Institutional Ownership Hartford Fds Exchange Traded T (HSUN)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded T (HSUN). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
8,532
shares
|
$291,197
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,167
shares
|
$278,739
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
7,659
shares
|
$261,401
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
7,540
shares
|
$257,340
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Coquina Private Wealth LLC
Port Charlotte, FL |
Jan 29, 2026 Q4 2025 |
7,402
shares
|
$252,630
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,983
shares
|
$238,329
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
6,574
shares
|
$224,370
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
Jan 27, 2026 Q4 2025 |
4,558
shares
|
$155,564
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
2,204
shares
|
$75,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
841
shares
|
$28,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
558
shares
|
$19,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
451
shares
|
$15,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
270
shares
|
$9,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
200
shares
|
$6,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
169
shares
|
$5,767
0.0% of portfolio
|
Q4 2025
Added 57.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
54
shares
|
$1,843
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|