Hartford Alpha Cap Val ETFACVUETF

13F holders, Q2 2026 (June 30)
32holders +3
5new positions
3sold out
1famous investor
$31.17avg. 13F price*

At the end of Q2 2026, 32 institutions reported holding Hartford Alpha Cap Val ETF (ACVU) in their 13F filings, up 3 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were Jones Financial Companies LLLP ($11.4M), Modern Wealth Management, LLC ($5.0M) and Corient Private Wealth LP ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Alpha Cap Val ETF
CUSIP
41653L859
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 18Q1 2024Q2 2024: 19Q2 2024Q3 2024: 19Q3 2024Q4 2024: 19Q4 2024Q1 2025: 20Q1 2025Q2 2025: 21Q2 2025Q3 2025: 26Q3 2025Q4 2025: 24Q4 2025Q1 2026: 29Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$797K
Exits3$15K

All 13F filers, Q1 2026 → Q2 2026: 71,420 shares bought and 15,577 shares sold, net +55,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Jones Financial Companies LLLP 0.00% Reduce -2.8% 366,449 $11.4M
Modern Wealth Management, LLC 0.06% Reduce -0.5% 159,252 $5.0M
Corient Private Wealth LP 0.00% No change 72,692 $2.3M
LPL Financial LLC 0.00% Reduce -0.1% 56,167 $1.8M
Susquehanna International Group, LLP 0.00% Add +76.9% 50,071 $1.6M
DAVENPORT & Co LLC 0.01% Reduce -0.2% 47,072 $1.5M
Raymond James Financial Inc. 0.00% Add +44.5% 40,978 $1.3M
Ashton Thomas Private Wealth, LLC 0.01% No change 14,995 $468K
Natixis Advisors, LLC 0.00% Add +26.3% 13,825 $431K
EverSource Wealth Advisors, LLC 0.01% No change 8,962 $280K
Cetera Investment Advisers 0.00% No change 8,798 $275K
Goldman Sachs Group Inc. 0.00% New 8,510 $266K
Citadel Advisors 0.00% New 8,465 $264K
Morgan Stanley 0.00% Add +2.7% 8,460 $264K
AE Wealth Management LLC 0.00% No change 7,921 $247K
Revisor Wealth Management LLC 0.05% New 7,208 $225K
FMR LLC 0.00% Add +3201.4% 7,197 $225K
Commonwealth Equity Services, LLC 0.00% Reduce -16.7% 6,418 $200K
Osaic Holdings, Inc. 0.00% No change 5,174 $161K
Global Retirement Partners, LLC 0.00% — 2,092 $65K
UBS Group AG 0.00% Add +249.4% 1,733 $54K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -52.0% 1,550 $48K
Royal Bank of Canada 0.00% Add +13.4% 1,547 $48K
Wells Fargo & Company 0.00% New 1,217 $38K
Capital Investment Advisory Services, LLC 0.00% No change 438 $14K
Planning Strategies Inc. 0.01% — 400 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 373 $12K
Creative Financial Designs Inc. 0.00% No change 350 $11K
Harbour Investments, Inc. 0.00% Reduce -67.5% 263 $8K
Tsfg, LLC 0.00% No change 172 $5K
CVA Family Office, LLC 0.00% New 135 $4K
Rossby Financial, LCC 0.00% No change 66 $2K

"% of holder's portfolio" is ACVU's weight in each manager's 13F, not the share of Hartford Alpha Cap Val ETF the manager owns.