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Hartford Strategic Income ETF (HFSI) Institutional Ownership

$33.81 +0.05 (+0.15%)
Closing price 11/2/2026 04:10 PM Eastern
Extended Trading
$33.82 +0.00 (+0.01%)
As of 11/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Hartford Strategic Income ETF (BATS:HFSI)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$498.17M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.68M
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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
11/2/2026Claro Advisors Inc.124,872$4.19M0.4%N/A3.243%
11/2/2026Commonwealth Equity Services LLC195,644$6.57M0.0%N/A5.082%
10/29/2026 Mirae Asset Global Investments Co. Ltd.329,000$11.05M0.0%N/A8.545%
10/29/2026 Vise Technologies Inc.11,231$377K0.0%+2.8%0.292%
10/29/2026 MGO One Seven LLC193,320$6.49M0.1%-4.4%5.021%
10/26/2026 Flagship Harbor Advisors LLC988,093$33.18M1.2%+5,769.3%25.665%
10/24/2026 Live Oak Investment Partners269,289$9.04M4.9%+0.9%6.995%
10/23/2026 Citizens Financial Group Inc. RI229,492$7.75M0.1%+2.0%5.961%
10/21/2026 Diversify Advisory Services LLC265,929$8.99M0.1%+157.6%6.907%
10/20/2026 CWA Asset Management Group LLC261,599$8.79M0.3%N/A6.795%
10/20/2026 Retirement Planning Group LLC299,087$10.04M0.2%+0.6%7.768%
10/16/2026 Surience Private Wealth LLC18,315$615K0.6%+1.9%0.476%
10/15/2026 AdvisorNet Financial Inc21,137$710K0.0%-4.3%0.549%
10/13/2026 NorthCrest Asset Manangement LLC10,525$354K0.0%N/A0.273%
9/9/2026 IFP Advisors Inc2,793$98K0.0%+54.9%0.073%
8/27/2026Corient Private Wealth LP72,692$2.56M0.0%N/A1.888%
8/22/2026 Concurrent Investment Advisors LLC13,906$489K0.0%+35.9%0.361%
8/21/2026Continuum Advisory LLC876$31K0.0%N/A0.023%
7/8/2026Sonoma Allocations LLC171,553$6.03M2.3%+85.3%4.456%
7/6/2026 Hobart Private Capital LLC25,876$910K0.2%-3.0%0.672%
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%
5/4/2026 Retirement 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%
5/1/2026 Citizens 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%
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4/22/2026 Meridian Financial Advisors LLC9,950$345K0.2%-9.1%0.258%
4/20/2026 Surience Private Wealth LLC17,963$624K0.7%-70.7%0.467%
4/17/2026 AdvisorNet 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%
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%
2/6/2026 IFP 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%
2/3/2026 MGO One Seven LLC144,640$5.13M0.1%N/A0.915%
2/3/2026 Retirement Planning Group LLC20,411$724K0.0%N/A0.129%
2/2/2026New England Capital Financial Advisors LLC315,964$11.21M4.4%N/A2.000%
1/30/2026 Citizens Financial Group Inc. RI115,190$4.12M0.1%N/A0.755%
1/30/2026 Strategic Blueprint LLC63,621$2.26M0.1%+12.2%0.417%
1/29/2026 D.A. Davidson & CO.7,540$268K0.0%N/A0.051%
1/29/2026Sanctuary Advisors LLC82,580$2.93M0.0%+56.2%0.554%
1/29/2026 Live Oak Investment Partners177,723$6.31M3.9%N/A1.193%
1/29/2026 Coquina Private Wealth LLC7,402$263K0.2%N/A0.050%
1/27/2026 Wealth Enhancement Trust Services Inc.4,558$162K0.0%N/A0.031%
1/27/2026 Hobart Private Capital LLC26,627$945K0.2%N/A0.179%
1/23/2026 Meridian Financial Advisors LLC10,950$389K0.2%N/A0.076%
1/21/2026 Capital Investment Advisory Services LLC7,659$272K0.0%N/A0.053%
1/16/2026 Surience Private Wealth LLC61,363$2.18M2.3%N/A0.505%
1/14/2026 Cypress Wealth Services LLC8,532$303K0.0%N/A0.070%
1/8/2026 Wealth 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%
11/7/2025 Axxcess Wealth Management LLC6,983$248K0.0%N/A0.097%
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11/7/2025JPMorgan Chase & Co.48,895$1.74M0.0%N/A0.679%
11/6/2025 Breakwater 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%
10/29/2025 Wealth Enhancement Advisory Services LLC188,899$6.73M0.0%N/A2.738%
10/24/2025Sonoma Allocations LLC64,764$2.32M0.9%N/A0.981%
10/23/2025 Strategic Blueprint LLC56,719$2.02M0.1%N/A0.859%


HFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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), Flagship Harbor Advisors LLC ($33.18M), Modern Wealth Management LLC ($24.56M), and Retirement Management Systems Inc. ($23.15M).Learn more on Hartford Strategic Income ETF's institutional investors.

Of the 64 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), Flagship Harbor Advisors LLC ($971.26K), Bleakley Financial Group LLC ($655.05K), and Retirement Management Systems Inc. ($652.54K).

Institutional investors have bought a total of 14,245,747 shares in the last 24 months. This purchase volume represents approximately $498.17M in transactions.

Of the 11 institutional investors that sold Hartford Strategic Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 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 MGO One Seven LLC ($8.83K).

Institutional investors have sold a total of 191,797 shares in the last 24 months. This volume of shares sold represents approximately $6.68M in transactions.


Related Companies

Institutional ownership data for BATS:HFSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
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