HARTFORD FDS EXCHANGE TRADED

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HFSI·41653L875·US·ETF

HFSI (HARTFORD FDS EXCHANGE TRADED) is held by 27 institutional investors as of Q2 2026. Largest holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($91.4M), BANK OF AMERICA CORP /DE/ ($74.1M), RAYMOND JAMES FINANCIAL INC ($55.7M). Net institutional sentiment: Bullish.

27

Holders

(2 Elite)

$389.4M

Total Value

90% (29)

Consensus

26 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)32

Activist (13D/13G)78

Congressional (STOCK Act)76

Holder Quality

85

★★★★★

Elite

73

★★★★

Strong

13

★★★

Solid

51

★★

Below

42

★

Weak

Held by 27 funds

2 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HFSI.

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.6M(+22.4%)	$91.4M	0.0%	-1.63%	36
BANK OF AMERICA CORP /DE/	Increased	2.1M(+72.5%)	$74.1M	0.0%	-1.58%	44
RAYMOND JAMES FINANCIAL INC	Increased	1.6M(+33.2%)	$55.7M	0.0%	-1.45%	38
BENJAMIN EDWARDS INC	Decreased	968,502(-0.3%)	$34.1M	0.3%	-0.46%	0
OSAIC HOLDINGS, INC.	Increased	720,743(+55.9%)	$25.3M	0.0%	-1.30%	41
ROYAL BANK OF CANADA	Increased	389,715(+1.0%)	$13.7M	0.0%	-0.48%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	372,711(+8.3%)	$13.1M	0.0%	-0.66%	30
JONES FINANCIAL COMPANIES LLLP	Increased	313,490(+110.3%)	$11.1M	0.0%	-2.01%	45
STIFEL FINANCIAL CORP	Increased	308,104(+28.3%)	$10.8M	0.0%	-0.80%	35
FWFocus Partners Wealth	New	255,309	$9M	0.0%	-3.09%	38
LPL Financial LLC	New	210,893	$7.4M	0.0%	-3.09%	38
TRUIST FINANCIAL CORP	Increased	194,597(+20.5%)	$6.8M	0.0%	-0.92%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	178,985(+8.9%)	$6.3M	0.0%	+0.23%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	167,236(+4.1%)	$5.9M	0.0%	+16.19%	28
Private Advisor Group, LLC	New	162,423	$5.7M	0.0%	-3.09%	37
Sanctuary Advisors, LLC	Increased	144,428(+5.9%)	$5.1M	0.0%	+0.24%	29
MML INVESTORS SERVICES, LLC	Increased	90,702(+304.4%)	$3.2M	0.0%	-2.56%	43
JPMORGAN CHASE & CO	Increased	65,622(+13.7%)	$2.3M	0.0%	+1.33%	30
Beacon Pointe Advisors, LLC	New	65,375	$2.3M	0.0%	-3.09%	36
&PARTNERS	Increased	43,039(+3.4%)	$1.5M	0.0%	-0.55%	26

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HFSIHARTFORD FDS EXCHANGE TRADED

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer