HCRB HARTFORD FDS EXCHANGE TRADED
FollowCMN (fund)
18 managers (19 13F filers) reported a position in HCRB shares at 2025-03-31, 7,936,970 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 18
- 13F filers
- 19
- New
- 4
- Added
- 8
- Reduced
- 6
- Sold out
- 3
- Shares held by filers
- 7,936,970
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 5,276,656 | $185M | 16.74% | -169,849 | 13F-HRTimeline |
| Apollon Wealth Management, LLCgroup of 2 filers holding | 1,685,374 | $59.2M | +446,614 | Timeline
| |
| LPL Financial LLC | 341,980 | $12M | <0.01% | +99,869 | 13F-HRTimeline |
| Allworth Financial LP | 210,311 | $7.34M | 0.04% | +1,001 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 119,386 | $4.19M | <0.01% | +18,800 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 98,090 | $3.45M | 0.01% | +10,223 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 71,569 | $2.51M | <0.01% | +45,633 | 13F-HR/ATimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 43,274 | $1.52M | <0.01% | +31,262 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 22,781 | $800K | <0.01% | -2,732 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 18,165 | $637K | <0.01% | +7,649 | 13F-HR/ATimelineGroup |
| Berger Financial Group, Inc | 14,892 | $523K | 0.04% | -9,421 | 13F-HRTimeline |
| DAVENPORT & Co LLC | 12,615 | $443K | <0.01% | -10,297 | 13F-HRTimeline |
| McAdam, LLC | 11,549 | $406K | 0.03% | new | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 9,947 | $349K | <0.01% | new | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 374 | $13.1K | <0.01% | new | 13F-HRTimelineGroup |
| AMERIFLEX GROUP, INC. | 6 | $228 | <0.01% | -27,848 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $58 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |