Hartford Municipal Opp ETFHMOPETF

13F holders, Q2 2026 (June 30)
125holders +5
11new positions
7sold out
1famous investor
$39.15avg. 13F price*

At the end of Q2 2026, 125 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 5 from Q1 2026. 11 opened new positions and 7 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($66.3M), Raymond James Financial Inc. ($64.3M) and LPL Financial LLC ($50.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Municipal Opp ETF
CUSIP
41653L503
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 68Q1 2024Q2 2024: 76Q2 2024Q3 2024: 78Q3 2024Q4 2024: 86Q4 2024Q1 2025: 82Q1 2025Q2 2025: 87Q2 2025Q3 2025: 101Q3 2025Q4 2025: 109Q4 2025Q1 2026: 120Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$14.1M
Exits7$10.4M

All 13F filers, Q1 2026 → Q2 2026: 1,964,801 shares bought and 647,596 shares sold, net +1,317,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Northwestern Mutual Wealth Management Co. 0.04% Reduce -5.0% 1,693,868 $66.3M
Raymond James Financial Inc. 0.02% Add +5.1% 1,641,662 $64.3M
LPL Financial LLC 0.01% Add +21.5% 1,286,412 $50.4M
Bank of America Corp. 0.00% Add +3.6% 1,122,049 $43.9M
Steward Partners Investment Advisory, LLC 0.16% Reduce -0.7% 807,346 $31.6M
Legacy Wealth Management, LLC 1.26% Add +2.3% 617,517 $24.2M
Apollon Wealth Management, LLC 0.27% Add +21.4% 574,747 $22.5M
Goldstein Advisors, LLC 1.95% Add +4.3% 546,282 $21.4M
Jones Financial Companies LLLP 0.01% Add +45.6% 406,292 $16.0M
Focus Partners Wealth 0.01% Add +0.0% 371,241 $14.5M
Johnson & White Wealth Management, LLC 4.61% Add +1.7% 314,557 $12.3M
Fragasso Financial Advisors Inc 0.62% Add +5.5% 296,157 $11.6M
Cetera Investment Advisers 0.01% Reduce -0.7% 293,030 $11.5M
Sepio Capital, LP 0.57% Add +9.0% 290,404 $11.4M
Avantax Planning Partners, Inc. 0.28% Add +1.2% 282,628 $11.1M
Integrated Wealthcare, LLC 7.40% Add +0.8% 253,027 $9.9M
GGM Financial LLC 3.69% Add +16.0% 248,505 $9.7M
JPMorgan Chase & Co. 0.00% Add +20.8% 245,363 $9.6M
ERn Financial, LLC 1.35% Add +0.0% 208,729 $8.2M
Blue Water Asset Management 2.61% Reduce -7.6% 206,678 $8.1M
Per Stirling Capital Management, LLC. 0.76% Add +8.1% 202,754 $7.9M
Kestra Advisory Services, LLC 0.02% Add +7.5% 189,048 $7.4M
HighTower Advisors, LLC 0.01% Reduce -4.4% 167,888 $6.6M
Janney Montgomery Scott LLC 0.01% New 167,183 $6.5M
RiverFront Investment Group, LLC 0.08% Add +17.8% 160,753 $6.3M
Verus Capital Partners, LLC 0.32% Add +5.4% 150,118 $5.9M
Wealthcare Advisory Partners LLC 0.10% Reduce -7.8% 141,018 $5.5M
Anderson Financial Strategies, LLC 2.85% Add +9.1% 141,826 $5.5M
Bernardo Wealth Planning LLC 0.90% Reduce -0.7% 134,295 $5.3M
Henderson Brothers Financial Partners, LLC 2.43% Reduce -46.3% 131,048 $5.1M
Osaic Holdings, Inc. 0.01% Add +28.5% 123,363 $4.8M
Retirement Planning Group, LLC 0.12% Add +20.0% 122,346 $4.8M
Consilio Wealth Advisors, LLC 1.13% Add +2.3% 120,221 $4.7M
Uniting Wealth Partners, LLC 0.92% Reduce -5.5% 115,131 $4.5M
Strid Group, LLC 0.46% Add +1.3% 106,597 $4.2M
Commonwealth Equity Services, LLC 0.01% Add +20.7% 105,123 $4.1M
EP Wealth Advisors, LLC 0.01% New 85,193 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -3.0% 85,138 $3.3M
Jane Street Group, LLC 0.00% Reduce -4.0% 75,032 $2.9M
MML Investors Services, LLC 0.01% Add +66.6% 73,506 $2.9M
RTD Financial Advisors, Inc. 0.30% Add +35.7% 71,176 $2.8M
Mariner, LLC 0.00% Reduce -38.5% 70,406 $2.8M
Apollon Financial, LLC 0.32% Add +0.6% 69,161 $2.7M
GAMMA Investing LLC 0.10% Add +13.6% 67,639 $2.6M
Landmark Wealth Management, LLC 0.62% Add +2.7% 66,532 $2.6M
Envestnet Asset Management Inc. 0.00% Add +34.9% 65,989 $2.6M
Natixis Advisors, LLC 0.00% Add +158.0% 64,004 $2.5M
Elequin Capital, LP 0.43% Add +755.5% 62,992 $2.5M
World Investment Advisors 0.04% No change 63,229 $2.4M
Private Advisor Group, LLC 0.01% Add +59.2% 60,864 $2.4M
Crux Wealth Advisors 0.82% Reduce -2.4% 60,366 $2.4M
Richard P Slaughter Associates Inc 0.44% Add +46.3% 56,538 $2.2M
Thrive Wealth Management, LLC 0.28% Add +27.1% 55,560 $2.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +59.2% 55,272 $2.2M
IHT Wealth Management, LLC 0.04% New 50,281 $2.0M
Wells Fargo & Company 0.00% Add +4851900.0% 48,520 $1.9M
Fifth Third Securities, Inc. 0.10% Add +3.5% 46,987 $1.8M
Wiser Advisor Group LLC 1.88% Reduce -3.2% 43,792 $1.7M
Cornerstone Wealth Management, LLC 0.07% Reduce -1.4% 42,568 $1.7M
Sanctuary Advisors, LLC 0.01% Add +5.3% 39,882 $1.6M
Citadel Advisors 0.00% Add +20.3% 34,894 $1.4M
Cornerstone Wealth Group, LLC 0.08% Reduce -0.4% 33,386 $1.3M
Arkansas Financial Group, Inc. 0.17% Add +65.0% 33,375 $1.3M
Montis Financial, LLC 0.25% Reduce -38.7% 31,716 $1.2M
Evolve Private Wealth, LLC 0.07% Reduce -2.3% 31,084 $1.2M
Magnus Financial Group LLC 0.08% Add +0.6% 29,991 $1.2M
OneAscent Financial Services LLC 0.05% Reduce -0.8% 27,982 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +3.1% 26,673 $1.0M
Westside Investment Management, Inc. 0.14% Reduce -2.4% 26,329 $1.0M
Thrivent Financial for Lutherans 0.00% Add +0.3% 25,202 $987K
Vicus Capital 0.06% Add +4.8% 24,822 $972K
Farther Finance Advisors, LLC 0.01% Reduce -9.1% 23,928 $937K
Stonehearth Capital Management, LLC 0.31% Reduce -3.6% 23,451 $918K
Old Mission Capital LLC 0.02% Add +19.6% 22,765 $891K
Axxcess Wealth Management, LLC 0.01% New 22,378 $876K
Summit Financial, LLC 0.01% Reduce -7.0% 20,652 $811K
Bleakley Financial Group, LLC 0.01% Add +13.7% 20,361 $797K
Advyzon Investment Management, LLC 0.06% Reduce -6.6% 19,694 $771K
Captrust Financial Advisors 0.00% Reduce -3.5% 19,290 $755K
Donaldson Capital Management, LLC 0.02% No change 19,138 $749K
Merit Financial Group, LLC 0.00% Reduce -60.0% 18,302 $716K
Capital Analysts, LLC 0.02% Reduce -5.0% 16,788 $657K
Sigma Planning Corp 0.02% Add +104.7% 16,288 $638K
Truist Financial Corp. 0.00% Add +91.6% 16,045 $628K
Kingsview Wealth Management, LLC 0.01% Reduce -1.5% 14,589 $571K
Private Trust Co. NA 0.05% No change 14,527 $569K
Barnes Pettey Financial Advisors, LLC 0.18% Add +1.5% 14,298 $560K
Strategic Blueprint, LLC 0.03% Add +103.0% 13,700 $536K
West Michigan Advisors, LLC 0.09% Add +23.1% 12,665 $497K
Savvy Advisors, Inc. 0.01% Reduce -5.8% 11,925 $467K
J.W. Cole Advisors, Inc. 0.01% Add +16.1% 11,802 $462K
Amplius Wealth Advisors, LLC 0.03% Reduce -34.2% 11,298 $442K
Prairie Advisory, LLC 0.10% — 10,645 $417K
Armstrong Advisory Group, Inc. 0.02% Reduce -1.4% 10,350 $405K
Princeton Global Asset Management LLC 0.06% No change 10,007 $392K
Benjamin Edwards Inc. 0.00% Add +35.2% 9,377 $367K
Evolution Wealth Management Inc. 0.20% Add +10.0% 8,529 $334K
Vise Technologies, Inc. 0.00% New 8,097 $317K
Argent Trust Co 0.01% No change 8,073 $316K
Wealthspire Retirement, LLC 0.02% Add +0.3% 8,092 $316K

"% of holder's portfolio" is HMOP's weight in each manager's 13F, not the share of Hartford Municipal Opp ETF the manager owns.

Show all 125 holders