HCRB HARTFORD FDS EXCHANGE TRADED
FollowCMN (fund)
18 managers (19 13F filers) reported a position in HCRB shares at 2025-09-30, 9,076,519 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 18
- 13F filers
- 19
- New
- 1
- Added
- 8
- Reduced
- 9
- Sold out
- 5
- Shares held by filers
- 9,076,519
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 5,166,274 | $183M | 15.72% | -207,027 | 13F-HRTimeline |
| Apollon Wealth Management, LLCgroup of 2 filers holding | 1,644,356 | $58.4M | +84,475 | Timeline
| |
| LPL Financial LLC | 1,095,416 | $38.9M | 0.01% | +104,878 | 13F-HRTimeline |
| Mariner, LLCin group Mariner, LLC | 266,687 | $9.47M | 0.01% | +15,969 | 13F-HRTimelineGroup |
| Allworth Financial LP | 231,097 | $8.2M | 0.04% | -11,277 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 201,301 | $7.15M | 0.01% | +171,226 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 152,343 | $5.41M | <0.01% | -8,019 | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 91,935 | $3.24M | <0.01% | -5,126 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 51,676 | $1.84M | <0.01% | +19,111 | 13F-HRTimelineGroup |
| FLOW TRADERS U.S. LLC | 38,152 | $1.35M | 0.05% | +7,242 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 37,766 | $1.34M | <0.01% | -1,381 | 13F-HRTimelineGroup |
| DAVENPORT & Co LLC | 35,474 | $1.26M | 0.01% | -4,733 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 26,580 | $944K | <0.01% | -32,243 | 13F-HRTimelineGroup |
| Berger Financial Group, Inc | 12,654 | $449K | 0.03% | -477 | 13F-HRTimeline |
| Focus Partners Wealthin group Focus Partners Wealth | 10,801 | $383K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 7,003 | $249K | <0.01% | +6,660 | 13F-HR/ATimelineGroup |
| Private Advisor Group, LLC | 6,381 | $227K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 623 | $22.1K | <0.01% | -767 | 13F-HRTimeline |