Vault-13

HARTFORD FDS EXCHANGE TRADED HMOP

MUN OPORTUNITE · ETP · CUSIP 41653L503

88 institutional holders +4 vs Q1 2025
12,090,35512.1m shares reported held*
$462.8mreported value*
9 new 38 added 33 reduced 4 sold out net bought ≈ $29.4m (+767.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.28.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 58Q1 23: 60Q2 23: 63Q3 23: 68Q4 23: 72Q1 24: 69Q2 24: 77Q3 24: 79Q4 24: 87Q1 25: 84Q2 25: 8888Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202254
Q4 202258
Q1 202360
Q2 202363
Q3 202368
Q4 202372
Q1 202469
Q2 202477
Q3 202479
Q4 202487
Q1 202584
Q2 202588

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 38 bought or addedQ3 23: 29 cut or sold outQ4 23: 35 bought or addedQ4 23: 30 cut or sold outQ4 23Q1 24: 38 bought or addedQ1 24: 27 cut or sold outQ2 24: 49 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 45 bought or addedQ3 24: 29 cut or sold outQ4 24: 55 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 28 cut or sold outQ2 25: 47 bought or addedQ2 25: 37 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233829
Q4 20233530
Q1 20243827
Q2 20244921
Q3 20244529
Q4 20245522
Q1 20255328
Q2 20254737

Biggest buyers

Apollon Wealth Management, LLC New +413,669+413.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +275,975+276.0k
LPL Financial LLC Added +172,193+172.2k
Avantax Planning Partners, Inc. Added +133,904+133.9k
GGM Financial LLC Added +75,672+75.7k
BANK OF AMERICA CORP /DE/ Added +60,807+60.8k
ROYAL BANK OF CANADA Added +45,326+45.3k
RAYMOND JAMES FINANCIAL INC Added +41,834+41.8k
Apollon Financial, LLC New +41,411+41.4k
JONES FINANCIAL COMPANIES LLLP Added +40,049+40.0k

Biggest sellers

HighTower Advisors, LLC Reduced -300,592-300.6k
Sterling Investment Counsel, LLC Reduced -122,596-122.6k
Wealthcare Advisory Partners LLC Reduced -108,498-108.5k
Naviter Wealth, LLC Sold out -79,413-79.4k
Montis Financial, LLC Reduced -40,903-40.9k
Kestra Advisory Services, LLC Reduced -39,839-39.8k
World Investment Advisors Reduced -39,075-39.1k
Goldstein Advisors, LLC Reduced -32,205-32.2k
Cresset Asset Management, LLC Sold out -25,177-25.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -22,840-22.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,513,1781.5m $57.9m $57.9m 0.04% Added +276.0k +275,975
2 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,358,4881.4m $52.0m $52.0m 0.07% Reduced -300.6k -300,592
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,186,3161.2m $45.4m $45.4m 0.02% Added +41.8k +41,834
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 790,665790.7k $30.3m $30.3m 0.00% Added +60.8k +60,807
5 Steward Partners Investment Advisory, LLC 0.22% of their portfolio STAMFORD, CT 721,130721.1k $27.6m $27.6m 0.22% Added +18.4k +18,406
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 546,833546.8k $20.9m $20.9m 0.01% Added +172.2k +172,193
7 Goldstein Advisors, LLC 2.60% of their portfolio Madison, WI 505,155505.2k $19.3m $19.3m 2.60% Reduced -32.2k -32,205
8 Legacy Wealth Management, LLC 1.19% of their portfolio MEMPHIS, TN 501,436501.4k $19.2m $19.2m 1.19% Reduced -11.5k -11,463
9 Apollon Wealth Management, LLC 0.31% of their portfolio MOUNT PLEASANT, SC 413,669413.7k $15.8m $15.8m 0.31% New
10 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 369,887369.9k $14.2m $14.2m 0.03% Added +7.7k +7,747
11 Johnson & White Wealth Management, LLC 4.15% of their portfolio YORK, PA 215,286215.3k $8.2m $8.2m 4.15% Added +11.4k +11,425
12 ERn Financial, LLC 1.66% of their portfolio MIDDLETON, WI 205,122205.1k $7.9m $7.9m 1.66% Reduced -2.6k -2,613
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 172,248172.2k $6.6m $6.6m 0.00% Added +45.3k +45,326
14 Wealthcare Advisory Partners LLC 0.14% of their portfolio WEST CHESTER, PA 159,290159.3k $6.1m $6.1m 0.14% Reduced -108.5k -108,498
15 Avantax Planning Partners, Inc. 0.19% of their portfolio DUBUQUE, IA 157,679157.7k $6.0m $6.0m 0.19% Added +133.9k +133,904
16 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 149,650149.7k $5.7m $5.7m 0.01% Added +3.7k +3,662
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,916139.9k $5.4m $5.4m 0.00% Added +39.6k +39,642
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 136,533136.5k $5.2m $5.2m 0.01% Reduced -22.8k -22,840
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 128,551128.6k $4.9m $4.9m 0.01% Reduced -3.9k -3,863
20 Bernardo Wealth Planning LLC 1.01% of their portfolio HARLEYSVILLE, PA 121,210121.2k $4.6m $4.6m 1.01% Reduced -9.3k -9,338
21 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 116,443116.4k $4.5m $4.5m 0.02% Reduced -39.8k -39,839
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 116,127116.1k $4.4m $4.4m 0.01% Added +10.2k +10,224
23 CONSILIO WEALTH ADVISORS, LLC 1.57% of their portfolio BELLEVUE, WA 115,349115.3k $4.4m $4.4m 1.57% Reduced -7.8k -7,837
24 Montis Financial, LLC 1.17% of their portfolio WALTHAM, MA 110,161110.2k $4.2m $4.2m 1.17% Reduced -40.9k -40,903
25 Sepio Capital, LP 0.30% of their portfolio Salt Lake City, UT 109,274109.3k $4.2m $4.2m 0.30% Reduced -1.8k -1,809
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 100,724100.7k $3.9m $3.9m 0.00% Added +28.6k +28,608
27 World Investment Advisors 0.08% of their portfolio LINCROFT, NJ 94,89394.9k $3.6m $3.6m 0.08% Reduced -39.1k -39,075
28 GGM Financial LLC 2.05% of their portfolio COLUMBUS, OH 92,06992.1k $3.5m $3.5m 2.05% Added +75.7k +75,672
29 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 91,94391.9k $3.5m $3.5m 0.00% Added +40.0k +40,049
30 Strid Group, LLC 0.48% of their portfolio NEWTOWN SQUARE, PA 89,40389.4k $3.4m $3.4m 0.48% Added +1.1k +1,134
31 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 81,51481.5k $3.1m $3.1m 0.03% Reduced -10.2k -10,210
32 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 81,34181.3k $3.1m $3.1m 0.06% Added +10.1k +10,141
33 CRUX WEALTH ADVISORS 1.20% of their portfolio LONG BEACH, CA 73,41173.4k $2.8m $2.8m 1.20% Reduced -1.9k -1,888
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 70,53570.5k $2.7m $2.7m 0.00% Reduced -1.6k -1,565
35 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 67,04967.0k $2.6m $2.6m 0.01% Reduced -2.1k -2,098
36 Landmark Wealth Management, LLC 0.95% of their portfolio MELVILLE, NY 58,51758.5k $2.2m $2.2m 0.95% Reduced -645 -645
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 57,39057.4k $2.2m $2.2m 0.01% Added +2.6k +2,629
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 51,92351.9k $2.0m $2.0m 0.00% Added +10.4k +10,418
39 Retirement Planning Group, LLC 0.08% of their portfolio LEAWOOD, KS 49,38149.4k $1.9m $1.9m 0.08% Added +37.3k +37,341
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 48,74848.7k $1.9m $1.9m 0.01% Reduced -4.6k -4,618
41 Thrive Wealth Management, LLC 0.29% of their portfolio AUDUBON, PA 46,22746.2k $1.8m $1.8m 0.29% Added +20.4k +20,374
42 Apollon Financial, LLC 0.33% of their portfolio MOUNT PLEASANT, SC 41,41141.4k $1.6m $1.6m 0.33% New
43 Sterling Investment Counsel, LLC 0.91% of their portfolio Buffalo, NY 40,70140.7k $1.6m $1.6m 0.91% Reduced -122.6k -122,596
44 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 39,67539.7k $1.5m $1.5m 0.03% New
45 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 36,54936.5k $1.4m $1.4m 0.08% Added +5.6k +5,583
46 Richard P Slaughter Associates Inc 0.28% of their portfolio AUSTIN, TX 35,82735.8k $1.4m $1.4m 0.28% Added +22.0k +22,025
47 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 33,26633.3k $1.3m $1.3m 0.10% Added +8.2k +8,180
48 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 32,89532.9k $1.3m $1.3m 0.03% Reduced -18.3k -18,256
49 Cornerstone Wealth Group, LLC 0.09% of their portfolio HUNTERSVILLE, NC 32,32232.3k $1.2m $1.2m 0.09% New
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,21432.2k $1.2m $1.2m 0.00% Added +1.1k +1,055
51 Magnus Financial Group LLC 0.11% of their portfolio NEW YORK, NY 31,76231.8k $1.2m $1.2m 0.11% Reduced -1.1k -1,064
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 30,97831.0k $1.2m $1.2m 0.01% Added +13.6k +13,602
53 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 30,53730.5k $1.2m $1.2m 0.00% Reduced -19.8k -19,799
54 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 29,75529.8k $1.1m $1.1m 0.01% Added +5.6k +5,552
55 GAMMA Investing LLC 0.07% of their portfolio FOSTER CITY, CA 28,91728.9k $1.1m $1.1m 0.07% Reduced -8.0k -8,018
56 Westside Investment Management, Inc. 0.20% of their portfolio SANTA MONICA, CA 27,67927.7k $1.1m $1.1m 0.20% Reduced -2.9k -2,880
57 Stonehearth Capital Management, LLC 0.43% of their portfolio DANVERS, MA 27,12027.1k $1.0m $1.0m 0.43% Added +3.3k +3,332
58 Masso Torrence Wealth Management Inc. 0.47% of their portfolio MARLTON, NJ 26,39026.4k $1.0m $1.0m 0.47% Added +1.6k +1,650
59 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 25,70725.7k $984.1k $984.1k 0.01% Added +1.5k +1,524
60 Amplius Wealth Advisors, LLC 0.09% of their portfolio BLUE BELL, PA 25,05525.1k $959.1k $959.1k 0.09% Reduced -10.4k -10,371
61 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 23,81723.8k $911.7k $911.7k 0.06% New
62 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 22,52922.5k $862.0k $862.0k 0.03% Added +16.7k +16,711
63 SIGNET FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio PARSIPPANY, NJ 21,95322.0k $840.4k $840.4k 0.11% Reduced -2.8k -2,802
64 DONALDSON CAPITAL MANAGEMENT, LLC 0.03% of their portfolio EVANSVILLE, IN 19,13819.1k $732.6k $732.6k 0.03% Unchanged
65 Advyzon Investment Management, LLC 0.16% of their portfolio LISLE, IL 18,76418.8k $718.3k $718.3k 0.16% Reduced -2.6k -2,554
66 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 18,22618.2k $698.0k $698.0k 0.02% Added +16 +16
67 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,58614.6k $558.4k $558.4k 0.01% New
68 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,19014.2k $543.2k $543.2k 0.02% Added +4.9k +4,934
69 VICUS CAPITAL 0.03% of their portfolio STATE COLLEGE, PA 10,81310.8k $413.9k $413.9k 0.03% Reduced -1.4k -1,418
70 ARMSTRONG ADVISORY GROUP, INC 0.03% of their portfolio NEEDHAM, MA 10,50010.5k $401.9k $401.9k 0.03% Unchanged
71 VERUS CAPITAL PARTNERS, LLC 0.03% of their portfolio SCOTTSDALE, AZ 9,4989.5k $363.6k $363.6k 0.03% New
72 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 9,2919.3k $355.7k $355.7k 0.00% Reduced -4 -4
73 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 8,4228.4k $322.0k $322.0k 0.02% Unchanged
74 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 8,3878.4k $321.1k $321.1k 0.01% New
75 Madison Wealth Partners, Inc 0.06% of their portfolio MADISON, WI 7,4117.4k $283.7k $283.7k 0.06% Unchanged
76 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 6,7596.8k $258.7k $258.7k 0.02% Added +4 +4
77 Friday Financial 0.13% of their portfolio DUBUQUE, IA 6,4436.4k $246.6k $246.6k 0.13% Unchanged
78 Princeton Global Asset Management LLC 0.04% of their portfolio PRINCETON, NJ 6,0436.0k $231.3k $231.3k 0.04% Added +2.7k +2,703
79 WEST MICHIGAN ADVISORS, LLC 0.06% of their portfolio HOLLAND, MI 5,8565.9k $224.8k $224.8k 0.06% Reduced -122 -122
80 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 5,6455.6k $216.1k $216.1k 0.00% Reduced -735 -735
81 FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio PORTLAND, ME 5,6015.6k $214.4k $214.4k 0.00% Unchanged
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,4424.4k $170.0k $170.0k 0.00% Added +131 +131
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,8023.8k $145.5k $145.5k 0.00% Reduced -5.2k -5,250
84 Longview Financial Advisors LLC 0.07% of their portfolio SAN RAFAEL, CA 3,0303.0k $116.0k $116.0k 0.07% Unchanged
85 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 882882 $33.8k $33.8k 0.00% Added +27 +27
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 621621 $23.8k $23.8k 0.00% Added +621 +621
87 UBS Group AG 0.00% of their portfolio ZURICH, V8 282282 $10.8k $10.8k 0.00% New
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged