HMOP Institutional Ownership & Shareholders
HARTFORD MUNICIPAL OPP ETF (HMOP) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $574.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HMOP tracked by InsiderSet, reporting ownership valued at approximately $64.26M 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 $62.48M, representing an estimated loss of -2.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed HMOP value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in HARTFORD MUNICIPAL OPP ETF (HMOP).
This page ranks the largest institutional HMOP 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
131
Total Reported Value
$574.68M
Largest Holder
Raymond James Financial Inc
Largest Position
$64.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.02% | 1,641,662 | $64,262,842 | $62,481,656 | -$1,781,186 | -2.77% | |
| Lpl Financial Llc | 0.01% | 1,286,412 | $50,356,603 | $48,960,841 | -$1,395,762 | -2.77% | |
| Bank Of America Corp | 0.00% | 1,122,049 | $43,922,608 | $42,705,185 | -$1,217,423 | -2.77% | |
| Steward Partners Investment Advisory, Llc | 0.16% | 807,346 | $31,603,568 | $30,727,589 | -$875,979 | -2.77% | |
| Apollon Wealth Management, Llc | 0.30% | 697,712 | $25,710,698 | $26,554,919 | +$844,221 | +3.28% | |
| Goldstein Advisors, Llc | 1.81% | 553,698 | $20,403,771 | $21,073,746 | +$669,975 | +3.28% | |
| Legacy Wealth Management, Llc | 1.00% | 512,834 | $18,897,933 | $19,518,462 | +$620,529 | +3.28% | |
| Jones Financial Companies Lllp | 0.01% | 406,292 | $15,979,447 | $15,463,474 | -$515,973 | -3.23% | |
| Focus Partners Wealth | 0.01% | 371,241 | $14,532,228 | $14,129,432 | -$402,796 | -2.77% | |
| Johnson & White Wealth Management, Llc | 4.61% | 314,557 | $12,313,327 | $11,972,039 | -$341,288 | -2.77% | |
| Sepio Capital, Lp | 0.46% | 314,277 | $11,581,108 | $11,961,383 | +$380,275 | +3.28% | |
| Cetera Investment Advisers | 0.01% | 293,030 | $11,470,663 | $11,152,722 | -$317,941 | -2.77% | |
| Avantax Planning Partners, Inc. | 0.28% | 282,628 | $11,063,473 | $10,756,822 | -$306,651 | -2.77% | |
| Integrated Wealthcare, Llc | 7.40% | 253,027 | $9,904,742 | $9,630,208 | -$274,534 | -2.77% | |
| Ggm Financial Llc | 3.69% | 248,505 | $9,727,709 | $9,458,100 | -$269,609 | -2.77% | |
| Jpmorgan Chase & Co | 0.00% | 245,363 | $9,615,816 | $9,338,516 | -$277,300 | -2.88% | |
| Bernardo Wealth Planning Llc | 0.75% | 239,860 | $8,838,826 | $9,129,072 | +$290,246 | +3.28% | |
| Blue Water Asset Management | 2.61% | 206,678 | $8,090,409 | $7,866,165 | -$224,244 | -2.77% | |
| Per Stirling Capital Management, Llc. | 0.76% | 202,754 | $7,936,793 | $7,716,817 | -$219,976 | -2.77% | |
| Fragasso Financial Advisors Inc | 0.40% | 213,591 | $7,911,428 | $8,129,273 | +$217,845 | +2.75% | |
| Ern Financial, Llc | 1.24% | 207,156 | $7,633,686 | $7,884,357 | +$250,671 | +3.28% | |
| Kestra Advisory Services, Llc | 0.02% | 189,048 | $7,400,294 | $7,195,167 | -$205,127 | -2.77% | |
| Janney Montgomery Scott Llc | 0.01% | 167,183 | $6,544,000 | $6,362,985 | -$181,015 | -2.77% | |
| Riverfront Investment Group, Llc | 0.08% | 160,753 | $6,292,676 | $6,118,259 | -$174,417 | -2.77% | |
| Verus Capital Partners, Llc | 0.32% | 150,118 | $5,876,374 | $5,713,491 | -$162,883 | -2.77% | |
| Anderson Financial Strategies, Llc | 2.85% | 141,826 | $5,491,503 | $5,397,898 | -$93,605 | -1.70% | |
| Cwm, Llc | 0.01% | 140,442 | $5,440,723 | $5,345,223 | -$95,500 | -1.76% | |
| Henderson Brothers Financial Partners, Llc | 2.43% | 131,048 | $5,129,869 | $4,987,687 | -$142,182 | -2.77% | |
| Retirement Planning Group, Llc | 0.12% | 133,504 | $4,919,638 | $5,081,162 | +$161,524 | +3.28% | |
| Wealthcare Advisory Partners Llc | 0.08% | 131,446 | $4,843,797 | $5,002,835 | +$159,038 | +3.28% | |
| Osaic Holdings, Inc. | 0.01% | 123,363 | $4,830,917 | $4,695,196 | -$135,721 | -2.81% | |
| Consilio Wealth Advisors, Llc | 1.13% | 120,221 | $4,706,059 | $4,575,611 | -$130,448 | -2.77% | |
| Uniting Wealth Partners, Llc | 0.92% | 115,131 | $4,520,649 | $4,381,886 | -$138,763 | -3.07% | |
| Strid Group, Llc | 0.46% | 113,409 | $4,179,117 | $4,316,347 | +$137,230 | +3.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 105,123 | $4,115,057 | $4,000,981 | -$114,076 | -2.77% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.05% | 110,996 | $4,090,203 | $4,224,508 | +$134,305 | +3.28% | |
| Rtd Financial Advisors, Inc. | 0.42% | 103,705 | $3,821,514 | $3,947,012 | +$125,498 | +3.28% | |
| Ep Wealth Advisors, Llc | 0.01% | 85,193 | $3,334,880 | $3,242,446 | -$92,434 | -2.77% | |
| Newedge Advisors, Llc | 0.01% | 85,138 | $3,332,742 | $3,240,352 | -$92,390 | -2.77% | |
| Jane Street Group, Llc | 0.00% | 75,032 | $2,937,128 | $2,855,718 | -$81,410 | -2.77% | |
| Mml Investors Services, Llc | 0.01% | 73,506 | $2,877,400 | $2,797,638 | -$79,762 | -2.77% | |
| Mariner, Llc | 0.00% | 70,406 | $2,756,047 | $2,679,652 | -$76,395 | -2.77% | |
| Gamma Investing Llc | 0.09% | 74,665 | $2,751,405 | $2,841,750 | +$90,345 | +3.28% | |
| Apollon Financial, Llc | 0.31% | 74,507 | $2,745,579 | $2,835,736 | +$90,157 | +3.28% | |
| Thrive Wealth Management, Llc | 0.33% | 71,281 | $2,626,712 | $2,712,955 | +$86,243 | +3.28% | |
| Landmark Wealth Management, Llc | 0.62% | 66,532 | $2,604,382 | $2,532,208 | -$72,174 | -2.77% | |
| Envestnet Asset Management Inc | 0.00% | 65,989 | $2,583,140 | $2,511,541 | -$71,599 | -2.77% | |
| Natixis Advisors, Llc | 0.00% | 64,004 | $2,505,000 | $2,435,992 | -$69,008 | -2.75% | |
| Elequin Capital, Lp | 0.08% | 62,992 | $2,465,822 | $2,397,476 | -$68,346 | -2.77% | |
| World Investment Advisors | 0.04% | 63,229 | $2,449,473 | $2,406,496 | -$42,977 | -1.75% |
Frequently asked questions about HMOP
Who are the largest institutional holders of HMOP?
The largest institutional holders of HMOP reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Lpl Financial Llc, Bank Of America Corp, Steward Partners Investment Advisory, Llc, and Apollon Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported HMOP position.
What is HMOP institutional ownership?
This page tracks HMOP positions reported by institutional investment managers through SEC Form 13F. HARTFORD MUNICIPAL OPP ETF (HMOP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HMOP?
InsiderSet currently tracks 131 institutional managers reporting HMOP 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 HMOP shareholders.
How much HMOP stock do institutions own?
Institutional investment managers disclosed approximately $574.68M in HMOP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HMOP institutional ownership last updated?
The latest HMOP 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 HMOP 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 HMOP position after the reporting date.
Are institutions buying or selling HMOP?
Institutional buying and selling can be analyzed by comparing HMOP positions across consecutive 13F reporting periods. InsiderSet's HMOP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HMOP ownership changes.
How has HMOP institutional ownership changed over time?
InsiderSet tracks HMOP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.