HCRB HARTFORD FDS EXCHANGE TRADED
FollowCMN (fund)
23 managers (24 13F filers) reported a position in HCRB shares at 2025-06-30, 8,966,808 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 23
- 13F filers
- 24
- New
- 5
- Added
- 11
- Reduced
- 6
- Sold out
- 0
- Shares held by filers
- 8,966,808
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 5,373,301 | $188M | 16.23% | +96,645 | 13F-HR/ATimeline |
| Apollon Wealth Management, LLCgroup of 2 filers holding | 1,559,881 | $54.7M | -125,493 | Timeline
| |
| LPL Financial LLC | 990,538 | $34.7M | 0.01% | +648,558 | 13F-HRTimeline |
| Mariner, LLCin group Mariner, LLC | 250,718 | $8.8M | 0.01% | new | 13F-HRTimelineGroup |
| Allworth Financial LP | 242,374 | $8.5M | 0.04% | +32,063 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 160,362 | $5.63M | <0.01% | +40,976 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 97,061 | $3.4M | 0.01% | -1,029 | 13F-HR/ATimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 58,823 | $2.06M | <0.01% | -12,746 | 13F-HRTimelineGroup |
| DAVENPORT & Co LLC | 40,207 | $1.41M | 0.01% | +27,592 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 39,147 | $1.37M | <0.01% | -4,127 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 32,565 | $1.14M | <0.01% | +14,400 | 13F-HRTimelineGroup |
| FLOW TRADERS U.S. LLC | 30,910 | $1.08M | 0.04% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 30,075 | $1.06M | <0.01% | +7,294 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 23,340 | $819K | <0.01% | new | 13F-HRTimelineGroup |
| Berger Financial Group, Inc | 13,131 | $461K | 0.03% | -1,761 | 13F-HRTimeline |
| McAdam, LLC | 11,394 | $400K | 0.02% | -155 | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 10,801 | $379K | <0.01% | +854 | 13F-HRTimelineGroup |
| CoreCap Advisors, LLC | 1,390 | $48.8K | <0.01% | new | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 374 | $13.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 343 | $12K | <0.01% | +342 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 66 | $2.31K | <0.01% | new | 13F-HRTimelineGroup |
| AMERIFLEX GROUP, INC. | 7 | $231 | <0.01% | +1 | 13F-HRTimeline |
| 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. |