HSRT Institutional Ownership & Shareholders
HARTFORD AAA CLO ETF (HSRT) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fiduciary Planning Llc is currently the largest disclosed institutional shareholder of HSRT tracked by InsiderSet, reporting ownership valued at approximately $25.21M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed HSRT value among the investors covered in this analysis. Major shareholders include Fiduciary Planning Llc, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HARTFORD AAA CLO ETF (HSRT).
This page ranks the largest institutional HSRT 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
25
Total Reported Value
$81.53M
Largest Holder
Fiduciary Planning Llc
Largest Position
$25.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fiduciary Planning Llc | 6.49% | 648,989 | $25,213,091 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 199,971 | $7,770,563 | — | — | — | |
| Lpl Financial Llc | 0.00% | 170,123 | $6,610,690 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 124,731 | $4,846,845 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 121,817 | $4,733,620 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 96,736 | $3,759,000 | — | — | — | |
| Convergence Financial, Llc | 0.50% | 91,498 | $3,554,680 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 78,629 | $3,055,941 | — | — | — | |
| Evergreen Capital Management Llc | 0.05% | 78,060 | $3,043,229 | — | — | — | |
| Flagship Harbor Advisors, Llc | 0.10% | 70,429 | $2,736,141 | — | — | — | |
| Forthright Wealth Management, Llc | 0.65% | 65,034 | $2,527,098 | — | — | — | |
| Jones Financial Companies Lllp | 0.00% | 56,512 | $2,202,273 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 48,006 | $1,865,449 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 45,290 | $1,759,897 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 38,730 | $1,504,986 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 35,277 | $1,370,808 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.01% | 31,981 | $1,242,730 | — | — | — | |
| Aptus Capital Advisors, Llc | 0.01% | 25,497 | $990,773 | — | — | — | |
| Garden State Investment Advisory Services Llc | 0.19% | 24,383 | $950,279 | — | — | — | |
| Regal Investment Advisors Llc | 0.04% | 17,765 | $690,312 | — | — | — | |
| Citigroup Inc | 0.00% | 16,067 | $624,338 | — | — | — | |
| Truist Financial Corp | 0.00% | 15,139 | $588,137 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 6,594 | $256,232 | — | — | — | |
| Private Trust Co Na | 0.00% | 500 | $19,425 | — | — | — | |
| Morgan Stanley | 0.00% | 3 | $151 | — | — | — |
Frequently asked questions about HSRT
Who are the largest institutional holders of HSRT?
The largest institutional holders of HSRT reported in the latest SEC Form 13F filings include Fiduciary Planning Llc, Raymond James Financial Inc, Lpl Financial Llc, Kestra Advisory Services, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported HSRT position.
What is HSRT institutional ownership?
This page tracks HSRT positions reported by institutional investment managers through SEC Form 13F. HARTFORD AAA CLO ETF (HSRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HSRT?
InsiderSet currently tracks 25 institutional managers reporting HSRT 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 HSRT shareholders.
How much HSRT stock do institutions own?
Institutional investment managers disclosed approximately $81.53M in HSRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HSRT institutional ownership last updated?
The latest HSRT 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 HSRT 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 HSRT position after the reporting date.
Are institutions buying or selling HSRT?
Institutional buying and selling can be analyzed by comparing HSRT positions across consecutive 13F reporting periods. InsiderSet's HSRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HSRT ownership changes.
How has HSRT institutional ownership changed over time?
InsiderSet tracks HSRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.