Hartford Funds Exchange-Traded Trust - HMOP
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 | Added to | 1,783,327 | 69,086 | 0.04% | 0.04% | 1 | +200,714 | 12.68% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,562,458 | 60,529 | 0.02% | 0.02% | 2 | +166,797 | 11.95% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,083,043 | 41,957 | 0.0% | 0.0% | 3 | +53,064 | 5.15% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,058,799 | 41,017 | 0.01% | 0.01% | 4 | +91,401 | 9.45% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 812,954 | 31,493 | 0.16% | 0.17% | 5 | +42,893 | 5.57% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 603,467 | 23,378 | 1.36% | 1.34% | 6 | +7,078 | 1.19% | Q1 2026 | Apr 22, 2026 |
| Goldstein Advisors, LLC | History | Added to | 523,488 | 20,279 | 2.25% | 2.28% | 7 | +12,438 | 2.43% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 473,390 | 18,339 | 0.3% | 0.3% | 8 | +31,420 | 7.11% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 14,240 | 0.02% | 0.02% | 9 | -403,504 | -100.0% | Q1 2026 | May 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 309,212 | 11,978 | 5.07% | 4.34% | 10 | +54,332 | 21.32% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 294,952 | 11,426 | 0.01% | 0.01% | 11 | +25,904 | 9.63% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 280,640 | 10,916 | 0.66% | 0.54% | 12 | +54,012 | 23.83% | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 279,200 | 10,816 | 0.3% | 0.17% | 13 | +119,393 | 74.71% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 279,045 | 10,806 | 0.01% | 0.0% | 14 | +84,431 | 43.38% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 266,503 | 10,324 | 0.56% | 0.3% | 15 | +125,418 | 88.9% | Q1 2026 | May 13, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Reduced | 251,068 | 9,726 | 8.14% | 8.35% | 16 | -2,757 | -1.09% | Q1 2026 | May 08, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 243,873 | 9,447 | 2.39% | — | 17 | +243,873 | New | Q1 2026 | May 04, 2026 |
| LeClair Wealth Partners LLC | History | New | 223,764 | 8,668 | 3.0% | — | 19 | +223,764 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 223,764 | 8,668 | 3.0% | 3.12% | 18 | +2,176 | 0.98% | Q1 2026 | May 05, 2026 |
| GGM Financial LLC | History | Added to | 214,262 | 8,300 | 3.82% | 3.33% | 20 | +39,109 | 22.33% | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | Reduced | 208,727 | 8,086 | 1.52% | 1.54% | 21 | -161 | -0.08% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 203,156 | 7,856 | 0.0% | 0.0% | 22 | +34,241 | 20.27% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 187,631 | 7,268 | 0.8% | 0.68% | 23 | +32,681 | 21.09% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,786 | 6,809 | 0.03% | 0.03% | 24 | +10,589 | 6.41% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 175,634 | 6,804 | 0.01% | 0.01% | 25 | -24,081 | -12.06% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 152,863 | 5,921 | 0.12% | 0.11% | 26 | +14,439 | 10.43% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 142,450 | 5,518 | 0.38% | 0.3% | 27 | +19,172 | 15.55% | Q1 2026 | May 21, 2026 |
| CWM, LLC | History | Added to | 140,442 | 5,440 | 0.01% | 0.0% | 28 | +125,891 | 865.17% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 136,437 | 5,285 | 0.08% | 0.08% | 29 | +16,795 | 14.04% | Q1 2026 | May 11, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 135,273 | 5,240 | 1.03% | 0.96% | 30 | +6,098 | 4.72% | Q1 2026 | Apr 15, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 129,988 | 5,071 | 2.79% | 2.84% | 31 | +5,034 | 4.03% | Q1 2026 | May 14, 2026 |
| Uniting Wealth Partners, LLC | History | New | 121,769 | 4,731 | 1.01% | — | 32 | +121,769 | New | Q1 2026 | Apr 22, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 117,563 | 4,554 | 1.33% | 1.37% | 33 | -2,541 | -2.12% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 114,523 | 4,436 | 0.01% | 0.0% | 34 | +24,221 | 26.82% | Q1 2026 | May 13, 2026 |
| Strid Group, LLC | History | Added to | 105,245 | 4,077 | 0.51% | 0.45% | 35 | +13,496 | 14.71% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 101,917 | 3,948 | 0.12% | 0.1% | 36 | +24,612 | 31.84% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 96,015 | 3,720 | 0.01% | 0.0% | 37 | +9,121 | 10.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,100 | 3,374 | 0.0% | 0.0% | 38 | -436 | -0.5% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 78,161 | 3,027 | 0.0% | 0.0% | 39 | +36,012 | 85.44% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Added to | 68,767 | 2,664 | 0.37% | 0.3% | 40 | +15,885 | 30.04% | Q1 2026 | Apr 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 64,796 | 2,510 | 0.67% | 0.81% | 41 | +10,351 | 19.01% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 63,229 | 2,449 | 0.04% | 0.05% | 42 | -9,618 | -13.2% | Q1 2026 | Apr 27, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 61,843 | 2,395 | 0.92% | 0.99% | 43 | -6,475 | -9.48% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 59,561 | 2,307 | 0.11% | 0.1% | 44 | +7,709 | 14.87% | Q1 2026 | Apr 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 52,447 | 2,031 | 0.25% | 0.12% | 45 | +28,159 | 115.94% | Q1 2026 | Apr 10, 2026 |
| Montis Financial, LLC | History | Reduced | 51,742 | 2,004 | 0.41% | 0.43% | 46 | -3,566 | -6.45% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 48,909 | 1,894 | 0.0% | 0.0% | 47 | -24,699 | -33.55% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 45,737 | 1,771 | 0.01% | 0.02% | 48 | -7,084 | -13.41% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 45,408 | 1,759 | 0.11% | 0.12% | 49 | -28 | -0.06% | Q1 2026 | Apr 15, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 45,224 | 1,751 | 2.12% | 2.1% | 50 | -1,839 | -3.91% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 44,132 | 1,709 | 0.0% | 0.01% | 51 | -14,973 | -25.33% | Q1 2026 | May 04, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 43,706 | 1,693 | 0.25% | 0.25% | 52 | -627 | -1.41% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 45,735 | 1,673 | 0.08% | 0.01% | 53 | -10,425 | -18.56% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 43,152 | 1,671 | 0.08% | 0.08% | 54 | +1,929 | 4.68% | Q1 2026 | Apr 23, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 38,656 | 1,497 | 0.32% | 0.29% | 55 | +3,813 | 10.94% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,227 | 1,480 | 0.01% | 0.01% | 56 | +5,359 | 16.3% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,861 | 1,466 | 0.01% | 0.01% | 57 | +2,388 | 6.73% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,714 | 1,345 | 0.0% | 0.0% | 58 | -1,117 | -3.12% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 33,524 | 1,313 | 0.08% | 0.08% | 59 | +3,194 | 10.53% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 31,804 | 1,232 | 0.07% | 0.06% | 60 | +4,750 | 17.56% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Reduced | 29,817 | 1,155 | 0.09% | 0.09% | 61 | -115 | -0.38% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,012 | 1,123 | 0.0% | 0.0% | 62 | +23,586 | 434.68% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 28,197 | 1,092 | 0.06% | 0.09% | 63 | +2,889 | 11.42% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 26,979 | 1,046 | 0.16% | 0.17% | 64 | -400 | -1.46% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,317 | 1,022 | 0.01% | 0.01% | 65 | -2,045 | -7.21% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,864 | 1,001 | 0.01% | 0.01% | 66 | +322 | 1.26% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,123 | 973 | 0.0% | 0.0% | 67 | -636 | -2.47% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,805 | 961 | 0.0% | 0.0% | 68 | +10,145 | 69.2% | Q1 2026 | May 13, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 24,326 | 942 | 0.37% | 0.34% | 69 | +726 | 3.08% | Q1 2026 | Apr 17, 2026 |
| VICUS CAPITAL | History | Added to | 23,677 | 917 | 0.07% | 0.06% | 70 | +3,952 | 20.04% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | New | 22,202 | 862 | 0.01% | — | 71 | +22,202 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 21,146 | 819 | 0.09% | 0.1% | 72 | -1,039 | -4.68% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 21,082 | 816 | 0.07% | 0.09% | 73 | +230 | 1.1% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 20,223 | 790 | 0.11% | 0.08% | 74 | +5,702 | 39.27% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,994 | 774 | 0.0% | 0.0% | 75 | -6,425 | -24.32% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,353 | 749 | 0.0% | — | 76 | +19,353 | New | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 19,138 | 741 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 19,029 | 737 | 0.01% | 0.01% | 78 | +10,855 | 132.8% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,901 | 693 | 0.01% | 0.01% | 79 | +68 | 0.38% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 17,675 | 685 | 0.02% | 0.02% | 80 | +17 | 0.1% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 17,172 | 665 | 0.06% | 0.06% | 81 | -1,049 | -5.76% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,810 | 573 | 0.01% | 0.0% | 82 | +7,798 | 111.21% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 14,527 | 562 | 0.05% | — | 83 | +14,527 | New | Q1 2026 | Apr 30, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 14,085 | 545 | 0.24% | 0.27% | 84 | +127 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,657 | 490 | 0.01% | 0.03% | 85 | -9,139 | -41.93% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 11,611 | 449 | 0.29% | 1.35% | 86 | -42,574 | -78.57% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 10,976 | 425 | 0.0% | — | 87 | +10,976 | New | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 10,500 | 406 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,291 | 399 | 0.09% | 0.05% | 89 | +4,414 | 75.11% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,170 | 393 | 0.01% | 0.03% | 90 | -30,399 | -74.93% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 10,007 | 387 | 0.06% | 0.05% | 91 | +2,739 | 37.69% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,375 | 324 | 0.0% | 0.0% | 92 | +453 | 5.72% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,258 | 319 | 0.0% | 0.0% | 93 | +581 | 7.57% | Q1 2026 | Apr 27, 2026 |
| Certified Advisory Corp | History | Added to | 8,161 | 316 | 0.03% | 0.03% | 94 | +53 | 0.65% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Retirement, LLC | History | New | 8,064 | 312 | 0.02% | — | 96 | +8,064 | New | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | No change | 8,073 | 312 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,957 | 308 | 0.01% | 0.01% | 97 | +2,252 | 39.47% | Q1 2026 | May 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,751 | 300 | 0.22% | 0.17% | 98 | +2,556 | 49.2% | Q1 2026 | Apr 27, 2026 |
| Elequin Capital, LP | History | New | 7,363 | 285 | 0.02% | — | 99 | +7,363 | New | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,937 | 268 | 0.0% | 0.0% | 100 | +136 | 2.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,773 | 262 | 0.01% | 0.01% | 101 | +5 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,750 | 261 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 6,598 | 255 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 5,799 | 224 | 0.05% | 0.05% | 104 | +562 | 10.73% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,681 | 220 | 0.0% | — | 105 | +5,681 | New | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 5,577 | 216 | 0.02% | 0.03% | 106 | -4,778 | -46.14% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,689 | 182 | 0.0% | 0.0% | 107 | -791 | -14.43% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,598 | 178 | 0.0% | 0.0% | 108 | +41 | 0.9% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 3,042 | 118 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,042 | 117 | 0.0% | — | 111 | +3,042 | New | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors LLC | History | No change | 3,030 | 117 | 0.06% | 0.07% | 110 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Community Bank | History | No change | 2,980 | 115 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,645 | 102 | 0.0% | 0.0% | 113 | +24 | 0.92% | Q1 2026 | May 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 698 | 27 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | New | 473 | 18 | 0.0% | — | 115 | +473 | New | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 471 | 18 | 0.0% | — | 116 | +471 | New | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | New | 324 | 12 | 0.0% | — | 117 | +324 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 273 | 10 | 0.0% | 0.0% | 118 | +12 | 4.6% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142,751 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,482 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,067 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -2,017 | -99.95% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,361 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 5 | 0 | — | 0.0% | — | -390 | -98.73% | Q1 2026 | May 05, 2026 |
| Basepoint Wealth LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |