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Disclosery

HFSI HARTFORD FDS EXCHANGE TRADED

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STRAT INCOM ETF (fund)

81 managers (82 13F filers) reported a position in HFSI shares at 2026-06-30, 21,238,504 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
81
13F filers
82
New
18
Added
50
Reduced
10
Sold out
4
Shares held by filers
21,238,504

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
New England Capital Financial Advisors …2,742,268$96.4M23.05%+197,33213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,599,232$91.4M0.05%+475,94113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,107,234$74.1M<0.01%+885,84713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,583,072$55.7M0.02%+394,49413F-HRTimelineGroup
Hartford Funds Management Co LLC1,559,242$54.8M4.39%+22,65213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC968,502$34.1M0.31%-2,88513F-HRTimelineGroup
Retirement Management Systems Inc.832,783$29.3M5.99%+109,64513F-HRTimeline
Modern Wealth Management, LLC773,637$27.2M0.32%+67,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.720,743$25.3M0.03%+258,31813F-HRTimelineGroup
Bleakley Financial Group, LLC643,146$22.6M0.29%+30,13413F-HRTimeline
Wealthspire Retirement, LLC600,921$21.1M1.16%-15813F-HRTimeline
Centric Wealth Management411,612$14.4M2.24%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA389,715$13.7M<0.01%+3,90313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC372,711$13.1M<0.01%+28,68013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP313,490$11.1M<0.01%+164,45313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP308,104$10.8M0.01%+67,86813F-HRTimelineGroup
Live Oak Investment Partners266,848$9.38M5.05%+11,34113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth255,309$8.98M0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC244,505$8.6M0.16%+21,97613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.233,559$8.21M0.13%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…225,038$7.95M0.1%+8,59113F-HRTimelineGroup
LPL Financial LLC210,893$7.41M<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding206,474$7.2MnewTimeline
MGO ONE SEVEN LLC202,154$7.11M0.12%-8,92913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP194,597$6.84M0.01%+33,05813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC178,985$6.29M0.01%+14,59413F-HRTimeline
Retirement Planning Group, LLC175,023$6.15M0.16%+52,88113F-HRTimeline
Sonoma Allocations LLC171,553$6.03M1.87%+78,95813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…167,236$5.87M0.01%+6,58413F-HRTimeline
Private Advisor Group, LLC162,423$5.71M0.03%new13F-HRTimeline
Sanctuary Advisors, LLC144,428$5.08M0.02%+8,06213F-HRTimeline
WNY Asset Management, LLC108,824$3.83M0.34%-71,26313F-HRTimeline
MML INVESTORS SERVICES, LLC90,702$3.19M0.01%+68,27313F-HRTimeline
Strategic Blueprint, LLC84,593$2.97M0.15%+13,07213F-HRTimeline
Cambridge Investment Research Advisors,…79,450$2.79M0.01%+70713F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…76,730$2.7M0.06%+9,44413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,622$2.31M<0.01%+7,89513F-HRTimelineGroup
Beacon Pointe Advisors, LLC65,375$2.3M0.01%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers63,397$2.23M<0.01%+40,66013F-HRTimelineGroup
Kovack Advisors, Inc.51,047$1.79M0.09%+1,67813F-HRTimeline
&PARTNERS43,039$1.53M0.01%+1,42913F-HRTimeline
Destiny Capital Corp/CO37,985$1.34M0.62%+20,77313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC37,306$1.31M0.13%+3,18013F-HRTimeline
EP Wealth Advisors, LLC36,063$1.27M<0.01%new13F-HRTimeline
Cetera Investment Advisers33,986$1.19M<0.01%+16,56013F-HRTimeline
Steward Partners Investment Advisory, L…31,643$1.11M0.01%+42813F-HRTimeline
Hobart Private Capital, LLC25,876$910K0.16%-79213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,417$788K<0.01%+1,37913F-HRTimelineGroup
AdvisorNet Financial, Inc22,095$777K0.04%+2,93613F-HRTimeline
Arkadios Wealth Advisors20,353$716K0.01%-1,08813F-HRTimeline
UPTICK PARTNERS, LLC18,459$649K0.1%+2,64113F-HRTimeline
CORE WEALTH ADVISORS, LLC17,991$633K0.47%-66,56613F-HRTimeline
SURIENCE PRIVATE WEALTH LLC17,968$632K0.56%+513F-HRTimeline
Evergreen Wealth Partners LLC17,393$612K0.37%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,835$592K0.02%new13F-HRTimeline
Marks Group Wealth Management, Inc16,263$572K0.05%-7,31613F-HRTimeline
HARBOUR INVESTMENTS, INC.15,826$556K0.01%+2,30713F-HRTimeline
Capital Investment Advisory Services, L…15,753$554K0.03%+8,09413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,906$489K<0.01%+3,67613F-HRTimelineGroup
CWC Advisors, LLC.11,408$401K0.18%new13F-HRTimeline
Vise Technologies, Inc.10,920$384K<0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC9,466$333K0.16%-48413F-HRTimeline
Bright Futures Wealth Management, LLC.9,374$330K0.21%+37113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,919$314K0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC8,785$309K0.04%+12113F-HRTimeline
Coquina Private Wealth LLC8,353$294K0.2%+40413F-HRTimeline
COZAD ASSET MANAGEMENT INC7,962$280K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,983$246K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO6,952$244K0.16%+9613F-HRTimeline
Summit Financial, LLC6,788$240K<0.01%-111,53113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,574$231K0.08%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,726$201K0.06%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,474$192K0.02%+80113F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,206$183K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,793$98.2K<0.01%+99013F-HRTimeline
Geneos Wealth Management Inc.2,102$73.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC876$30.8K<0.01%new13F-HRTimeline
Bogart Wealth, LLC724$25.4K<0.01%+1013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…536$18.8K<0.01%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY168$5.91K<0.01%+4513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81$2.85K<0.01%new13F-HRTimelineGroup