Hartford Funds Exchange-Traded Trust - HFGO
Detailed investor-level table based on 13F positions.
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 | No change | 3,404,528 | 83,138 | 7.22% | 7.62% | 1 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 425,547 | 10,042 | 0.0% | 0.0% | 2 | +142,849 | 50.53% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 325,039 | 7,937 | 0.02% | 0.03% | 3 | -78,952 | -19.54% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 302,553 | 7,388 | 0.0% | 0.0% | 4 | +14,919 | 5.19% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 227,200 | 5,548 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 115,125 | 2,811 | 0.0% | 0.0% | 6 | +3,012 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 72,354 | 1,766 | 0.0% | 0.01% | 7 | -341,412 | -82.51% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 20,022 | 488 | 0.0% | — | 8 | +20,022 | New | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | New | 19,325 | 471 | 0.01% | — | 9 | +19,325 | New | Q1 2026 | Apr 27, 2026 |
| Harborfront Financial Group LLC | History | No change | 16,914 | 461 | 3.43% | 3.43% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,142 | 223 | 0.0% | — | 11 | +9,142 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,822 | 215 | 0.0% | 0.0% | 12 | -6,996 | -44.23% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 8,760 | 213 | 0.03% | — | 13 | +8,760 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,200 | 29 | 0.0% | — | 14 | +1,200 | New | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 450 | 10 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 227 | 5 | 0.0% | — | 16 | +227 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,801 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,221 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 05, 2026 |