DaveManuel.com · Institutional Ownership · Who Owns It
HARTFORD FDS EXCHANGE TRADED (ACVU)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
34
Reporting holders
$28.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $11.4M | 366,449 | 0.00% | 9q | -2.8%-$327.2K |
| Modern Wealth Management, LLC | $5.0M | 159,252 | 0.06% | 5q | -0.5%-$26.0K |
| Corient Private Wealth LP | $2.3M | 72,692 | 0.00% | 4q | HELD |
| LPL Financial LLC | $1.8M | 56,167 | 0.00% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 50,071 | 0.00% | 2q | +76.9%+$679.2K |
| DAVENPORT & Co LLC | $1.5M | 47,072 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 40,978 | 0.00% | 5q | +44.5%+$394.2K |
| Ashton Thomas Private Wealth, LLC | $468.0K | 14,995 | 0.01% | 4q | HELD |
| NATIXIS ADVISORS, LLC | $431.0K | 13,825 | 0.00% | 3q | +26.3%+$89.6K |
| EverSource Wealth Advisors, LLC | $279.7K | 8,962 | 0.01% | 11q | HELD |
| Cetera Investment Advisers | $274.6K | 8,798 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $265.6K | 8,510 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $264.2K | 8,465 | 0.00% | new | NEW |
| MORGAN STANLEY | $264.0K | 8,460 | 0.00% | 11q | +2.7%+$6.9K |
| AE Wealth Management LLC | $247.2K | 7,921 | 0.00% | 2q | HELD |
| Revisor Wealth Management LLC | $225.0K | 7,208 | 0.05% | new | NEW |
| FMR LLC | $224.6K | 7,197 | 0.00% | 11q | +3201.4%+$217.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $200.3K | 6,418 | 0.00% | 4q | -16.7%-$40.3K |
| OSAIC HOLDINGS, INC. | $161.5K | 5,174 | 0.00% | 11q | HELD |
| Global Retirement Partners, LLC | $65.3K | 2,092 | 0.00% | 9q | HELD |
| UBS Group AG | $54.1K | 1,733 | 0.00% | 2q | +249.4%+$38.6K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $48.4K | 1,550 | 0.02% | 9q | -52.0%-$52.5K |
| ROYAL BANK OF CANADA | $48.0K | 1,547 | 0.00% | 11q | +13.4%+$5.7K |
| WELLS FARGO & COMPANY/MN | $38.0K | 1,217 | 0.00% | new | NEW |
| James T. Borello RIA | $17.9K | 575 | 0.00% | 11q | -69.9%-$41.7K |
| Capital Investment Advisory Services, LLC | $13.7K | 438 | 0.00% | 3q | HELD |
| Planning Strategies Inc. | $12.5K | 400 | 0.01% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $11.6K | 373 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.9K | 350 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.2K | 263 | 0.00% | 2q | -67.5%-$17.0K |
| TSFG, LLC | $5.0K | 172 | 0.00% | 11q | HELD |
| CVA Family Office, LLC | $4.2K | 135 | 0.00% | new | NEW |
| Rossby Financial, LCC | $2.1K | 66 | 0.00% | 6q | HELD |
| Strategic Wealth Partners, Ltd. | $4 | none filed | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $1.9M | 60,017 | 1 | 1 | 1 | 0.0% |
| Q2 2026 | 34 | $28.3M | 909,525 | 5 | 7 | 6 | 0.0% |
| Q1 2026 | 31 | $23.1M | 854,121 | 8 | 5 | 5 | 0.0% |
| Q4 2025 | 26 | $22.6M | 823,088 | 3 | 5 | 10 | 0.0% |
| Q3 2025 | 28 | $32.9M | 1,241,355 | 6 | 7 | 5 | 0.0% |
| Q2 2025 | 23 | $27.1M | 1,055,786 | 4 | 3 | 3 | 0.0% |
| Q1 2025 | 21 | $24.3M | 964,688 | 3 | 6 | 2 | 0.0% |
| Q4 2024 | 20 | $22.2M | 910,561 | 3 | 4 | 3 | 0.0% |
| Q3 2024 | 20 | $28.2M | 1,080,191 | 3 | 3 | 5 | 0.0% |
| Q2 2024 | 20 | $21.5M | 876,815 | 3 | 2 | 6 | 0.0% |
| Q1 2024 | 19 | $21.9M | 894,247 | 2 | 3 | 4 | 0.0% |
| Q4 2023 | 19 | $20.7M | 898,477 | 17 | 0 | 0 | 0.0% |