20 institutions reported holding $78.6M of HARTFORD FDS EXCHANGE TRADED (HTAB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CPC Advisors, LLC ($41.2M), YARGER WEALTH STRATEGIES, LLC ($9.2M), ENVESTNET ASSET MANAGEMENT INC ($6.2M), TRUIST FINANCIAL CORP ($6.0M), AXXCESS WEALTH MANAGEMENT, LLC ($5.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CPC Advisors, LLC | $41.2M | 2.1M | Added |
| 2 | YARGER WEALTH STRATEGIES, LLC | $9.2M | 480,097 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 322,980 | Added |
| 4 | TRUIST FINANCIAL CORP | $6.0M | 314,986 | Added |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $5.1M | 264,611 | New |
| 6 | Wealthcare Advisory Partners LLC | $3.6M | 186,550 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $1.9M | 98,288 | Added |
| 8 | Stonebridge Financial Group, LLC | $616,052 | 32,116 | Hold |
| 9 | DAVENPORT & Co LLC | $598,281 | 31,190 | Added |
| 10 | Patriot Financial Group Insurance Agency, LLC | $590,252 | 30,771 | Trimmed |
| 11 | Leelyn Smith, LLC | $551,140 | 28,732 | Trimmed |
| 12 | WEST MICHIGAN ADVISORS, LLC | $545,806 | 28,634 | Hold |
| 13 | LifeGoal Investments, LLC | $487,079 | 25,392 | Trimmed |
| 14 | USAdvisors Wealth Management, LLC | $481,000 | 25,082 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $364,180 | 18,986 | Trimmed |
| 16 | Opal Wealth Advisors, LLC | $355,924 | 18,555 | Added |
| 17 | Keystone Financial Services, LLC | $337,720 | 17,606 | Trimmed |
| 18 | Amplius Wealth Advisors, LLC | $260,479 | 13,579 | Trimmed |
| 19 | Fermata Advisors, LLC | $223,107 | 11,631 | Hold |
| 20 | Westside Investment Management, Inc. | $38,364 | 2,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30