Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q2 2026 (June 30)82holders +14
18new positions
4sold out
$35.16avg. 13F price*
At the end of Q2 2026, 82 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 14 from Q1 2026. 18 opened new positions and 4 sold out. The largest holders were New England Capital Financial Advisors LLC ($96.4M), Northwestern Mutual Wealth Management Co. ($91.4M) and Bank of America Corp. ($74.1M).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $44.1M |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,408,125 shares bought and 303,787 shares sold, net +4,104,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| New England Capital Financial Advisors LLC | 23.05% | Add +7.8% | 2,742,268 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +22.4% | 2,599,232 | $91.4M |
| Bank of America Corp. | 0.00% | Add +72.5% | 2,107,234 | $74.1M |
| Raymond James Financial Inc. | 0.02% | Add +33.2% | 1,583,072 | $55.7M |
| Hartford Funds Management Co LLC | 4.39% | Add +1.5% | 1,559,242 | $54.8M |
| Benjamin Edwards Inc. | 0.31% | Reduce -0.3% | 968,502 | $34.1M |
| Retirement Management Systems Inc. | 5.99% | Add +15.2% | 832,783 | $29.3M |
| Modern Wealth Management, LLC | 0.32% | Add +9.6% | 773,637 | $27.2M |
| Osaic Holdings, Inc. | 0.03% | Add +55.9% | 720,743 | $25.3M |
| Bleakley Financial Group, LLC | 0.29% | Add +4.9% | 643,146 | $22.6M |
| Wealthspire Retirement, LLC | 1.16% | Reduce -0.0% | 600,921 | $21.1M |
| Centric Wealth Management | 2.24% | No change | 411,612 | $14.4M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 389,715 | $13.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 372,711 | $13.1M |
| Jones Financial Companies LLLP | 0.00% | Add +110.3% | 313,490 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +28.3% | 308,104 | $10.8M |
| Live Oak Investment Partners | 5.05% | Add +4.4% | 266,848 | $9.4M |
| Focus Partners Wealth | 0.01% | New | 255,309 | $9.0M |
| Mutual Advisors, LLC | 0.16% | Add +9.9% | 244,505 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.13% | New | 233,559 | $8.2M |
| Citizens Financial Group Inc. | 0.10% | Add +4.0% | 225,038 | $8.0M |
| LPL Financial LLC | 0.00% | New | 210,893 | $7.4M |
| Mgo One Seven LLC | 0.12% | Reduce -4.2% | 202,154 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +20.5% | 194,597 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.9% | 178,985 | $6.3M |
| Retirement Planning Group, LLC | 0.16% | Add +43.3% | 175,023 | $6.2M |
| Sonoma Allocations LLC | 1.87% | Add +85.3% | 171,553 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.1% | 167,236 | $5.9M |
| Private Advisor Group, LLC | 0.03% | New | 162,423 | $5.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.9% | 144,428 | $5.1M |
| WNY Asset Management, LLC | 0.34% | Reduce -39.6% | 108,824 | $3.8M |
| Diversify Advisory Services, LLC | 0.06% | New | 103,237 | $3.6M |
| Diversify Wealth Management, LLC | 0.06% | New | 103,237 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +304.4% | 90,702 | $3.2M |
| Strategic Blueprint, LLC | 0.15% | Add +18.3% | 84,593 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.9% | 79,450 | $2.8M |
| Cary Street Partners Financial LLC | 0.06% | Add +14.0% | 76,730 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 65,622 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 65,375 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +178.8% | 63,397 | $2.2M |
| Kovack Advisors, Inc. | 0.09% | Add +3.4% | 51,047 | $1.8M |
| &partners | 0.01% | Add +3.4% | 43,039 | $1.5M |
| Destiny Capital Corp | 0.62% | Add +120.7% | 37,985 | $1.3M |
| Liberty One Investment Management, LLC | 0.13% | Add +9.3% | 37,306 | $1.3M |
| EP Wealth Advisors, LLC | 0.00% | New | 36,063 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +95.0% | 33,986 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 31,643 | $1.1M |
| Hobart Private Capital, LLC | 0.16% | Reduce -3.0% | 25,876 | $910K |
| Mariner, LLC | 0.00% | Add +6.5% | 22,417 | $788K |
| AdvisorNet Financial, Inc | 0.04% | Add +15.3% | 22,095 | $777K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.1% | 20,353 | $716K |
| Uptick Partners, LLC | 0.10% | Add +16.7% | 18,459 | $649K |
| Core Wealth Advisors, LLC | 0.47% | Reduce -78.7% | 17,991 | $633K |
| Surience Private Wealth LLC | 0.56% | Add +0.0% | 17,968 | $632K |
| Evergreen Wealth Partners LLC | 0.37% | New | 17,393 | $612K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 16,835 | $592K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -31.0% | 16,263 | $572K |
| Harbour Investments, Inc. | 0.01% | Add +17.1% | 15,826 | $556K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +105.7% | 15,753 | $554K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +35.9% | 13,906 | $489K |
| CWC Advisors, LLC. | 0.18% | New | 11,408 | $401K |
| Vise Technologies, Inc. | 0.00% | New | 10,920 | $384K |
| Meridian Financial Advisors, LLC | 0.16% | Reduce -4.9% | 9,466 | $333K |
| Bright Futures Wealth Management, LLC. | 0.21% | Add +4.1% | 9,374 | $330K |
| StoneX Group Inc. | 0.01% | New | 8,919 | $314K |
| Cypress Wealth Services, LLC | 0.04% | Add +1.4% | 8,785 | $309K |
| Coquina Private Wealth LLC | 0.20% | Add +5.1% | 8,353 | $294K |
| Cozad Asset Management Inc. | 0.02% | New | 7,962 | $280K |
| Axxcess Wealth Management, LLC | 0.00% | New | 6,983 | $246K |
| Stonebridge Financial Group, LLC / MO | 0.16% | Add +1.4% | 6,952 | $244K |
| Summit Financial, LLC | 0.00% | Reduce -94.3% | 6,788 | $240K |
| Alexander Labrunerie & Co., Inc. | 0.08% | No change | 6,574 | $231K |
| Barnes Pettey Financial Advisors, LLC | 0.06% | New | 5,726 | $201K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +17.1% | 5,474 | $192K |
| Capital Analysts, LLC | 0.00% | No change | 5,206 | $183K |
| IFP Advisors, Inc | 0.00% | Add +54.9% | 2,793 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,102 | $74K |
| Continuum Advisory, LLC | 0.00% | New | 876 | $31K |
| Bogart Wealth, LLC | 0.00% | Add +1.4% | 724 | $25K |
| International Assets Investment Management, LLC | 0.00% | Add +1.1% | 536 | $19K |
| Morgan Stanley | 0.00% | Add +36.6% | 168 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | New | 81 | $3K |
"% of holder's portfolio" is HFSI's weight in each manager's 13F, not the share of Hartfor Strateg Income ETF-U the manager owns.