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Disclosery

HMOP HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

86 managers (87 13F filers) reported a position in HMOP shares at 2024-12-31, 10,817,726 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
86
13F filers
87
New
9
Added
46
Reduced
20
Sold out
2
Shares held by filers
10,817,726

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HighTower Advisors, LLC1,572,624$60.8M0.08%+182,03813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,155,722$44.7M0.04%+199,81613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,126,791$43.6M0.02%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/595,293$23M<0.01%+106,22713F-HRTimelineGroup
Steward Partners Investment Advisory, L…547,529$21.2M0.19%+20,60013F-HRTimeline
Goldstein Advisors, LLC519,226$20.1M2.91%+45,73613F-HRTimeline
Legacy Wealth Management, LLC501,378$19.4M1.24%+60,94313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding374,457$14.5M+20,891Timeline
World Investment Advisors344,902$13.3M0.37%+8,30613F-HRTimeline
Legacy CG, LLC312,475$12.1M3.7%+16,55813F-HRTimeline
LPL Financial LLC294,964$11.4M<0.01%+86,30013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …262,079$10.1M0.28%+12,73713F-HRTimelineGroup
ERn Financial, LLC206,946$8M1.2%+3,02813F-HRTimeline
Montis Financial, LLC189,747$7.34M2.27%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,839$5.99M0.01%+12,93813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC139,771$5.4M0.03%+10,33013F-HRTimelineGroup
Janney Montgomery Scott LLC136,446$5.28M0.01%-3,87713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,525$5.12M<0.01%+25,29913F-HRTimelineGroup
Bernardo Wealth Planning LLC131,325$5.05M1.21%-14,78613F-HRTimeline
Mariner, LLCin group Mariner, LLC120,559$4.66M0.01%+78,99613F-HRTimelineGroup
CONSILIO WEALTH ADVISORS, LLC112,365$4.34M1.78%+6,33113F-HRTimeline
Sepio Capital, LP109,216$4.22M0.34%+1,35813F-HRTimeline
Merit Financial Group, LLC87,749$3.39M0.06%+2,31213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,051$3.37M<0.01%-49,35513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,326$3.34M0.01%+32,60313F-HR/ATimelineGroup
Strid Group, LLC82,267$3.18M0.5%+99513F-HRTimeline
CRUX WEALTH ADVISORS80,058$3.1M1.72%13F-HRTimeline
Cetera Investment Advisers72,567$2.81M0.01%+9,97413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.68,408$2.64M0.02%-1,30913F-HRTimeline
RiverFront Investment Group, LLC63,603$2.46M0.06%+5,95513F-HRTimeline
Naviter Wealth, LLC62,644$2.43M0.29%-6,10213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,107$2.29M<0.01%+57,12413F-HRTimelineGroup
Landmark Wealth Management, LLC54,060$2.09M0.93%+2113F-HRTimeline
Bleakley Financial Group, LLC51,253$1.98M0.06%+38,01713F-HRTimeline
MML INVESTORS SERVICES, LLC50,661$1.96M0.01%-15,21413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC50,427$1.95M0.89%+81113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,737$1.92M0.01%-2,16713F-HRTimeline
Sanctuary Advisors, LLC47,532$1.84M0.01%+13,71113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,742$1.58M<0.01%+14,33213F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,384$1.45M<0.01%-5,31913F-HRTimeline
Sterling Investment Counsel, LLC36,519$1.41M0.93%-87,52913F-HRTimeline
Amplius Wealth Advisors, LLC36,306$1.4M0.14%+34213F-HRTimeline
Magnus Financial Group LLC33,059$1.28M0.12%-46013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,262$1.25M<0.01%+23,36213F-HRTimelineGroup
Westside Investment Management, Inc.30,559$1.18M0.25%-30013F-HRTimeline
NewEdge Advisors, LLC29,153$1.13M0.01%-6,71513F-HRTimeline
Private Portfolio Partners LLC28,805$1.11M0.2%+84913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC28,023$1.08M0.14%+78613F-HRTimeline
Cornerstone Wealth Management, LLC24,110$932K0.06%+6,40413F-HRTimeline
Avantax Planning Partners, Inc.23,533$910K0.03%+913F-HRTimeline
Masso Torrence Wealth Management Inc.22,935$887K0.47%-1,05013F-HRTimeline
Thrive Wealth Management, LLC22,743$879K0.16%+8,47613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,742$879K0.07%+8,07713F-HRTimelineGroup
Advyzon Investment Management, LLC21,649$837K0.32%13F-HRTimeline
GAMMA Investing LLC19,144$740K0.06%+2,35613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC19,138$740K0.03%+1,80213F-HRTimeline
Private Advisor Group, LLC15,085$583K<0.01%+3,70513F-HRTimeline
Richard P Slaughter Associates Inc14,705$568K0.13%new13F-HRTimeline
GGM Financial LLC14,299$553K0.59%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,930$539K0.02%+11613F-HRTimelineGroup
Creative Planningin group Creative Planning13,802$534K<0.01%new13F-HRTimelineGroup
Stonehearth Capital Management, LLC13,018$503K0.2%+1,07713F-HRTimeline
VICUS CAPITAL11,616$449K0.04%-15613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,500$406K0.03%013F-HRTimeline
Sigma Planning Corp9,566$370K0.01%+7113F-HRTimeline
COMERICA BANK9,052$350K<0.01%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,443$326K<0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,164$316K0.03%new13F-HRTimelineGroup
Madison Wealth Partners, Inc8,068$312K0.09%-1,97513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,271$282K0.09%-2,57313F-HRTimeline
OLD MISSION CAPITAL LLC7,024$272K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,955$269K0.01%-1,80213F-HRTimeline
AdvisorNet Financial, Inc6,750$261K0.02%new13F-HRTimeline
Friday Financial6,443$249K0.17%13F-HRTimeline
HB Wealth Management, LLC6,380$247K<0.01%+64413F-HRTimeline
HILL ISLAND FINANCIAL LLC5,711$221K0.06%-16513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,601$217K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,236$125K<0.01%-1,45613F-HRTimeline
Longview Financial Advisors LLC3,030$117K0.08%13F-HRTimeline
UBS Group AGin group UBS Group AG2,758$107K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC2,682$104K0.02%+2,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY195$7.57K<0.01%-213F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$193<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$39<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.