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Disclosery

HMOP HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

86 managers (88 13F filers) reported a position in HMOP shares at 2025-06-30, 12,004,231 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
86
13F filers
88
New
9
Added
37
Reduced
34
Sold out
4
Shares held by filers
12,004,231

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,513,178$57.9M0.04%+275,97513F-HRTimelineGroup
HighTower Advisors, LLC1,358,488$52M0.07%-300,59213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,186,316$45.4M0.02%+41,83413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/790,665$30.3M<0.01%+60,80713F-HRTimelineGroup
Steward Partners Investment Advisory, L…721,130$27.6M0.22%+18,40613F-HRTimeline
LPL Financial LLC546,833$20.9M0.01%+172,19313F-HRTimeline
Goldstein Advisors, LLC505,155$19.3M2.6%-32,20513F-HRTimeline
Legacy Wealth Management, LLC501,436$19.2M1.19%-11,46313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding455,080$17.4MnewTimeline
Focus Partners Wealthgroup of 2 filers holding379,178$14.5M+7,743Timeline
Johnson & White Wealth Management, LLC215,286$8.24M4.15%+11,42513F-HRTimeline
ERn Financial, LLC205,122$7.85M1.66%-2,61313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …159,290$6.1M0.14%-108,49813F-HRTimelineGroup
Avantax Planning Partners, Inc.157,679$6.04M0.19%+133,90413F-HRTimeline
Janney Montgomery Scott LLC149,650$5.73M0.01%+3,66213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,916$5.36M<0.01%+39,64213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC136,533$5.23M0.01%-22,84013F-HRTimeline
Mariner, LLCin group Mariner, LLC128,551$4.92M0.01%-3,86313F-HRTimelineGroup
Bernardo Wealth Planning LLC121,210$4.64M1.01%-9,33813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC116,443$4.46M0.02%-39,83913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,127$4.45M0.01%+10,22413F-HR/ATimelineGroup
CONSILIO WEALTH ADVISORS, LLC115,349$4.41M1.57%-7,83713F-HRTimeline
Montis Financial, LLC110,161$4.22M1.17%-40,90313F-HRTimeline
Sepio Capital, LP109,274$4.18M0.3%-1,80913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100,724$3.86M<0.01%+28,60813F-HRTimelineGroup
World Investment Advisors94,893$3.63M0.08%-39,07513F-HRTimeline
GGM Financial LLC92,069$3.52M2.05%+75,67213F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP91,943$3.52M<0.01%+40,04913F-HRTimelineGroup
Strid Group, LLC89,403$3.42M0.48%+1,13413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,124$3.3M<0.01%-40,79813F-HR/ATimelineGroup
Merit Financial Group, LLC81,514$3.12M0.03%-10,21013F-HRTimeline
RiverFront Investment Group, LLC81,341$3.11M0.06%+10,14113F-HRTimeline
CRUX WEALTH ADVISORS73,411$2.81M1.2%-1,88813F-HRTimeline
Cetera Investment Advisers70,535$2.7M<0.01%-1,56513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.67,049$2.57M0.01%-2,09813F-HRTimeline
Landmark Wealth Management, LLC58,517$2.24M0.95%-64513F-HRTimeline
MML INVESTORS SERVICES, LLC57,390$2.2M0.01%+2,62913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,923$1.99M<0.01%+10,41813F-HRTimelineGroup
Retirement Planning Group, LLC49,381$1.89M0.08%+37,34113F-HRTimeline
NewEdge Advisors, LLC48,748$1.87M0.01%-4,61813F-HRTimeline
Thrive Wealth Management, LLC46,227$1.77M0.29%+20,37413F-HRTimeline
Sterling Investment Counsel, LLC40,701$1.56M0.91%-122,59613F-HRTimeline
J.W. COLE ADVISORS, INC.39,675$1.52M0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC36,549$1.4M0.08%+5,58313F-HRTimeline
Richard P Slaughter Associates Inc35,827$1.37M0.28%+22,02513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…33,266$1.27M0.1%+8,18013F-HRTimelineGroup
Bleakley Financial Group, LLC32,895$1.26M0.03%-18,25613F-HRTimeline
Cornerstone Wealth Group, LLC32,322$1.24M0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…32,214$1.23M<0.01%+1,05513F-HRTimeline
Magnus Financial Group LLC31,762$1.22M0.11%-1,06413F-HRTimeline
Private Advisor Group, LLC30,978$1.19M0.01%+13,60213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,537$1.17M<0.01%-19,79913F-HRTimeline
Sanctuary Advisors, LLC29,755$1.14M0.01%+5,55213F-HRTimeline
GAMMA Investing LLC28,917$1.11M0.07%-8,01813F-HRTimeline
Westside Investment Management, Inc.27,679$1.06M0.2%-2,88013F-HRTimeline
Stonehearth Capital Management, LLC27,120$1.04M0.43%+3,33213F-HRTimeline
Masso Torrence Wealth Management Inc.26,390$1.01M0.47%+1,65013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,707$984K0.01%+1,52413F-HRTimelineGroup
Amplius Wealth Advisors, LLC25,055$959K0.09%-10,37113F-HRTimeline
Savvy Advisors, Inc.23,817$912K0.06%new13F-HRTimeline
FLOW TRADERS U.S. LLC22,529$862K0.03%+16,71113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,953$840K0.11%-2,80213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC19,138$733K0.03%013F-HRTimeline
Advyzon Investment Management, LLC18,764$718K0.16%-2,55413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,226$698K0.02%+1613F-HRTimelineGroup
OLD MISSION CAPITAL LLC14,586$558K0.01%new13F-HRTimeline
Sigma Planning Corp14,190$543K0.02%+4,93413F-HRTimeline
VICUS CAPITAL10,813$414K0.03%-1,41813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,500$402K0.03%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,498$364K0.03%new13F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,422$322K0.02%013F-HRTimelineGroup
Argent Trust Co8,387$321K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc7,411$284K0.06%013F-HRTimeline
AdvisorNet Financial, Inc6,759$259K0.02%+413F-HRTimeline
Friday Financial6,443$247K0.13%013F-HRTimeline
Princeton Global Asset Management LLC6,043$231K0.04%+2,70313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,856$225K0.06%-12213F-HRTimeline
HB Wealth Management, LLC5,645$216K<0.01%-73513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,601$214K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,442$170K<0.01%+13113F-HRTimeline
COMERICA BANK3,802$146K<0.01%-5,25013F-HRTimeline
Longview Financial Advisors LLC3,030$116K0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY882$33.8K<0.01%+2713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN621$23.8K<0.01%+62113F-HRTimelineGroup
UBS Group AGin group UBS Group AG282$10.8K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.