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Hartford Strategic Income ETF (HFSI) Institutional Ownership

$35.14 +0.07 (+0.20%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Hartford Strategic Income ETF (BATS:HFSI)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$345.75M
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
5/5/2026Marks Group Wealth Management Inc23,579$819K0.1%N/A0.612%
5/5/2026Sanctuary Advisors LLC136,366$4.74M0.0%+65.1%3.542%
5/5/2026 Hartford 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%
5/4/2026 Bleakley Financial Group LLC613,012$21.28M0.3%-6.4%15.922%
5/4/2026 Uptick Partners LLC15,818$549K0.1%N/A0.411%
5/1/2026 Citizens Financial Group Inc. RI216,447$7.55M0.1%+87.9%5.622%
4/28/2026 Ascentis Independent Advisors1,008$35K0.0%N/A0.026%
4/28/2026 Core Wealth Advisors LLC84,557$2.94M2.3%-20.1%2.196%
4/28/2026 New England Capital Financial Advisors LLC2,544,936$88.36M24.2%+705.5%66.102%
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%
2/16/2026 MML Investors Services LLC10,121$359K0.0%N/A0.062%
2/16/2026Mariner LLC19,210$682K0.0%-6.6%0.119%
2/13/2026 Kestra 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%
2/12/2026 Retirement Management Systems Inc.652,544$23.15M5.9%N/A4.028%
2/12/2026 Commonwealth 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%
2/9/2026 Bleakley Financial Group LLC655,048$23.24M0.4%N/A4.044%
2/9/2026 Cary Street Partners Financial LLC66,003$2.34M0.1%N/A0.407%
2/6/2026 IFP Advisors Inc1,156$41K0.0%+156.3%0.007%
2/4/2026 Stonebridge 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%
2/3/2026 Retirement Planning Group LLC20,411$724K0.0%N/A0.129%
2/2/2026 New 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%
1/29/2026D.A. Davidson & CO.7,540$268K0.0%N/A0.051%
1/29/2026Sanctuary Advisors LLC82,580$2.93M0.0%+56.2%0.554%
1/29/2026 Live Oak Investment Partners177,723$6.31M3.9%N/A1.193%
1/29/2026Coquina 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%
1/21/2026Capital 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%
11/13/2025 Hartford 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%
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%
11/5/2025 Envestnet 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

Who are the largest shareholders of HFSI shares?

During the previous two years, 51 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), Retirement Management Systems Inc. ($23.15M), Bleakley Financial Group LLC ($21.28M), Modern Wealth Management LLC ($18.43M), and Osaic Holdings Inc. ($15.67M).Learn more on Hartford Strategic Income ETF's institutional investors.

Which institutional investors have been buying Hartford Strategic Income ETF's stock?

Of the 49 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), Bleakley Financial Group LLC ($655.05K), Retirement Management Systems Inc. ($652.54K), Centric Wealth Management ($385.91K), and Citizens Financial Group Inc. RI ($216.45K).

How much institutional buying is happening at Hartford Strategic Income ETF?

Institutional investors have bought a total of 9,782,228 shares in the last 24 months. This purchase volume represents approximately $345.75M in transactions.

Which of Hartford Strategic Income ETF's major shareholders have been selling company stock?

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).

How much institutional selling is happening at Hartford Strategic Income ETF?

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 5/5/2026 by MarketBeat.com Staff.
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