HARTFOR STRATEG INCOME ETF-U (HFSI) Institutional Shareholders
HARTFOR STRATEG INCOME ETF-U (HFSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $652.52M in HFSI holdings during the latest filing period.
New England Capital Financial Advisors Llc is currently the largest disclosed institutional shareholder of HFSI tracked by InsiderSet, reporting ownership valued at approximately $96.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $92.24M, representing an estimated loss of -4.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed HFSI value among the investors covered in this analysis. Major shareholders include New England Capital Financial Advisors Llc, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in HARTFOR STRATEG INCOME ETF-U (HFSI).
This page ranks the largest institutional HFSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$652.52M
Largest Holder
New England Capital Financial Advisors Llc
Largest Position
$96.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New England Capital Financial Advisors Llc | 23.05% | 2,742,268 | $96,418,159 | $92,236,184 | -$4,181,975 | -4.34% | |
| Bank Of America Corp | 0.00% | 2,107,234 | $74,090,348 | $70,876,816 | -$3,213,532 | -4.34% | |
| Raymond James Financial Inc | 0.02% | 1,583,072 | $55,660,808 | $53,246,627 | -$2,414,181 | -4.34% | |
| Hartford Funds Management Co Llc | 4.39% | 1,559,242 | $54,822,949 | $52,445,105 | -$2,377,844 | -4.34% | |
| Benjamin Edwards Inc | 0.31% | 968,502 | $34,051,264 | $32,575,565 | -$1,475,699 | -4.33% | |
| Retirement Management Systems Inc. | 5.99% | 832,783 | $29,280,651 | $28,010,656 | -$1,269,995 | -4.34% | |
| Modern Wealth Management, Llc | 0.32% | 773,637 | $27,201,066 | $26,021,280 | -$1,179,786 | -4.34% | |
| Osaic Holdings, Inc. | 0.03% | 720,743 | $25,341,097 | $24,242,191 | -$1,098,906 | -4.34% | |
| Bleakley Financial Group, Llc | 0.29% | 643,146 | $22,613,014 | $21,632,216 | -$980,798 | -4.34% | |
| Wealthspire Retirement, Llc | 1.16% | 600,921 | $21,080,296 | $20,211,978 | -$868,318 | -4.12% | |
| Centric Wealth Management | 2.24% | 411,612 | $14,435,235 | $13,844,570 | -$590,665 | -4.09% | |
| Royal Bank Of Canada | 0.00% | 389,715 | $13,702,000 | $13,108,064 | -$593,936 | -4.33% | |
| Envestnet Asset Management Inc | 0.00% | 372,711 | $13,104,536 | $12,536,134 | -$568,402 | -4.34% | |
| Jones Financial Companies Lllp | 0.00% | 313,490 | $11,085,006 | $10,544,236 | -$540,770 | -4.88% | |
| Stifel Financial Corp | 0.01% | 308,104 | $10,832,936 | $10,363,078 | -$469,858 | -4.34% | |
| Live Oak Investment Partners | 5.05% | 266,848 | $9,382,371 | $8,975,432 | -$406,939 | -4.34% | |
| Focus Partners Wealth | 0.01% | 255,309 | $8,977,407 | $8,587,318 | -$390,089 | -4.35% | |
| Mutual Advisors, Llc | 0.16% | 244,505 | $8,596,796 | $8,223,926 | -$372,870 | -4.34% | |
| Great Valley Advisor Group, Inc. | 0.13% | 233,559 | $8,211,935 | $7,855,757 | -$356,178 | -4.34% | |
| Citizens Financial Group Inc/Ri | 0.10% | 225,038 | $7,950,094 | $7,569,153 | -$380,941 | -4.79% | |
| Lpl Financial Llc | 0.00% | 210,893 | $7,414,998 | $7,093,386 | -$321,612 | -4.34% | |
| Mgo One Seven Llc | 0.12% | 202,154 | $7,107,747 | $6,799,450 | -$308,297 | -4.34% | |
| Truist Financial Corp | 0.01% | 194,597 | $6,842,036 | $6,545,270 | -$296,766 | -4.34% | |
| Commonwealth Equity Services, Llc | 0.01% | 178,985 | $6,293,110 | $6,020,160 | -$272,950 | -4.34% | |
| Retirement Planning Group, Llc | 0.16% | 175,023 | $6,153,809 | $5,886,899 | -$266,910 | -4.34% | |
| Sonoma Allocations Llc | 1.87% | 171,553 | $6,026,654 | $5,770,185 | -$256,469 | -4.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 167,236 | $5,865,802 | $5,624,983 | -$240,819 | -4.11% | |
| Private Advisor Group, Llc | 0.03% | 162,423 | $5,710,772 | $5,463,098 | -$247,674 | -4.34% | |
| Sanctuary Advisors, Llc | 0.02% | 144,428 | $5,078,088 | $4,857,836 | -$220,252 | -4.34% | |
| Wny Asset Management, Llc | 0.34% | 108,824 | $3,826,236 | $3,660,295 | -$165,941 | -4.34% | |
| Diversify Advisory Services, Llc | 0.06% | 103,237 | $3,600,890 | $3,472,376 | -$128,514 | -3.57% | |
| Diversify Wealth Management, Llc | 0.06% | 103,237 | $3,600,890 | $3,472,376 | -$128,514 | -3.57% | |
| Mml Investors Services, Llc | 0.01% | 90,702 | $3,189,082 | $3,050,762 | -$138,320 | -4.34% | |
| Strategic Blueprint, Llc | 0.15% | 84,593 | $2,974,290 | $2,845,286 | -$129,004 | -4.34% | |
| Cary Street Partners Financial Llc | 0.06% | 76,730 | $2,697,827 | $2,580,814 | -$117,013 | -4.34% | |
| Jpmorgan Chase & Co | 0.00% | 65,622 | $2,312,191 | $2,207,196 | -$104,995 | -4.54% | |
| Beacon Pointe Advisors, Llc | 0.01% | 65,375 | $2,298,585 | $2,198,888 | -$99,697 | -4.34% | |
| Natixis Advisors, Llc | 0.00% | 63,397 | $2,229,000 | $2,132,358 | -$96,642 | -4.34% | |
| Kovack Advisors, Inc. | 0.09% | 51,047 | $1,792,404 | $1,716,966 | -$75,438 | -4.21% | |
| &Partners | 0.01% | 43,039 | $1,525,225 | $1,447,617 | -$77,608 | -5.09% | |
| Destiny Capital Corp/Co | 0.62% | 37,985 | $1,335,539 | $1,277,625 | -$57,914 | -4.34% | |
| Liberty One Investment Management, Llc | 0.13% | 37,306 | $1,311,679 | $1,254,787 | -$56,892 | -4.34% | |
| Ep Wealth Advisors, Llc | 0.00% | 36,063 | $1,267,975 | $1,212,979 | -$54,996 | -4.34% | |
| Cetera Investment Advisers | 0.00% | 33,986 | $1,194,935 | $1,143,119 | -$51,816 | -4.34% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,643 | $1,112,568 | $1,064,312 | -$48,256 | -4.34% | |
| Hobart Private Capital, Llc | 0.16% | 25,876 | $909,800 | $870,339 | -$39,461 | -4.34% | |
| Mariner, Llc | 0.00% | 22,417 | $788,182 | $753,996 | -$34,186 | -4.34% | |
| Advisornet Financial, Inc | 0.04% | 22,095 | $776,848 | $743,165 | -$33,683 | -4.34% | |
| Arkadios Wealth Advisors | 0.01% | 20,353 | $715,610 | $684,573 | -$31,037 | -4.34% | |
| Uptick Partners, Llc | 0.10% | 18,459 | $649,015 | $620,868 | -$28,147 | -4.34% |
Frequently asked questions about HFSI
Who are the largest institutional holders of HFSI?
The largest institutional holders of HFSI reported in the latest SEC Form 13F filings include New England Capital Financial Advisors Llc, Bank Of America Corp, Raymond James Financial Inc, Hartford Funds Management Co Llc, and Benjamin Edwards Inc. InsiderSet ranks institutional holders by their latest reported HFSI position.
What is HFSI institutional ownership?
This page tracks HFSI positions reported by institutional investment managers through SEC Form 13F. HARTFOR STRATEG INCOME ETF-U (HFSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HFSI?
InsiderSet currently tracks 81 institutional managers reporting HFSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HFSI shareholders.
How much HFSI stock do institutions own?
Institutional investment managers disclosed approximately $652.52M in HFSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HFSI institutional ownership last updated?
The latest HFSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HFSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HFSI position after the reporting date.
Are institutions buying or selling HFSI?
Institutional buying and selling can be analyzed by comparing HFSI positions across consecutive 13F reporting periods. InsiderSet's HFSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HFSI ownership changes.
How has HFSI institutional ownership changed over time?
InsiderSet tracks HFSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.