Who Owns HARTFORD FDS EXCHANGE TRADED (HCRB)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $376.3M of HARTFORD FDS EXCHANGE TRADED (HCRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hartford Funds Management Co LLC ($200.9M), Apollon Wealth Management, LLC ($67.9M), LPL Financial LLC ($46.5M), Private Advisor Group, LLC ($9.4M), RAYMOND JAMES FINANCIAL INC ($8.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Hartford Funds Management Co LLC | $200.9M | 5.7M | Added |
| 2 | Apollon Wealth Management, LLC | $67.9M | 1.9M | Added |
| 3 | LPL Financial LLC | $46.5M | 1.3M | Added |
| 4 | Private Advisor Group, LLC | $9.4M | 267,381 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.7M | 249,277 | Added |
| 6 | Allworth Financial LP | $7.5M | 214,321 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $5.7M | 161,545 | Added |
| 8 | &PARTNERS | $5.3M | 153,191 | Added |
| 9 | Apollon Financial, LLC | $5.2M | 148,178 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 121,794 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.4M | 68,969 | Trimmed |
| 12 | MORGAN STANLEY | $1.9M | 54,391 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $1.7M | 49,817 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 47,611 | New |
| 15 | Gladstone Institutional Advisory LLC | $1.5M | 42,954 | Added |
| 16 | DAVENPORT & Co LLC | $1.2M | 33,205 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $1.2M | 33,102 | Added |
| 18 | CITADEL ADVISORS LLC | $894,290 | 25,561 | Trimmed |
| 19 | Walleye Partners, LLC | $586,534 | 16,765 | Added |
| 20 | FLOW TRADERS U.S. LLC | $556,000 | 15,895 | New |
| 21 | E6 Portfolios, LLC | $507,059 | 14,493 | New |
| 22 | NATIXIS ADVISORS, LLC | $383,000 | 10,950 | New |
| 23 | Berger Financial Group, Inc | $330,665 | 9,451 | Trimmed |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $118,221 | 3,386 | New |
| 25 | Focus Partners Wealth | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30