Skip to content
Disclosery

HFSI HARTFORD FDS EXCHANGE TRADED

Follow

STRAT INCOM ETF (fund)

55 managers (55 13F filers) reported a position in HFSI shares at 2025-12-31, 8,966,045 shares in all. 25 filers opened a position and 4 filers sold out during the quarter.

Managers
55
13F filers
55
New
25
Added
18
Reduced
3
Sold out
4
Shares held by filers
8,966,045

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,789,163$63.5M0.04%new13F-HR/ATimelineGroup
Hartford Funds Management Co LLC1,571,193$55.7M4.57%013F-HRTimeline
Bleakley Financial Group, LLC655,048$23.2M0.4%new13F-HRTimeline
Retirement Management Systems Inc.652,544$23.2M5.93%13F-HRTimeline
Modern Wealth Management, LLC630,483$22.4M0.41%+112,27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC531,871$18.9M0.01%+521,59013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.441,651$15.7M0.02%+155,66913F-HRTimelineGroup
Centric Wealth Management385,907$13.7M2.9%+16,02713F-HRTimeline
New England Capital Financial Advisors …315,964$11.2M4.38%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP221,785$7.87M0.01%+11513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…198,040$7.05M0.01%+9,14113F-HRTimeline
Live Oak Investment Partners177,723$6.31M3.87%new13F-HRTimeline
MGO ONE SEVEN LLC144,640$5.13M0.1%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…115,190$4.12M0.06%new13F-HRTimelineGroup
Summit Financial, LLC114,838$4.11M0.06%-15,42113F-HRTimeline
CORE WEALTH ADVISORS, LLC105,892$3.76M2.96%13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC101,252$3.59M<0.01%+44,91413F-HRTimeline
Sanctuary Advisors, LLC82,580$2.93M0.02%+29,72013F-HRTimeline
Cambridge Investment Research Advisors,…81,153$2.88M0.01%+9,08113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…66,003$2.34M0.06%new13F-HRTimelineGroup
Strategic Blueprint, LLC63,621$2.26M0.13%+6,90213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC61,363$2.18M2.46%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,938$1.91M<0.01%+5,04313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,343$1.82M<0.01%+51,07313F-HRTimelineGroup
Kovack Advisors, Inc.47,273$1.68M0.08%+36,68313F-HR/ATimeline
Sonoma Allocations LLC42,701$1.52M0.5%-22,06313F-HRTimeline
Hobart Private Capital, LLC26,627$945K0.18%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,795$880K<0.01%new13F-HR/ATimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC23,526$835K0.11%new13F-HRTimeline
Retirement Planning Group, LLC20,411$724K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC19,210$682K<0.01%-1,35513F-HRTimelineGroup
AdvisorNet Financial, Inc18,750$665K0.04%new13F-HRTimeline
Arkadios Wealth Advisors17,217$611K0.01%+9,05013F-HRTimeline
Meridian Financial Advisors, LLC10,950$389K0.21%new13F-HRTimeline
Gateway Wealth Partners, LLC10,635$377K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,121$359K<0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.9,266$329K0.24%new13F-HRTimeline
Cypress Wealth Services, LLC8,532$303K0.04%new13F-HRTimeline
Capital Investment Advisory Services, L…7,659$272K0.02%new13F-HRTimeline
D.A. DAVIDSON & CO.7,540$268K<0.01%new13F-HRTimeline
Coquina Private Wealth LLC7,402$263K0.21%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,983$248K<0.01%013F-HR/ATimeline
Stonebridge Financial Group, LLC / MO6,752$240K0.21%13F-HRTimeline
Steward Partners Investment Advisory, L…6,652$236K<0.01%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,574$233K0.08%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,558$162K0.02%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,375$84K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,204$78.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,156$41K<0.01%+70513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,104$39.2K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC703$24.9K<0.01%+14513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY485$17.2K<0.01%+43113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA330$12K<0.01%new13F-HRTimelineGroup
Allworth Financial LP200$7.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC169$6K<0.01%+6213F-HRTimeline