Hartford Funds Exchange-Traded Trust - HFSI

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$595.1M
QoQ value delta ($000)
+$276.9M (+87.03%)
Implied price effect (QoQ)
-2.13%
Shares
Total shares
17,134,166
QoQ shares delta
+8,168,121 (+91.1%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 82 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
New England Capital Financial Advisors LLC 88,360 2,544,936 24.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 73,720 2,123,291 0.05%
Hartford Funds Management Co LLC 53,350 1,536,590 4.63%
BANK OF AMERICA CORP /DE/ 42,406 1,221,387 0.0%
RAYMOND JAMES FINANCIAL INC 41,267 1,188,578 0.01%
BENJAMIN EDWARDS INC 33,724 971,387 0.34%
Retirement Management Systems Inc. 25,107 723,138 6.05%
Modern Wealth Management, LLC 24,554 706,004 0.42%
Bleakley Financial Group, LLC 21,283 613,012 0.33%
Wealthspire Retirement, LLC 20,869 601,079 1.25%
OSAIC HOLDINGS, INC. 16,055 462,425 0.02%
Centric Wealth Management 14,435 411,612 2.88%
ROYAL BANK OF CANADA 13,395 385,812 0.0%
ENVESTNET ASSET MANAGEMENT INC 11,944 344,031 0.0%
Live Oak Investment Partners 8,871 255,507 5.24%
STIFEL FINANCIAL CORP 8,340 240,236 0.01%
Mutual Advisors, LLC 7,726 222,529 0.17%
CITIZENS FINANCIAL GROUP INC/RI 7,547 216,447 0.11%
MGO ONE SEVEN LLC 7,328 211,083 0.15%
WNY Asset Management, LLC 6,252 180,087 0.65%
COMMONWEALTH EQUITY SERVICES, LLC 5,707 164,391 0.01%
TRUIST FINANCIAL CORP 5,608 161,539 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,601 160,652 0.01%
JONES FINANCIAL COMPANIES LLLP 5,167 149,037 0.0%
Sanctuary Advisors, LLC 4,734 136,366 0.03%