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Disclosery

HMOP HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

118 managers (121 13F filers) reported a position in HMOP shares at 2026-03-31, 15,149,109 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
118
13F filers
121
New
15
Added
67
Reduced
30
Sold out
3
Shares held by filers
15,149,109

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,783,327$69.1M0.04%+200,71413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,562,458$60.5M0.02%+166,79713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,083,043$42M<0.01%+53,06413F-HRTimelineGroup
LPL Financial LLC1,058,799$41M0.01%+91,40113F-HRTimeline
Steward Partners Investment Advisory, L…812,954$31.5M0.16%+42,89313F-HRTimeline
Legacy Wealth Management, LLC603,467$23.4M1.36%+7,07813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding542,157$21M+47,305Timeline
Goldstein Advisors, LLC523,488$20.3M2.25%+12,43813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,681$14.5M-397,823Timeline
Johnson & White Wealth Management, LLC309,212$12M5.07%+54,33213F-HRTimeline
Cetera Investment Advisers294,952$11.4M0.01%+25,90413F-HRTimeline
Fragasso Financial Advisors Inc280,640$10.9M0.66%+54,01213F-HRTimeline
Avantax Planning Partners, Inc.279,200$10.8M0.3%+119,39313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP279,045$10.8M0.01%+84,43113F-HRTimelineGroup
Sepio Capital, LP266,503$10.3M0.56%+125,41813F-HRTimeline
INTEGRATED WEALTHCARE, LLC251,068$9.73M8.14%-2,75713F-HRTimeline
Henderson Brothers Financial Partners, …243,873$9.45M2.39%13F-HRTimeline
Blue Water Asset Management223,764$8.67M3%+2,17613F-HRTimeline
LeClair Wealth Partners LLC223,764$8.67M3%new13F-HRTimeline
GGM Financial LLC214,262$8.3M3.82%+39,10913F-HRTimeline
ERn Financial, LLC208,727$8.09M1.52%-16113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,156$7.86M<0.01%+34,24113F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.187,631$7.27M0.8%+32,68113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC175,786$6.81M0.03%+10,58913F-HRTimelineGroup
HighTower Advisors, LLC175,634$6.8M0.01%-24,08113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …152,863$5.92M0.12%+14,43913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC142,450$5.52M0.38%+19,17213F-HRTimeline
CWM, LLCin group CWM, LLC140,442$5.44M0.01%+125,89113F-HRTimelineGroup
RiverFront Investment Group, LLC136,437$5.29M0.08%+16,79513F-HRTimeline
Bernardo Wealth Planning LLC135,273$5.24M1.03%+6,09813F-HRTimeline
Anderson Financial Strategies, LLC129,988$5.07M2.79%+5,03413F-HRTimeline
Uniting Wealth Partners, LLC121,769$4.73M1.01%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC117,563$4.55M1.33%-2,54113F-HRTimeline
Mariner, LLCin group Mariner, LLC114,523$4.44M0.01%+24,22113F-HRTimelineGroup
Strid Group, LLC105,245$4.08M0.51%+13,49613F-HRTimeline
Retirement Planning Group, LLC101,917$3.95M0.12%+24,61213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,015$3.72M0.01%+9,12113F-HRTimelineGroup
NewEdge Advisors, LLC87,750$3.4M0.01%+31,59013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC87,100$3.37M<0.01%-43613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,161$3.03M<0.01%+36,01213F-HRTimelineGroup
Landmark Wealth Management, LLC64,796$2.51M0.67%+10,35113F-HRTimeline
World Investment Advisors63,229$2.45M0.04%-9,61813F-HRTimeline
CRUX WEALTH ADVISORS61,843$2.4M0.92%-6,47513F-HRTimeline
GAMMA Investing LLC59,561$2.31M0.11%+7,70913F-HRTimeline
RTD Financial Advisors, Inc.52,447$2.03M0.25%+28,15913F-HRTimeline
Montis Financial, LLC51,742$2M0.41%-3,56613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,909$1.89M<0.01%-24,69913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding48,450$1.88M+3,014Timeline
Merit Financial Group, LLC45,737$1.77M0.01%-7,08413F-HRTimeline
Wiser Advisor Group LLC45,224$1.75M2.12%-1,83913F-HRTimeline
MML INVESTORS SERVICES, LLC44,132$1.71M<0.01%-14,97313F-HRTimeline
Thrive Wealth Management, LLC43,706$1.69M0.25%-62713F-HRTimeline
Cornerstone Wealth Management, LLC43,152$1.67M0.08%+1,92913F-HRTimeline
Richard P Slaughter Associates Inc38,656$1.5M0.32%+3,81313F-HRTimeline
Private Advisor Group, LLC38,227$1.48M0.01%+5,35913F-HRTimeline
Sanctuary Advisors, LLC37,861$1.47M0.01%+2,38813F-HRTimeline
Cambridge Investment Research Advisors,…34,714$1.34M<0.01%-1,11713F-HRTimeline
Cornerstone Wealth Group, LLC33,524$1.31M0.08%+3,19413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC31,804$1.23M0.07%+4,75013F-HRTimeline
Magnus Financial Group LLC29,817$1.16M0.09%-11513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,012$1.12M<0.01%+23,58613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …28,197$1.09M0.06%+2,88913F-HRTimelineGroup
Westside Investment Management, Inc.26,979$1.05M0.16%-40013F-HRTimeline
Farther Finance Advisors, LLC26,317$1.02M0.01%-2,04513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,864$1M0.01%+32213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,123$973K<0.01%-63613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,805$961K<0.01%+10,14513F-HRTimelineGroup
Stonehearth Capital Management, LLC24,326$942K0.37%+72613F-HRTimeline
VICUS CAPITAL23,677$917K0.07%+3,95213F-HRTimeline
Summit Financial, LLC22,202$863K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,146$819K0.09%-1,03913F-HRTimeline
Advyzon Investment Management, LLC21,082$817K0.07%+23013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.20,223$790K0.11%+5,70213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,994$775K<0.01%-6,42513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,353$750K<0.01%new13F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC19,138$741K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC19,029$737K0.02%+10,85513F-HRTimeline
Bleakley Financial Group, LLC17,901$693K0.01%+6813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,675$685K0.02%+1713F-HRTimelineGroup
Amplius Wealth Advisors, LLC17,172$665K0.06%-1,04913F-HRTimeline
Kingsview Wealth Management, LLC14,810$574K0.01%+7,79813F-HRTimeline
PRIVATE TRUST CO NA14,527$563K0.05%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC14,085$546K0.24%+12713F-HRTimeline
Savvy Advisors, Inc.12,657$490K0.01%-9,13913F-HRTimeline
Cedar Point Capital Partners, LLC11,611$450K0.29%-42,57413F-HRTimeline
Independent Advisor Alliance10,976$425K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,500$407K0.03%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC10,291$400K0.09%+4,41413F-HRTimeline
J.W. COLE ADVISORS, INC.10,170$394K0.01%-30,39913F-HRTimeline
Princeton Global Asset Management LLC10,007$388K0.06%+2,73913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,375$324K<0.01%+45313F-HRTimelineGroup
HB Wealth Management, LLC8,258$320K<0.01%+58113F-HRTimeline
Certified Advisory Corp8,161$316K0.03%+5313F-HRTimeline
Argent Trust Co8,073$313K0.01%013F-HRTimeline
Wealthspire Retirement, LLC8,064$312K0.02%new13F-HRTimeline
Sigma Planning Corp7,957$308K0.01%+2,25213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,751$300K0.22%+2,55613F-HRTimeline
Elequin Capital, LP7,363$285K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,937$269K<0.01%+13613F-HRTimelineGroup
AdvisorNet Financial, Inc6,773$262K0.01%+513F-HRTimeline
Strategic Blueprint, LLC6,750$261K0.02%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC6,598$256K0.07%013F-HRTimeline
HILL ISLAND FINANCIAL LLC5,799$225K0.05%+56213F-HRTimeline
Stonebridge Financial Group, LLC5,577$216K0.02%-4,77813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,689$182K<0.01%-79113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,598$178K<0.01%+4113F-HRTimeline
Longview Financial Advisors LLC3,030$117K0.06%013F-HRTimeline
United Community Bankin group United Community Bank2,980$115K0.04%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,645$102K<0.01%+2413F-HRTimelineGroup
ABOUND FINANCIAL, LLC698$27K0.01%013F-HRTimeline
Parallel Advisors, LLC473$18.3K<0.01%new13F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…471$18.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC324$12.6K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY273$10.6K<0.01%+1213F-HRTimelineGroup
Basepoint Wealth LLC10$387<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC9$348<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5$194<0.01%-39013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%-2,01713F-HR/ATimelineGroup