Institutional Ownership Hartford Fds Exchange Traded T (HSUN)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded T (HSUN). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
1,571,193
shares
|
$53.6 Million
5.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
518,208
shares
|
$17.7 Million
0.36% of portfolio
|
Q3 2025
Added 54.85%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
369,880
shares
|
$12.6 Million
3.04% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
285,982
shares
|
$9.76 Million
0.01% of portfolio
|
Q3 2025
Added 1066.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
221,670
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
198,040
shares
|
$6.76 Million
0.01% of portfolio
|
Q4 2025
Added 4.84%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
145,400
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 61.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
130,259
shares
|
$4.45 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
130,156
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
72,072
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
64,764
shares
|
$2.21 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Jan 16, 2026 Q4 2025 |
61,363
shares
|
$2.09 Million
2.26% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
56,719
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
56,338
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
48,895
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,565
shares
|
$701,883
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,555
shares
|
$701,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
18,750
shares
|
$639,937
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
15,201
shares
|
$518,810
0.11% of portfolio
|
Q2 2023
Reduced 4.42%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
10,950
shares
|
$373,723
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
10,590
shares
|
$361,436
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,281
shares
|
$350,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
8,532
shares
|
$291,197
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,167
shares
|
$278,739
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
7,659
shares
|
$261,401
0.02% of portfolio
|
Q4 2025
New holding
|
|