Vault-13

HARTFORD FDS EXCHANGE TRADED HCRB

CORE BD ETF · ETP · CUSIP 41653L701

24 institutional holders +2 vs Q1 2026
10,753,86210.8m shares reported held*
$376.3mreported value*
5 new 14 added 5 reduced 3 sold out net bought ≈ $54.0m (+1.5m 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 ≈ $34.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 7Q4 22: 7Q1 23: 6Q2 23: 7Q3 23: 10Q4 23: 13Q1 24: 13Q2 24: 13Q3 24: 17Q4 24: 18Q1 25: 19Q2 25: 24Q3 25: 19Q4 25: 20Q1 26: 22Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20227
Q4 20227
Q1 20236
Q2 20237
Q3 202310
Q4 202313
Q1 202413
Q2 202413
Q3 202417
Q4 202418
Q1 202519
Q2 202524
Q3 202519
Q4 202520
Q1 202622
Q2 202624

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 12 bought or addedQ3 24: 6 cut or sold outQ4 24: 11 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 9 cut or sold outQ2 25: 16 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 13 cut or sold outQ4 25: 11 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 11 cut or sold outQ2 26: 19 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024126
Q4 2024117
Q1 2025129
Q2 2025166
Q3 20251013
Q4 2025117
Q1 20261211
Q2 2026198

Biggest buyers

Hartford Funds Management Co LLC Added +568,359+568.4k
Apollon Wealth Management, LLC Added +397,650+397.6k
Private Advisor Group, LLC Added +240,531+240.5k
LPL Financial LLC Added +238,532+238.5k
RAYMOND JAMES FINANCIAL INC Added +232,712+232.7k
&PARTNERS Added +83,598+83.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +47,611+47.6k
JONES FINANCIAL COMPANIES LLLP Added +24,608+24.6k
FLOW TRADERS U.S. LLC New +15,895+15.9k
E6 Portfolios, LLC New +14,493+14.5k

Biggest sellers

Mariner, LLC Sold out -264,026-264.0k
CITADEL ADVISORS LLC Reduced -77,581-77.6k
Allworth Financial LP Reduced -16,727-16.7k
Focus Partners Wealth Sold out -10,801-10.8k
OSAIC HOLDINGS, INC. Reduced -5,198-5.2k
DAVENPORT & Co LLC Reduced -761-761
Berger Financial Group, Inc Reduced -256-256
CoreCap Advisors, LLC Sold out -150-150

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hartford Funds Management Co LLC 16.07% of their portfolio WAYNE, PA 5,741,4065.7m $200.9m $200.9m 16.07% Added +568.4k +568,359
2 Apollon Wealth Management, LLC 0.83% of their portfolio MOUNT PLEASANT, SC 1,941,2711.9m $67.9m $67.9m 0.83% Added +397.6k +397,650
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,328,9481.3m $46.5m $46.5m 0.01% Added +238.5k +238,532
4 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 267,381267.4k $9.4m $9.4m 0.04% Added +240.5k +240,531
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 249,277249.3k $8.7m $8.7m 0.00% Added +232.7k +232,712
6 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 214,321214.3k $7.5m $7.5m 0.03% Reduced -16.7k -16,727
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 161,545161.5k $5.7m $5.7m 0.00% Added +1.9k +1,866
8 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 153,191153.2k $5.3m $5.3m 0.02% Added +83.6k +83,598
9 Apollon Financial, LLC 0.61% of their portfolio MOUNT PLEASANT, SC 148,178148.2k $5.2m $5.2m 0.61% Added +6.5k +6,522
10 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 121,794121.8k $4.3m $4.3m 0.00% Added +24.6k +24,608
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 68,96969.0k $2.4m $2.4m 0.00% Reduced -5.2k -5,198
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 54,39154.4k $1.9m $1.9m 0.00% Added +10.5k +10,472
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 49,81749.8k $1.7m $1.7m 0.00% Added +8.9k +8,932
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,61147.6k $1.7m $1.7m 0.00% New
15 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 42,95443.0k $1.5m $1.5m 0.05% Added +7.0k +7,006
16 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 33,20533.2k $1.2m $1.2m 0.01% Reduced -761 -761
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,10233.1k $1.2m $1.2m 0.00% Added +2.4k +2,377
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,56125.6k $894.3k $894.3k 0.00% Reduced -77.6k -77,581
19 Walleye Partners, LLC 0.67% of their portfolio MADISON, WI 16,76516.8k $586.5k $586.5k 0.67% Added +2.9k +2,857
20 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 15,89515.9k $556.0k $556.0k 0.02% New
21 E6 Portfolios, LLC 0.41% of their portfolio MIDVALE, UT 14,49314.5k $507.1k $507.1k 0.41% New
22 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 10,95010.9k $383.0k $383.0k 0.00% New
23 Berger Financial Group, Inc 0.02% of their portfolio PLYMOUTH, MN 9,4519.5k $330.7k $330.7k 0.02% Reduced -256 -256
24 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 3,3863.4k $118.2k $118.2k 0.01% New