Question 1

How many shares of HFSI does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 720,743 shares of HFSI (HARTFORD FDS EXCHANGE TRADED).

Question 2

What is OSAIC HOLDINGS, INC.'s HFSI position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s HFSI position is worth $25.3M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling HFSI?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their HFSI position (+55.9% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy HFSI?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in HFSI in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	720,743	+55.9%	$25.3M	0.0%	$35.00	41
2026-Q1	Increased	462,425	+4.7%	$16.1M	0.0%	$34.08	30
2025-Q4	Increased	441,651	+54.4%	$15.7M	0.0%	$34.42	40
2025-Q3	Increased	285,982	+1066.5%	$10.1M	0.0%	$33.96	45
2025-Q2	Increased	24,516	+86.3%	$856,072	0.0%	$32.90	39
2025-Q1	Increased	13,160	+75.3%	$454,665	0.0%	$32.07	36
2024-Q4	Increased	7,505	+30.0%	$257,417	0.0%	$31.41	29
2024-Q3	Increased	5,774	+32.3%	$204,627	0.0%	$31.73	29

HFSIShowing 8 of 10 quarters

HFSI
Showing 8 of 10 quarters