Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF include Apollon Wealth Management, LLC, Apollon Financial, LLC, Cornerstone Wealth Group, LLC, Savvy Advisors, Inc., Verus Capital Partners, Llc, and Argent Trust Co .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,923 | 25.10 | 1,988 | 24.58 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35,827 | 159.58 | 1,371 | 158.68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25,707 | 6.30 | 984 | 5.92 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 41,411 | 1,585 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 32,322 | 1,237 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 91,943 | 77.17 | 3,517 | 76.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 621 | 24 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149,650 | 2.51 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215,286 | 5.60 | 8 | 14.29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139,916 | 39.53 | 5,356 | 38.91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30,978 | 78.28 | 1,186 | 77.40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 546,833 | 45.96 | 20,933 | 45.32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 790,665 | 8.33 | 30,267 | 7.85 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 157,679 | 563.21 | 6,036 | 560.28 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 89,403 | 1.28 | 3,422 | 0.85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 413,669 | 15,835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,529 | 287.23 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,190 | 53.31 | 543 | 52.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 369,887 | 2.14 | 14,159 | 1.69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14,586 | 558 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 36,549 | 18.03 | 1,399 | 17.56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100,724 | 39.67 | 3,856 | 39.07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,214 | 3.39 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 282 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 27,120 | 14.01 | 1,038 | 13.57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,266 | 32.61 | 1,273 | 32.05 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26,390 | 6.67 | 1,010 | 6.20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116,127 | 9.65 | 4,446 | 9.18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 882 | 3.16 | 34 | 3.13 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,498 | 364 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 81,341 | 14.24 | 3,114 | 13.74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,513,178 | 22.31 | 57,924 | 21.77 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 49,381 | 310.14 | 1,890 | 309.09 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6,043 | 80.93 | 231 | 80.47 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 92,069 | 461.50 | 3,524 | 459.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,675 | 1,519 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18,226 | 0.09 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 721,130 | 2.62 | 27,605 | 2.17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8,387 | 321 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,442 | 3.04 | 170 | 3.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,186,316 | 3.66 | 45,412 | 3.20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23,817 | 912 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,759 | 0.06 | 259 | -0.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 57,390 | 4.80 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 46,227 | 78.81 | 1,770 | 77.97 |
