Hartford Funds Exchange-Traded Trust - HCRB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | History | Added to | 5,250,735 | 186,056 | 15.25% | 15.72% | 1 | +84,461 | 1.63% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,539,699 | 54,558 | 0.95% | 0.95% | 2 | +31,392 | 2.08% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 1,097,481 | 38,888 | 0.01% | 0.01% | 3 | +2,065 | 0.19% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 269,943 | 9,565 | 0.01% | 0.01% | 4 | +3,256 | 1.22% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 232,126 | 8,225 | 0.03% | — | 5 | +232,126 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 153,937 | 5,454 | 0.0% | 0.0% | 6 | +1,594 | 1.05% | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Added to | 137,301 | 4,865 | 0.71% | 0.8% | 7 | +1,252 | 0.92% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 84,140 | 2,980 | 0.0% | 0.0% | 8 | -7,795 | -8.48% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 80,953 | 2,868 | 0.0% | 0.0% | 9 | +29,277 | 56.65% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,174 | 1,565 | 0.0% | 0.0% | 10 | +17,594 | 66.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 41,776 | 1,480 | 0.0% | 0.0% | 11 | +34,773 | 496.54% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 36,993 | 1,311 | 0.04% | 0.05% | 12 | -1,159 | -3.04% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 36,783 | 1,303 | 0.01% | 0.01% | 13 | +1,309 | 3.69% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,574 | 941 | 0.0% | 0.0% | 14 | -174,727 | -86.8% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,820 | 489 | 0.0% | 0.0% | 15 | +7,439 | 116.58% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | No change | 10,801 | 382 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 10,688 | 378 | 0.02% | 0.03% | 17 | -1,966 | -15.54% | Q4 2025 | Jan 27, 2026 |
| Walleye Partners, LLC | History | New | 10,638 | 376 | 0.42% | — | 18 | +10,638 | New | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,140 | 359 | 0.0% | 0.0% | 19 | -27,626 | -73.15% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 450 | 15 | 0.0% | 0.0% | 20 | -173 | -27.77% | Q4 2025 | Jan 13, 2026 |