DaveManuel.com · Institutional Ownership · Who Owns It
HARTFORD FDS EXCHANGE TRADED (HMOP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
125
Reporting holders
$640.9M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $66.3M | 1,693,868 | 0.04% | 29q | -5.0%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $64.3M | 1,641,662 | 0.02% | 7q | +5.1%+$3.1M |
| LPL Financial LLC | $50.4M | 1,286,412 | 0.01% | 29q | +21.5%+$8.9M |
| BANK OF AMERICA CORP /DE/ | $43.9M | 1,122,049 | 0.00% | 23q | +3.6%+$1.5M |
| Steward Partners Investment Advisory, LLC | $31.6M | 807,346 | 0.16% | 29q | -0.7%-$219.5K |
| Legacy Wealth Management, LLC | $24.2M | 617,517 | 1.26% | 15q | +2.3%+$550.0K |
| Apollon Wealth Management, LLC | $22.5M | 574,747 | 0.27% | 5q | +21.4%+$4.0M |
| Goldstein Advisors, LLC | $21.4M | 546,282 | 1.95% | 15q | +4.4%+$892.3K |
| JONES FINANCIAL COMPANIES LLLP | $16.0M | 406,292 | 0.01% | 9q | +45.6%+$5.0M |
| Focus Partners Wealth | $14.5M | 371,241 | 0.01% | 8q | HELD |
| Johnson & White Wealth Management, LLC | $12.3M | 314,557 | 4.61% | 6q | +1.7%+$209.2K |
| Fragasso Financial Advisors Inc | $11.6M | 296,157 | 0.62% | 3q | +5.5%+$607.4K |
| Cetera Investment Advisers | $11.5M | 293,030 | 0.01% | 10q | -0.7%-$75.2K |
| Sepio Capital, LP | $11.4M | 290,404 | 0.57% | 21q | +9.0%+$935.6K |
| Avantax Planning Partners, Inc. | $11.1M | 282,628 | 0.28% | 18q | +1.2%+$134.2K |
| INTEGRATED WEALTHCARE, LLC | $9.9M | 253,027 | 7.40% | 3q | +0.8%+$76.7K |
| GGM Financial LLC | $9.7M | 248,505 | 3.69% | 7q | +16.0%+$1.3M |
| JPMORGAN CHASE & CO | $9.6M | 245,363 | 0.00% | 12q | +20.8%+$1.7M |
| ERn Financial, LLC | $8.2M | 208,729 | 1.35% | 15q | HELD |
| Blue Water Asset Management | $8.1M | 206,678 | 2.61% | 3q | -7.6%-$668.8K |
| Per Stirling Capital Management, LLC. | $7.9M | 202,754 | 0.75% | 3q | +8.1%+$592.0K |
| Kestra Advisory Services, LLC | $7.4M | 189,048 | 0.02% | 9q | +7.5%+$519.1K |
| HighTower Advisors, LLC | $6.6M | 167,888 | 0.01% | 13q | -4.4%-$303.2K |
| Janney Montgomery Scott LLC | $6.5M | 167,183 | 0.01% | new | NEW |
| RiverFront Investment Group, LLC | $6.3M | 160,753 | 0.08% | 14q | +17.8%+$951.8K |
| VERUS CAPITAL PARTNERS, LLC | $5.9M | 150,118 | 0.32% | 5q | +5.4%+$300.2K |
| Wealthcare Advisory Partners LLC | $5.5M | 141,018 | 0.10% | 16q | -7.7%-$463.7K |
| Anderson Financial Strategies, LLC | $5.5M | 141,826 | 2.85% | 4q | +9.1%+$458.4K |
| Bernardo Wealth Planning LLC | $5.3M | 134,295 | 0.90% | 15q | -0.7%-$38.3K |
| Henderson Brothers Financial Partners, LLC | $5.1M | 131,048 | 2.43% | 3q | -46.3%-$4.4M |
| OSAIC HOLDINGS, INC. | $4.8M | 123,363 | 0.01% | 21q | +28.5%+$1.1M |
| Retirement Planning Group, LLC | $4.8M | 122,346 | 0.12% | 6q | +20.0%+$799.7K |
| CONSILIO WEALTH ADVISORS, LLC | $4.7M | 120,221 | 1.13% | 18q | +2.3%+$104.0K |
| Uniting Wealth Partners, LLC | $4.5M | 115,131 | 0.92% | 2q | -5.5%-$260.6K |
| Cambridge Investment Research Advisors, Inc. | $4.3M | 110,544 | 0.00% | 26q | +218.4%+$3.0M |
| Strid Group, LLC | $4.2M | 106,597 | 0.46% | 31q | +1.3%+$52.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 105,123 | 0.01% | 27q | +20.7%+$705.5K |
| EP Wealth Advisors, LLC | $3.3M | 85,193 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $3.3M | 85,138 | 0.01% | 12q | -3.0%-$102.2K |
| JANE STREET GROUP, LLC | $2.9M | 75,032 | 0.00% | 8q | -4.0%-$122.5K |
| MML INVESTORS SERVICES, LLC | $2.9M | 73,506 | 0.01% | 17q | +66.6%+$1.1M |
| RTD Financial Advisors, Inc. | $2.8M | 71,176 | 0.30% | 3q | +35.7%+$733.1K |
| Mariner, LLC | $2.8M | 70,406 | 0.00% | 15q | -38.5%-$1.7M |
| Apollon Financial, LLC | $2.7M | 69,161 | 0.32% | 5q | +0.6%+$15.4K |
| GAMMA Investing LLC | $2.6M | 67,639 | 0.10% | 11q | +13.6%+$316.2K |
| Landmark Wealth Management, LLC | $2.6M | 66,532 | 0.62% | 19q | +2.7%+$68.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 65,989 | 0.00% | 27q | +34.9%+$668.6K |
| NATIXIS ADVISORS, LLC | $2.5M | 64,004 | 0.00% | 3q | +158.0%+$1.5M |
| Elequin Capital, LP | $2.5M | 62,992 | 0.07% | 2q | +755.5%+$2.2M |
| World Investment Advisors | $2.4M | 63,229 | 0.04% | 8q | HELD |
| Private Advisor Group, LLC | $2.4M | 60,864 | 0.01% | 12q | +59.2%+$886.1K |
| CRUX WEALTH ADVISORS | $2.4M | 60,366 | 0.82% | 7q | -2.4%-$57.8K |
| Richard P Slaughter Associates Inc | $2.2M | 56,538 | 0.43% | 7q | +46.3%+$700.0K |
| Thrive Wealth Management, LLC | $2.2M | 55,560 | 0.28% | 18q | +27.1%+$464.0K |
| IHT Wealth Management, LLC | $2.0M | 50,281 | 0.04% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.9M | 48,520 | 0.00% | 13q | +4851900.0%+$1.9M |
| Fifth Third Securities, Inc. | $1.8M | 46,987 | 0.10% | 9q | +3.5%+$61.8K |
| Wiser Advisor Group LLC | $1.7M | 43,792 | 1.88% | 4q | -3.2%-$56.1K |
| Cornerstone Wealth Management, LLC | $1.7M | 42,568 | 0.07% | 9q | -1.4%-$22.9K |
| Sanctuary Advisors, LLC | $1.6M | 39,882 | 0.01% | 9q | +5.3%+$79.1K |
| CITADEL ADVISORS LLC | $1.4M | 34,894 | 0.00% | 4q | +20.3%+$230.3K |
| Cornerstone Wealth Group, LLC | $1.3M | 33,386 | 0.08% | 5q | HELD |
| ARKANSAS FINANCIAL GROUP, INC. | $1.3M | 33,375 | 0.17% | 3q | +65.0%+$514.8K |
| Montis Financial, LLC | $1.2M | 31,716 | 0.25% | 7q | -38.7%-$783.9K |
| EVOLVE PRIVATE WEALTH, LLC | $1.2M | 31,084 | 0.07% | 3q | -2.3%-$28.3K |
| Magnus Financial Group LLC | $1.2M | 29,991 | 0.08% | 19q | +0.6%+$6.8K |
| OneAscent Financial Services LLC | $1.1M | 27,982 | 0.05% | 7q | -0.8%-$8.4K |
| Stratos Wealth Partners, LTD. | $1.0M | 26,673 | 0.01% | 6q | +3.1%+$31.7K |
| Westside Investment Management, Inc. | $1.0M | 26,329 | 0.14% | 12q | -2.4%-$25.4K |
| Thrivent Financial for Lutherans | $987.0K | 25,202 | 0.00% | 4q | HELD |
| VICUS CAPITAL | $971.7K | 24,822 | 0.06% | 15q | +4.8%+$44.8K |
| Farther Finance Advisors, LLC | $936.6K | 23,928 | 0.01% | 3q | -9.1%-$93.5K |
| Stonehearth Capital Management, LLC | $918.0K | 23,451 | 0.31% | 20q | -3.6%-$34.3K |
| OLD MISSION CAPITAL LLC | $891.1K | 22,765 | 0.01% | 3q | +19.6%+$146.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $876.0K | 22,378 | 0.01% | new | NEW |
| Summit Financial, LLC | $810.8K | 20,652 | 0.01% | 2q | -7.0%-$60.9K |
| Bleakley Financial Group, LLC | $797.0K | 20,361 | 0.01% | 14q | +13.7%+$96.3K |
| Advyzon Investment Management, LLC | $770.9K | 19,694 | 0.06% | 7q | -6.6%-$54.3K |
| CAPTRUST FINANCIAL ADVISORS | $755.1K | 19,290 | 0.00% | 13q | -3.5%-$27.6K |
| DONALDSON CAPITAL MANAGEMENT, LLC | $749.2K | 19,138 | 0.02% | 9q | HELD |
| Merit Financial Group, LLC | $716.4K | 18,302 | 0.00% | 8q | -60.0%-$1.1M |
| Capital Analysts, LLC | $657.0K | 16,788 | 0.02% | 17q | -5.0%-$34.7K |
| Sigma Planning Corp | $637.6K | 16,288 | 0.02% | 9q | +104.7%+$326.1K |
| TRUIST FINANCIAL CORP | $628.1K | 16,045 | 0.00% | 4q | +91.6%+$300.2K |
| Kingsview Wealth Management, LLC | $571.1K | 14,589 | 0.01% | 3q | -1.5%-$8.7K |
| PRIVATE TRUST CO NA | $568.7K | 14,527 | 0.05% | 2q | HELD |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $559.7K | 14,298 | 0.18% | 3q | +1.5%+$8.3K |
| Strategic Blueprint, LLC | $536.3K | 13,700 | 0.03% | 4q | +103.0%+$272.1K |
| WEST MICHIGAN ADVISORS, LLC | $496.9K | 12,665 | 0.09% | 10q | +23.1%+$93.1K |
| Savvy Advisors, Inc. | $466.8K | 11,925 | 0.01% | 5q | -5.8%-$28.7K |
| J.W. COLE ADVISORS, INC. | $462.0K | 11,802 | 0.01% | 5q | +16.0%+$63.9K |
| Amplius Wealth Advisors, LLC | $442.3K | 11,298 | 0.03% | 15q | -34.2%-$229.9K |
| PRAIRIE ADVISORY, LLC | $416.7K | 10,645 | 0.10% | new | FIRST |
| ARMSTRONG ADVISORY GROUP, INC | $405.2K | 10,350 | 0.02% | 15q | -1.4%-$5.9K |
| Princeton Global Asset Management LLC | $391.7K | 10,007 | 0.06% | 8q | HELD |
| BENJAMIN EDWARDS INC | $367.3K | 9,377 | 0.00% | 4q | +35.2%+$95.6K |
| EVOLUTION WEALTH MANAGEMENT INC. | $333.9K | 8,529 | 0.20% | 4q | +10.0%+$30.5K |
| Vise Technologies, Inc. | $317.0K | 8,097 | 0.00% | new | NEW |
| Argent Trust Co | $316.0K | 8,073 | 0.01% | 5q | HELD |
| Wealthspire Retirement, LLC | $315.7K | 8,092 | 0.02% | 2q | HELD |
Showing the largest 100 of 125 reported holders.
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 | 44 | $149.0M | 4,041,148 | 8 | 20 | 13 | 0.0% |
| Q2 2026 | 125 | $640.9M | 16,373,125 | 12 | 58 | 35 | 0.0% |
| Q1 2026 | 121 | $601.2M | 15,149,109 | 15 | 65 | 26 | 0.0% |
| Q4 2025 | 110 | $529.9M | 13,559,860 | 16 | 52 | 27 | 0.0% |
| Q3 2025 | 101 | $472.9M | 12,135,767 | 18 | 40 | 34 | 0.0% |
| Q2 2025 | 87 | $462.8M | 12,090,355 | 9 | 35 | 32 | 0.0% |
| Q1 2025 | 83 | $439.8M | 11,435,596 | 6 | 45 | 18 | 0.0% |
| Q4 2024 | 87 | $432.3M | 11,182,888 | 10 | 44 | 20 | 0.0% |
| Q3 2024 | 79 | $376.7M | 9,561,386 | 9 | 35 | 24 | 0.0% |
| Q2 2024 | 76 | $353.8M | 9,143,639 | 10 | 35 | 17 | 0.0% |
| Q1 2024 | 69 | $334.1M | 8,600,958 | 5 | 32 | 21 | 0.0% |
| Q4 2023 | 71 | $328.9M | 8,447,614 | 5 | 27 | 26 | 0.0% |
| Q3 2023 | 67 | $313.9M | 8,529,241 | 10 | 27 | 20 | 0.0% |
| Q2 2023 | 62 | $312.3M | 8,208,052 | 9 | 28 | 16 | 0.0% |
| Q1 2023 | 58 | $266.0M | 6,961,554 | 6 | 29 | 19 | 0.0% |
| Q4 2022 | 56 | $244.3M | 6,504,931 | 10 | 21 | 19 | 0.0% |
| Q3 2022 | 51 | $507.1M | 13,917,200 | 6 | 26 | 14 | 0.0% |
| Q2 2022 | 59 | $224.8M | 5,950,071 | 15 | 12 | 26 | 0.0% |
| Q1 2022 | 49 | $218.4M | 5,566,499 | 9 | 17 | 19 | 0.0% |
| Q4 2021 | 46 | $185.7M | 4,434,815 | 8 | 21 | 5 | 0.0% |
| Q3 2021 | 39 | $153.6M | 3,675,116 | 4 | 20 | 6 | 0.0% |
| Q2 2021 | 40 | $146.3M | 3,471,608 | 9 | 18 | 9 | 0.0% |
| Q1 2021 | 34 | $121.1M | 2,908,895 | 8 | 20 | 4 | 0.0% |
| Q4 2020 | 28 | $102.2M | 2,442,889 | 6 | 16 | 4 | 0.0% |
| Q3 2020 | 23 | $77.9M | 1,893,159 | 3 | 16 | 4 | 0.0% |
| Q2 2020 | 22 | $69.6M | 1,658,807 | 5 | 13 | 3 | 0.0% |
| Q1 2020 | 21 | $143.3M | 3,494,290 | 3 | 9 | 7 | 0.0% |
| Q4 2019 | 22 | $156.0M | 3,730,909 | 9 | 9 | 2 | 0.0% |
| Q3 2019 | 14 | $129.2M | 3,081,594 | 1 | 9 | 2 | 0.0% |
| Q2 2019 | 15 | $126.7M | 3,051,532 | 9 | 3 | 1 | 0.0% |
| Q1 2019 | 6 | $110.6M | 2,708,538 | 2 | 2 | 0 | 0.0% |
| Q4 2018 | 4 | $98.0M | 2,455,665 | 0 | 0 | 0 | 0.0% |