Hartford Alpha Cap Val ETFACVUETF
13F holders, Q1 2025 (March 31)20holders +1
3new positions
1sold out
$25.17avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding Hartford Alpha Cap Val ETF (ACVU) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Matrix Trust Co ($16.1M), Thurston, Springer, Miller, Herd & Titak, Inc. ($2.7M) and LPL Financial LLC ($2.0M).
- Company
- Hartford Alpha Cap Val ETF
- CUSIP
- 41653L859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $297K |
| Exits | 1 | $472K |
All 13F filers, Q4 2024 → Q1 2025: 88,694 shares bought and 32,515 shares sold, net +56,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Matrix Trust Co | 2.72% | Add +1.3% | 640,011 | $16.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.45% | Add +41.1% | 106,508 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -9.5% | 80,785 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +15.7% | 47,103 | $1.2M |
| DAVENPORT & Co LLC | 0.00% | Add +206.0% | 26,613 | $670K |
| UBS Group AG | 0.00% | Add +722.2% | 11,741 | $296K |
| Advisor Resource Council | 0.02% | New | 10,360 | $261K |
| Bowman & Co S.C. | 0.11% | Reduce -34.0% | 9,106 | $229K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 8,962 | $226K |
| Morgan Stanley | 0.00% | No change | 8,270 | $208K |
| Osaic Holdings, Inc. | 0.00% | Add +72.4% | 6,639 | $167K |
| Rossby Financial, LCC | 0.01% | New | 830 | $20K |
| Royal Bank of Canada | 0.00% | No change | 709 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 709 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 618 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 609 | $15K |
| Wells Fargo & Company | 0.00% | No change | 491 | $12K |
| Cwm, LLC | 0.00% | No change | 363 | $9K |
| FMR LLC | 0.00% | No change | 218 | $5K |
| Tsfg, LLC | 0.00% | No change | 172 | $4K |
"% 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.