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Disclosery

HMOP HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

108 managers (109 13F filers) reported a position in HMOP shares at 2025-12-31, 13,558,499 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
108
13F filers
109
New
15
Added
59
Reduced
25
Sold out
9
Shares held by filers
13,558,499

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…1,582,613$61.9M0.04%+79,84513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,395,661$54.6M0.02%+372,55513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,029,979$40.3M<0.01%+88,04213F-HRTimelineGroup
LPL Financial LLC967,398$37.8M0.01%+155,45713F-HRTimeline
Steward Partners Investment Advisory, L…770,061$30.1M0.17%+15,32513F-HRTimeline
Legacy Wealth Management, LLC596,389$23.3M1.34%+48,90513F-HRTimeline
Goldstein Advisors, LLC511,050$20M2.28%+20,16613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding494,852$19.4M+15,753Timeline
Focus Partners Wealthgroup of 2 filers holding403,504$15.7M-10,843Timeline
Cetera Investment Advisers269,048$10.5M0.01%+62,97113F-HRTimeline
Johnson & White Wealth Management, LLC254,880$9.97M4.34%+9,19113F-HRTimeline
INTEGRATED WEALTHCARE, LLC253,825$9.93M8.35%13F-HRTimeline
Fragasso Financial Advisors Inc226,628$8.86M0.54%new13F-HRTimeline
Blue Water Asset Management221,588$8.67M3.12%13F-HRTimeline
ERn Financial, LLC208,888$8.17M1.54%+5513F-HRTimeline
HighTower Advisors, LLC199,715$7.81M0.01%-151,18613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP194,614$7.61M<0.01%+53,26013F-HRTimelineGroup
GGM Financial LLC175,153$6.85M3.33%+16,70313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,915$6.61M<0.01%+55,99213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC165,197$6.46M0.03%+16,08813F-HRTimelineGroup
Avantax Planning Partners, Inc.159,807$6.25M0.17%-3,35813F-HRTimeline
Per Stirling Capital Management, LLC.154,950$6.06M0.68%new13F-HRTimeline
Janney Montgomery Scott LLC142,751$5.58M0.01%-6,85213F-HRTimeline
Sepio Capital, LP141,085$5.52M0.3%+14,09913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …138,424$5.41M0.11%-15,33413F-HRTimelineGroup
Bernardo Wealth Planning LLC129,175$5.05M0.96%+5,16513F-HRTimeline
Anderson Financial Strategies, LLC124,954$4.89M2.84%+1,00613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC123,278$4.82M0.32%+8,85913F-HR/ATimeline
CONSILIO WEALTH ADVISORS, LLC120,104$4.7M1.37%+3,16613F-HRTimeline
RiverFront Investment Group, LLC119,642$4.68M0.08%+20,74313F-HRTimeline
Strid Group, LLC91,749$3.59M0.45%+22413F-HRTimeline
Mariner, LLCin group Mariner, LLC90,302$3.53M<0.01%+37,62213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,536$3.42M<0.01%-41,47313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,894$3.4M<0.01%-15,11513F-HRTimelineGroup
Retirement Planning Group, LLC77,305$3.02M0.1%+11,95713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,608$2.88M<0.01%-59,18413F-HRTimelineGroup
World Investment Advisors72,847$2.85M0.05%-1,82413F-HR/ATimeline
CRUX WEALTH ADVISORS68,318$2.67M0.99%-5,26713F-HRTimeline
MML INVESTORS SERVICES, LLC59,105$2.31M0.01%+10,71213F-HRTimeline
NewEdge Advisors, LLC56,160$2.2M0.01%+4,55013F-HRTimeline
Montis Financial, LLC55,308$2.16M0.43%-27,56113F-HRTimeline
Landmark Wealth Management, LLC54,445$2.13M0.81%-4,39713F-HRTimeline
Cedar Point Capital Partners, LLC54,185$2.12M1.35%-9,29913F-HRTimeline
Merit Financial Group, LLC52,821$2.07M0.02%+24,24913F-HRTimeline
GAMMA Investing LLC51,852$2.03M0.1%+16,85413F-HRTimeline
Wiser Advisor Group LLC47,063$1.84M2.11%+20213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…45,436$1.78M0.12%+1,93113F-HRTimelineGroup
Thrive Wealth Management, LLC44,333$1.73M0.25%+22913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,149$1.65M<0.01%+31,75913F-HRTimelineGroup
Cornerstone Wealth Management, LLC41,223$1.61M0.08%+3,24013F-HRTimeline
Cambridge Investment Research Advisors,…35,831$1.4M<0.01%-3,02513F-HRTimeline
Sanctuary Advisors, LLC35,473$1.39M0.01%+6,57713F-HRTimeline
Richard P Slaughter Associates Inc34,843$1.36M0.29%+1,57413F-HRTimeline
Private Advisor Group, LLC32,868$1.29M0.01%+1,51113F-HRTimeline
J.W. COLE ADVISORS, INC.40,569$1.19M0.03%+1,33913F-HRTimeline
Cornerstone Wealth Group, LLC30,330$1.19M0.08%-2,57213F-HRTimeline
Magnus Financial Group LLC29,932$1.17M0.09%-1,27613F-HRTimeline
Farther Finance Advisors, LLC28,362$1.11M0.01%new13F-HRTimeline
Westside Investment Management, Inc.27,379$1.07M0.17%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC27,054$1.06M0.06%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,419$1.03M<0.01%-1,59713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,759$1.01M<0.01%+1,11113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,542$999K0.01%+1,82313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …25,308$990K0.09%+6,54213F-HRTimelineGroup
RTD Financial Advisors, Inc.24,288$950K0.12%new13F-HRTimeline
Stonehearth Capital Management, LLC23,600$923K0.34%-5,93913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,185$868K0.1%+1,24613F-HRTimeline
Savvy Advisors, Inc.21,796$852K0.03%-38613F-HRTimeline
Advyzon Investment Management, LLC20,852$816K0.09%+1,55613F-HRTimeline
VICUS CAPITAL19,725$771K0.06%+5,03113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC19,138$748K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC18,221$713K0.06%-30013F-HRTimeline
Bleakley Financial Group, LLC17,833$697K0.01%+1013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,658$690K0.02%-4,51313F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,660$573K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,551$569K<0.01%new13F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.14,521$568K0.08%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,482$566K0.01%+6,49813F-HR/ATimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,958$546K0.27%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,500$411K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC10,355$405K0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,174$320K0.01%new13F-HRTimeline
Certified Advisory Corp8,108$317K0.03%+44713F-HRTimeline
Argent Trust Co8,073$316K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,922$310K<0.01%+2,42213F-HRTimelineGroup
HB Wealth Management, LLC7,677$300K<0.01%+51013F-HRTimeline
Princeton Global Asset Management LLC7,268$284K0.05%+1,22513F-HRTimeline
Kingsview Wealth Management, LLC7,012$274K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,801$266K<0.01%+57413F-HRTimelineGroup
AdvisorNet Financial, Inc6,768$265K0.01%+413F-HRTimeline
Strategic Blueprint, LLC6,750$264K0.02%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC6,598$258K0.07%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,877$231K0.05%+25413F-HRTimeline
Sigma Planning Corp5,705$223K0.01%+4913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,480$214K<0.01%-3,73513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,426$212K<0.01%-6,74913F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC5,237$205K0.05%-15913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,195$203K0.17%+2,24813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,557$178K<0.01%+4513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,067$159K0.01%new13F-HRTimeline
COMERICA BANK3,042$119K<0.01%-76013F-HRTimeline
Longview Financial Advisors LLC3,030$119K0.07%013F-HRTimeline
United Community Bankin group United Community Bank2,980$117K0.04%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,621$103K<0.01%+2213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,018$78.9K<0.01%+2,01713F-HRTimelineGroup
ABOUND FINANCIAL, LLC698$27.3K0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG395$15.4K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY261$10.2K<0.01%+1713F-HR/ATimelineGroup