HARTFOR STRATEG INCOME ETF-U HFSI
$35.12
+0.0% 52w: $32.57 – $35.24
Latest 13F among current holders filed 44 days ago (May 22, 2026)
Price — last 12 months
research preview data32.5733.9035.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
68
+13 QoQ
13F value
$595.2M
+87.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HFSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | Wealth advisor | 2.5M | $88.4M | 24.2% | +705.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.1M | $73.7M | 0.0% | +18.7% |
| Hartford Funds Management Co LLC | Wealth advisor | 1.5M | $53.4M | 4.6% | -2.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $42.4M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $41.3M | 0.0% | +123.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 971.4K | $33.7M | 0.3% | New |
| Retirement Management Systems Inc. | Wealth advisor | 723.1K | $25.1M | 6.1% | +10.8% |
| Modern Wealth Management, LLC | Wealth advisor | 706.0K | $24.6M | 0.4% | +12.0% |
| Bleakley Financial Group, LLC | Wealth advisor | 613.0K | $21.3M | 0.3% | -6.4% |
| Wealthspire Retirement, LLC | Wealth advisor | 601.1K | $20.9M | 1.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 462.4K | $16.1M | 0.0% | +4.7% |
| Centric Wealth Management | Other | 411.6K | $14.4M | 2.9% | +6.7% |
| ROYAL BANK OF CANADA | Bank broker | 385.8K | $13.4M | 0.0% | +116812.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 344.0K | $11.9M | 0.0% | New |
| Live Oak Investment Partners | Wealth advisor | 255.5K | $8.9M | 5.2% | +43.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 240.2K | $8.3M | 0.0% | +8.3% |
| Mutual Advisors, LLC | Wealth advisor | 222.5K | $7.7M | 0.2% | New |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 216.4K | $7.5M | 0.1% | +87.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 211.1K | $7.3M | 0.1% | +45.9% |
| WNY Asset Management, LLC | Wealth advisor | 180.1K | $6.3M | 0.6% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 164.4K | $5.7M | 0.0% | +62.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 161.5K | $5.6M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 160.7K | $5.6M | 0.0% | -18.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 149.0K | $5.2M | 0.0% | +190.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 136.4K | $4.7M | 0.0% | +65.1% |
| Retirement Planning Group, LLC | Wealth advisor | 122.1K | $4.2M | 0.1% | +498.4% |
| Summit Financial, LLC | Wealth advisor | 118.3K | $4.1M | 0.1% | +3.0% |
| Sonoma Allocations LLC | Wealth advisor | 92.6K | $3.2M | 1.1% | +116.8% |
| CORE WEALTH ADVISORS, LLC | Wealth advisor | 84.6K | $2.9M | 2.3% | -20.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 78.7K | $2.7M | 0.0% | -3.0% |
| Strategic Blueprint, LLC | Wealth advisor | 71.5K | $2.5M | 0.1% | +12.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 67.3K | $2.3M | 0.1% | +1.9% |
| JPMORGAN CHASE & CO | Bank broker | 57.7K | $2.0M | 0.0% | +7.0% |
| Kovack Advisors, Inc. | Other | 49.4K | $1.7M | 0.1% | +4.4% |
| &PARTNERS | Diversified mechanical | 41.6K | $1.4M | 0.0% | New |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | Other | 34.1K | $1.2M | 0.1% | +45.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 31.2K | $1.1M | 0.0% | +369.3% |
| Hobart Private Capital, LLC | Wealth advisor | 26.7K | $926K | 0.2% | +0.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 24.9K | $866K | 0.0% | +134.6% |
| Marks Group Wealth Management, Inc | Other | 23.6K | $819K | 0.1% | New |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 22.7K | $789K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.4K | $779K | 0.0% | +121.6% |
| Arkadios Wealth Advisors | Wealth advisor | 21.4K | $744K | 0.0% | +24.5% |
| Mariner, LLC | Diversified mechanical | 21.0K | $730K | 0.0% | +9.5% |
| AdvisorNet Financial, Inc | Wealth advisor | 19.2K | $665K | 0.0% | +2.2% |
| SURIENCE PRIVATE WEALTH LLC | Wealth advisor | 18.0K | $624K | 0.7% | -70.7% |
| Cetera Investment Advisers | Wealth advisor | 17.4K | $605K | 0.0% | New |
| Destiny Capital Corp/CO | Wealth advisor | 17.2K | $598K | 0.3% | New |
| UPTICK PARTNERS, LLC | Wealth advisor | 15.8K | $549K | 0.1% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 13.5K | $469K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding HFSI
New England Capital Financial Advisors LLCNORTHWESTERN MUTUAL WEALTH MANAGEMENT COHartford Funds Management Co LLCBANK OF AMERICA CORP /DE/RAYMOND JAMES FINANCIAL INCBENJAMIN EDWARDS INCRetirement Management Systems Inc.Modern Wealth Management, LLCBleakley Financial Group, LLCWealthspire Retirement, LLC