Hartford Municipal Opp ETFHMOPETF

13F holders, Q1 2026 (March 31)
120holders +11
15new positions
3sold out
1famous investor
$39.69avg. 13F price*

At the end of Q1 2026, 120 institutions reported holding Hartford Municipal Opp ETF (HMOP) in their 13F filings, up 11 from Q4 2025. 15 opened new positions and 3 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($69.1M), Raymond James Financial Inc. ($60.5M) and Bank of America Corp. ($42.0M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$17.0M
Exits3$6.3M

All 13F filers, Q4 2025 → Q1 2026: 2,116,382 shares bought and 766,603 shares sold, net +1,349,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

Northwestern Mutual Wealth Management Co. 0.04% Add +12.7% 1,783,327 $69.1M
Raymond James Financial Inc. 0.02% Add +11.9% 1,562,458 $60.5M
Bank of America Corp. 0.00% Add +5.2% 1,083,043 $42.0M
LPL Financial LLC 0.01% Add +9.4% 1,058,799 $41.0M
Steward Partners Investment Advisory, LLC 0.16% Add +5.6% 812,954 $31.5M
Legacy Wealth Management, LLC 1.36% Add +1.2% 603,467 $23.4M
Goldstein Advisors, LLC 2.25% Add +2.4% 523,488 $20.3M
Apollon Wealth Management, LLC 0.30% Add +7.1% 473,390 $18.3M
Johnson & White Wealth Management, LLC 5.07% Add +21.3% 309,212 $12.0M
Cetera Investment Advisers 0.01% Add +9.6% 294,952 $11.4M
Fragasso Financial Advisors Inc 0.66% Add +23.8% 280,640 $10.9M
Avantax Planning Partners, Inc. 0.30% Add +74.7% 279,200 $10.8M
Jones Financial Companies LLLP 0.01% Add +43.4% 279,045 $10.8M
Sepio Capital, LP 0.56% Add +88.9% 266,503 $10.3M
Integrated Wealthcare, LLC 8.14% Reduce -1.1% 251,068 $9.7M
Henderson Brothers Financial Partners, LLC 2.39% — 243,873 $9.4M
Blue Water Asset Management 3.00% Add +1.0% 223,764 $8.7M
LeClair Wealth Partners LLC 3.00% New 223,764 $8.7M
GGM Financial LLC 3.82% Add +22.3% 214,262 $8.3M
ERn Financial, LLC 1.52% Reduce -0.1% 208,727 $8.1M
JPMorgan Chase & Co. 0.00% Add +20.3% 203,156 $7.9M
Per Stirling Capital Management, LLC. 0.80% Add +21.1% 187,631 $7.3M
Kestra Advisory Services, LLC 0.03% Add +6.4% 175,786 $6.8M
HighTower Advisors, LLC 0.01% Reduce -12.1% 175,634 $6.8M
Wealthcare Advisory Partners LLC 0.12% Add +10.4% 152,863 $5.9M
Verus Capital Partners, LLC 0.38% Add +15.6% 142,450 $5.5M
Cwm, LLC 0.01% Add +865.2% 140,442 $5.4M
RiverFront Investment Group, LLC 0.08% Add +14.0% 136,437 $5.3M
Bernardo Wealth Planning LLC 1.03% Add +4.7% 135,273 $5.2M
Anderson Financial Strategies, LLC 2.79% Add +4.0% 129,988 $5.1M
Uniting Wealth Partners, LLC 1.01% New 121,769 $4.7M
Consilio Wealth Advisors, LLC 1.33% Reduce -2.1% 117,563 $4.6M
Mariner, LLC 0.01% Add +26.8% 114,523 $4.4M
Strid Group, LLC 0.51% Add +14.7% 105,245 $4.1M
Retirement Planning Group, LLC 0.12% Add +31.8% 101,917 $3.9M
Osaic Holdings, Inc. 0.01% Add +10.5% 96,015 $3.7M
NewEdge Advisors, LLC 0.01% Add +56.3% 87,750 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -0.5% 87,100 $3.4M
Jane Street Group, LLC 0.00% Add +85.4% 78,161 $3.0M
Apollon Financial, LLC 0.37% Add +30.0% 68,767 $2.7M
Landmark Wealth Management, LLC 0.67% Add +19.0% 64,796 $2.5M
World Investment Advisors 0.04% Reduce -13.2% 63,229 $2.4M
Crux Wealth Advisors 0.92% Reduce -9.5% 61,843 $2.4M
GAMMA Investing LLC 0.11% Add +14.9% 59,561 $2.3M
RTD Financial Advisors, Inc. 0.25% Add +115.9% 52,447 $2.0M
Montis Financial, LLC 0.41% Reduce -6.5% 51,742 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -33.5% 48,909 $1.9M
Merit Financial Group, LLC 0.01% Reduce -13.4% 45,737 $1.8M
Fifth Third Securities, Inc. 0.11% Reduce -0.1% 45,408 $1.8M
Wiser Advisor Group LLC 2.12% Reduce -3.9% 45,224 $1.8M
MML Investors Services, LLC 0.00% Reduce -25.3% 44,132 $1.7M
Thrive Wealth Management, LLC 0.25% Reduce -1.4% 43,706 $1.7M
Cornerstone Wealth Management, LLC 0.08% Add +4.7% 43,152 $1.7M
Richard P Slaughter Associates Inc 0.32% Add +10.9% 38,656 $1.5M
Private Advisor Group, LLC 0.01% Add +16.3% 38,227 $1.5M
Sanctuary Advisors, LLC 0.01% Add +6.7% 37,861 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.1% 34,714 $1.3M
Cornerstone Wealth Group, LLC 0.08% Add +10.5% 33,524 $1.3M
Evolve Private Wealth, LLC 0.07% Add +17.6% 31,804 $1.2M
Magnus Financial Group LLC 0.09% Reduce -0.4% 29,817 $1.2M
Citadel Advisors 0.00% Add +434.7% 29,012 $1.1M
OneAscent Financial Services LLC 0.06% Add +11.4% 28,197 $1.1M
Westside Investment Management, Inc. 0.16% Reduce -1.5% 26,979 $1.0M
Farther Finance Advisors, LLC 0.01% Reduce -7.2% 26,317 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 25,864 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 25,123 $973K
Natixis Advisors, LLC 0.00% Add +69.2% 24,805 $961K
Stonehearth Capital Management, LLC 0.37% Add +3.1% 24,326 $942K
Vicus Capital 0.07% Add +20.0% 23,677 $917K
Summit Financial, LLC 0.01% New 22,202 $863K
Signet Financial Management, LLC 0.09% Reduce -4.7% 21,146 $819K
Advyzon Investment Management, LLC 0.07% Add +1.1% 21,082 $817K
Arkansas Financial Group, Inc. 0.11% Add +39.3% 20,223 $790K
Captrust Financial Advisors 0.00% Reduce -24.3% 19,994 $775K
Susquehanna International Group, LLP 0.00% New 19,353 $750K
Donaldson Capital Management, LLC 0.02% No change 19,138 $741K
Old Mission Capital LLC 0.02% Add +132.8% 19,029 $737K
Bleakley Financial Group, LLC 0.01% Add +0.4% 17,901 $693K
Capital Analysts, LLC 0.02% Add +0.1% 17,675 $685K
Amplius Wealth Advisors, LLC 0.06% Reduce -5.8% 17,172 $665K
Kingsview Wealth Management, LLC 0.01% Add +111.2% 14,810 $574K
Private Trust Co. NA 0.05% New 14,527 $563K
Barnes Pettey Financial Advisors, LLC 0.24% Add +0.9% 14,085 $546K
Savvy Advisors, Inc. 0.01% Reduce -41.9% 12,657 $490K
Cedar Point Capital Partners, LLC 0.29% Reduce -78.6% 11,611 $450K
Independent Advisor Alliance 0.00% New 10,976 $425K
Armstrong Advisory Group, Inc. 0.03% No change 10,500 $407K
West Michigan Advisors, LLC 0.09% Add +75.1% 10,291 $400K
J.W. Cole Advisors, Inc. 0.01% Reduce -74.9% 10,170 $394K
Princeton Global Asset Management LLC 0.06% Add +37.7% 10,007 $388K
Truist Financial Corp. 0.00% Add +5.7% 8,375 $324K
HB Wealth Management, LLC 0.00% Add +7.6% 8,258 $320K
Certified Advisory Corp 0.03% Add +0.7% 8,161 $316K
Argent Trust Co 0.01% No change 8,073 $313K
Wealthspire Retirement, LLC 0.02% New 8,064 $312K
Sigma Planning Corp 0.01% Add +39.5% 7,957 $308K
Evolution Wealth Management Inc. 0.22% Add +49.2% 7,751 $300K
Elequin Capital, LP 0.09% New 7,363 $285K
Benjamin Edwards Inc. 0.00% Add +2.0% 6,937 $269K
AdvisorNet Financial, Inc 0.01% Add +0.1% 6,773 $262K

"% 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 120 holders