 22,912 | $790K | <0.01% | -12,790 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 12,012 | $414K | <0.01% | new | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 10,516 | $363K | <0.01% | +4,907 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 9,239 | $319K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |