Who Owns HARTFOR STRATEG INCOME ETF-U (HFSI)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $746.7M of HARTFOR STRATEG INCOME ETF-U (HFSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: New England Capital Financial Advisors LLC ($96.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($91.4M), BANK OF AMERICA CORP /DE/ ($74.1M), RAYMOND JAMES FINANCIAL INC ($55.7M), Hartford Funds Management Co LLC ($54.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	New England Capital Financial Advisors LLC	$96.4M	2.7M	Added
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$91.4M	2.6M	Added
3	BANK OF AMERICA CORP /DE/	$74.1M	2.1M	Added
4	RAYMOND JAMES FINANCIAL INC	$55.7M	1.6M	Added
5	Hartford Funds Management Co LLC	$54.8M	1.6M	Added
6	BENJAMIN EDWARDS INC	$34.1M	968,502	Trimmed
7	Retirement Management Systems Inc.	$29.3M	832,783	Added
8	Modern Wealth Management, LLC	$27.2M	773,637	Added
9	OSAIC HOLDINGS, INC.	$25.3M	720,743	Added
10	Bleakley Financial Group, LLC	$22.6M	643,146	Added
11	NFP Retirement, Inc.	$21.1M	600,921	Trimmed
12	Centric Wealth Management	$14.4M	411,612	Hold
13	Royal Bank of Canada	$13.7M	389,715	Added
14	ENVESTNET ASSET MANAGEMENT INC	$13.1M	372,711	Added
15	JONES FINANCIAL COMPANIES LLLP	$11.1M	313,490	Added
16	STIFEL FINANCIAL CORP	$10.8M	308,104	Added
17	Live Oak Investment Partners	$9.4M	266,848	Added
18	Focus Partners Wealth	$9.0M	255,309	New
19	Mutual Advisors, LLC	$8.6M	244,505	Added
20	GREAT VALLEY ADVISOR GROUP, INC.	$8.2M	233,559	New
21	CITIZENS FINANCIAL GROUP INC/RI	$8.0M	225,038	Added
22	LPL Financial LLC	$7.4M	210,893	New
23	MGO ONE SEVEN LLC	$7.1M	202,154	Trimmed
24	TRUIST FINANCIAL CORP	$6.8M	194,597	Added
25	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	178,985	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30