Hartford Municipal Opp ETFHMOPETF

13F holders, Q3 2025 (September 30)
101holders +14
18new positions
4sold out
1famous investor
$38.97avg. 13F price*

At the end of Q3 2025, 101 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 14 from Q2 2025. 18 opened new positions and 4 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($58.6M), Raymond James Financial Inc. ($39.9M) and Bank of America Corp. ($36.7M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$16.9M
Exits4$1.0M

All 13F filers, Q2 2025 → Q3 2025: 1,678,628 shares bought and 1,623,905 shares sold, net +54,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Northwestern Mutual Wealth Management Co. 0.04% Reduce -0.7% 1,502,768 $58.6M
Raymond James Financial Inc. 0.01% Reduce -13.8% 1,023,106 $39.9M
Bank of America Corp. 0.00% Add +19.1% 941,937 $36.7M
LPL Financial LLC 0.01% Add +48.5% 811,941 $31.6M
Steward Partners Investment Advisory, LLC 0.17% Add +4.7% 754,736 $29.4M
Legacy Wealth Management, LLC 1.26% Add +9.2% 547,484 $21.3M
Goldstein Advisors, LLC 2.32% Reduce -2.8% 490,884 $19.1M
Apollon Wealth Management, LLC 0.30% Add +3.6% 428,721 $16.7M
Focus Partners Wealth 0.03% Add +10.5% 408,666 $15.9M
HighTower Advisors, LLC 0.02% Reduce -74.2% 350,901 $13.7M
Johnson & White Wealth Management, LLC 4.39% Add +14.1% 245,689 $9.6M
ERn Financial, LLC 1.61% Add +1.8% 208,833 $8.1M
Cetera Investment Advisers 0.01% Add +192.2% 206,077 $8.0M
Sterling Investment Counsel, LLC 2.20% Add +332.2% 175,912 $6.9M
Avantax Planning Partners, Inc. 0.18% Add +3.5% 163,165 $6.4M
GGM Financial LLC 3.11% Add +72.1% 158,450 $6.2M
Wealthcare Advisory Partners LLC 0.12% Reduce -3.5% 153,758 $6.0M
Janney Montgomery Scott LLC 0.01% Reduce -0.0% 149,603 $5.8M
Kestra Advisory Services, LLC 0.03% Add +28.1% 149,109 $5.8M
Jones Financial Companies LLLP 0.00% Add +53.7% 141,354 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -5.1% 132,792 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -5.5% 129,009 $5.0M
Sepio Capital, LP 0.29% Add +16.2% 126,986 $4.9M
Bernardo Wealth Planning LLC 0.95% Add +2.3% 124,010 $4.8M
Anderson Financial Strategies, LLC 2.86% New 123,948 $4.8M
Consilio Wealth Advisors, LLC 1.50% Add +1.4% 116,938 $4.6M
Verus Capital Partners, LLC 0.35% Add +1104.7% 114,419 $4.5M
JPMorgan Chase & Co. 0.00% Add +12.1% 112,923 $4.4M
Uniting Wealth Partners, LLC 1.01% New 108,956 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -12.2% 102,009 $3.9M
RiverFront Investment Group, LLC 0.07% Add +21.6% 98,899 $3.9M
Strid Group, LLC 0.45% Add +2.4% 91,525 $3.6M
Montis Financial, LLC 0.74% Reduce -24.8% 82,869 $3.2M
World Investment Advisors 0.06% Reduce -21.3% 74,671 $2.9M
Crux Wealth Advisors 1.14% Add +0.2% 73,585 $2.9M
Retirement Planning Group, LLC 0.09% Add +32.3% 65,348 $2.5M
Cedar Point Capital Partners, LLC 1.62% New 63,484 $2.5M
Landmark Wealth Management, LLC 0.91% Add +0.6% 58,842 $2.3M
Mariner, LLC 0.00% Reduce -59.0% 52,680 $2.1M
NewEdge Advisors, LLC 0.01% Add +5.9% 51,610 $2.0M
Apollon Financial, LLC 0.33% Add +21.6% 50,378 $2.0M
MML Investors Services, LLC 0.01% Reduce -15.7% 48,393 $1.9M
Wiser Advisor Group LLC 2.27% New 46,861 $1.8M
Thrive Wealth Management, LLC 0.26% Reduce -4.6% 44,104 $1.7M
Fifth Third Securities, Inc. 0.12% Add +30.8% 43,505 $1.7M
J.W. Cole Advisors, Inc. 0.03% Reduce -1.1% 39,230 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +20.6% 38,856 $1.5M
Cornerstone Wealth Management, LLC 0.08% Add +3.9% 37,983 $1.5M
GAMMA Investing LLC 0.08% Add +21.0% 34,998 $1.4M
Richard P Slaughter Associates Inc 0.28% Reduce -7.1% 33,269 $1.3M
Cornerstone Wealth Group, LLC 0.09% Add +1.8% 32,902 $1.3M
Private Advisor Group, LLC 0.01% Add +1.2% 31,357 $1.2M
Magnus Financial Group LLC 0.10% Reduce -1.7% 31,208 $1.2M
Stonehearth Capital Management, LLC 0.45% Add +8.9% 29,539 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -2.9% 28,896 $1.1M
Merit Financial Group, LLC 0.01% Reduce -65.0% 28,572 $1.1M
Captrust Financial Advisors 0.00% Reduce -8.3% 28,016 $1.1M
Westside Investment Management, Inc. 0.17% Reduce -1.1% 27,379 $1.1M
Masso Torrence Wealth Management Inc. 0.43% Add +0.6% 26,540 $1.0M
Thrivent Financial for Lutherans 0.00% New 24,648 $961K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.7% 23,719 $924K
Savvy Advisors, Inc. 0.04% Reduce -6.9% 22,182 $864K
Capital Analysts, LLC 0.03% Add +21.6% 22,171 $864K
Signet Financial Management, LLC 0.09% Reduce -4.6% 20,939 $816K
Advyzon Investment Management, LLC 0.13% Add +2.8% 19,296 $752K
Donaldson Capital Management, LLC 0.02% No change 19,138 $746K
OneAscent Financial Services LLC 0.05% Add +122.8% 18,766 $731K
Amplius Wealth Advisors, LLC 0.06% Reduce -26.1% 18,521 $722K
Bleakley Financial Group, LLC 0.02% Reduce -45.8% 17,823 $695K
Vicus Capital 0.04% Add +35.9% 14,694 $573K
Citadel Advisors 0.00% New 12,175 $474K
Flow Traders U.S. LLC 0.02% Reduce -52.5% 10,691 $417K
Armstrong Advisory Group, Inc. 0.03% No change 10,500 $409K
Jane Street Group, LLC 0.00% Reduce -80.0% 10,390 $405K
Royal Bank of Canada 0.00% Reduce -89.3% 9,215 $359K
Argent Trust Co 0.01% Reduce -3.7% 8,073 $315K
Axxcess Wealth Management, LLC 0.01% New 7,984 $311K
Certified Advisory Corp 0.03% New 7,661 $299K
HB Wealth Management, LLC 0.00% Add +27.0% 7,167 $279K
AdvisorNet Financial, Inc 0.01% Add +0.1% 6,764 $264K
Strategic Blueprint, LLC 0.01% New 6,750 $263K
Exit Wealth Advisors, LLC. 0.18% — 6,736 $263K
Benjamin Edwards Inc. 0.00% New 6,227 $243K
Princeton Global Asset Management LLC 0.04% No change 6,043 $235K
Oregon Pacific Wealth Management, LLC 0.20% New 6,000 $234K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -38.9% 5,681 $221K
Sigma Planning Corp 0.01% Reduce -60.1% 5,656 $220K
West Michigan Advisors, LLC 0.05% Reduce -4.0% 5,623 $220K
Truist Financial Corp. 0.00% New 5,500 $214K
Madison Wealth Partners, Inc 0.04% Reduce -27.2% 5,397 $210K
Hill Island Financial LLC 0.05% New 5,396 $210K
Harbour Investments, Inc. 0.00% Add +1.6% 4,512 $176K
Comerica Bank 0.00% No change 3,802 $148K
Longview Financial Advisors LLC 0.07% No change 3,030 $118K
United Community Bank 0.04% New 2,980 $116K
Evolution Wealth Management Inc. 0.12% New 2,947 $115K
Rockefeller Capital Management L.P. 0.00% New 2,599 $101K
CIBC Private Wealth Group LLC 0.00% New 416 $16K
Morgan Stanley 0.00% Reduce -72.3% 244 $10K
Smartleaf Asset Management LLC 0.00% New 1 $38
Wells Fargo & Company 0.00% Reduce -99.8% 1 $33

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