Who owns HFSI?
Hartford Strategic Income ETF · Hartford
82 institutions reported holding HFSI, worth $749.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HFSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New England Capital Financial Advisors LLC | Meriden, CT | $96.4M | 2,742,268 | +197,332 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $91.4M | 2,599,232 | +475,941 shares |
| Bank of America Corp. | Charlotte, NC | $74.1M | 2,107,234 | +885,847 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $55.7M | 1,583,072 | +394,494 shares |
| Hartford Funds Management Co LLC | Wayne, PA | $54.8M | 1,559,242 | +22,652 shares |
| Benjamin Edwards Inc. | Clayton, MO | $34.1M | 968,502 | −2,885 shares |
| Retirement Management Systems Inc. | Stevensville, MD | $29.3M | 832,783 | +109,645 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $27.2M | 773,637 | +67,633 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.3M | 720,743 | +258,318 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $22.6M | 643,146 | +30,134 shares |
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 HFSI?
82 institutional managers reported holding HFSI in Form 13F filings for June 30, 2026, worth $749.5M in total. The largest reported position was held by New England Capital Financial Advisors LLC, at $96.4M.
Did institutions buy or sell HFSI last quarter?
Reported 13F value rose 25.9% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 4 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 HFSI 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.