HARTFORD AAA CLO ETF (HSRT) Top Institutional Shareholders
HARTFORD AAA CLO ETF (HSRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $79.89M in HSRT holdings during the latest filing period.
Fiduciary Planning Llc is currently the largest disclosed institutional shareholder of HSRT tracked by InsiderSet, reporting ownership valued at approximately $24.65M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed HSRT value among the investors covered in this analysis. Major shareholders include Fiduciary Planning Llc, Lpl Financial Llc, Raymond James Financial Inc, 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
26
Total Reported Value
$79.89M
Largest Holder
Fiduciary Planning Llc
Largest Position
$24.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fiduciary Planning Llc | 7.45% | 636,154 | $24,651,080 | — | — | — | |
| Lpl Financial Llc | 0.00% | 224,977 | $8,717,902 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 158,850 | $6,155,454 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 120,109 | $4,654,252 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 115,911 | $4,492,000 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.01% | 108,543 | $4,206,050 | — | — | — | |
| Convergence Financial, Llc | 0.51% | 96,069 | $3,722,748 | — | — | — | |
| Evergreen Capital Management Llc | 0.07% | 85,675 | $3,333,803 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 74,644 | $2,892,918 | — | — | — | |
| Forthright Wealth Management, Llc | 0.81% | 73,954 | $2,865,738 | — | — | — | |
| Flagship Harbor Advisors, Llc | 0.13% | 73,500 | $2,848,133 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 41,560 | $1,610,458 | — | — | — | |
| Jones Financial Companies Lllp | 0.00% | 39,140 | $1,520,785 | — | — | — | |
| Mariner, Llc | 0.00% | 33,147 | $1,284,468 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 31,154 | $1,207,239 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.01% | 30,901 | $1,197,420 | — | — | — | |
| Garden State Investment Advisory Services Llc | 0.25% | 27,416 | $1,065,915 | — | — | — | |
| Aptus Capital Advisors, Llc | 0.01% | 26,080 | $1,010,605 | — | — | — | |
| Regal Investment Advisors Llc | 0.04% | 19,042 | $737,874 | — | — | — | |
| Truist Financial Corp | 0.00% | 17,750 | $687,817 | — | — | — | |
| Independent Advisor Alliance | 0.00% | 10,004 | $387,661 | — | — | — | |
| Kingsview Wealth Management, Llc | 0.00% | 5,630 | $218,149 | — | — | — | |
| Old Mission Capital Llc | 0.01% | 5,561 | $215,489 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 5,275 | $204,415 | — | — | — | |
| Flow Traders U.S. Llc | 0.01% | 10,256 | $397 | — | — | — | |
| Morgan Stanley | 0.00% | 3 | $123 | — | — | — |
Frequently asked questions about HSRT
Who owns the most HSRT stock?
The largest holders of HSRT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD AAA CLO ETF (HSRT).
Is HSRT widely held by superinvestors?
Many widely followed stocks like HSRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HSRT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.