Who owns Hartford Strategic Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HFSI from SEC Form 13F filings across 82 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 82 institutions disclosed 21.2M shares of Hartford Strategic Income ETF worth $746.7M — about 366.2% of shares outstanding; the largest disclosed holder is New England Capital Financial Advisors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
82
13F holders
$746.7M
value, 2026 filers
366.2%
of shares outstanding (21.2M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HFSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New England Capital Financial Advisors LLC | 2.7M | $96.4M | 23.1% | 47.3% | +7.8% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.6M | $91.4M | 0.0% | 44.8% | +22.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.1M | $74.1M | 0.0% | 36.3% | +72.5% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.6M | $55.7M | 0.0% | 27.3% | +33.2% |
| 5 | Hartford Funds Management Co LLC | 1.6M | $54.8M | 4.4% | 26.9% | +1.5% |
| 6 | BENJAMIN EDWARDS INC | 968,502 | $34.1M | 0.3% | 16.7% | -0.3% |
| 7 | Retirement Management Systems Inc. | 832,783 | $29.3M | 6.0% | 14.4% | +15.2% |
| 8 | Modern Wealth Management, LLC | 773,637 | $27.2M | 0.3% | 13.3% | +9.6% |
| 9 | OSAIC HOLDINGS, INC. | 720,743 | $25.3M | 0.0% | 12.4% | +55.9% |
| 10 | Bleakley Financial Group, LLC | 643,146 | $22.6M | 0.3% | 11.1% | +4.9% |
| 11 | Wealthspire Retirement, LLC | 600,921 | $21.1M | 1.2% | 10.4% | 0.0% |
| 12 | Centric Wealth Management | 411,612 | $14.4M | 2.2% | 7.1% | 0.0% |
| 13 | ROYAL BANK OF CANADA | 389,715 | $13.7M | 0.0% | 6.7% | +1.0% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 372,711 | $13.1M | 0.0% | 6.4% | +8.3% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 313,490 | $11.1M | 0.0% | 5.4% | +110.3% |
| 16 | STIFEL FINANCIAL CORP | 308,104 | $10.8M | 0.0% | 5.3% | +28.3% |
| 17 | Live Oak Investment Partners | 266,848 | $9.4M | 5.0% | 4.6% | +4.4% |
| 18 | Focus Partners WealthNEW | 255,309 | $9.0M | 0.0% | 4.4% | new |
| 19 | Mutual Advisors, LLC | 244,505 | $8.6M | 0.2% | 4.2% | +9.9% |
| 20 | GREAT VALLEY ADVISOR GROUP, INC.NEW | 233,559 | $8.2M | 0.1% | 4% | new |
| 21 | CITIZENS FINANCIAL GROUP INC/RI | 225,038 | $8.0M | 0.1% | 3.9% | +4.0% |
| 22 | LPL Financial LLCNEW | 210,893 | $7.4M | 0.0% | 3.6% | new |
| 23 | MGO ONE SEVEN LLC | 202,154 | $7.1M | 0.1% | 3.5% | -4.2% |
| 24 | TRUIST FINANCIAL CORP | 194,597 | $6.8M | 0.0% | 3.4% | +20.5% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 178,985 | $6.3M | 0.0% | 3.1% | +8.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.