Hartford Funds Exchange-Traded Trust - HFSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,789,163 | 63,479 | 0.04% | — | 1 | +1,789,163 | New | Q4 2025 | Feb 10, 2026 |
| Hartford Funds Management Co LLC | History | No change | 1,571,193 | 55,745 | 4.57% | 4.79% | 2 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | New | 655,048 | 23,241 | 0.4% | — | 3 | +655,048 | New | Q4 2025 | Feb 09, 2026 |
| Retirement Management Systems Inc. | History | New | 652,544 | 23,152 | 5.93% | — | 4 | +652,544 | New | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 630,483 | 22,369 | 0.41% | 0.36% | 5 | +112,275 | 21.67% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 531,871 | 18,870 | 0.01% | 0.0% | 6 | +521,590 | 5073.34% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 441,651 | 15,669 | 0.02% | 0.01% | 7 | +155,669 | 54.43% | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | Added to | 385,907 | 13,715 | 2.9% | 2.94% | 8 | +16,027 | 4.33% | Q4 2025 | Feb 04, 2026 |
| New England Capital Financial Advisors LLC | History | New | 315,964 | 11,210 | 4.38% | — | 9 | +315,964 | New | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 221,785 | 7,868 | 0.01% | 0.01% | 10 | +115 | 0.05% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 198,040 | 7,046 | 0.01% | 0.01% | 11 | +9,141 | 4.84% | Q4 2025 | Jan 08, 2026 |
| Live Oak Investment Partners | History | New | 177,723 | 6,305 | 3.87% | — | 12 | +177,723 | New | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | New | 144,640 | 5,131 | 0.1% | — | 13 | +144,640 | New | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 115,190 | 4,119 | 0.06% | — | 14 | +115,190 | New | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Reduced | 114,838 | 4,107 | 0.06% | 0.07% | 15 | -15,421 | -11.84% | Q4 2025 | Feb 13, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 105,892 | 3,757 | 2.96% | — | 16 | +105,892 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 101,252 | 3,592 | 0.0% | 0.0% | 17 | +44,914 | 79.72% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 82,580 | 2,929 | 0.02% | — | 18 | +82,580 | New | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,153 | 2,879 | 0.01% | 0.01% | 19 | +9,081 | 12.6% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 66,003 | 2,341 | 0.06% | — | 20 | +66,003 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 63,621 | 2,257 | 0.13% | 0.09% | 21 | +6,902 | 12.17% | Q4 2025 | Jan 30, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 61,363 | 2,177 | 2.34% | — | 22 | +61,363 | New | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 53,938 | 1,913 | 0.0% | 0.0% | 23 | +5,043 | 10.31% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,343 | 1,821 | 0.0% | 0.0% | 24 | +51,073 | 18915.93% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 47,273 | 1,677 | 0.08% | 0.04% | 25 | +36,683 | 346.39% | Q4 2025 | Feb 17, 2026 |
| Sonoma Allocations LLC | History | Reduced | 42,701 | 1,519 | 0.5% | 0.84% | 26 | -22,063 | -34.07% | Q4 2025 | Feb 23, 2026 |
| Hobart Private Capital, LLC | History | New | 26,627 | 944 | 0.18% | — | 27 | +26,627 | New | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 24,795 | 879 | 0.0% | — | 28 | +24,795 | New | Q4 2025 | Mar 25, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 23,526 | 834 | 0.11% | — | 29 | +23,526 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | New | 20,411 | 724 | 0.02% | — | 30 | +20,411 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 19,210 | 681 | 0.0% | 0.0% | 31 | -1,355 | -6.59% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 18,750 | 665 | 0.04% | — | 32 | +18,750 | New | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,217 | 610 | 0.01% | 0.01% | 33 | +9,050 | 110.81% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Advisors, LLC | History | New | 10,950 | 388 | 0.21% | — | 34 | +10,950 | New | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,635 | 377 | 0.04% | — | 35 | +10,635 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 10,121 | 359 | 0.0% | — | 36 | +10,121 | New | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 9,266 | 328 | 0.24% | — | 37 | +9,266 | New | Q4 2025 | Feb 05, 2026 |
| Cypress Wealth Services, LLC | History | New | 8,532 | 302 | 0.04% | — | 38 | +8,532 | New | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 7,659 | 271 | 0.02% | — | 39 | +7,659 | New | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | New | 7,540 | 267 | 0.0% | — | 40 | +7,540 | New | Q4 2025 | Jan 29, 2026 |
| Coquina Private Wealth LLC | History | New | 7,402 | 262 | 0.21% | — | 41 | +7,402 | New | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 6,983 | 247 | 0.0% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 6,752 | 239 | 0.21% | — | 43 | +6,752 | New | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,652 | 236 | 0.0% | — | 44 | +6,652 | New | Q4 2025 | Feb 12, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 6,574 | 233 | 0.08% | — | 45 | +6,574 | New | Q4 2025 | Mar 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4,558 | 161 | 0.02% | — | 46 | +4,558 | New | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | New | 2,375 | 84 | 0.0% | — | 47 | +2,375 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,204 | 78 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 1,156 | 41 | 0.0% | 0.0% | 49 | +705 | 156.32% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,104 | 39 | 0.0% | — | 50 | +1,104 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 703 | 24 | 0.0% | 0.0% | 51 | +145 | 25.99% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 485 | 17 | 0.0% | 0.0% | 52 | +431 | 798.15% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 330 | 12 | 0.0% | — | 53 | +330 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 200 | 7 | 0.0% | — | 54 | +200 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 169 | 5 | 0.0% | 0.0% | 55 | +62 | 57.94% | Q4 2025 | Jan 23, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -145,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -130,156 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -6,232 | -100.0% | Q3 2025 | Nov 06, 2025 |