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Hartford Municipal OPP ETF (HMOP)

CUSIP: 41653L503 | NYSE | 221 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avantax Planning Partners, Inc.896,816
0.8% of portfolio›$33.0M
Apollon Wealth Management, LLC697,712
0.3% of portfolio›$25.7M
Goldstein Advisors, LLC553,698
1.8% of portfolio›$20.4M
Legacy Wealth Management, LLC512,834
1.0% of portfolio›$18.9M
Johnson & White Wealth Management, LLC335,319
4.5% of portfolio›$12.4M
Sepio Capital, LP314,277
0.5% of portfolio›$11.6M
Bernardo Wealth Planning LLC239,860
0.7% of portfolio›$8.8M
Fragasso Financial Advisors Inc213,591
0.4% of portfolio›$7.9M
ERn Financial, LLC207,156
1.2% of portfolio›$7.6M
Verus Capital Partners, LLC191,963
0.4% of portfolio›$7.1M
Kestra Advisory Services, LLC190,956
0.0% of portfolio›$7.1M
Blue Water Asset Management188,317
2.2% of portfolio›$6.9M
GGM Financial LLC185,508
2.2% of portfolio›$6.8M
Henderson Brothers Financial Partners, LLC152,518
2.0% of portfolio›$5.6M
Retirement Planning Group, LLC133,504
0.1% of portfolio›$4.9M
Wealthcare Advisory Partners LLC131,446
0.1% of portfolio›$4.8M
Strid Group, LLC113,409
0.5% of portfolio›$4.2M
Cliftonlarsonallen Wealth Advisors, LLC110,996
0.1% of portfolio›$4.1M
RTD Financial Advisors, Inc.103,705
0.4% of portfolio›$3.8M
Commonwealth Equity Services, LLC101,774
0.0% of portfolio›$3.8M
Gamma Investing LLC74,665
0.1% of portfolio›$2.8M
Apollon Financial, LLC74,507
0.3% of portfolio›$2.7M
Thrive Wealth Management, LLC71,281
0.3% of portfolio›$2.6M
Landmark Wealth Management, LLC63,917
0.6% of portfolio›$2.4M
Arkansas Financial Group, Inc.62,641
0.3% of portfolio›$2.3M
Vicus Capital56,636
0.1% of portfolio›$2.1M
Richard P Slaughter Associates Inc55,438
0.4% of portfolio›$2.0M
Stonehearth Capital Management, LLC51,891
0.7% of portfolio›$1.9M
Fifth Third Securities, Inc.47,294
0.1% of portfolio›$1.7M
Cornerstone Wealth Management, LLC44,145
0.1% of portfolio›$1.6M
Cornerstone Wealth Group, LLC33,883
0.1% of portfolio›$1.2M
Magnus Financial Group LLC29,108
0.1% of portfolio›$1.1M
Westside Investment Management, Inc.26,329
0.1% of portfolio›$971.3K
Montis Financial, LLC26,323
0.2% of portfolio›$970.0K
Axxcess Wealth Management, LLC24,392
0.0% of portfolio›$898.8K
Sigma Planning Corp23,839
0.0% of portfolio›$878.5K
Truist Financial Corp22,690
0.0% of portfolio›$836.1K
Prairie Advisory, LLC21,356
0.1% of portfolio›$786.9K
Sage Private Wealth Group, LLC20,130
0.2% of portfolio›$741.8K
Cambridge Investment Research Advisors, Inc.14,579
0.0% of portfolio›$537.0K
Private Trust Co NA14,577
0.0% of portfolio›$537.2K
M Holdings Securities, Inc.13,413
0.0% of portfolio›$510
Farther Finance Advisors, LLC12,956
0.0% of portfolio›$477.4K
Davenport & Co LLC11,169
0.0% of portfolio›$411.6K
Armstrong Advisory Group, Inc10,350
0.0% of portfolio›$381.4K
Amplius Wealth Advisors, LLC9,773
0.0% of portfolio›$360.1K
Evolution Wealth Management Inc.8,858
0.2% of portfolio›$326.4K
Princeton Global Asset Management LLC8,684
0.0% of portfolio›$320.0K
Flagship Harbor Advisors, LLC8,326
0.0% of portfolio›$306.8K
SAX Wealth Advisors, LLC7,830
0.0% of portfolio›$288.5K
Urban Wealth Management, LLC7,777
0.3% of portfolio›$286.6K
Legacy CG, LLC7,594
0.1% of portfolio›$279.8K
Symphony Financial, Ltd. Co.7,290
0.0% of portfolio›$268.6K
Kestra Private Wealth Services, LLC6,719
0.0% of portfolio›$247.6K
AdvisorNet Financial, Inc6,693
0.0% of portfolio›$249.1K
StoneX Group Inc.6,480
0.0% of portfolio›$243.6K
XY Planning Network, Inc.6,329
0.0% of portfolio›$233.2K
Strategic Blueprint, LLC6,050
0.0% of portfolio›$222.9K
Vise Technologies, Inc.5,837
0.0% of portfolio›$215.1K
Cedar Point Capital Partners, LLC5,707
0.1% of portfolio›$210.3K
Stonebridge Financial Group, LLC5,577
0.0% of portfolio›$205.5K
Hill Island Financial LLC5,477
0.0% of portfolio›$201.8K
United Community Bank3,090
0.0% of portfolio›$113.9K
Parallel Advisors, LLC473
0.0% of portfolio›$17.4K
Nova Financial LLC322
0.0% of portfolio›$11.9K
Balance Wealth Partners LLC68
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
896,816$33.0M0.8%ETFLowDubuque, IA2026-11-03
Apollon Wealth Management, LLC
697,712$25.7M0.3%GrowthLowMount Pleasant, SC2026-10-23
Goldstein Advisors, LLC
553,698$20.4M1.8%ETFMediumMadison, WI2026-10-15
Legacy Wealth Management, LLC
512,834$18.9M1.0%ETFLowMemphis, TN2026-10-22
Johnson & White Wealth Management, LLC
335,319$12.4M4.5%ETFVery LowYork, PA2026-11-03
Sepio Capital, LP
314,277$11.6M0.5%ETFLowSalt Lake City, UT2026-10-22
Bernardo Wealth Planning LLC
239,860$8.8M0.7%ETFVery LowHarleysville, PA2026-10-23
Fragasso Financial Advisors Inc
213,591$7.9M0.4%ETFLowSewickley, PA2026-10-13
ERn Financial, LLC
207,156$7.6M1.2%ETFVery LowMiddleton, WI2026-10-28
Verus Capital Partners, LLC
191,963$7.1M0.4%GrowthLowScottsdale, AZ2026-11-03
Kestra Advisory Services, LLC
190,956$7.1M0.0%CoreLowAustin, TX2026-11-02
Blue Water Asset Management
188,317$6.9M2.2%ETFLowGrand Rapids, MI2026-11-04
GGM Financial LLC
185,508$6.8M2.2%ETFMediumColumbus, OH2026-11-05
Henderson Brothers Financial Partners, LLC
152,518$5.6M2.0%ETFN/APittsburgh, PA2026-11-03
Retirement Planning Group, LLC
133,504$4.9M0.1%ETFVery LowLeawood, KS2026-10-19
Wealthcare Advisory Partners LLC
131,446$4.8M0.1%ETFLowWest Chester, PA2026-10-21
Strid Group, LLC
113,409$4.2M0.5%ETFLowNewtown Square, PA2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
110,996$4.1M0.1%ETFLowMinneapolis, MN2026-10-14
RTD Financial Advisors, Inc.
103,705$3.8M0.4%ETFLowPhiladelphia, PA2026-10-09
Commonwealth Equity Services, LLC
101,774$3.8M0.0%ETFLowWaltham, MA2026-11-02
Gamma Investing LLC
74,665$2.8M0.1%IndexVery LowFoster City, CA2026-10-08
Apollon Financial, LLC
74,507$2.7M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Thrive Wealth Management, LLC
71,281$2.6M0.3%ETFVery LowAudubon, PA2026-10-13
Landmark Wealth Management, LLC
63,917$2.4M0.6%ETFVery LowMelville, NY2026-11-03
Arkansas Financial Group, Inc.
62,641$2.3M0.3%ETFVery LowLittle Rock, AR2026-10-26
Vicus Capital
56,636$2.1M0.1%ETFMediumState College, PA2026-11-05
Richard P Slaughter Associates Inc
55,438$2.0M0.4%ETFMediumAustin, TX2026-10-13
Stonehearth Capital Management, LLC
51,891$1.9M0.7%ETFMediumDanvers, MA2026-10-13
Fifth Third Securities, Inc.
47,294$1.7M0.1%ETFLowCincinnati, OH2026-10-21
Cornerstone Wealth Management, LLC
44,145$1.6M0.1%ETFVery LowSt. Peters, MO2026-11-04
Cornerstone Wealth Group, LLC
33,883$1.2M0.1%CoreMediumHuntersville, NC2026-11-02
Magnus Financial Group LLC
29,108$1.1M0.1%ETFLowNew York, NY2026-10-21
Westside Investment Management, Inc.
26,329$971.3K0.1%GrowthLowSanta Monica, CA2026-11-02
Montis Financial, LLC
26,323$970.0K0.2%ETFLowWaltham, MA2026-11-04
Axxcess Wealth Management, LLC
24,392$898.8K0.0%CoreLowCarlsbad, CA2026-10-21
Sigma Planning Corp
23,839$878.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Truist Financial Corp
22,690$836.1K0.0%CoreLowCharlotte, NC2026-10-30
Prairie Advisory, LLC
21,356$786.9K0.1%ETFN/ALeawood, KS2026-10-19
Sage Private Wealth Group, LLC
20,130$741.8K0.2%ETFLowOakbrook Terrace, IL2026-10-21
Cambridge Investment Research Advisors, Inc.
14,579$537.0K0.0%ETFLowFairfield, IA2026-11-02
Private Trust Co NA
14,577$537.2K0.0%CoreLowCleveland, OH2026-10-20
M Holdings Securities, Inc.
13,413$5100.0%ETFHighPortland, OR2026-11-03
Farther Finance Advisors, LLC
12,956$477.4K0.0%IndexLowSan Francisco, CA2026-10-08
Davenport & Co LLC
11,169$411.6K0.0%CoreMediumRichmond, VA2026-10-14
Armstrong Advisory Group, Inc
10,350$381.4K0.0%ETFHighNeedham, MA2026-10-09
Amplius Wealth Advisors, LLC
9,773$360.1K0.0%ETFLowBlue Bell, PA2026-10-20
Evolution Wealth Management Inc.
8,858$326.4K0.2%ETFMediumFort Myers, FL2026-10-28
Princeton Global Asset Management LLC
8,684$320.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Flagship Harbor Advisors, LLC
8,326$306.8K0.0%ETFMediumBoston, MA2026-10-26
SAX Wealth Advisors, LLC
7,830$288.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Urban Wealth Management, LLC
7,777$286.6K0.3%GrowthMediumLakewood, CA2026-10-21
Legacy CG, LLC
7,594$279.8K0.1%GrowthHighPlano, TX2026-10-30
Symphony Financial, Ltd. Co.
7,290$268.6K0.0%GrowthLowHouston, TX2026-10-22
Kestra Private Wealth Services, LLC
6,719$247.6K0.0%GrowthLowAustin, TX2026-10-30
AdvisorNet Financial, Inc
6,693$249.1K0.0%ETFLowMinnetonka, MN2026-10-15
StoneX Group Inc.
6,480$243.6K0.0%ETFMediumNew York, NY2026-11-03
XY Planning Network, Inc.
6,329$233.2K0.0%ETFLowBozeman, MT2026-10-14
Strategic Blueprint, LLC
6,050$222.9K0.0%ETFLowAtlanta, GA2026-10-22
Vise Technologies, Inc.
5,837$215.1K0.0%IndexLowNew York, NY2026-10-29
Cedar Point Capital Partners, LLC
5,707$210.3K0.1%ETFMediumCedar Rapids, IA2026-10-29
Stonebridge Financial Group, LLC
5,577$205.5K0.0%ETFMediumWormleysburg, PA2026-10-01
Hill Island Financial LLC
5,477$201.8K0.0%ETFLowGrand Rapids, MI2026-10-20
United Community Bank
3,090$113.9K0.0%CoreLowGreenville, SC2026-10-28
Parallel Advisors, LLC
473$17.4K0.0%IndexLowSan Francisco, CA2026-11-03
Nova Financial LLC
322$11.9K0.0%N/AN/ATucson, AZ2026-11-04
Balance Wealth Partners LLC
68$2.5K0.0%ETFMediumWorthington, OH2026-10-27