HFSI HARTFORD FDS EXCHANGE TRADED
FollowSTRAT INCOM ETF (fund)
14 managers (14 13F filers) reported a position in HFSI shares at 2025-06-30, 3,179,379 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 2
- Added
- 10
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 3,179,379
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 | 1,669,068 | $58.3M | 5.02% | +220,922 | 13F-HR/ATimeline |
| WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L… | 373,000 | $13M | <0.01% | -103,500 | 13F-HRTimelineGroup |
| Centric Wealth Management | 357,323 | $12.5M | 3% | +20,651 | 13F-HRTimeline |
| Modern Wealth Management, LLC | 334,659 | $11.7M | 0.29% | +95,719 | 13F-HR/ATimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 179,657 | $6.26M | 0.01% | +12,757 | 13F-HRTimeline |
| Strategic Blueprint, LLC | 50,025 | $1.75M | 0.09% | +4,488 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 49,826 | $1.74M | <0.01% | +6,700 | 13F-HRTimelineGroup |
| Sanctuary Advisors, LLC | 42,843 | $1.5M | 0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 40,122 | $1.4M | <0.01% | new | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 37,688 | $1.32M | <0.01% | +9,092 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 24,516 | $856K | <0.01% | +11,356 | 13F-HR/ATimelineGroup |
| Mariner, LLCin group Mariner, LLC | 20,643 | $721K | <0.01% | +6,534 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 9 | $328 | <0.01% | +6 | 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. |