HFSI

Hartford Strategic Income ETF
$35.06-0.06 (-0.17%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.5711936550486526e+236B

Total Value

$5.574523241231523e+157T

% of Float

Price History

$33.62$34.22$34.82$35.42$36.02Apr 25Sep 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hartford Funds Management Co LLC1,571,193$55.7M4.57%Share
2Bleakley Financial Group, LLC655,048$23.2M0.40%Share
3Retirement Management Systems Inc.652,544$23.2M5.93%Share
4Modern Wealth Management, LLC630,483$22.4M0.41%Share
5RAYMOND JAMES FINANCIAL INC480,917$17.0M0.01%Share
6OSAIC HOLDINGS, INC.437,795$15.0M0.02%Share
7Centric Wealth Management385,907$13.7M2.90%Share
8New England Capital Financial Advisors LLC315,964$11.2M4.38%Share
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC198,040$7.0M0.01%Share
10STIFEL FINANCIAL CORP221,785$7.0M0.01%Share
11Live Oak Investment Partners177,723$6.3M3.87%Share
12MGO ONE SEVEN LLC144,640$5.1M0.10%Share
13CITIZENS FINANCIAL GROUP INC/RI115,190$4.1M0.06%Share
14Summit Financial, LLC114,838$4.0M0.06%Share
15COMMONWEALTH EQUITY SERVICES, LLC101,252$3.0M0.00%Share
16Sanctuary Advisors, LLC82,580$2.9M0.02%Share
17CARY STREET PARTNERS FINANCIAL LLC66,003$2.3M0.06%Share
18Strategic Blueprint, LLC63,621$2.3M0.13%Share
19SURIENCE PRIVATE WEALTH LLC61,363$2.2M2.34%Share
20Cambridge Investment Research Advisors, Inc.81,153$2.0M0.01%Share
21Kovack Advisors, Inc.47,273$1.6M0.12%Share
22Sonoma Allocations LLC42,701$1.5M0.50%Share
23Sanctuary Advisors, LLC42,843$1.5M0.01%Share
24RAYMOND JAMES FINANCIAL INC50,954$1.0M0.00%Share
25JPMORGAN CHASE & CO53,938$1.0M0.00%Share
26JONES FINANCIAL COMPANIES LLLP51,343$1.0M0.00%Share
27Hobart Private Capital, LLC26,627$944K0.18%Share
28LIBERTY ONE INVESTMENT MANAGEMENT, LLC23,526$834K0.11%Share
29Retirement Planning Group, LLC20,411$724K0.02%Share
30AdvisorNet Financial, Inc18,750$665K0.04%Share
31Meridian Financial Advisors, LLC10,950$388K0.21%Share
32Gateway Wealth Partners, LLC10,635$377K0.04%Share
33Bright Futures Wealth Management, LLC.9,266$328K0.24%Share
34Cypress Wealth Services, LLC8,532$302K0.04%Share
35Capital Investment Advisory Services, LLC7,659$271K0.02%Share
36D.A. DAVIDSON & CO.7,540$267K0.00%Share
37Coquina Private Wealth LLC7,402$262K0.21%Share
38AXXCESS WEALTH MANAGEMENT, LLC6,983$247K0.00%Share
39Stonebridge Financial Group, LLC / MO6,752$239K0.21%Share
40Wealth Enhancement Trust Services, Inc.4,558$161K0.02%Share
41Capital Analysts, LLC2,375$84K0.00%Share
42Geneos Wealth Management Inc.2,204$78K0.00%Share
43Bogart Wealth, LLC703$24K0.00%Share
44Allworth Financial LP200$7K0.00%Share
45Farther Finance Advisors, LLC169$5K0.00%Share
46ROYAL BANK OF CANADA330$00.00%Share
47Mariner, LLC19,210$00.00%Share
48GOLDMAN SACHS GROUP INC24,795$00.00%Share
49Steward Partners Investment Advisory, LLC6,652$00.00%Share
50IFP Advisors, Inc1,156$00.00%Share