The Hartford Strategic Income ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HARTFORD FUNDS MANAGEMENT CO LLC | 11/13/2025 | 1.57 M | $55.87 M | -5.86% | 27.09% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 518.21 K | $18.43 M | 54.85% | 8.93% |
| CENTRIC WEALTH MANAGEMENT | 11/04/2025 | 369.88 K | $13.21 M | 3.51% | 6.38% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 285.98 K | $10.10 M | 1,066.51% | 4.93% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 221.67 K | $7.88 M | 100.00% | 3.82% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 188.90 K | $6.73 M | 5.14% | 3.26% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 145.40 K | $5.17 M | -61.02% | 2.51% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 130.26 K | $4.63 M | 100.00% | 2.25% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 130.16 K | $4.63 M | 100.00% | 2.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 72.07 K | $2.56 M | 100.00% | 1.24% |
| 10/24/2025 | 64.76 K | $2.32 M | 100.00% | 1.12% | |
| STRATEGIC BLUEPRINT, LLC | 10/23/2025 | 56.72 K | $2.02 M | 13.38% | 0.98% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 56.34 K | $2.00 M | 49.49% | 0.97% |
| JPMORGAN CHASE & CO | 11/26/2025 | 48.90 K | $1.74 M | 21.87% | 0.84% |
| MARINER, LLC | 11/14/2025 | 20.57 K | $731.29 K | -0.38% | 0.35% |
| CITADEL ADVISORS LLC | 11/14/2025 | 20.56 K | $730.94 K | 100.00% | 0.35% |
| KOVACK ADVISORS, INC. | 11/10/2025 | 10.59 K | $376.57 K | 100.00% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 10.28 K | $365.59 K | 100.00% | 0.18% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 8.17 K | $290.42 K | 100.00% | 0.14% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11/07/2025 | 6.98 K | $248.32 K | 100.00% | 0.12% |
| ALEXANDER LABRUNERIE & CO., INC. | 11/25/2025 | 6.57 K | $233.77 K | 100.00% | 0.11% |
| BREAKWATER CAPITAL GROUP | 11/06/2025 | 6.23 K | $221.61 K | 100.00% | 0.11% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 2.20 K | $78.37 K | 100.00% | 0.04% |
| BOGART WEALTH, LLC | 10/27/2025 | 558 | $19.84 K | 100.00% | 0.01% |
| IFP ADVISORS, INC | 12/02/2025 | 451 | $16.05 K | 100.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 270 | $9.64 K | 100.00% | 0.00% |
| FSA WEALTH MANAGEMENT LLC | 11/17/2025 | 200 | $7.11 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 107 | $3.81 K | 100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 54 | $1.94 K | 500.00% | 0.00% |
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The Hartford Strategic Income ETF institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of The Hartford Strategic Income ETF. The most heavily invested institutionals were:
Hartford Funds Management Co LLC: 1.57 M
Modern Wealth Management, LLC: 518,208
Centric Wealth Management: 369,880
ADVISOR GROUP HOLDINGS, INC.: 285,982
STIFEL FINANCIAL CORP: 221,670
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 188,899
68.18% of The Hartford Strategic Income ETF stock is owned by institutional investors.
Institutional investors have bought a total of 3.89 M shares in the last 24 months. This purchase volume represents approximately $138.66 M in transactions.