Home › HFSI

Who holds HFSI

HARTFORD FDS EXCHANGE TRADED · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
New England Capital Financial Advisors LLC2.7M$96.4M23.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.6M$91.4M0.0%
BANK OF AMERICA CORP /DE/2.1M$74.1M0.0%
RAYMOND JAMES FINANCIAL INC1.6M$55.7M0.0%
Hartford Funds Management Co LLC1.6M$54.8M4.4%
BENJAMIN EDWARDS INC968.5K$34.1M0.3%
Retirement Management Systems Inc.832.8K$29.3M6.0%
Modern Wealth Management, LLC773.6K$27.2M0.3%
OSAIC HOLDINGS, INC.720.7K$25.3M0.0%
Bleakley Financial Group, LLC643.1K$22.6M0.3%
Wealthspire Retirement, LLC600.9K$21.1M1.2%
Centric Wealth Management411.6K$14.4M2.2%
ROYAL BANK OF CANADA389.7K$13.7M0.0%
ENVESTNET ASSET MANAGEMENT INC372.7K$13.1M0.0%
JONES FINANCIAL COMPANIES LLLP313.5K$11.1M0.0%
STIFEL FINANCIAL CORP308.1K$10.8M0.0%
Live Oak Investment Partners266.8K$9.4M5.0%
Focus Partners Wealth255.3K$9.0M0.0%
Mutual Advisors, LLC244.5K$8.6M0.2%
GREAT VALLEY ADVISOR GROUP, INC.233.6K$8.2M0.1%
CITIZENS FINANCIAL GROUP INC/RI225.0K$8.0M0.1%
LPL Financial LLC210.9K$7.4M0.0%
MGO ONE SEVEN LLC202.2K$7.1M0.1%
TRUIST FINANCIAL CORP194.6K$6.8M0.0%
COMMONWEALTH EQUITY SERVICES, LLC179.0K$6.3M0.0%
Retirement Planning Group, LLC175.0K$6.2M0.2%
Sonoma Allocations LLC171.6K$6.0M1.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC167.2K$5.9M0.0%
Private Advisor Group, LLC162.4K$5.7M0.0%
Sanctuary Advisors, LLC144.4K$5.1M0.0%
WNY Asset Management, LLC108.8K$3.8M0.3%
Diversify Advisory Services, LLC103.2K$3.6M0.1%
DIVERSIFY WEALTH MANAGEMENT, LLC103.2K$3.6M0.1%
MML INVESTORS SERVICES, LLC90.7K$3.2M0.0%
Strategic Blueprint, LLC84.6K$3.0M0.1%
Cambridge Investment Research Advisors, Inc.79.5K$2.8M0.0%
CARY STREET PARTNERS FINANCIAL LLC76.7K$2.7M0.1%
JPMORGAN CHASE & CO65.6K$2.3M0.0%
Beacon Pointe Advisors, LLC65.4K$2.3M0.0%
NATIXIS ADVISORS, LLC63.4K$2.2M0.0%
Kovack Advisors, Inc.51.0K$1.8M0.1%
&PARTNERS43.0K$1.5M0.0%
Destiny Capital Corp/CO38.0K$1.3M0.6%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC37.3K$1.3M0.1%
EP Wealth Advisors, LLC36.1K$1.3M0.0%
Cetera Investment Advisers34.0K$1.2M0.0%
Steward Partners Investment Advisory, LLC31.6K$1.1M0.0%
Hobart Private Capital, LLC25.9K$909,8000.2%
Mariner, LLC22.4K$788,1820.0%
AdvisorNet Financial, Inc22.1K$776,8480.0%
Arkadios Wealth Advisors20.4K$715,6100.0%
UPTICK PARTNERS, LLC18.5K$649,0150.1%
CORE WEALTH ADVISORS, LLC18.0K$632,5640.5%
SURIENCE PRIVATE WEALTH LLC18.0K$631,7550.6%
Evergreen Wealth Partners LLC17.4K$611,5380.4%
FLAGSHIP HARBOR ADVISORS, LLC16.8K$591,9190.0%
Marks Group Wealth Management, Inc16.3K$571,7720.0%
HARBOUR INVESTMENTS, INC.15.8K$556,4260.0%
Capital Investment Advisory Services, LLC15.8K$553,8750.0%
Concurrent Investment Advisors, LLC13.9K$488,9270.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}