Who owns ACVU?
Hartford Alpha Capture Value ETF · Hartford
34 institutions reported holding ACVU, worth $28.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ACVU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Jones Financial Companies LLLP | Des Peres, MO | $11.4M | 366,449 | −10,518 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $5.0M | 159,252 | −833 shares |
| Corient Private Wealth LP | Miami, FL | $2.3M | 72,692 | No change |
| LPL Financial LLC | Fort Mill, SC | $1.8M | 56,167 | −62 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.6M | 50,071 | +21,761 shares |
| DAVENPORT & Co LLC | Richmond, VA | $1.5M | 47,072 | −102 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.3M | 40,978 | +12,629 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $468K | 14,995 | No change |
| Natixis Advisors, LLC | Boston, MA | $431K | 13,825 | +2,875 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $280K | 8,962 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ACVU?
34 institutional managers reported holding ACVU in Form 13F filings for June 30, 2026, worth $28.3M in total. The largest reported position was held by Jones Financial Companies LLLP, at $11.4M.
Did institutions buy or sell ACVU last quarter?
Reported 13F value rose 23.2% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ACVU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.