9 institutions reported holding $86.2M of HARTFORD FDS EXCHANGE TRADED (HCRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Apollon Wealth Management, LLC ($67.9M), Private Advisor Group, LLC ($9.4M), Apollon Financial, LLC ($5.2M), Gladstone Institutional Advisory LLC ($1.5M), DAVENPORT & Co LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apollon Wealth Management, LLC | $67.9M | 1.9M | Added |
| 2 | Private Advisor Group, LLC | $9.4M | 267,381 | Added |
| 3 | Apollon Financial, LLC | $5.2M | 148,178 | Added |
| 4 | Gladstone Institutional Advisory LLC | $1.5M | 42,954 | Added |
| 5 | DAVENPORT & Co LLC | $1.2M | 33,205 | Trimmed |
| 6 | Walleye Partners, LLC | $586,534 | 16,765 | Added |
| 7 | Berger Financial Group, Inc | $330,665 | 9,451 | Trimmed |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $118,221 | 3,386 | New |
| 9 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30