HFGO — Hartford Fds Exchange Traded Institutional Holders · Q2 2026
Who owns Hartford Fds Exchange Traded (HFGO)? 21 institutions reported holding $163.47M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Hartford Funds Management Co LLC ($98.4M), LPL Financial LLC ($23.0M), Jones Financial Companies Lllp ($15.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | $98.4M | 3.4M | Trimmed |
| 2 | LPL Financial LLC | $23.0M | 783,553 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $15.9M | 562,306 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $10.4M | 354,043 | Added |
| 5 | Janney Montgomery Scott LLC | $5.5M | 185,913 | New |
| 6 | TRUIST FINANCIAL CORP | $3.3M | 113,088 | Trimmed |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $1.8M | 61,200 | Trimmed |
| 8 | Private Advisor Group, LLC | $1.4M | 47,475 | New |
| 9 | World Investment Advisors | $589,407 | 20,082 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $582,920 | 19,861 | Trimmed |
| 11 | Harborfront Financial Group LLC | $474,913 | 16,181 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $469,747 | 16,005 | New |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $406,440 | 13,848 | Added |
| 14 | NATIXIS ADVISORS, LLC | $394,000 | 13,457 | New |
| 15 | Steward Partners Investment Advisory, LLC | $337,877 | 11,512 | Added |
| 16 | LaSalle St. Investment Advisors, LLC | $257,106 | 8,760 | Hold |
| 17 | JANE STREET GROUP, LLC | $205,655 | 7,007 | Trimmed |
| 18 | Geneos Wealth Management Inc. | $35,220 | 1,200 | Hold |
| 19 | PRIVATE TRUST CO NA | $20,839 | 710 | New |
| 20 | Mariner, LLC | $0 | 0 | Exited |
| 21 | Allworth Financial LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30