Free Trial
→ No. You’re not imagining it… (From Porter & Company) (Ad)tc pixel Free HFSI Stock Alerts

Hartford Strategic Income ETF (HFSI) Institutional Ownership

$35.12 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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
Get HFSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Hartford Strategic Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HFSI Institutional Buying and Selling by Quarter

Hartford Strategic Income ETF Major Shareholders & Ownership History

Export
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%
5/19/2026 Sonoma Allocations LLC92,595$3.23M1.1%+116.8%2.405%
5/19/2026 Bank of America Corp DE1,221,387$42.41M0.0%N/A31.724%
5/19/2026 Arkadios Wealth Advisors21,441$744K0.0%+24.5%0.557%
5/18/2026 Royal Bank of Canada385,812$13.40M0.0%+116,812.7%10.021%
5/15/2026 Gateway Wealth Partners LLC24,950$866K0.0%+134.6%0.648%
5/14/2026 Modern Wealth Management LLC706,004$24.56M0.4%+12.0%18.338%
5/14/2026 Liberty One Investment Management LLC34,126$1.19M0.1%+45.1%0.886%
5/13/2026 Cetera Investment Advisers17,426$605K0.0%N/A0.453%
5/13/2026 Wealthspire Retirement LLC601,079$20.87M1.3%N/A15.612%
5/5/2026 Marks Group Wealth Management Inc23,579$819K0.1%N/A0.612%
5/5/2026 Sanctuary 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%
2/23/2026 Sonoma Allocations LLC42,701$1.52M0.5%-34.1%0.264%
2/17/2026 Kovack Advisors Inc.47,273$1.68M0.1%+346.4%0.292%
2/17/2026 Osaic Holdings Inc.441,651$15.67M0.0%+54.4%2.726%
2/16/2026 MML Investors Services LLC10,121$359K0.0%N/A0.062%
2/16/2026 Mariner LLC19,210$682K0.0%-6.6%0.119%
2/13/2026 Kestra Advisory Services LLC1,104$39K0.0%N/A0.007%
2/13/2026 Liberty One Investment Management LLC23,526$835K0.1%N/A0.145%
2/13/2026 Arkadios Wealth Advisors17,217$611K0.0%+110.8%0.106%
2/13/2026 Summit 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%
2/12/2026 Steward Partners Investment Advisory LLC6,652$236K0.0%N/A0.041%
2/12/2026 Kovack Advisors Inc.47,273$1.57M0.1%+346.4%0.292%
2/11/2026 Gateway Wealth Partners LLC10,635$377K0.0%N/A0.066%
2/11/2026 Capital Analysts LLC2,375$84K0.0%N/A0.015%
2/10/2026 Goldman Sachs Group Inc.24,795$880K0.0%N/A0.153%
2/10/2026 Northwestern Mutual Wealth Management Co.1,789,163$63.48M0.0%N/A11.044%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
2/4/2026 Centric 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%
2/2/2026 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%
1/29/2026 D.A. Davidson & CO.7,540$268K0.0%N/A0.051%
1/29/2026 Sanctuary 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%
1/1/2026 JPMorgan Chase & Co.48,895$1.74M0.0%N/A0.679%
11/25/2025 Alexander Labrunerie & CO. Inc.6,574$234K0.1%N/A0.091%
11/17/2025 Mariner LLC20,565$731K0.0%N/A0.286%
11/17/2025 Citadel Advisors LLC20,555$731K0.0%N/A0.285%
11/14/2025 Raymond 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%
11/13/2025 Modern Wealth Management LLC518,208$18.43M0.4%+54.8%7.197%
11/10/2025 Kovack Advisors Inc.10,590$377K0.0%N/A0.147%
11/7/2025 Axxcess Wealth Management LLC6,983$248K0.0%N/A0.097%
11/7/2025 JPMorgan 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%
11/4/2025 Centric Wealth Management369,880$13.21M3.0%N/A5.361%
10/29/2025 Arkadios Wealth Advisors8,167$290K0.0%N/A0.118%
10/29/2025 Wealth Enhancement Advisory Services LLC188,899$6.73M0.0%N/A2.738%
10/24/2025 Sonoma 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, 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.


Related Companies

This page (BATS:HFSI) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel