Hartford Funds Exchange-Traded Trust - TRPA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fiduciary Planning LLC | History | Added to | 626,613 | 24,381 | 7.4% | 7.35% | 1 | +8,194 | 1.32% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Reduced | 238,086 | 9,263 | 0.0% | 0.0% | 2 | -120,068 | -33.52% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 157,578 | 6,131 | 0.0% | 0.0% | 3 | -1,162 | -0.73% | Q4 2025 | Mar 25, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 116,251 | 4,523 | 1.3% | 1.6% | 4 | -24,941 | -17.66% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 115,775 | 4,504 | 0.02% | 0.02% | 5 | +5,675 | 5.15% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 103,340 | 4,021 | 0.0% | — | 6 | +103,340 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 103,075 | 4,010 | 0.01% | 0.0% | 7 | +7,082 | 7.38% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 90,566 | 3,523 | 0.0% | 0.0% | 8 | -93,514 | -50.8% | Q4 2025 | Feb 18, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 90,010 | 3,519 | 0.08% | 0.09% | 9 | -10,570 | -10.51% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 79,382 | 3,088 | 0.0% | 0.0% | 10 | +3,660 | 4.83% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 71,960 | 2,800 | 0.0% | 0.0% | 11 | +906 | 1.28% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 71,344 | 2,776 | 0.13% | 0.07% | 12 | +28,863 | 67.94% | Q4 2025 | Jan 21, 2026 |
| Convergence Financial, LLC | History | Added to | 52,176 | 2,030 | 0.3% | 0.24% | 13 | +11,362 | 27.84% | Q4 2025 | Feb 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 41,392 | 1,616 | 0.36% | 0.48% | 14 | -14,031 | -25.32% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,821 | 1,354 | 0.0% | 0.0% | 15 | -1,990 | -5.41% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,865 | 1,278 | 0.01% | 0.01% | 16 | -4,379 | -11.76% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | New | 31,705 | 1,233 | 0.01% | — | 17 | +31,705 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,826 | 1,043 | 0.01% | 0.01% | 18 | +6,184 | 29.96% | Q4 2025 | Jan 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 25,264 | 983 | 0.06% | 0.2% | 19 | -53,799 | -68.05% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,624 | 646 | 0.01% | — | 20 | +16,624 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,743 | 612 | 0.0% | 0.0% | 21 | +1,775 | 12.71% | Q4 2025 | Feb 02, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,636 | 492 | 0.02% | — | 22 | +12,636 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,904 | 307 | 0.0% | 0.0% | 23 | +328 | 4.33% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,438 | 289 | 0.0% | 0.0% | 24 | +7,125 | 2276.36% | Q4 2025 | Feb 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,559 | 255 | 0.26% | 0.24% | 25 | -535 | -7.54% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 6,392 | 248 | 0.0% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,749 | 223 | 0.0% | 0.0% | 27 | -730 | -11.27% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,578 | 217 | 0.0% | 0.0% | 28 | -2,114 | -27.48% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,363 | 91 | 0.0% | 0.0% | 29 | -868 | -26.86% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quad-Cities Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,736 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MORGAN STANLEY | History | Reduced | 4 | 0 | — | — | — | -21 | -84.0% | Q4 2025 | Feb 13, 2026 |