Vault-13

HARTFORD FDS EXCHANGE TRADED HFGO

LARGE CAP GRWT · ETP · CUSIP 41653L883

19 institutional holders +4 vs Q1 2026
5,944,4555.9m shares reported held*
$173.9mreported value*
5 new 6 added 5 reduced 2 sold out net bought ≈ $29.0m (+988.0k 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 ≈ $29.25.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 8Q4 22: 6Q1 23: 8Q2 23: 9Q3 23: 6Q4 23: 7Q1 24: 7Q2 24: 8Q3 24: 8Q4 24: 11Q1 25: 14Q2 25: 13Q3 25: 13Q4 25: 13Q1 26: 15Q2 26: 1919Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20228
Q4 20226
Q1 20238
Q2 20239
Q3 20236
Q4 20237
Q1 20247
Q2 20248
Q3 20248
Q4 202411
Q1 202514
Q2 202513
Q3 202513
Q4 202513
Q1 202615
Q2 202619

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 2 bought or addedQ3 24: 2 cut or sold outQ4 24: 5 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 4 cut or sold outQ2 25: 6 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 5 cut or sold outQ4 25: 8 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 6 cut or sold outQ2 26: 11 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202422
Q4 202454
Q1 202584
Q2 202569
Q3 202595
Q4 202586
Q1 202696
Q2 2026117

Biggest buyers

LPL Financial LLC Added +481,000+481.0k
Cambridge Investment Research Advisors, Inc. Added +383,047+383.0k
Janney Montgomery Scott LLC New +185,913+185.9k
JONES FINANCIAL COMPANIES LLLP Added +136,759+136.8k
Private Advisor Group, LLC New +47,475+47.5k
CITADEL ADVISORS LLC New +16,005+16.0k
NATIXIS ADVISORS, LLC New +13,457+13.5k
Steward Partners Investment Advisory, LLC Added +11,062+11.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +5,026+5.0k
World Investment Advisors Added +757+757

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -166,000-166.0k
Mariner, LLC Sold out -72,354-72.4k
Hartford Funds Management Co LLC Reduced -50,317-50.3k
JANE STREET GROUP, LLC Reduced -2,135-2.1k
TRUIST FINANCIAL CORP Reduced -2,037-2.0k
Allworth Financial LP Sold out -227-227
RAYMOND JAMES FINANCIAL INC Reduced -161-161

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hartford Funds Management Co LLC 7.88% of their portfolio WAYNE, PA 3,354,2113.4m $98.4m $98.4m 7.88% Reduced -50.3k -50,317
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 783,553783.6k $23.0m $23.0m 0.01% Added +481.0k +481,000
3 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 708,086708.1k $20.8m $20.8m 0.02% Added +383.0k +383,047
4 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 562,306562.3k $15.9m $15.9m 0.01% Added +136.8k +136,759
5 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 185,913185.9k $5.5m $5.5m 0.01% New
6 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 113,088113.1k $3.3m $3.3m 0.00% Reduced -2.0k -2,037
7 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 61,20061.2k $1.8m $1.8m 0.00% Reduced -166.0k -166,000
8 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 47,47547.5k $1.4m $1.4m 0.01% New
9 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 20,08220.1k $589.4k $589.4k 0.01% Added +757 +757
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,86119.9k $582.9k $582.9k 0.00% Reduced -161 -161
11 Harborfront Financial Group LLC 1.79% of their portfolio LUDINGTON, MI 16,18116.2k $474.9k $474.9k 1.79% First filing
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,00516.0k $469.7k $469.7k 0.00% New
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,84813.8k $406.4k $406.4k 0.00% Added +5.0k +5,026
14 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,45713.5k $394.0k $394.0k 0.00% New
15 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,51211.5k $337.9k $337.9k 0.00% Added +11.1k +11,062
16 LaSalle St. Investment Advisors, LLC 0.03% of their portfolio ELMHURST, IL 8,7608.8k $257.1k $257.1k 0.03% Unchanged
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,0077.0k $205.7k $205.7k 0.00% Reduced -2.1k -2,135
18 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2001.2k $35.2k $35.2k 0.00% Unchanged
19 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 710710 $20.8k $20.8k 0.00% New