Vault-13

HARTFORD FDS EXCHANGE TRADED HMOP

MUN OPORTUNITE · ETP · CUSIP 41653L503

126 institutional holders +5 vs Q1 2026
16,373,24716.4m shares reported held*
$641.0mreported value*
12 new 62 added 36 reduced 7 sold out net bought ≈ $53.7m (+1.4m 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 ≈ $39.15.

Trends to Q2 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: 121Q2 26: 126126Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 60 bought or addedQ3 25: 39 cut or sold outQ4 25: 73 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 82 bought or addedQ1 26: 34 cut or sold outQ2 26: 74 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244529
Q4 20245522
Q1 20255328
Q2 20254737
Q3 20256039
Q4 20257336
Q1 20268234
Q2 20267443

Biggest buyers

Focus Partners Wealth Added +371,241+371.2k
LPL Financial LLC Added +227,613+227.6k
Janney Montgomery Scott LLC New +167,183+167.2k
JONES FINANCIAL COMPANIES LLLP Added +127,247+127.2k
Apollon Wealth Management, LLC Added +101,357+101.4k
EP Wealth Advisors, LLC New +85,193+85.2k
RAYMOND JAMES FINANCIAL INC Added +79,204+79.2k
Cambridge Investment Research Advisors, Inc. Added +75,830+75.8k
Elequin Capital, LP Added +55,629+55.6k
IHT Wealth Management, LLC New +50,281+50.3k

Biggest sellers

LeClair Wealth Partners LLC Sold out -223,764-223.8k
Henderson Brothers Financial Partners, LLC Reduced -112,825-112.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -89,459-89.5k
Mariner, LLC Reduced -44,117-44.1k
Merit Financial Group, LLC Reduced -27,435-27.4k
Montis Financial, LLC Reduced -20,026-20.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,353-19.4k
Blue Water Asset Management Reduced -17,086-17.1k
Wealthcare Advisory Partners LLC Reduced -11,845-11.8k
Independent Advisor Alliance Sold out -10,976-11.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,693,8681.7m $66.3m $66.3m 0.04% Reduced -89.5k -89,459
2 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,641,6621.6m $64.3m $64.3m 0.02% Added +79.2k +79,204
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,286,4121.3m $50.4m $50.4m 0.01% Added +227.6k +227,613
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,122,0491.1m $43.9m $43.9m 0.00% Added +39.0k +39,006
5 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 807,346807.3k $31.6m $31.6m 0.16% Reduced -5.6k -5,608
6 Legacy Wealth Management, LLC 1.26% of their portfolio MEMPHIS, TN 617,517617.5k $24.2m $24.2m 1.26% Added +14.1k +14,050
7 Apollon Wealth Management, LLC 0.27% of their portfolio MOUNT PLEASANT, SC 574,747574.7k $22.5m $22.5m 0.27% Added +101.4k +101,357
8 Goldstein Advisors, LLC 1.95% of their portfolio Madison, WI 546,282546.3k $21.4m $21.4m 1.95% Added +22.8k +22,794
9 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 406,292406.3k $16.0m $16.0m 0.01% Added +127.2k +127,247
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 371,241371.2k $14.5m $14.5m 0.01% Added +371.2k +371,241
11 Johnson & White Wealth Management, LLC 4.61% of their portfolio YORK, PA 314,557314.6k $12.3m $12.3m 4.61% Added +5.3k +5,345
12 Fragasso Financial Advisors Inc 0.62% of their portfolio SEWICKLEY, PA 296,157296.2k $11.6m $11.6m 0.62% Added +15.5k +15,517
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 293,030293.0k $11.5m $11.5m 0.01% Reduced -1.9k -1,922
14 Sepio Capital, LP 0.57% of their portfolio Salt Lake City, UT 290,404290.4k $11.4m $11.4m 0.57% Added +23.9k +23,901
15 Avantax Planning Partners, Inc. 0.28% of their portfolio DUBUQUE, IA 282,628282.6k $11.1m $11.1m 0.28% Added +3.4k +3,428
16 INTEGRATED WEALTHCARE, LLC 7.40% of their portfolio DURHAM, NC 253,027253.0k $9.9m $9.9m 7.40% Added +2.0k +1,959
17 GGM Financial LLC 3.69% of their portfolio COLUMBUS, OH 248,505248.5k $9.7m $9.7m 3.69% Added +34.2k +34,243
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 245,363245.4k $9.6m $9.6m 0.00% Added +42.2k +42,207
19 ERn Financial, LLC 1.35% of their portfolio MIDDLETON, WI 208,729208.7k $8.2m $8.2m 1.35% Added +2 +2
20 Blue Water Asset Management 2.61% of their portfolio GRAND RAPIDS, MI 206,678206.7k $8.1m $8.1m 2.61% Reduced -17.1k -17,086
21 Per Stirling Capital Management, LLC. 0.76% of their portfolio AUSTIN, TX 202,754202.8k $7.9m $7.9m 0.76% Added +15.1k +15,123
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 189,048189.0k $7.4m $7.4m 0.02% Added +13.3k +13,262
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 167,888167.9k $6.6m $6.6m 0.01% Reduced -7.7k -7,746
24 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 167,183167.2k $6.5m $6.5m 0.01% New
25 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 160,753160.8k $6.3m $6.3m 0.08% Added +24.3k +24,316
26 VERUS CAPITAL PARTNERS, LLC 0.32% of their portfolio SCOTTSDALE, AZ 150,118150.1k $5.9m $5.9m 0.32% Added +7.7k +7,668
27 Anderson Financial Strategies, LLC 2.85% of their portfolio DAYTON, OH 141,826141.8k $5.5m $5.5m 2.85% Added +11.8k +11,838
28 Wealthcare Advisory Partners LLC 0.10% of their portfolio WEST CHESTER, PA 141,018141.0k $5.5m $5.5m 0.10% Reduced -11.8k -11,845
29 Bernardo Wealth Planning LLC 0.90% of their portfolio HARLEYSVILLE, PA 134,295134.3k $5.3m $5.3m 0.90% Reduced -978 -978
30 Henderson Brothers Financial Partners, LLC 2.43% of their portfolio PITTSBURGH, PA 131,048131.0k $5.1m $5.1m 2.43% Reduced -112.8k -112,825
31 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 123,363123.4k $4.8m $4.8m 0.01% Added +27.3k +27,348
32 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 122,346122.3k $4.8m $4.8m 0.12% Added +20.4k +20,429
33 CONSILIO WEALTH ADVISORS, LLC 1.13% of their portfolio BELLEVUE, WA 120,221120.2k $4.7m $4.7m 1.13% Added +2.7k +2,658
34 Uniting Wealth Partners, LLC 0.92% of their portfolio DENVER, CO 115,131115.1k $4.5m $4.5m 0.92% Reduced -6.6k -6,638
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 110,544110.5k $4.3m $4.3m 0.00% Added +75.8k +75,830
36 Strid Group, LLC 0.46% of their portfolio NEWTOWN SQUARE, PA 106,597106.6k $4.2m $4.2m 0.46% Added +1.4k +1,352
37 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 105,123105.1k $4.1m $4.1m 0.01% Added +18.0k +18,023
38 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 85,19385.2k $3.3m $3.3m 0.01% New
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 85,13885.1k $3.3m $3.3m 0.01% Reduced -2.6k -2,612
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,03275.0k $2.9m $2.9m 0.00% Reduced -3.1k -3,129
41 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 73,50673.5k $2.9m $2.9m 0.01% Added +29.4k +29,374
42 RTD Financial Advisors, Inc. 0.30% of their portfolio Philadelphia, PA 71,17671.2k $2.8m $2.8m 0.30% Added +18.7k +18,729
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 70,40670.4k $2.8m $2.8m 0.00% Reduced -44.1k -44,117
44 Apollon Financial, LLC 0.32% of their portfolio MOUNT PLEASANT, SC 69,16169.2k $2.7m $2.7m 0.32% Added +394 +394
45 GAMMA Investing LLC 0.10% of their portfolio FOSTER CITY, CA 67,63967.6k $2.6m $2.6m 0.10% Added +8.1k +8,078
46 Landmark Wealth Management, LLC 0.62% of their portfolio MELVILLE, NY 66,53266.5k $2.6m $2.6m 0.62% Added +1.7k +1,736
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 65,98966.0k $2.6m $2.6m 0.00% Added +17.1k +17,080
48 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 64,00464.0k $2.5m $2.5m 0.00% Added +39.2k +39,199
49 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 63,22963.2k $2.4m $2.4m 0.04% Unchanged
50 Elequin Capital, LP 0.08% of their portfolio NEW YORK, NY 62,99263.0k $2.5m $2.5m 0.08% Added +55.6k +55,629
51 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 60,86460.9k $2.4m $2.4m 0.01% Added +22.6k +22,637
52 CRUX WEALTH ADVISORS 0.82% of their portfolio LONG BEACH, CA 60,36660.4k $2.4m $2.4m 0.82% Reduced -1.5k -1,477
53 Richard P Slaughter Associates Inc 0.44% of their portfolio AUSTIN, TX 56,53856.5k $2.2m $2.2m 0.44% Added +17.9k +17,882
54 Thrive Wealth Management, LLC 0.28% of their portfolio AUDUBON, PA 55,56055.6k $2.2m $2.2m 0.28% Added +11.9k +11,854
55 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 50,28150.3k $2.0m $2.0m 0.04% New
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 48,52048.5k $1.9m $1.9m 0.00% Added +48.5k +48,519
57 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 46,98747.0k $1.8m $1.8m 0.10% Added +1.6k +1,579
58 Wiser Advisor Group LLC 1.88% of their portfolio PHOENIX, AZ 43,79243.8k $1.7m $1.7m 1.88% Reduced -1.4k -1,432
59 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 42,56842.6k $1.7m $1.7m 0.07% Reduced -584 -584
60 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 39,88239.9k $1.6m $1.6m 0.01% Added +2.0k +2,021
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,89434.9k $1.4m $1.4m 0.00% Added +5.9k +5,882
62 Cornerstone Wealth Group, LLC 0.08% of their portfolio HUNTERSVILLE, NC 33,38633.4k $1.3m $1.3m 0.08% Reduced -138 -138
63 ARKANSAS FINANCIAL GROUP, INC. 0.17% of their portfolio LITTLE ROCK, AR 33,37533.4k $1.3m $1.3m 0.17% Added +13.2k +13,152
64 Montis Financial, LLC 0.25% of their portfolio WALTHAM, MA 31,71631.7k $1.2m $1.2m 0.25% Reduced -20.0k -20,026
65 EVOLVE PRIVATE WEALTH, LLC 0.07% of their portfolio LOS ANGELES, CA 31,08431.1k $1.2m $1.2m 0.07% Reduced -720 -720
66 Magnus Financial Group LLC 0.08% of their portfolio NEW YORK, NY 29,99130.0k $1.2m $1.2m 0.08% Added +174 +174
67 OneAscent Financial Services LLC 0.05% of their portfolio BIRMINGHAM, AL 27,98228.0k $1.1m $1.1m 0.05% Reduced -215 -215
68 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 26,67326.7k $1.0m $1.0m 0.01% Added +809 +809
69 Westside Investment Management, Inc. 0.14% of their portfolio SANTA MONICA, CA 26,32926.3k $1.0m $1.0m 0.14% Reduced -650 -650
70 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 25,20225.2k $987.0k $987.0k 0.00% Added +79 +79
71 VICUS CAPITAL 0.06% of their portfolio STATE COLLEGE, PA 24,82224.8k $971.7k $971.7k 0.06% Added +1.1k +1,145
72 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 23,92823.9k $936.6k $936.6k 0.01% Reduced -2.4k -2,389
73 Stonehearth Capital Management, LLC 0.31% of their portfolio DANVERS, MA 23,45123.5k $918.0k $918.0k 0.31% Reduced -875 -875
74 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 22,76522.8k $891.1k $891.1k 0.02% Added +3.7k +3,736
75 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 22,37822.4k $876.0k $876.0k 0.01% New
76 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 20,65220.7k $810.8k $810.8k 0.01% Reduced -1.6k -1,550
77 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 20,36120.4k $797.0k $797.0k 0.01% Added +2.5k +2,460
78 Advyzon Investment Management, LLC 0.06% of their portfolio LISLE, IL 19,69419.7k $770.9k $770.9k 0.06% Reduced -1.4k -1,388
79 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,29019.3k $755.1k $755.1k 0.00% Reduced -704 -704
80 DONALDSON CAPITAL MANAGEMENT, LLC 0.02% of their portfolio EVANSVILLE, IN 19,13819.1k $749.2k $749.2k 0.02% Unchanged
81 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 18,30218.3k $716.4k $716.4k 0.00% Reduced -27.4k -27,435
82 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 16,78816.8k $657.0k $657.0k 0.02% Reduced -887 -887
83 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,28816.3k $637.6k $637.6k 0.02% Added +8.3k +8,331
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,04516.0k $628.1k $628.1k 0.00% Added +7.7k +7,670
85 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 14,58914.6k $571.1k $571.1k 0.01% Reduced -221 -221
86 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 14,52714.5k $568.7k $568.7k 0.05% Unchanged
87 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.18% of their portfolio CLARKSDALE, MS 14,29814.3k $559.7k $559.7k 0.18% Added +213 +213
88 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 13,70013.7k $536.3k $536.3k 0.03% Added +7.0k +6,950
89 WEST MICHIGAN ADVISORS, LLC 0.09% of their portfolio HOLLAND, MI 12,66512.7k $496.9k $496.9k 0.09% Added +2.4k +2,374
90 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 11,92511.9k $466.8k $466.8k 0.01% Reduced -732 -732
91 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 11,80211.8k $462.0k $462.0k 0.01% Added +1.6k +1,632
92 Amplius Wealth Advisors, LLC 0.03% of their portfolio BLUE BELL, PA 11,29811.3k $442.3k $442.3k 0.03% Reduced -5.9k -5,874
93 PRAIRIE ADVISORY, LLC 0.10% of their portfolio LEAWOOD, KS 10,64510.6k $416.7k $416.7k 0.10% First filing
94 ARMSTRONG ADVISORY GROUP, INC 0.02% of their portfolio NEEDHAM, MA 10,35010.3k $405.2k $405.2k 0.02% Reduced -150 -150
95 Princeton Global Asset Management LLC 0.06% of their portfolio PRINCETON, NJ 10,00710.0k $391.7k $391.7k 0.06% Unchanged
96 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 9,3779.4k $367.3k $367.3k 0.00% Added +2.4k +2,440
97 EVOLUTION WEALTH MANAGEMENT INC. 0.20% of their portfolio FORT MYERS, FL 8,5298.5k $333.9k $333.9k 0.20% Added +778 +778
98 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 8,0978.1k $317.0k $317.0k 0.00% New
99 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 8,0928.1k $315.7k $315.7k 0.02% Added +28 +28
100 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 8,0738.1k $316.0k $316.0k 0.01% Unchanged