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HFSI HARTFORD FDS EXCHANGE TRADED

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STRAT INCOM ETF (fund)

30 managers (30 13F filers) reported a position in HFSI shares at 2025-09-30, 4,007,086 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
30
New
17
Added
9
Reduced
3
Sold out
1
Shares held by filers
4,007,086

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.

HolderSharesValue% of portfolioChangeSource
Hartford Funds Management Co LLC1,571,193$55.9M4.79%-97,87513F-HRTimeline
Modern Wealth Management, LLC518,208$18.4M0.36%+183,54913F-HRTimeline
Centric Wealth Management369,880$13.2M2.94%+12,55713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.285,982$10.1M0.01%+261,46613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP221,670$7.88M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,899$6.73M0.01%+9,24213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…145,400$5.17M<0.01%-227,60013F-HRTimelineGroup
Summit Financial, LLC130,259$4.63M0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,156$4.63M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…72,072$2.56M0.01%new13F-HRTimeline
Sonoma Allocations LLC64,764$2.32M0.84%13F-HRTimeline
Strategic Blueprint, LLC56,719$2.02M0.09%+6,69413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,338$2M<0.01%+18,65013F-HRTimeline
Sanctuary Advisors, LLC52,860$1.88M0.01%+10,01713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,895$1.74M<0.01%+8,77313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC20,565$731K<0.01%-7813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,555$731K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.10,590$377K0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,281$366K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors8,167$290K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,983$248K0.01%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,574$234K0.09%new13F-HRTimeline
Breakwater Capital Group6,232$222K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.2,204$78.4K<0.01%new13F-HRTimeline
Bogart Wealth, LLC558$19.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc451$16K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP270$9.64K<0.01%new13F-HRTimelineGroup
FSA Wealth Management LLC200$7.11K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC107$3.81K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY54$1.94K<0.01%+4513F-HR/ATimelineGroup