Hartford Alpha Cap Val ETFACVUETF
13F holders, Q1 2026 (March 31)29holders +5
8new positions
1sold out
$27.05avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding Hartford Alpha Cap Val ETF (ACVU) in their 13F filings, up 5 from Q4 2025. 8 opened new positions and 1 sold out. The largest holders were Jones Financial Companies LLLP ($10.1M), Modern Wealth Management, LLC ($4.4M) and Corient Private Wealth LP ($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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 1 | $299K |
All 13F filers, Q4 2025 → Q1 2026: 130,069 shares bought and 15,727 shares sold, net +114,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Jones Financial Companies LLLP | 0.00% | Add +26.7% | 376,967 | $10.1M |
| Modern Wealth Management, LLC | 0.08% | Reduce -0.5% | 160,085 | $4.4M |
| Corient Private Wealth LP | 0.00% | No change | 72,692 | $2.0M |
| LPL Financial LLC | 0.00% | Add +3.3% | 56,229 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +2.2% | 47,174 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 28,349 | $771K |
| Susquehanna International Group, LLP | 0.00% | New | 28,310 | $770K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 14,995 | $408K |
| Natixis Advisors, LLC | 0.00% | No change | 10,950 | $298K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 8,962 | $244K |
| Cetera Investment Advisers | 0.00% | New | 8,798 | $239K |
| Morgan Stanley | 0.00% | Reduce -7.3% | 8,239 | $224K |
| AE Wealth Management LLC | 0.00% | New | 7,921 | $215K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 7,708 | $210K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.8% | 5,174 | $141K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -37.1% | 3,232 | $88K |
| Cwm, LLC | 0.00% | No change | 1,594 | $43K |
| Royal Bank of Canada | 0.00% | Add +6.6% | 1,364 | $37K |
| Harbour Investments, Inc. | 0.00% | New | 808 | $22K |
| UBS Group AG | 0.00% | New | 496 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 438 | $12K |
| Ascentis Independent Advisors | 0.00% | New | 400 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 373 | $10K |
| Creative Financial Designs Inc. | 0.00% | New | 350 | $10K |
| FMR LLC | 0.00% | No change | 218 | $6K |
| Tsfg, LLC | 0.00% | No change | 172 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 79 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 66 | $2K |
| Assetmark, Inc. | 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.