10 institutions reported holding $43.8M of HARTFORD FDS EXCHANGE TRADED (HSRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fiduciary Planning LLC ($24.9M), Kestra Advisory Services, LLC ($4.8M), COMMONWEALTH EQUITY SERVICES, LLC ($4.7M), EVERGREEN CAPITAL MANAGEMENT LLC ($3.4M), FLAGSHIP HARBOR ADVISORS, LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fiduciary Planning LLC | $24.9M | 641,399 | Added |
| 2 | Kestra Advisory Services, LLC | $4.8M | 124,731 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 121,817 | Added |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.4M | 86,120 | Added |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $2.6M | 67,294 | Trimmed |
| 6 | Private Advisor Group, LLC | $1.9M | 48,006 | Added |
| 7 | CITIGROUP INC | $624,338 | 16,067 | New |
| 8 | TRUIST FINANCIAL CORP | $585,101 | 15,057 | Trimmed |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $248,383 | 6,392 | New |
| 10 | PRIVATE TRUST CO NA | $19,429 | 500 | New |
Source: SEC Form 13F filings · as of 2026-06-30