Who Owns HARTFORD ALPHA (ACVU)? -- Institutional Holders (2026-06-30)

Name: HARTFORD ALPHA (ACVU) Institutional Holders (2026-06-30)
Creator: ko.io

35 institutions reported holding $28.3M of HARTFORD ALPHA (ACVU) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($11.4M), Modern Wealth Management, LLC ($5.0M), Corient Private Wealth LLC ($2.3M), LPL Financial LLC ($1.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JONES FINANCIAL COMPANIES LLLP	$11.4M	366,449	Trimmed
2	Modern Wealth Management, LLC	$5.0M	159,252	Trimmed
3	Corient Private Wealth LLC	$2.3M	72,692	Hold
4	LPL Financial LLC	$1.8M	56,167	Trimmed
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	50,071	Added
6	DAVENPORT & Co LLC	$1.5M	47,072	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$1.3M	40,978	Added
8	Ashton Thomas Private Wealth, LLC	$468,006	14,995	Hold
9	NATIXIS ADVISORS, LLC	$431,000	13,825	Added
10	EverSource Wealth Advisors, LLC	$279,711	8,962	Hold
11	Cetera Investment Advisers	$274,603	8,798	Hold
12	GOLDMAN SACHS GROUP INC	$265,604	8,510	New
13	CITADEL ADVISORS LLC	$264,199	8,465	New
14	MORGAN STANLEY	$264,043	8,460	Added
15	AE Wealth Management LLC	$247,221	7,921	Hold
16	Revisor Wealth Management LLC	$224,968	7,208	New
17	FMR LLC	$224,629	7,197	Added
18	COMMONWEALTH EQUITY SERVICES, LLC	$200,300	6,418	Trimmed
19	OSAIC HOLDINGS, INC.	$161,478	5,174	Hold
20	Global Retirement Partners, LLC	$65,305	2,092	Hold
21	UBS Group AG	$54,089	1,733	Added
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	$48,375	1,550	Trimmed
23	Royal Bank of Canada	$48,000	1,547	Added
24	WELLS FARGO & COMPANY/MN	$37,984	1,217	New
25	Capital Investment Advisory Services, LLC	$13,670	438	Hold

Source: SEC Form 13F filings · as of 2026-06-30