13FBOX
HARTFORD FDS EXCHANGE TRADED · 13F Institutional Holdings
Options Calculator Rankings
H

HARTFORD FDS EXCHANGE TRADED

HCRB
Institutions
24
Combined AUM (Q2 2026)
$376.3M
Combined Shares (Q2 2026)
10.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
19 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-375,500
8 · 3 Exit · ≈
⚖️ Net
+1.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$376.3M
Institutions
24
New Buys
5
Adds
14
Reduces
5
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hartford Funds Management Co LLC
16.07%15.74%#1$200.9M5.7M$181.3M5.2M+568,359+10.99%Add
Apollon Wealth Management, LLC
0.83%0.88%#2$67.9M1.9M$54.1M1.5M+397,650+25.76%Add
LPL Financial LLC
0.01%0.01%#12$46.5M1.3M$38.2M1.1M+238,532+21.88%Add
Private Advisor Group, LLC
0.04%<0.01%#7$9.4M267,381$941,10726,850+240,531+895.83%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#16$8.7M249,277$580,60316,565+232,712+1,404.84%Add
Allworth Financial LP
0.03%0.03%#8$7.5M214,321$8.1M231,048-16,727-7.24%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#19$5.7M161,545$5.6M159,679+1,866+1.17%Add
&PARTNERS
0.02%0.01%#10$5.3M153,191$2.4M69,593+83,598+120.12%Add
Apollon Financial, LLC
0.61%0.69%#4$5.2M148,178$5.0M141,656+6,522+4.60%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#17$4.3M121,794$3.4M97,186+24,608+25.32%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$2.4M68,969$2.6M74,167-5,198-7.01%Reduce
MORGAN STANLEY
<0.01%<0.01%#23$1.9M54,391$248,6297,003+47,388+676.68%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#20$1.7M49,817$1.4M40,885+8,932+21.85%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#21$1.7M47,611$00+47,611New Buy
Gladstone Institutional Advisory LLC
0.05%0.05%#6$1.5M42,954$1.3M35,948+7,006+19.49%Add
DAVENPORT & Co LLC
0.01%0.01%#13$1.2M33,205$1.2M33,966-761-2.24%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#24$1.2M33,102$1.1M30,725+2,377+7.74%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#22$894,29025,561$3.6M103,142-77,581-75.22%Reduce
Walleye Partners, LLC
0.67%0.6%#3$586,53416,765$487,47813,908+2,857+20.54%Add
FLOW TRADERS U.S. LLC
0.02%#9$556,11015,895$00+15,895New Buy
E6 Portfolios, LLC
0.41%#5$507,05914,493$00+14,493New Buy
NATIXIS ADVISORS, LLC
<0.01%#18$383,10210,950$00+10,950New Buy
Berger Financial Group, Inc
0.02%0.02%#11$330,6659,451$340,2459,707-256-2.64%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#14$118,2213,386$00+3,386New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow