Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q3 2025 (September 30)30holders +17
17new positions
1sold out
1famous investor
$35.56avg. 13F price*
At the end of Q3 2025, 30 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 17 from Q2 2025. 17 opened new positions and 1 sold out. The largest holders were Hartford Funds Management Co LLC ($55.9M), Modern Wealth Management, LLC ($18.4M) and Centric Wealth Management ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $22.3M |
| Exits | 1 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,138,322 shares bought and 375,379 shares sold, net +762,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Hartford Funds Management Co LLC | 4.79% | Reduce -5.9% | 1,571,193 | $55.9M |
| Modern Wealth Management, LLC | 0.36% | Add +54.9% | 518,208 | $18.4M |
| Centric Wealth Management | 2.94% | Add +3.5% | 369,880 | $13.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1066.5% | 285,982 | $10.1M |
| Stifel Financial Corp. | 0.01% | New | 221,670 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.1% | 188,899 | $6.7M |
| Wellington Management Group LLP | 0.00% | Reduce -61.0% | 145,400 | $5.2M |
| Summit Financial, LLC | 0.07% | New | 130,259 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | New | 130,156 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 72,072 | $2.6M |
| Sonoma Allocations LLC | 0.84% | — | 64,764 | $2.3M |
| Strategic Blueprint, LLC | 0.09% | Add +13.4% | 56,719 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +49.5% | 56,338 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.4% | 52,860 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +21.9% | 48,895 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 20,565 | $731K |
| Citadel Advisors | 0.00% | New | 20,555 | $731K |
| Kovack Advisors, Inc. | 0.04% | New | 10,590 | $377K |
| Raymond James Financial Inc. | 0.00% | New | 10,281 | $366K |
| Arkadios Wealth Advisors | 0.01% | New | 8,167 | $290K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,983 | $248K |
| Alexander Labrunerie & Co., Inc. | 0.09% | New | 6,574 | $234K |
| Breakwater Capital Group | 0.03% | New | 6,232 | $222K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,204 | $78K |
| Bogart Wealth, LLC | 0.00% | New | 558 | $20K |
| IFP Advisors, Inc | 0.00% | New | 451 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 270 | $10K |
| FSA Wealth Management LLC | 0.00% | New | 200 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 107 | $4K |
| Morgan Stanley | 0.00% | Add +500.0% | 54 | $2K |
"% 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.