Skip to content
Disclosery

HFSI HARTFORD FDS EXCHANGE TRADED

Follow

STRAT INCOM ETF (fund)

68 managers (68 13F filers) reported a position in HFSI shares at 2026-03-31, 17,134,166 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
68
13F filers
68
New
16
Added
38
Reduced
11
Sold out
4
Shares held by filers
17,134,166

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
New England Capital Financial Advisors …2,544,936$88.4M24.19%+2,228,97213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,123,291$73.7M0.05%+334,12813F-HRTimelineGroup
Hartford Funds Management Co LLC1,536,590$53.4M4.63%-34,60313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,221,387$42.4M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,188,578$41.3M0.01%+656,70713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC971,387$33.7M0.34%new13F-HRTimelineGroup
Retirement Management Systems Inc.723,138$25.1M6.05%+70,59413F-HRTimeline
Modern Wealth Management, LLC706,004$24.6M0.42%+75,52113F-HRTimeline
Bleakley Financial Group, LLC613,012$21.3M0.33%-42,03613F-HRTimeline
Wealthspire Retirement, LLC601,079$20.9M1.25%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.462,425$16.1M0.02%+20,77413F-HRTimelineGroup
Centric Wealth Management411,612$14.4M2.88%+25,70513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA385,812$13.4M<0.01%+385,48213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC344,031$11.9M<0.01%new13F-HRTimelineGroup
Live Oak Investment Partners255,507$8.87M5.24%+77,78413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP240,236$8.34M0.01%+18,45113F-HRTimelineGroup
Mutual Advisors, LLC222,529$7.73M0.17%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…216,447$7.55M0.11%+101,25713F-HRTimelineGroup
MGO ONE SEVEN LLC211,083$7.33M0.15%+66,44313F-HRTimeline
WNY Asset Management, LLC180,087$6.25M0.65%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC164,391$5.71M0.01%+63,13913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP161,539$5.61M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,652$5.6M0.01%-37,38813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149,037$5.17M<0.01%+97,69413F-HRTimelineGroup
Sanctuary Advisors, LLC136,366$4.73M0.03%+53,78613F-HRTimeline
Retirement Planning Group, LLC122,142$4.24M0.13%+101,73113F-HRTimeline
Summit Financial, LLC118,319$4.13M0.05%+3,48113F-HRTimeline
Sonoma Allocations LLC92,595$3.23M1.12%+49,89413F-HRTimeline
CORE WEALTH ADVISORS, LLC84,557$2.94M2.26%-21,33513F-HRTimeline
Cambridge Investment Research Advisors,…78,743$2.73M0.01%-2,41013F-HRTimeline
Strategic Blueprint, LLC71,521$2.48M0.14%+7,90013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…67,286$2.34M0.06%+1,28313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,727$2M<0.01%+3,78913F-HR/ATimelineGroup
Kovack Advisors, Inc.49,369$1.72M0.09%+2,09613F-HRTimeline
&PARTNERS41,610$1.44M0.01%new13F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC34,126$1.18M0.12%+10,60013F-HRTimeline
Steward Partners Investment Advisory, L…31,215$1.08M0.01%+24,56313F-HRTimeline
Hobart Private Capital, LLC26,668$926K0.18%+4113F-HRTimeline
Gateway Wealth Partners, LLC24,950$866K0.03%+14,31513F-HRTimeline
Marks Group Wealth Management, Inc23,579$819K0.08%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,737$789K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,429$779K<0.01%+12,30813F-HRTimeline
Arkadios Wealth Advisors21,441$744K0.01%+4,22413F-HRTimeline
Mariner, LLCin group Mariner, LLC21,038$730K<0.01%+1,82813F-HRTimelineGroup
AdvisorNet Financial, Inc19,159$665K0.03%+40913F-HRTimeline
SURIENCE PRIVATE WEALTH LLC17,963$624K0.67%-43,40013F-HRTimeline
Cetera Investment Advisers17,426$605K<0.01%new13F-HRTimeline
Destiny Capital Corp/CO17,212$598K0.32%new13F-HRTimeline
UPTICK PARTNERS, LLC15,818$549K0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,519$469K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,230$355K<0.01%new13F-HRTimelineGroup
Meridian Financial Advisors, LLC9,950$345K0.19%-1,00013F-HRTimeline
Bright Futures Wealth Management, LLC.9,003$313K0.21%-26313F-HRTimeline
Cypress Wealth Services, LLC8,664$301K0.04%+13213F-HRTimeline
Coquina Private Wealth LLC7,949$276K0.22%+54713F-HRTimeline
Capital Investment Advisory Services, L…7,659$266K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC / MO6,856$238K0.2%+10413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,574$228K0.09%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,502$226K<0.01%-18,29313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,206$181K<0.01%+2,83113F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.4,673$162K0.02%+11513F-HRTimeline
Geneos Wealth Management Inc.2,102$73K<0.01%-10213F-HRTimeline
IFP Advisors, Inc1,803$62.6K<0.01%+64713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,008$35K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC714$24.8K<0.01%+1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…530$18.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC315$11K<0.01%+14613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY123$4.29K<0.01%-36213F-HRTimelineGroup