Hartfor Strateg Income ETF-UHFSIETF
13F holders, Q1 2026 (March 31)68holders +13
16new positions
4sold out
$34.74avg. 13F price*
At the end of Q1 2026, 68 institutions reported holding Hartfor Strateg Income ETF-U (HFSI) in their 13F filings, up 13 from Q4 2025. 16 opened new positions and 4 sold out. The largest holders were New England Capital Financial Advisors LLC ($88.4M), Northwestern Mutual Wealth Management Co. ($73.7M) and Hartford Funds Management Co LLC ($53.4M).
- Company
- Hartfor Strateg Income ETF-U
- CUSIP
- 41653L875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $128.0M |
| Exits | 4 | $562K |
All 13F filers, Q4 2025 → Q1 2026: 8,205,053 shares bought and 217,019 shares sold, net +7,988,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| New England Capital Financial Advisors LLC | 24.19% | Add +705.5% | 2,544,936 | $88.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +18.7% | 2,123,291 | $73.7M |
| Hartford Funds Management Co LLC | 4.63% | Reduce -2.2% | 1,536,590 | $53.4M |
| Bank of America Corp. | 0.00% | New | 1,221,387 | $42.4M |
| Raymond James Financial Inc. | 0.01% | Add +123.5% | 1,188,578 | $41.3M |
| Benjamin Edwards Inc. | 0.34% | New | 971,387 | $33.7M |
| Retirement Management Systems Inc. | 6.05% | Add +10.8% | 723,138 | $25.1M |
| Modern Wealth Management, LLC | 0.42% | Add +12.0% | 706,004 | $24.6M |
| Bleakley Financial Group, LLC | 0.33% | Reduce -6.4% | 613,012 | $21.3M |
| Wealthspire Retirement, LLC | 1.25% | New | 601,079 | $20.9M |
| Osaic Holdings, Inc. | 0.02% | Add +4.7% | 462,425 | $16.1M |
| Centric Wealth Management | 2.88% | Add +6.7% | 411,612 | $14.4M |
| Royal Bank of Canada | 0.00% | Add +116812.7% | 385,812 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 344,031 | $11.9M |
| Live Oak Investment Partners | 5.24% | Add +43.8% | 255,507 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +8.3% | 240,236 | $8.3M |
| Mutual Advisors, LLC | 0.17% | New | 222,529 | $7.7M |
| Citizens Financial Group Inc. | 0.10% | Add +87.9% | 216,447 | $7.5M |
| Mgo One Seven LLC | 0.15% | Add +45.9% | 211,083 | $7.3M |
| WNY Asset Management, LLC | 0.65% | — | 180,087 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +62.4% | 164,391 | $5.7M |
| Truist Financial Corp. | 0.01% | New | 161,539 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.9% | 160,652 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +190.3% | 149,037 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +65.1% | 136,366 | $4.7M |
| Retirement Planning Group, LLC | 0.13% | Add +498.4% | 122,142 | $4.2M |
| Summit Financial, LLC | 0.05% | Add +3.0% | 118,319 | $4.1M |
| Sonoma Allocations LLC | 1.12% | Add +116.8% | 92,595 | $3.2M |
| Core Wealth Advisors, LLC | 2.26% | Reduce -20.1% | 84,557 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 78,743 | $2.7M |
| Strategic Blueprint, LLC | 0.14% | Add +12.4% | 71,521 | $2.5M |
| Cary Street Partners Financial LLC | 0.06% | Add +1.9% | 67,286 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 57,727 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Add +4.4% | 49,369 | $1.7M |
| &partners | 0.01% | New | 41,610 | $1.4M |
| Liberty One Investment Management, LLC | 0.12% | Add +45.1% | 34,126 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +369.3% | 31,215 | $1.1M |
| Hobart Private Capital, LLC | 0.18% | Add +0.1% | 26,668 | $926K |
| Gateway Wealth Partners, LLC | 0.03% | Add +134.6% | 24,950 | $866K |
| Marks Group Wealth Management, Inc | 0.08% | New | 23,579 | $819K |
| Natixis Advisors, LLC | 0.00% | New | 22,737 | $789K |
| MML Investors Services, LLC | 0.00% | Add +121.6% | 22,429 | $779K |
| Arkadios Wealth Advisors | 0.01% | Add +24.5% | 21,441 | $744K |
| Mariner, LLC | 0.00% | Add +9.5% | 21,038 | $730K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.2% | 19,159 | $665K |
| Surience Private Wealth LLC | 0.67% | Reduce -70.7% | 17,963 | $624K |
| Cetera Investment Advisers | 0.00% | New | 17,426 | $605K |
| Destiny Capital Corp | 0.32% | New | 17,212 | $598K |
| Uptick Partners, LLC | 0.11% | New | 15,818 | $549K |
| Harbour Investments, Inc. | 0.01% | New | 13,519 | $469K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,230 | $355K |
| Meridian Financial Advisors, LLC | 0.19% | Reduce -9.1% | 9,950 | $345K |
| Bright Futures Wealth Management, LLC. | 0.21% | Reduce -2.8% | 9,003 | $313K |
| Cypress Wealth Services, LLC | 0.04% | Add +1.6% | 8,664 | $301K |
| Coquina Private Wealth LLC | 0.22% | Add +7.4% | 7,949 | $276K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,659 | $266K |
| Stonebridge Financial Group, LLC / MO | 0.20% | Add +1.5% | 6,856 | $238K |
| Alexander Labrunerie & Co., Inc. | 0.09% | No change | 6,574 | $228K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.8% | 6,502 | $226K |
| Capital Analysts, LLC | 0.00% | Add +119.2% | 5,206 | $181K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +2.5% | 4,673 | $162K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.6% | 2,102 | $73K |
| IFP Advisors, Inc | 0.00% | Add +56.0% | 1,803 | $63K |
| Ascentis Independent Advisors | 0.00% | New | 1,008 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +1.6% | 714 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 530 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +86.4% | 315 | $11K |
| Morgan Stanley | 0.00% | Reduce -74.6% | 123 | $4K |
"% 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.