Hartford Municipal Opp ETFHMOPETF

13F holders, Q4 2025 (December 31)
109holders +8
15new positions
9sold out
1famous investor
$39.08avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 8 from Q3 2025. 15 opened new positions and 9 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($61.9M), Raymond James Financial Inc. ($54.6M) and Bank of America Corp. ($40.3M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$20.7M
Exits9$12.5M

All 13F filers, Q3 2025 → Q4 2025: 1,780,744 shares bought and 696,813 shares sold, net +1,083,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Northwestern Mutual Wealth Management Co. 0.04% Add +5.3% 1,582,613 $61.9M
Raymond James Financial Inc. 0.02% Add +36.4% 1,395,661 $54.6M
Bank of America Corp. 0.00% Add +9.3% 1,029,979 $40.3M
LPL Financial LLC 0.01% Add +19.1% 967,398 $37.8M
Steward Partners Investment Advisory, LLC 0.17% Add +2.0% 770,061 $30.1M
Legacy Wealth Management, LLC 1.34% Add +8.9% 596,389 $23.3M
Goldstein Advisors, LLC 2.28% Add +4.1% 511,050 $20.0M
Apollon Wealth Management, LLC 0.30% Add +3.1% 441,970 $17.3M
Focus Partners Wealth 0.02% Reduce -1.3% 403,504 $15.7M
Cetera Investment Advisers 0.01% Add +30.6% 269,048 $10.5M
Johnson & White Wealth Management, LLC 4.34% Add +3.7% 254,880 $10.0M
Integrated Wealthcare, LLC 8.35% — 253,825 $9.9M
Fragasso Financial Advisors Inc 0.54% New 226,628 $8.9M
Blue Water Asset Management 3.12% — 221,588 $8.7M
ERn Financial, LLC 1.54% Add +0.0% 208,888 $8.2M
HighTower Advisors, LLC 0.01% Reduce -43.1% 199,715 $7.8M
Jones Financial Companies LLLP 0.00% Add +37.7% 194,614 $7.6M
GGM Financial LLC 3.33% Add +10.5% 175,153 $6.9M
JPMorgan Chase & Co. 0.00% Add +49.6% 168,915 $6.6M
Kestra Advisory Services, LLC 0.03% Add +10.8% 165,197 $6.5M
Avantax Planning Partners, Inc. 0.17% Reduce -2.1% 159,807 $6.3M
Per Stirling Capital Management, LLC. 0.68% New 154,950 $6.1M
Janney Montgomery Scott LLC 0.01% Reduce -4.6% 142,751 $5.6M
Sepio Capital, LP 0.30% Add +11.1% 141,085 $5.5M
Wealthcare Advisory Partners LLC 0.11% Reduce -10.0% 138,424 $5.4M
Bernardo Wealth Planning LLC 0.96% Add +4.2% 129,175 $5.1M
Anderson Financial Strategies, LLC 2.84% Add +0.8% 124,954 $4.9M
Verus Capital Partners, LLC 0.32% Add +7.7% 123,278 $4.8M
Consilio Wealth Advisors, LLC 1.37% Add +2.7% 120,104 $4.7M
RiverFront Investment Group, LLC 0.08% Add +21.0% 119,642 $4.7M
Strid Group, LLC 0.45% Add +0.2% 91,749 $3.6M
Mariner, LLC 0.00% Add +71.4% 90,302 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -32.1% 87,536 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -14.8% 86,894 $3.4M
Retirement Planning Group, LLC 0.10% Add +18.3% 77,305 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -44.6% 73,608 $2.9M
World Investment Advisors 0.05% Reduce -2.4% 72,847 $2.8M
Crux Wealth Advisors 0.99% Reduce -7.2% 68,318 $2.7M
MML Investors Services, LLC 0.01% Add +22.1% 59,105 $2.3M
NewEdge Advisors, LLC 0.01% Add +8.8% 56,160 $2.2M
Montis Financial, LLC 0.43% Reduce -33.3% 55,308 $2.2M
Landmark Wealth Management, LLC 0.81% Reduce -7.5% 54,445 $2.1M
Cedar Point Capital Partners, LLC 1.35% Reduce -14.7% 54,185 $2.1M
Apollon Financial, LLC 0.30% Add +5.0% 52,882 $2.1M
Merit Financial Group, LLC 0.02% Add +84.9% 52,821 $2.1M
GAMMA Investing LLC 0.10% Add +48.2% 51,852 $2.0M
Wiser Advisor Group LLC 2.10% Add +0.4% 47,063 $1.8M
Fifth Third Securities, Inc. 0.12% Add +4.4% 45,436 $1.8M
Thrive Wealth Management, LLC 0.25% Add +0.5% 44,333 $1.7M
Jane Street Group, LLC 0.00% Add +305.7% 42,149 $1.6M
Cornerstone Wealth Management, LLC 0.08% Add +8.5% 41,223 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.8% 35,831 $1.4M
Sanctuary Advisors, LLC 0.01% Add +22.8% 35,473 $1.4M
Richard P Slaughter Associates Inc 0.29% Add +4.7% 34,843 $1.4M
Private Advisor Group, LLC 0.01% Add +4.8% 32,868 $1.3M
J.W. Cole Advisors, Inc. 0.03% Add +3.4% 40,569 $1.2M
Cornerstone Wealth Group, LLC 0.08% Reduce -7.8% 30,330 $1.2M
Magnus Financial Group LLC 0.09% Reduce -4.1% 29,932 $1.2M
Farther Finance Advisors, LLC 0.01% New 28,362 $1.1M
Westside Investment Management, Inc. 0.17% No change 27,379 $1.1M
Evolve Private Wealth, LLC 0.06% — 27,054 $1.1M
Captrust Financial Advisors 0.00% Reduce -5.7% 26,419 $1.0M
Thrivent Financial for Lutherans 0.00% Add +4.5% 25,759 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +7.7% 25,542 $999K
OneAscent Financial Services LLC 0.09% Add +34.9% 25,308 $990K
RTD Financial Advisors, Inc. 0.12% New 24,288 $950K
Stonehearth Capital Management, LLC 0.34% Reduce -20.1% 23,600 $923K
Signet Financial Management, LLC 0.10% Add +6.0% 22,185 $868K
Savvy Advisors, Inc. 0.03% Reduce -1.7% 21,796 $852K
Advyzon Investment Management, LLC 0.09% Add +8.1% 20,852 $816K
Vicus Capital 0.06% Add +34.2% 19,725 $771K
Donaldson Capital Management, LLC 0.02% No change 19,138 $748K
Amplius Wealth Advisors, LLC 0.06% Reduce -1.6% 18,221 $713K
Bleakley Financial Group, LLC 0.01% Add +0.1% 17,833 $697K
Capital Analysts, LLC 0.02% Reduce -20.4% 17,658 $690K
Natixis Advisors, LLC 0.00% New 14,660 $573K
Cwm, LLC 0.00% New 14,551 $569K
Arkansas Financial Group, Inc. 0.08% New 14,521 $568K
Axxcess Wealth Management, LLC 0.01% Add +81.4% 14,482 $566K
Barnes Pettey Financial Advisors, LLC 0.27% New 13,958 $546K
Armstrong Advisory Group, Inc. 0.03% No change 10,500 $411K
Stonebridge Financial Group, LLC 0.03% New 10,355 $405K
Old Mission Capital LLC 0.01% New 8,174 $320K
Certified Advisory Corp 0.03% Add +5.8% 8,108 $317K
Argent Trust Co 0.01% No change 8,073 $316K
Truist Financial Corp. 0.00% Add +44.0% 7,922 $310K
HB Wealth Management, LLC 0.00% Add +7.1% 7,677 $300K
Princeton Global Asset Management LLC 0.05% Add +20.3% 7,268 $284K
Kingsview Wealth Management, LLC 0.00% New 7,012 $274K
Benjamin Edwards Inc. 0.00% Add +9.2% 6,801 $266K
AdvisorNet Financial, Inc 0.01% Add +0.1% 6,768 $265K
Strategic Blueprint, LLC 0.02% No change 6,750 $264K
Liberty Square Wealth Partners LLC 0.07% New 6,598 $258K
West Michigan Advisors, LLC 0.05% Add +4.5% 5,877 $231K
Sigma Planning Corp 0.01% Add +0.9% 5,705 $223K
Royal Bank of Canada 0.00% Reduce -40.5% 5,480 $214K
Citadel Advisors 0.00% Reduce -55.4% 5,426 $212K
Hill Island Financial LLC 0.05% Reduce -3.0% 5,237 $205K
Evolution Wealth Management Inc. 0.17% Add +76.3% 5,195 $203K
Harbour Investments, Inc. 0.00% Add +1.0% 4,557 $178K

"% 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 109 holders