HFSI

HARTFOR STRATEG INCOME ETF-U

Who Owns This Stock

Who Owns HFSI

Other79.3%50 holders

Income / Defensive19.8%1 holder

Dealer / Bank0.9%3 holders

Based on Q4 2025 13F filings + AC behavioral model

54 institutional holders

Top Holders

1.★NORTHWESTERN MUTUAL WEALTH MANAGEMENT COincome_defensive

$63479.5B

2.★Hartford Funds Management Co LLCother_unclassified

$55745.9B

3.★Bleakley Financial Group, LLCother_unclassified

$23241.1B

4.★Retirement Management Systems Inc.income_defensive

$23152.3B

5.▲Modern Wealth Management, LLCother_unclassified

+21.7%$22369.5B

6.▲RAYMOND JAMES FINANCIAL INCother_unclassified

$17062.9B

7.★OSAIC HOLDINGS, INC.other_unclassified

$15532.7B

8.▲Centric Wealth Managementother_unclassified

+4.3%$13715.1B

9.★New England Capital Financial Advisors LLCother_unclassified

$11210.4B

10.▲STIFEL FINANCIAL CORPother_unclassified

+0.1%$7868.9B

11.▲WEALTH ENHANCEMENT ADVISORY SERVICES, LLCother_unclassified

+4.8%$7046.3B

12.★Live Oak Investment Partnersother_unclassified

$6305.6B

13.★MGO ONE SEVEN LLCother_unclassified

$5131.8B

14.★CITIZENS FINANCIAL GROUP INC/RIother_unclassified

$4120.0B

15.▼Summit Financial, LLCother_unclassified

-11.8%$4107.4B

16.★CORE WEALTH ADVISORS, LLCother_unclassified

$3757.0B

17.▲COMMONWEALTH EQUITY SERVICES, LLCother_unclassified

+79.7%$3592.4B

18.▲Sanctuary Advisors, LLCother_unclassified

+56.2%$2929.9B

19.★CARY STREET PARTNERS FINANCIAL LLCother_unclassified

$2341.8B

20.▲Strategic Blueprint, LLCother_unclassified

+12.2%$2257.3B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Other(79.3%)

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—

Income / Defensive(19.8%)

●

Inflows (flight to yield)

Dealer / Bank(0.9%)

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Facilitating

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.