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Hartford Strategic Income ETF (HFSI) Institutional Ownership

$35.12 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Strategic Income ETF (BATS:HFSI)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$434.63M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.32M
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HFSI Institutional Buying and Selling by Quarter

Hartford Strategic Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC180,087$6.25M0.6%N/A4.678%
5/19/2026Sonoma Allocations LLC92,595$3.23M1.1%+116.8%2.405%
5/19/2026Bank of America Corp DE1,221,387$42.41M0.0%N/A31.724%
5/19/2026Arkadios Wealth Advisors21,441$744K0.0%+24.5%0.557%
5/18/2026Royal Bank of Canada385,812$13.40M0.0%+116,812.7%10.021%
5/15/2026Gateway Wealth Partners LLC24,950$866K0.0%+134.6%0.648%
5/14/2026Modern Wealth Management LLC706,004$24.56M0.4%+12.0%18.338%
5/14/2026Liberty One Investment Management LLC34,126$1.19M0.1%+45.1%0.886%
5/13/2026Cetera Investment Advisers17,426$605K0.0%N/A0.453%
5/13/2026Wealthspire Retirement LLC601,079$20.87M1.3%N/A15.612%
5/5/2026Marks Group Wealth Management Inc23,579$819K0.1%N/A0.612%
5/5/2026Sanctuary Advisors LLC136,366$4.74M0.0%+65.1%3.542%
5/5/2026Hartford Funds Management Co LLC1,536,590$53.35M4.6%-2.2%39.911%
5/4/2026Retirement Planning Group LLC122,142$4.24M0.1%+498.4%3.173%
5/4/2026Bleakley Financial Group LLC613,012$21.28M0.3%-6.4%15.922%
5/4/2026Uptick Partners LLC15,818$549K0.1%N/A0.411%
5/1/2026Citizens Financial Group Inc. RI216,447$7.55M0.1%+87.9%5.622%
4/28/2026Ascentis Independent Advisors1,008$35K0.0%N/A0.026%
4/28/2026Core Wealth Advisors LLC84,557$2.94M2.3%-20.1%2.196%
4/28/2026New England Capital Financial Advisors LLC2,544,936$88.36M24.2%+705.5%66.102%
4/22/2026Meridian Financial Advisors LLC9,950$345K0.2%-9.1%0.258%
4/20/2026Surience Private Wealth LLC17,963$624K0.7%-70.7%0.467%
4/17/2026AdvisorNet Financial Inc19,159$665K0.0%+2.2%0.498%
2/23/2026Sonoma Allocations LLC42,701$1.52M0.5%-34.1%0.264%
2/17/2026Kovack Advisors Inc.47,273$1.68M0.1%+346.4%0.292%
2/17/2026Osaic Holdings Inc.441,651$15.67M0.0%+54.4%2.726%
2/16/2026MML Investors Services LLC10,121$359K0.0%N/A0.062%
2/16/2026Mariner LLC19,210$682K0.0%-6.6%0.119%
2/13/2026Kestra Advisory Services LLC1,104$39K0.0%N/A0.007%
2/13/2026Liberty One Investment Management LLC23,526$835K0.1%N/A0.145%
2/13/2026Arkadios Wealth Advisors17,217$611K0.0%+110.8%0.106%
2/13/2026Summit Financial LLC114,838$4.11M0.1%-11.8%0.709%
2/12/2026Retirement Management Systems Inc.652,544$23.15M5.9%N/A4.028%
2/12/2026Commonwealth Equity Services LLC101,252$3.59M0.0%+79.7%0.625%
2/12/2026Steward Partners Investment Advisory LLC6,652$236K0.0%N/A0.041%
2/12/2026Kovack Advisors Inc.47,273$1.57M0.1%+346.4%0.292%
2/11/2026Gateway Wealth Partners LLC10,635$377K0.0%N/A0.066%
2/11/2026Capital Analysts LLC2,375$84K0.0%N/A0.015%
2/10/2026Goldman Sachs Group Inc.24,795$880K0.0%N/A0.153%
2/10/2026Northwestern Mutual Wealth Management Co.1,789,163$63.48M0.0%N/A11.044%
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2/9/2026Bleakley Financial Group LLC655,048$23.24M0.4%N/A4.044%
2/9/2026Cary Street Partners Financial LLC66,003$2.34M0.1%N/A0.407%
2/6/2026IFP Advisors Inc1,156$41K0.0%+156.3%0.007%
2/4/2026Stonebridge Financial Group LLC MO6,752$240K0.2%N/A0.043%
2/4/2026Centric Wealth Management385,907$13.72M2.9%+4.3%2.442%
2/3/2026MGO One Seven LLC144,640$5.13M0.1%N/A0.915%
2/3/2026Retirement Planning Group LLC20,411$724K0.0%N/A0.129%
2/2/2026New England Capital Financial Advisors LLC315,964$11.21M4.4%N/A2.000%
1/30/2026Citizens Financial Group Inc. RI115,190$4.12M0.1%N/A0.755%
1/30/2026Strategic Blueprint LLC63,621$2.26M0.1%+12.2%0.417%
1/29/2026D.A. Davidson & CO.7,540$268K0.0%N/A0.051%
1/29/2026Sanctuary Advisors LLC82,580$2.93M0.0%+56.2%0.554%
1/29/2026Live Oak Investment Partners177,723$6.31M3.9%N/A1.193%
1/29/2026Coquina Private Wealth LLC7,402$263K0.2%N/A0.050%
1/27/2026Wealth Enhancement Trust Services Inc.4,558$162K0.0%N/A0.031%
1/27/2026Hobart Private Capital LLC26,627$945K0.2%N/A0.179%
1/23/2026Meridian Financial Advisors LLC10,950$389K0.2%N/A0.076%
1/21/2026Capital Investment Advisory Services LLC7,659$272K0.0%N/A0.053%
1/16/2026Surience Private Wealth LLC61,363$2.18M2.3%N/A0.505%
1/14/2026Cypress Wealth Services LLC8,532$303K0.0%N/A0.070%
1/8/2026Wealth Enhancement Advisory Services LLC198,040$7.05M0.0%+4.8%1.664%
1/1/2026JPMorgan Chase & Co.48,895$1.74M0.0%N/A0.679%
11/25/2025Alexander Labrunerie & CO. Inc.6,574$234K0.1%N/A0.091%
11/17/2025Mariner LLC20,565$731K0.0%N/A0.286%
11/17/2025Citadel Advisors LLC20,555$731K0.0%N/A0.285%
11/14/2025Raymond James Financial Inc.10,281$366K0.0%N/A0.143%
11/13/2025Hartford Funds Management Co LLC1,571,193$55.87M4.8%N/A21.822%
11/13/2025Modern Wealth Management LLC518,208$18.43M0.4%+54.8%7.197%
11/10/2025Kovack Advisors Inc.10,590$377K0.0%N/A0.147%
11/7/2025Axxcess Wealth Management LLC6,983$248K0.0%N/A0.097%
11/7/2025JPMorgan Chase & Co.48,895$1.74M0.0%N/A0.679%
11/6/2025Breakwater Capital Group6,232$222K0.0%N/A0.087%
11/5/2025Envestnet Asset Management Inc.130,156$4.63M0.0%N/A1.886%
11/4/2025Centric Wealth Management369,880$13.21M3.0%N/A5.361%
10/29/2025Arkadios Wealth Advisors8,167$290K0.0%N/A0.118%
10/29/2025Wealth Enhancement Advisory Services LLC188,899$6.73M0.0%N/A2.738%
10/24/2025Sonoma Allocations LLC64,764$2.32M0.9%N/A0.981%
10/23/2025Strategic Blueprint LLC56,719$2.02M0.1%N/A0.859%


HFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Hartford Strategic Income ETF. The most heavily invested institutionals were New England Capital Financial Advisors LLC ($88.36M), Northwestern Mutual Wealth Management Co. ($63.48M), Hartford Funds Management Co LLC ($53.35M), Bank of America Corp DE ($42.41M), Modern Wealth Management LLC ($24.56M), Retirement Management Systems Inc. ($23.15M), and Bleakley Financial Group LLC ($21.28M).Learn more on Hartford Strategic Income ETF's institutional investors.

Of the 54 institutional investors that purchased Hartford Strategic Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New England Capital Financial Advisors LLC ($2.54M), Northwestern Mutual Wealth Management Co. ($1.79M), Hartford Funds Management Co LLC ($1.57M), Bank of America Corp DE ($1.22M), Bleakley Financial Group LLC ($655.05K), Retirement Management Systems Inc. ($652.54K), and Wealthspire Retirement LLC ($601.08K).

Institutional investors have bought a total of 12,342,243 shares in the last 24 months. This purchase volume represents approximately $434.63M in transactions.

The following institutional investors have sold Hartford Strategic Income ETF stock in the last 24 months: Surience Private Wealth LLC ($43.40K), Bleakley Financial Group LLC ($42.04K), Hartford Funds Management Co LLC ($34.60K), Sonoma Allocations LLC ($22.06K), Core Wealth Advisors LLC ($21.34K), Summit Financial LLC ($15.42K), and Mariner LLC ($1.36K).

Institutional investors have sold a total of 181,213 shares in the last 24 months. This volume of shares sold represents approximately $6.32M in transactions.


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This page (BATS:HFSI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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