§ EQUITY
USDHFSI
HARTFOR STRATEG INCOME ETF-U
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| New England Capital Financial Advisors LLC | 2.5M | 24.2% | +705% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.1M | 0.0% | +19% |
| Hartford Funds Management Co LLC | 1.5M | 4.6% | −2% |
| BENJAMIN EDWARDS INC | 968K | 0.3% | n/a |
| Bank of America Corp | 952K | 0.0% | n/a |
| RAYMOND JAMES FINANCIAL INC | 845K | 0.0% | +123% |
◇ AC INTELLIGENCE
Top institutional owners for HFSI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.8% · 58 holders
INCOME / DEFENSIVE20.6% · 4 holders
DEALER / BANK10.6% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HFSI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HFSI yet.