Hartford Funds Exchange-Traded Trust - HMOP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,582,613 | 61,895 | 0.04% | 0.04% | 1 | +79,845 | 5.31% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,395,661 | 54,584 | 0.02% | 0.01% | 2 | +372,555 | 36.41% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,029,979 | 40,282 | 0.0% | 0.0% | 3 | +88,042 | 9.35% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 967,398 | 37,834 | 0.01% | 0.01% | 4 | +155,457 | 19.15% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 770,061 | 30,117 | 0.17% | 0.17% | 5 | +15,325 | 2.03% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 596,389 | 23,324 | 1.34% | 1.26% | 6 | +48,905 | 8.93% | Q4 2025 | Jan 21, 2026 |
| Goldstein Advisors, LLC | History | Added to | 511,050 | 19,987 | 2.28% | 2.32% | 7 | +20,166 | 4.11% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 441,970 | 17,285 | 0.3% | 0.3% | 8 | +13,249 | 3.09% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Reduced | 403,504 | 15,724 | 0.02% | 0.03% | 9 | -5,162 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 269,048 | 10,522 | 0.01% | 0.01% | 10 | +62,971 | 30.56% | Q4 2025 | Feb 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 254,880 | 9,968 | 4.34% | 4.39% | 11 | +9,191 | 3.74% | Q4 2025 | Feb 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 253,825 | 9,927 | 8.35% | — | 12 | +253,825 | New | Q4 2025 | Jan 23, 2026 |
| Fragasso Financial Advisors Inc | History | New | 226,628 | 8,863 | 0.54% | — | 13 | +226,628 | New | Q4 2025 | Jan 07, 2026 |
| Blue Water Asset Management | History | New | 221,588 | 8,666 | 3.12% | — | 14 | +221,588 | New | Q4 2025 | Feb 05, 2026 |
| ERn Financial, LLC | History | Added to | 208,888 | 8,169 | 1.54% | 1.61% | 15 | +55 | 0.03% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 199,715 | 7,810 | 0.01% | 0.02% | 16 | -151,186 | -43.09% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 194,614 | 7,611 | 0.0% | 0.0% | 17 | +53,260 | 37.68% | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 175,153 | 6,850 | 3.33% | 3.11% | 18 | +16,703 | 10.54% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 168,915 | 6,606 | 0.0% | 0.0% | 19 | +55,992 | 49.58% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 165,197 | 6,460 | 0.03% | 0.03% | 20 | +16,088 | 10.79% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 159,807 | 6,250 | 0.17% | 0.18% | 21 | -3,358 | -2.06% | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 154,950 | 6,060 | 0.68% | — | 22 | +154,950 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 142,751 | 5,583 | 0.01% | 0.01% | 23 | -6,852 | -4.58% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | Added to | 141,085 | 5,517 | 0.3% | 0.29% | 24 | +14,099 | 11.1% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 138,424 | 5,413 | 0.11% | 0.12% | 25 | -15,334 | -9.97% | Q4 2025 | Jan 14, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 129,175 | 5,052 | 0.96% | 0.95% | 26 | +5,165 | 4.16% | Q4 2025 | Jan 26, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 124,954 | 4,886 | 2.84% | 2.86% | 27 | +1,006 | 0.81% | Q4 2025 | Feb 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 123,278 | 4,821 | 0.3% | 0.32% | 28 | +8,859 | 7.74% | Q4 2025 | Feb 11, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 120,104 | 4,697 | 1.37% | — | 29 | +120,104 | New | Q4 2025 | Mar 19, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 119,642 | 4,679 | 0.08% | 0.07% | 30 | +20,743 | 20.97% | Q4 2025 | Feb 05, 2026 |
| Strid Group, LLC | History | Added to | 91,749 | 3,588 | 0.45% | 0.45% | 31 | +224 | 0.24% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 90,302 | 3,531 | 0.0% | 0.0% | 32 | +37,622 | 71.42% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,536 | 3,423 | 0.0% | 0.01% | 33 | -41,473 | -32.15% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,894 | 3,399 | 0.0% | 0.01% | 34 | -15,115 | -14.82% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 77,305 | 3,023 | 0.1% | 0.09% | 35 | +11,957 | 18.3% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 73,608 | 2,878 | 0.0% | 0.0% | 36 | -59,184 | -44.57% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Reduced | 72,847 | 2,849 | 0.05% | 0.06% | 37 | -1,824 | -2.44% | Q4 2025 | Mar 12, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 68,318 | 2,671 | 0.99% | 1.14% | 38 | -5,267 | -7.16% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,105 | 2,311 | 0.01% | 0.01% | 39 | +10,712 | 22.14% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 56,160 | 2,196 | 0.01% | 0.01% | 40 | +4,550 | 8.82% | Q4 2025 | Feb 18, 2026 |
| Montis Financial, LLC | History | Reduced | 55,308 | 2,163 | 0.43% | 0.74% | 41 | -27,561 | -33.26% | Q4 2025 | Feb 11, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 54,445 | 2,129 | 0.81% | 0.91% | 42 | -4,397 | -7.47% | Q4 2025 | Feb 05, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 54,185 | 2,119 | 1.35% | 1.62% | 43 | -9,299 | -14.65% | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Added to | 52,882 | 2,068 | 0.3% | 0.33% | 44 | +2,504 | 4.97% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,821 | 2,065 | 0.02% | 0.01% | 45 | +24,249 | 84.87% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 51,852 | 2,027 | 0.1% | 0.08% | 46 | +16,854 | 48.16% | Q4 2025 | Jan 05, 2026 |
| Wiser Advisor Group LLC | History | Added to | 47,063 | 1,840 | 2.1% | 2.27% | 47 | +202 | 0.43% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 45,436 | 1,777 | 0.12% | 0.12% | 48 | +1,931 | 4.44% | Q4 2025 | Jan 23, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 44,333 | 1,733 | 0.25% | 0.26% | 49 | +229 | 0.52% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,149 | 1,648 | 0.0% | 0.0% | 50 | +31,759 | 305.67% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,223 | 1,612 | 0.08% | 0.08% | 51 | +3,240 | 8.53% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 35,831 | 1,401 | 0.0% | 0.0% | 52 | -3,025 | -7.79% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 35,473 | 1,387 | 0.01% | 0.01% | 53 | +11,270 | 46.56% | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 34,843 | 1,362 | 0.29% | 0.28% | 54 | +1,574 | 4.73% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,868 | 1,285 | 0.01% | 0.01% | 55 | +1,511 | 4.82% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 40,569 | 1,192 | 0.03% | 0.03% | 56 | +1,339 | 3.41% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 30,330 | 1,186 | 0.08% | 0.09% | 57 | -2,572 | -7.82% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | Reduced | 29,932 | 1,170 | 0.09% | 0.1% | 58 | -1,276 | -4.09% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 28,362 | 1,109 | 0.01% | — | 59 | +28,362 | New | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 27,379 | 1,070 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 27,054 | 1,061 | 0.06% | — | 61 | +27,054 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,419 | 1,033 | 0.0% | 0.0% | 62 | -1,597 | -5.7% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,759 | 1,007 | 0.0% | 0.0% | 63 | +1,111 | 4.51% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,542 | 998 | 0.01% | 0.01% | 64 | +1,823 | 7.69% | Q4 2025 | Jan 20, 2026 |
| OneAscent Financial Services LLC | History | New | 25,308 | 989 | 0.09% | — | 65 | +25,308 | New | Q4 2025 | Feb 11, 2026 |
| RTD Financial Advisors, Inc. | History | New | 24,288 | 949 | 0.12% | — | 66 | +24,288 | New | Q4 2025 | Jan 27, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 23,600 | 922 | 0.34% | 0.45% | 67 | -5,939 | -20.11% | Q4 2025 | Jan 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 22,185 | 867 | 0.1% | 0.09% | 68 | +1,246 | 5.95% | Q4 2025 | Jan 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,796 | 852 | 0.03% | 0.04% | 69 | -386 | -1.74% | Q4 2025 | Jan 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 20,852 | 815 | 0.09% | 0.13% | 70 | +1,556 | 8.06% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 19,725 | 771 | 0.06% | 0.04% | 71 | +5,031 | 34.24% | Q4 2025 | Jan 22, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 19,138 | 748 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 18,221 | 712 | 0.06% | 0.06% | 73 | -300 | -1.62% | Q4 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,833 | 697 | 0.01% | 0.02% | 74 | +10 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 17,658 | 690 | 0.02% | 0.03% | 75 | -4,513 | -20.36% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,660 | 573 | 0.0% | — | 76 | +14,660 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 14,551 | 569 | 0.0% | — | 77 | +14,551 | New | Q4 2025 | Jan 26, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | New | 14,521 | 567 | 0.08% | — | 78 | +14,521 | New | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,482 | 566 | 0.01% | 0.01% | 79 | +6,498 | 81.39% | Q4 2025 | Feb 19, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 13,958 | 545 | 0.27% | — | 80 | +13,958 | New | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 10,500 | 410 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Stonebridge Financial Group, LLC | History | New | 10,355 | 404 | 0.03% | — | 82 | +10,355 | New | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,174 | 319 | 0.01% | — | 83 | +8,174 | New | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 8,108 | 317 | 0.03% | 0.03% | 84 | +447 | 5.83% | Q4 2025 | Jan 12, 2026 |
| Argent Trust Co | History | No change | 8,073 | 315 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,922 | 309 | 0.0% | 0.0% | 86 | +2,422 | 44.04% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,677 | 300 | 0.0% | 0.0% | 87 | +510 | 7.12% | Q4 2025 | Jan 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 7,268 | 284 | 0.05% | 0.04% | 88 | +1,225 | 20.27% | Q4 2025 | Jan 20, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,012 | 274 | 0.0% | — | 89 | +7,012 | New | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,801 | 266 | 0.0% | 0.0% | 90 | +574 | 9.22% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,768 | 264 | 0.01% | 0.01% | 91 | +4 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,750 | 263 | 0.02% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | New | 6,598 | 258 | 0.07% | — | 93 | +6,598 | New | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 5,877 | 230 | 0.05% | 0.05% | 94 | +254 | 4.52% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Added to | 5,705 | 223 | 0.01% | 0.01% | 95 | +49 | 0.87% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,480 | 214 | 0.0% | — | 96 | +5,480 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,426 | 212 | 0.0% | 0.0% | 97 | -6,749 | -55.43% | Q4 2025 | Feb 17, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 5,237 | 204 | 0.05% | 0.05% | 98 | -159 | -2.95% | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 5,195 | 203 | 0.17% | 0.12% | 99 | +2,248 | 76.28% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,557 | 178 | 0.0% | 0.0% | 100 | +45 | 1.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,067 | 159 | 0.01% | — | 101 | +4,067 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 3,042 | 118 | 0.0% | 0.0% | 102 | -760 | -19.99% | Q4 2025 | Jan 29, 2026 |
| Longview Financial Advisors LLC | History | No change | 3,030 | 118 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| United Community Bank | History | No change | 2,980 | 116 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,621 | 102 | 0.0% | 0.0% | 105 | +22 | 0.85% | Q4 2025 | Mar 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,018 | 78 | 0.0% | — | 106 | +2,017 | 201700.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,361 | 53 | 0.0% | — | 107 | +1,361 | New | Q4 2025 | Feb 09, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 698 | 27 | 0.01% | — | 108 | +698 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 395 | 15 | 0.0% | — | 109 | +395 | New | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 261 | 10 | 0.0% | 0.0% | 110 | +17 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 2.2% | — | -175,912 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -108,956 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,736 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,681 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -5,397 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |