Vault-13

HARTFORD FDS EXCHANGE TRADED HMOP

MUN OPORTUNITE · ETP · CUSIP 41653L503

121 institutional holders +11 vs Q4 2025
15,149,10915.1m shares reported held*
$601.2mreported value*
15 new 67 added 30 reduced 4 sold out net bought ≈ $52.6m (+1.3m 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 ≈ $39.69.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 54Q4 22: 58Q1 23: 60Q2 23: 63Q3 23: 68Q4 23: 72Q1 24: 69Q2 24: 77Q3 24: 79Q4 24: 87Q1 25: 84Q2 25: 88Q3 25: 101Q4 25: 110Q1 26: 121121Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025101
Q4 2025110
Q1 2026121

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 49 bought or addedQ2 24: 21 cut or sold outQ3 24: 45 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 55 bought or addedQ4 24: 22 cut or sold outQ1 25: 53 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 47 bought or addedQ2 25: 37 cut or sold outQ3 25: 60 bought or addedQ3 25: 39 cut or sold outQ3 25Q4 25: 73 bought or addedQ4 25: 36 cut or sold outQ1 26: 82 bought or addedQ1 26: 34 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244921
Q3 20244529
Q4 20245522
Q1 20255328
Q2 20254737
Q3 20256039
Q4 20257336
Q1 20268234

Biggest buyers

LeClair Wealth Partners LLC New +223,764+223.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +200,714+200.7k
RAYMOND JAMES FINANCIAL INC Added +166,797+166.8k
CWM, LLC Added +125,891+125.9k
Sepio Capital, LP Added +125,418+125.4k
Uniting Wealth Partners, LLC New +121,769+121.8k
Avantax Planning Partners, Inc. Added +119,393+119.4k
LPL Financial LLC Added +91,401+91.4k
JONES FINANCIAL COMPANIES LLLP Added +84,431+84.4k
Johnson & White Wealth Management, LLC Added +54,332+54.3k

Biggest sellers

Focus Partners Wealth Reduced -403,504-403.5k
Janney Montgomery Scott LLC Sold out -142,751-142.8k
Cedar Point Capital Partners, LLC Reduced -42,574-42.6k
J.W. COLE ADVISORS, INC. Reduced -30,399-30.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -24,699-24.7k
HighTower Advisors, LLC Reduced -24,081-24.1k
MML INVESTORS SERVICES, LLC Reduced -14,973-15.0k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -14,482-14.5k
World Investment Advisors Reduced -9,618-9.6k
Savvy Advisors, Inc. Reduced -9,139-9.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,783,3271.8m $69.1m $69.1m 0.04% Added +200.7k +200,714
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,562,4581.6m $60.5m $60.5m 0.02% Added +166.8k +166,797
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,083,0431.1m $42.0m $42.0m 0.00% Added +53.1k +53,064
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,058,7991.1m $41.0m $41.0m 0.01% Added +91.4k +91,401
5 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 812,954813.0k $31.5m $31.5m 0.16% Added +42.9k +42,893
6 Legacy Wealth Management, LLC 1.36% of their portfolio MEMPHIS, TN 603,467603.5k $23.4m $23.4m 1.36% Added +7.1k +7,078
7 Goldstein Advisors, LLC 2.25% of their portfolio Madison, WI 523,488523.5k $20.3m $20.3m 2.25% Added +12.4k +12,438
8 Apollon Wealth Management, LLC 0.30% of their portfolio MOUNT PLEASANT, SC 473,390473.4k $18.3m $18.3m 0.30% Added +31.4k +31,420
9 Johnson & White Wealth Management, LLC 5.07% of their portfolio YORK, PA 309,212309.2k $12.0m $12.0m 5.07% Added +54.3k +54,332
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 294,952295.0k $11.4m $11.4m 0.01% Added +25.9k +25,904
11 Fragasso Financial Advisors Inc 0.66% of their portfolio SEWICKLEY, PA 280,640280.6k $10.9m $10.9m 0.66% Added +54.0k +54,012
12 Avantax Planning Partners, Inc. 0.30% of their portfolio DUBUQUE, IA 279,200279.2k $10.8m $10.8m 0.30% Added +119.4k +119,393
13 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 279,045279.0k $10.8m $10.8m 0.01% Added +84.4k +84,431
14 Sepio Capital, LP 0.56% of their portfolio Salt Lake City, UT 266,503266.5k $10.3m $10.3m 0.56% Added +125.4k +125,418
15 INTEGRATED WEALTHCARE, LLC 8.14% of their portfolio DURHAM, NC 251,068251.1k $9.7m $9.7m 8.14% Reduced -2.8k -2,757
16 Henderson Brothers Financial Partners, LLC 2.39% of their portfolio PITTSBURGH, PA 243,873243.9k $9.4m $9.4m 2.39% First filing
17 Blue Water Asset Management 3.00% of their portfolio GRAND RAPIDS, MI 223,764223.8k $8.7m $8.7m 3.00% Added +2.2k +2,176
18 LeClair Wealth Partners LLC 3.00% of their portfolio DUBLIN, OH 223,764223.8k $8.7m $8.7m 3.00% New
19 GGM Financial LLC 3.82% of their portfolio COLUMBUS, OH 214,262214.3k $8.3m $8.3m 3.82% Added +39.1k +39,109
20 ERn Financial, LLC 1.52% of their portfolio MIDDLETON, WI 208,727208.7k $8.1m $8.1m 1.52% Reduced -161 -161
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 203,156203.2k $7.9m $7.9m 0.00% Added +34.2k +34,241
22 Per Stirling Capital Management, LLC. 0.80% of their portfolio AUSTIN, TX 187,631187.6k $7.3m $7.3m 0.80% Added +32.7k +32,681
23 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 175,786175.8k $6.8m $6.8m 0.03% Added +10.6k +10,589
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 175,634175.6k $6.8m $6.8m 0.01% Reduced -24.1k -24,081
25 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 152,863152.9k $5.9m $5.9m 0.12% Added +14.4k +14,439
26 VERUS CAPITAL PARTNERS, LLC 0.38% of their portfolio SCOTTSDALE, AZ 142,450142.4k $5.5m $5.5m 0.38% Added +19.2k +19,172
27 CWM, LLC 0.01% of their portfolio OMAHA, NE 140,442140.4k $5.4m $5.4m 0.01% Added +125.9k +125,891
28 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 136,437136.4k $5.3m $5.3m 0.08% Added +16.8k +16,795
29 Bernardo Wealth Planning LLC 1.03% of their portfolio HARLEYSVILLE, PA 135,273135.3k $5.2m $5.2m 1.03% Added +6.1k +6,098
30 Anderson Financial Strategies, LLC 2.79% of their portfolio DAYTON, OH 129,988130.0k $5.1m $5.1m 2.79% Added +5.0k +5,034
31 Uniting Wealth Partners, LLC 1.01% of their portfolio DENVER, CO 121,769121.8k $4.7m $4.7m 1.01% New
32 CONSILIO WEALTH ADVISORS, LLC 1.33% of their portfolio BELLEVUE, WA 117,563117.6k $4.6m $4.6m 1.33% Reduced -2.5k -2,541
33 Mariner, LLC 0.01% of their portfolio Overland Park, KS 114,523114.5k $4.4m $4.4m 0.01% Added +24.2k +24,221
34 Strid Group, LLC 0.51% of their portfolio NEWTOWN SQUARE, PA 105,245105.2k $4.1m $4.1m 0.51% Added +13.5k +13,496
35 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 101,917101.9k $3.9m $3.9m 0.12% Added +24.6k +24,612
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 96,01596.0k $3.7m $3.7m 0.01% Added +9.1k +9,121
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 87,75087.8k $3.4m $3.4m 0.01% Added +31.6k +31,590
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 87,10087.1k $3.4m $3.4m 0.00% Reduced -436 -436
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 78,16178.2k $3.0m $3.0m 0.00% Added +36.0k +36,012
40 Apollon Financial, LLC 0.37% of their portfolio MOUNT PLEASANT, SC 68,76768.8k $2.7m $2.7m 0.37% Added +15.9k +15,885
41 Landmark Wealth Management, LLC 0.67% of their portfolio MELVILLE, NY 64,79664.8k $2.5m $2.5m 0.67% Added +10.4k +10,351
42 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 63,22963.2k $2.4m $2.4m 0.04% Reduced -9.6k -9,618
43 CRUX WEALTH ADVISORS 0.92% of their portfolio LONG BEACH, CA 61,84361.8k $2.4m $2.4m 0.92% Reduced -6.5k -6,475
44 GAMMA Investing LLC 0.11% of their portfolio FOSTER CITY, CA 59,56159.6k $2.3m $2.3m 0.11% Added +7.7k +7,709
45 RTD Financial Advisors, Inc. 0.25% of their portfolio Philadelphia, PA 52,44752.4k $2.0m $2.0m 0.25% Added +28.2k +28,159
46 Montis Financial, LLC 0.41% of their portfolio WALTHAM, MA 51,74251.7k $2.0m $2.0m 0.41% Reduced -3.6k -3,566
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 48,90948.9k $1.9m $1.9m 0.00% Reduced -24.7k -24,699
48 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 45,73745.7k $1.8m $1.8m 0.01% Reduced -7.1k -7,084
49 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 45,40845.4k $1.8m $1.8m 0.11% Reduced -28 -28
50 Wiser Advisor Group LLC 2.12% of their portfolio PHOENIX, AZ 45,22445.2k $1.8m $1.8m 2.12% Reduced -1.8k -1,839
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 44,13244.1k $1.7m $1.7m 0.00% Reduced -15.0k -14,973
52 Thrive Wealth Management, LLC 0.25% of their portfolio AUDUBON, PA 43,70643.7k $1.7m $1.7m 0.25% Reduced -627 -627
53 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 43,15243.2k $1.7m $1.7m 0.08% Added +1.9k +1,929
54 Richard P Slaughter Associates Inc 0.32% of their portfolio AUSTIN, TX 38,65638.7k $1.5m $1.5m 0.32% Added +3.8k +3,813
55 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 38,22738.2k $1.5m $1.5m 0.01% Added +5.4k +5,359
56 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 37,86137.9k $1.5m $1.5m 0.01% Added +2.4k +2,388
57 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,71434.7k $1.3m $1.3m 0.00% Reduced -1.1k -1,117
58 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 33,52433.5k $1.3m $1.3m 0.08% Added +3.2k +3,194
59 EVOLVE PRIVATE WEALTH, LLC 0.07% of their portfolio LOS ANGELES, CA 31,80431.8k $1.2m $1.2m 0.07% Added +4.8k +4,750
60 Magnus Financial Group LLC 0.09% of their portfolio NEW YORK, NY 29,81729.8k $1.2m $1.2m 0.09% Reduced -115 -115
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,01229.0k $1.1m $1.1m 0.00% Added +23.6k +23,586
62 OneAscent Financial Services LLC 0.06% of their portfolio BIRMINGHAM, AL 28,19728.2k $1.1m $1.1m 0.06% Added +2.9k +2,889
63 Westside Investment Management, Inc. 0.16% of their portfolio SANTA MONICA, CA 26,97927.0k $1.0m $1.0m 0.16% Reduced -400 -400
64 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 26,31726.3k $1.0m $1.0m 0.01% Reduced -2.0k -2,045
65 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 25,86425.9k $1.0m $1.0m 0.01% Added +322 +322
66 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 25,12325.1k $973.0k $973.0k 0.00% Reduced -636 -636
67 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 24,80524.8k $961.0k $961.0k 0.00% Added +10.1k +10,145
68 Stonehearth Capital Management, LLC 0.37% of their portfolio DANVERS, MA 24,32624.3k $942.4k $942.4k 0.37% Added +726 +726
69 VICUS CAPITAL 0.07% of their portfolio STATE COLLEGE, PA 23,67723.7k $917.3k $917.3k 0.07% Added +4.0k +3,952
70 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 22,20222.2k $862.6k $862.6k 0.01% New
71 SIGNET FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio PARSIPPANY, NJ 21,14621.1k $819.2k $819.2k 0.09% Reduced -1.0k -1,039
72 Advyzon Investment Management, LLC 0.07% of their portfolio LISLE, IL 21,08221.1k $816.7k $816.7k 0.07% Added +230 +230
73 ARKANSAS FINANCIAL GROUP, INC. 0.11% of their portfolio LITTLE ROCK, AR 20,22320.2k $790.1k $790.1k 0.11% Added +5.7k +5,702
74 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,99420.0k $774.6k $774.6k 0.00% Reduced -6.4k -6,425
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,35319.4k $749.7k $749.7k 0.00% New
76 DONALDSON CAPITAL MANAGEMENT, LLC 0.02% of their portfolio EVANSVILLE, IN 19,13819.1k $741.4k $741.4k 0.02% Unchanged
77 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,02919.0k $737.2k $737.2k 0.02% Added +10.9k +10,855
78 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 17,90117.9k $693.5k $693.5k 0.01% Added +68 +68
79 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 17,67517.7k $685.0k $685.0k 0.02% Added +17 +17
80 Amplius Wealth Advisors, LLC 0.06% of their portfolio BLUE BELL, PA 17,17217.2k $665.2k $665.2k 0.06% Reduced -1.0k -1,049
81 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 14,81014.8k $573.7k $573.7k 0.01% Added +7.8k +7,798
82 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 14,52714.5k $562.8k $562.8k 0.05% New
83 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.24% of their portfolio CLARKSDALE, MS 14,08514.1k $545.7k $545.7k 0.24% Added +127 +127
84 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 12,65712.7k $490.3k $490.3k 0.01% Reduced -9.1k -9,139
85 Cedar Point Capital Partners, LLC 0.29% of their portfolio Cedar Rapids, IA 11,61111.6k $449.8k $449.8k 0.29% Reduced -42.6k -42,574
86 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 10,97611.0k $425.2k $425.2k 0.00% New
87 ARMSTRONG ADVISORY GROUP, INC 0.03% of their portfolio NEEDHAM, MA 10,50010.5k $406.8k $406.8k 0.03% Unchanged
88 WEST MICHIGAN ADVISORS, LLC 0.09% of their portfolio HOLLAND, MI 10,29110.3k $399.8k $399.8k 0.09% Added +4.4k +4,414
89 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 10,17010.2k $394.0k $394.0k 0.01% Reduced -30.4k -30,399
90 Princeton Global Asset Management LLC 0.06% of their portfolio PRINCETON, NJ 10,00710.0k $387.7k $387.7k 0.06% Added +2.7k +2,739
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,3758.4k $324.4k $324.4k 0.00% Added +453 +453
92 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 8,2588.3k $319.9k $319.9k 0.00% Added +581 +581
93 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1618.2k $316.2k $316.2k 0.03% Added +53 +53
94 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 8,0738.1k $312.7k $312.7k 0.01% Unchanged
95 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 8,0648.1k $312.4k $312.4k 0.02% New
96 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,9578.0k $308.3k $308.3k 0.01% Added +2.3k +2,252
97 EVOLUTION WEALTH MANAGEMENT INC. 0.22% of their portfolio FORT MYERS, FL 7,7517.8k $300.3k $300.3k 0.22% Added +2.6k +2,556
98 Elequin Capital, LP 0.03% of their portfolio NEW YORK, NY 7,3637.4k $285.2k $285.2k 0.03% New
99 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 6,9376.9k $268.9k $268.9k 0.00% Added +136 +136
100 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 6,7736.8k $262.4k $262.4k 0.01% Added +5 +5