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Hartford AAA CLO ETF (HSRT) Institutional Ownership

$38.62 -0.46 (-1.17%)
As of 04/14/2025
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Institutional Ownership Changes (13F Filings) for Hartford AAA CLO ETF (BATS:HSRT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$35.13M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.91M
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HSRT Institutional Buying and Selling by Quarter

Hartford AAA CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Fiduciary Planning LLC622,497$24.20M8.0%-9.8%23.055%
7/28/2025 ForthRight Wealth Management LLC147,275$5.73M1.8%-27.2%5.455%
7/18/2025 Truist Financial Corp10,417$405K0.0%+15.0%0.386%
7/15/2025 Oregon Pacific Wealth Management LLC7,069$275K0.3%-3.6%0.262%
5/19/2025Jane Street Group LLC41,054$1.60M0.0%+69.7%1.521%
5/16/2025NewEdge Advisors LLC5,000$194K0.0%-39.4%0.185%
5/15/2025Evergreen Capital Management LLC109,990$4.29M0.1%-18.1%4.074%
5/14/2025Kestra Advisory Services LLC102,528$3.98M0.0%+5.5%3.797%
5/13/2025Raymond James Financial Inc.155,713$6.05M0.0%+171.0%5.767%
5/9/2025 Atria Wealth Solutions Inc.13,343$521K0.0%-15.0%0.494%
5/7/2025LPL Financial LLC528,473$20.53M0.0%+7.3%19.573%
5/2/2025Kingsview Wealth Management LLC9,415$366K0.0%+7.0%0.349%
4/30/2025 Stratos Wealth Partners LTD.8,476$329K0.0%N/A0.314%
4/28/2025 Oregon Pacific Wealth Management LLC7,334$285K0.3%+4.2%0.267%
4/25/2025Convergence Financial LLC11,447$445K0.1%+27.1%0.416%
4/22/2025Flagship Harbor Advisors LLC31,299$1.22M0.1%N/A1.138%
4/22/2025Advisor Resource Council9,313$362K0.0%N/A0.339%
4/15/2025 ForthRight Wealth Management LLC202,324$7.86M2.6%+3.9%7.357%
4/11/2025 Fiduciary Planning LLC690,495$26.82M8.8%+3.0%25.109%
2/14/2025Jane Street Group LLC24,196$942K0.0%-25.7%0.849%
2/14/2025Syon Capital LLC11,829$461K0.0%N/A0.415%
2/13/2025Garden State Investment Advisory Services LLC10,342$406K0.1%N/A0.363%
2/13/2025NewEdge Advisors LLC8,250$321K0.0%N/A0.289%
2/13/2025Evergreen Capital Management LLC134,361$5.27M0.2%+2.0%4.714%
2/13/2025Raymond James Financial Inc.57,464$2.24M0.0%N/A2.016%
2/11/2025LPL Financial LLC492,696$19.18M0.0%+1.5%17.288%
2/10/2025Commonwealth Equity Services LLC73,049$2.84M0.0%+199.1%2.563%
2/6/2025Raymond James Financial Inc.57,464$2.24M0.0%N/A2.016%
2/6/2025Steward Partners Investment Advisory LLC9,200$358K0.0%-18.6%0.323%
2/5/2025Convergence Financial LLC9,009$351K0.1%N/A0.316%
2/3/2025 Concurrent Investment Advisors LLC12,384$482K0.0%-8.7%0.435%
2/3/2025Private Advisor Group LLC39,026$1.52M0.0%-5.6%1.369%
1/31/2025 Atria Wealth Solutions Inc.15,698$612K0.0%-12.7%0.551%
1/31/2025 Truist Financial Corp5,934$231K0.0%N/A0.208%
1/28/2025Kingsview Wealth Management LLC8,799$343K0.0%N/A0.309%
1/24/2025 Fiduciary Planning LLC670,420$26.10M8.5%+2.8%23.524%
1/24/2025 Oregon Pacific Wealth Management LLC7,041$274K0.3%N/A0.247%
1/17/2025 ForthRight Wealth Management LLC194,689$7.58M2.5%+5.5%6.831%
12/26/2024JPMorgan Chase & Co.65,039$2.54M0.0%N/A2.282%
11/15/2024Jane Street Group LLC32,564$1.27M0.0%N/A1.143%
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11/15/2024Stifel Financial Corp11,294$440K0.0%-12.6%0.396%
10/31/2024 Concurrent Investment Advisors LLC13,564$529K0.0%-30.8%0.476%
10/28/2024 ForthRight Wealth Management LLC184,572$7.20M2.4%+123.2%6.476%
10/23/2024 Fiduciary Planning LLC652,409$25.43M8.6%+3.2%22.892%
10/22/2024Private Advisor Group LLC41,327$1.61M0.0%+3.8%1.450%
8/21/2024 Truist Financial Corp5,763$224K0.0%-18.9%0.202%
8/14/2024Evergreen Capital Management LLC429,982$16.83M0.6%+53.2%15.087%
8/7/2024 Fiduciary Planning LLC631,936$24.61M8.8%+4.8%22.173%
8/2/2024 Belpointe Asset Management LLC32,408$1.26M0.1%-66.4%1.137%
7/31/2024Commonwealth Equity Services LLC19,720$768K0.0%+2.5%0.692%
7/31/2024 Concurrent Investment Advisors LLC19,589$763K0.0%N/A0.687%
7/13/2024 ForthRight Wealth Management LLC82,699$3.22M1.2%+70.4%2.902%
7/2/2024 McAlister Sweet & Associates Inc.33,088$1.29M0.9%N/A1.161%
5/16/2024Jane Street Group LLC123,292$4.80M0.0%-47.3%4.326%
5/1/2024Centric Wealth Management50,000$1.95M0.6%-71.8%1.852%
4/30/2024Private Advisor Group LLC39,978$1.56M0.0%+13.0%1.481%
4/30/2024Commonwealth Equity Services LLC19,233$749K0.0%+18.2%0.712%
4/29/2024 Fiduciary Planning LLC603,161$23.49M8.9%+0.6%22.339%
4/13/2024 Quad Cities Investment Group LLC7,009$273K0.2%-16.9%0.584%
2/6/2024Centric Wealth Management177,500$6.91M2.2%N/A14.792%
2/6/2024Private Advisor Group LLC35,376$1.38M0.0%+17.4%2.948%
2/2/2024 Truist Financial Corp7,255$283K0.0%-10.1%0.605%
1/30/2024 Avior Wealth Management LLC6,911$269K0.0%N/A0.576%
1/25/2024 Fiduciary Planning LLC599,405$23.37M9.9%+240.8%49.950%
1/23/2024 ForthRight Wealth Management LLC40,125$1.56M0.6%+67.2%3.344%
1/16/2024Raymond James Financial Services Advisors Inc.80,830$3.15M0.0%-34.9%6.736%
1/12/2024 CGC Financial Services LLC2,427$95K0.0%N/A0.202%
1/10/2024 Quad Cities Investment Group LLC8,437$328K0.2%-15.4%0.703%
11/15/2023Evergreen Capital Management LLC361,883$13.82M0.6%-17.0%30.157%
11/13/2023LPL Financial LLC136,880$5.21M0.0%+24.2%11.407%
11/8/2023Aptus Capital Advisors LLC172,647$6.57M0.2%N/A14.387%
11/8/2023 Atria Wealth Solutions Inc.19,189$731K0.0%-22.6%1.599%
11/3/2023Private Advisor Group LLC30,139$1.15M0.0%-4.0%2.512%
10/26/2023 Fiduciary Planning LLC175,897$6.70M3.2%N/A14.658%
10/24/2023Raymond James Financial Services Advisors Inc.124,072$4.72M0.0%+471.7%10.339%
10/24/2023 ForthRight Wealth Management LLC24,005$914K0.4%N/A2.000%
10/23/2023Commonwealth Equity Services LLC15,673$597K0.0%+1.9%1.306%
10/3/2023 McAlister Sweet & Associates Inc.114,027$4.34M3.7%N/A9.502%
8/10/2023Private Advisor Group LLC31,387$1.19M0.0%N/A2.853%
8/10/2023Cetera Advisor Networks LLC36,811$1.40M0.0%+269.2%3.346%
8/3/2023 Atria Wealth Solutions Inc.24,782$945K0.0%+210.9%2.253%
8/1/2023 Truist Financial Corp9,000$342K0.0%-13.0%0.818%
7/31/2023LPL Financial LLC110,181$4.18M0.0%+11.6%10.016%
7/25/2023Raymond James Financial Services Advisors Inc.21,703$824K0.0%N/A1.973%
7/12/2023 Quad Cities Investment Group LLC9,912$376K0.2%-8.0%0.901%
6/14/2023 Atria Wealth Solutions Inc.7,971$305K0.0%N/A0.569%
5/22/2023 Raleigh Capital Management Inc.1,729$66K0.0%N/A0.115%
5/10/2023LPL Financial LLC98,732$3.77M0.0%+1.2%6.582%
5/5/2023 Truist Financial Corp10,342$395K0.0%-29.9%0.689%
5/2/2023Financial Planning & Information Services Inc.352,449$13.46M2.6%-22.4%23.497%
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4/20/2023 Madison Wealth Partners Inc5,406$206K0.1%-7.5%0.360%
2/13/2023Financial Planning & Information Services Inc.454,134$17.14M3.6%-12.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC82,651$3.12M0.1%+0.9%0.000%
2/7/2023Commonwealth Equity Services LLC9,143$345K0.0%-36.8%0.000%
2/7/2023LPL Financial LLC97,535$3.68M0.0%+292.4%0.000%
2/7/2023 Envestnet Asset Management Inc.7,353$278K0.0%-71.6%0.000%
2/1/2023 Marshall Financial Group LLC7,640$288K0.1%N/A0.000%
11/15/2022Evergreen Capital Management LLC790,169$29.68M1.6%-15.1%0.000%
11/14/2022MML Investors Services LLC5,417$203K0.0%N/A0.000%
11/14/2022Atlas Private Wealth Advisors7,272$272K0.2%-42.0%0.000%
(Data available from 1/1/2016 forward)

HSRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSRT shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Hartford AAA CLO ETF. The most heavily invested institutionals were Fiduciary Planning LLC ($24.20M), LPL Financial LLC ($20.53M), Aptus Capital Advisors LLC ($6.57M), Raymond James Financial Inc. ($6.05M), ForthRight Wealth Management LLC ($5.73M), Evergreen Capital Management LLC ($4.29M), and Kestra Advisory Services LLC ($3.98M).Learn more on Hartford AAA CLO ETF's institutional investors.

Which institutional investors have been buying Hartford AAA CLO ETF's stock?

Of the 28 institutional investors that purchased Hartford AAA CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Planning LLC ($690.50K), Raymond James Financial Inc. ($213.18K), ForthRight Wealth Management LLC ($193.91K), Centric Wealth Management ($177.50K), Aptus Capital Advisors LLC ($172.65K), Evergreen Capital Management LLC ($152.00K), and McAlister Sweet & Associates Inc. ($147.12K).

How much institutional buying is happening at Hartford AAA CLO ETF?

Institutional investors have bought a total of 900,226 shares in the last 24 months. This purchase volume represents approximately $35.13M in transactions.

Which of Hartford AAA CLO ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Hartford AAA CLO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fiduciary Planning LLC ($68.00K), ForthRight Wealth Management LLC ($55.05K), Evergreen Capital Management LLC ($24.37K), Jane Street Group LLC ($8.37K), Concurrent Investment Advisors LLC ($7.21K), Atria Wealth Solutions Inc. ($4.64K), and NewEdge Advisors LLC ($3.25K).

How much institutional selling is happening at Hartford AAA CLO ETF?

Institutional investors have sold a total of 178,518 shares in the last 24 months. This volume of shares sold represents approximately $6.91M in transactions.


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This page (BATS:HSRT) was last updated on 8/4/2025 by MarketBeat.com Staff
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