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Disclosery

HMOP HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

83 managers (84 13F filers) reported a position in HMOP shares at 2025-03-31, 11,435,596 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
84
New
6
Added
47
Reduced
19
Sold out
9
Shares held by filers
11,435,596

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HighTower Advisors, LLC1,659,080$63.8M0.09%+86,45613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,237,203$47.6M0.04%+81,48113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,144,482$44M0.02%+17,69113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/729,858$28.1M<0.01%+134,56513F-HRTimelineGroup
Steward Partners Investment Advisory, L…702,724$27M0.24%+155,19513F-HRTimeline
Goldstein Advisors, LLC537,360$20.7M3.02%+18,13413F-HRTimeline
Legacy Wealth Management, LLC512,899$19.7M1.31%+11,52113F-HRTimeline
LPL Financial LLC374,640$14.4M0.01%+79,67613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding371,435$14.3M-3,022Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …267,788$10.3M0.28%+5,70913F-HRTimelineGroup
ERn Financial, LLC207,735$7.99M1.26%+78913F-HRTimeline
Johnson & White Wealth Management, LLC203,861$7.84M4.4%new13F-HRTimeline
Sterling Investment Counsel, LLC163,297$6.28M2.15%+126,77813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC159,373$6.13M0.01%+4,53413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC156,282$6.01M0.03%+16,51113F-HRTimelineGroup
Montis Financial, LLC151,064$5.81M1.71%-38,68313F-HRTimeline
Janney Montgomery Scott LLC145,988$5.61M0.02%+9,54213F-HRTimeline
World Investment Advisors133,968$5.15M0.13%-210,93413F-HRTimeline
Mariner, LLCin group Mariner, LLC132,414$5.09M0.01%+11,85513F-HRTimelineGroup
Bernardo Wealth Planning LLC130,548$5.02M1.2%-77713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,922$4.88M<0.01%-5,60313F-HR/ATimelineGroup
CONSILIO WEALTH ADVISORS, LLC123,186$4.74M1.98%+10,82113F-HRTimeline
Henderson Brothers Financial Partners, …112,550$4.4M2.21%13F-HRTimeline
Sepio Capital, LP111,083$4.27M0.34%+1,86713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,903$4.07M0.01%+19,57713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,274$3.86M<0.01%+13,22313F-HRTimelineGroup
Merit Financial Group, LLC91,724$3.53M0.05%+3,97513F-HRTimeline
Strid Group, LLC88,269$3.39M0.53%+6,00213F-HRTimeline
Naviter Wealth, LLC79,413$3.06M0.37%+16,76913F-HRTimeline
CRUX WEALTH ADVISORS75,299$2.9M1.51%-4,75913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,116$2.77M<0.01%+13,00913F-HRTimelineGroup
Cetera Investment Advisers72,100$2.77M0.01%-46713F-HRTimeline
RiverFront Investment Group, LLC71,200$2.74M0.06%+7,59713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.69,147$2.66M0.02%+73913F-HRTimeline
Landmark Wealth Management, LLC59,162$2.27M1%+5,10213F-HRTimeline
MML INVESTORS SERVICES, LLC54,761$2.11M0.01%+4,10013F-HRTimeline
NewEdge Advisors, LLC53,366$2.05M0.01%+24,21313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,894$1.99M<0.01%+11,15213F-HR/ATimelineGroup
Bleakley Financial Group, LLC51,151$1.97M0.06%-10213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,336$1.94M<0.01%+59913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,505$1.6M<0.01%+9,24313F-HR/ATimelineGroup
GAMMA Investing LLC36,935$1.42M0.11%+17,79113F-HR/ATimeline
Amplius Wealth Advisors, LLC35,426$1.36M0.14%-88013F-HRTimeline
Magnus Financial Group LLC32,826$1.26M0.12%-23313F-HRTimeline
Cambridge Investment Research Advisors,…31,159$1.2M<0.01%-6,22513F-HRTimeline
Cornerstone Wealth Management, LLC30,966$1.19M0.08%+6,85613F-HRTimeline
Westside Investment Management, Inc.30,559$1.18M0.25%013F-HRTimeline
Thrive Wealth Management, LLC25,853$994K0.19%+3,11013F-HRTimeline
Cresset Asset Management, LLC25,177$971K<0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…25,086$965K0.08%+2,34413F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC24,755$952K0.13%-3,26813F-HRTimeline
Masso Torrence Wealth Management Inc.24,740$951K0.51%+1,80513F-HRTimeline
Sanctuary Advisors, LLC24,203$931K0.01%-23,32913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,183$930K0.01%new13F-HRTimelineGroup
Stonehearth Capital Management, LLC23,788$915K0.38%+10,77013F-HRTimeline
Avantax Planning Partners, Inc.23,775$914K0.03%+24213F-HRTimeline
Advyzon Investment Management, LLC21,318$820K0.29%-33113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC19,138$736K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,210$700K0.03%+4,28013F-HRTimelineGroup
Private Advisor Group, LLC17,376$668K<0.01%+2,29113F-HRTimeline
GGM Financial LLC16,397$630K0.43%+2,09813F-HRTimeline
Richard P Slaughter Associates Inc13,802$531K0.12%-90313F-HRTimeline
VICUS CAPITAL12,231$470K0.04%+61513F-HRTimeline
Retirement Planning Group, LLC12,040$463K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,500$406K0.03%013F-HRTimeline
Sigma Planning Corp9,256$356K0.01%-31013F-HRTimeline
COMERICA BANK9,052$348K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,443$325K<0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,422$324K0.02%+25813F-HRTimelineGroup
Madison Wealth Partners, Inc7,411$285K0.07%-65713F-HRTimeline
AdvisorNet Financial, Inc6,755$260K0.02%+513F-HRTimeline
Friday Financial6,443$248K0.15%013F-HRTimeline
HB Wealth Management, LLC6,380$245K<0.01%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,978$230K0.08%-1,29313F-HRTimeline
FLOW TRADERS U.S. LLC5,818$224K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,601$215K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,311$166K<0.01%+1,07513F-HRTimeline
Princeton Global Asset Management LLC3,340$128K0.03%+65813F-HRTimeline
Longview Financial Advisors LLC3,030$117K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY855$32.9K<0.01%+66013F-HRTimelineGroup
ABOUND FINANCIAL, LLC698$26.8K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.