TRPA — Hartford Fds Exchange Traded Institutional Holders · Q2 2026

Name: Who Owns TRPA? 32 Institutions Hold $86M (Q2 2026)
Creator: ko.io

Who owns Hartford Fds Exchange Traded (TRPA)? 32 institutions reported holding $86.00M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Fiduciary Planning LLC ($24.9M), Raymond James Financial Inc ($7.8M), Convergence Financial, LLC ($7.5M).

Rank	Institution	Value	Shares	Change
1	Fiduciary Planning LLC	$24.9M	641,399	Added
2	RAYMOND JAMES FINANCIAL INC	$7.8M	199,971	Added
3	Convergence Financial, LLC	$7.5M	192,686	Added
4	LPL Financial LLC	$6.6M	170,123	Trimmed
5	Kestra Advisory Services, LLC	$4.8M	124,731	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$4.7M	121,817	Added
7	Royal Bank of Canada	$3.8M	96,736	Trimmed
8	EVERGREEN CAPITAL MANAGEMENT LLC	$3.4M	86,120	Added
9	OSAIC HOLDINGS, INC.	$3.1M	78,629	Added
10	FLAGSHIP HARBOR ADVISORS, LLC	$2.6M	67,294	Trimmed
11	ForthRight Wealth Management, LLC	$2.5M	65,034	Trimmed
12	JONES FINANCIAL COMPANIES LLLP	$2.2M	56,512	Added
13	Private Advisor Group, LLC	$1.9M	48,006	Added
14	JANE STREET GROUP, LLC	$1.8M	45,290	New
15	GOLDMAN SACHS GROUP INC	$1.5M	38,730	Trimmed
16	CITADEL ADVISORS LLC	$1.4M	35,277	New
17	Stratos Wealth Partners, LTD.	$1.2M	31,981	Added
18	Aptus Capital Advisors, LLC	$990,773	25,497	Trimmed
19	Garden State Investment Advisory Services LLC	$950,279	24,383	Trimmed
20	Regal Investment Advisors LLC	$690,312	17,765	Trimmed
21	CITIGROUP INC	$624,338	16,067	New
22	TRUIST FINANCIAL CORP	$585,101	15,057	Trimmed
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$256,232	6,594	New
24	AXXCESS WEALTH MANAGEMENT, LLC	$248,383	6,392	New
25	PRIVATE TRUST CO NA	$19,429	500	New

Source: SEC Form 13F filings · as of 2026-06-30