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Hartfor Strateg Income ETF (HFSI)

CUSIP: 41653L875 | NYSE | 121 institutional holders

Quarters

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

New England Capital Financial Advisors LLC2,835,003
22.2% of portfolio›$95.2M
Flagship Harbor Advisors, LLC988,093
1.2% of portfolio›$33.2M
Wealth Enhancement Advisory Services, LLC330,794
0.0% of portfolio›$10.8M
Mirae Asset Global Investments Co., Ltd.329,000
0.0% of portfolio›$11.0M
Retirement Planning Group, LLC299,087
0.3% of portfolio›$10.0M
Sierra Ocean, LLC297,926
6.2% of portfolio›$10.0M
Live Oak Investment Partners269,289
4.9% of portfolio›$9.0M
Diversify Advisory Services, LLC265,929
0.1% of portfolio›$9.0M
Diversify Wealth Management, LLC265,929
0.1% of portfolio›$9.0M
CWA Asset Management Group, LLC261,599
0.3% of portfolio›$8.8M
Truist Financial Corp242,891
0.0% of portfolio›$8.2M
Citizens Financial Group Inc229,492
0.1% of portfolio›$7.7M
Commonwealth Equity Services, LLC195,644
0.0% of portfolio›$6.6M
MGO One Seven LLC193,320
0.1% of portfolio›$6.5M
Flynn Zito Capital Management, LLC180,565
1.6% of portfolio›$6.1M
Claro Advisors Inc.124,872
0.4% of portfolio›$4.2M
Strategic Blueprint, LLC86,639
0.1% of portfolio›$2.9M
Thrivent Financial for Lutherans83,290
0.0% of portfolio›$2.8M
Cambridge Investment Research Advisors, Inc.80,318
0.0% of portfolio›$2.7M
GGM Financial LLC44,484
0.5% of portfolio›$1.5M
Destiny Capital Corp38,473
0.6% of portfolio›$1.3M
Kestra Private Wealth Services, LLC27,221
0.0% of portfolio›$914.1K
Hobart Private Capital, LLC26,769
0.2% of portfolio›$898.9K
Milestone Investment Advisors LLC22,973
0.2% of portfolio›$771.4K
AdvisorNet Financial, Inc21,137
0.0% of portfolio›$710.4K
Uptick Partners, LLC19,310
0.1% of portfolio›$648.4K
Capital Investment Advisory Services, LLC18,530
0.0% of portfolio›$622.2K
Surience Private Wealth LLC18,315
0.6% of portfolio›$615.0K
Core Wealth Advisors, LLC16,407
0.4% of portfolio›$551.0K
Cornerstone Wealth Management, LLC12,842
0.0% of portfolio›$431.2K
Concurrent Investment Advisors, LLC12,639
0.0% of portfolio›$424.4K
Bank of New York Mellon Corp12,520
0.0% of portfolio›$420.4K
CWC Advisors, Llc.11,408
0.2% of portfolio›$383.1K
Vise Technologies, Inc.11,231
0.0% of portfolio›$377.1K
NorthCrest Asset Manangement, LLC10,525
0.0% of portfolio›$353.9K
Meridian Financial Advisors, LLC9,299
0.1% of portfolio›$312.3K
Bright Futures Wealth Management, Llc.9,085
0.2% of portfolio›$305.1K
Cypress Wealth Services, LLC8,878
0.0% of portfolio›$297.9K
Coquina Private Wealth LLC8,483
0.2% of portfolio›$284.9K
Saxon Interests, Inc.7,246
0.1% of portfolio›$243.3K
Davenport & Co LLC6,750
0.0% of portfolio›$226.7K
Wealth Enhancement Trust Services, Inc.5,556
0.0% of portfolio›$186.6K
IFP Advisors, Inc2,599
0.0% of portfolio›$87.3K
Golden State Wealth Management, LLC2,345
0.0% of portfolio›$78.7K
Private Trust Co NA1,167
0.0% of portfolio›$39.2K
Ascentis Independent Advisors1,008
0.0% of portfolio›$33.8K
Creative Financial Designs Inc699
0.0% of portfolio›$23.5K
Fifth Third Bancorp369
0.0% of portfolio›$12.4K
Lodestone Wealth Management LLC305
0.0% of portfolio›$10.2K
Assetmark, Inc74
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
New England Capital Financial Advisors LLC
2,835,003$95.2M22.2%ETFLowMeriden, CT2026-11-03
Flagship Harbor Advisors, LLC
988,093$33.2M1.2%ETFMediumBoston, MA2026-10-26
Wealth Enhancement Advisory Services, LLC
330,794$10.8M0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
329,000$11.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
Retirement Planning Group, LLC
299,087$10.0M0.3%ETFVery LowLeawood, KS2026-10-19
Sierra Ocean, LLC
297,926$10.0M6.2%ETFLowRipon, CA2026-11-03
Live Oak Investment Partners
269,289$9.0M4.9%ETFMediumAustin, TX2026-10-23
Diversify Advisory Services, LLC
265,929$9.0M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
265,929$9.0M0.1%GrowthMediumSandy, UT2026-10-20
CWA Asset Management Group, LLC
261,599$8.8M0.3%CoreMediumNaples, FL2026-10-19
Truist Financial Corp
242,891$8.2M0.0%CoreLowCharlotte, NC2026-10-30
Citizens Financial Group Inc
229,492$7.7M0.1%GrowthLowProvidence, RI2026-10-23
Commonwealth Equity Services, LLC
195,644$6.6M0.0%ETFLowWaltham, MA2026-11-02
MGO One Seven LLC
193,320$6.5M0.1%GrowthLowBeachwood, OH2026-10-28
Flynn Zito Capital Management, LLC
180,565$6.1M1.6%ETFLowGarden City, NY2026-11-04
Claro Advisors Inc.
124,872$4.2M0.4%CoreLowBoston, MA2026-11-02
Strategic Blueprint, LLC
86,639$2.9M0.1%ETFLowAtlanta, GA2026-10-22
Thrivent Financial for Lutherans
83,290$2.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Cambridge Investment Research Advisors, Inc.
80,318$2.7M0.0%ETFLowFairfield, IA2026-11-02
GGM Financial LLC
44,484$1.5M0.5%ETFMediumColumbus, OH2026-11-05
Destiny Capital Corp
38,473$1.3M0.6%ETFVery LowDenver, CO2026-11-03
Kestra Private Wealth Services, LLC
27,221$914.1K0.0%GrowthLowAustin, TX2026-10-30
Hobart Private Capital, LLC
26,769$898.9K0.2%ETFMediumCharlotte, NC2026-10-19
Milestone Investment Advisors LLC
22,973$771.4K0.2%ETFVery LowMiddleton, WI2026-11-05
AdvisorNet Financial, Inc
21,137$710.4K0.0%ETFLowMinnetonka, MN2026-10-15
Uptick Partners, LLC
19,310$648.4K0.1%ETFLowNacogdoches, TX2026-11-04
Capital Investment Advisory Services, LLC
18,530$622.2K0.0%CoreMediumRaleigh, NC2026-10-30
Surience Private Wealth LLC
18,315$615.0K0.6%ETFVery HighYakima, WA2026-10-16
Core Wealth Advisors, LLC
16,407$551.0K0.4%ETFN/AIndianapolis, IN2026-11-05
Cornerstone Wealth Management, LLC
12,842$431.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Concurrent Investment Advisors, LLC
12,639$424.4K0.0%GrowthMediumTampa, FL2026-10-16
Bank of New York Mellon Corp
12,520$420.4K0.0%CoreLowNew York, NY2026-11-05
CWC Advisors, Llc.
11,408$383.1K0.2%GARPLowLake Oswego, OR2026-10-15
Vise Technologies, Inc.
11,231$377.1K0.0%IndexLowNew York, NY2026-10-29
NorthCrest Asset Manangement, LLC
10,525$353.9K0.0%GrowthLowPlymouth, MN2026-10-13
Meridian Financial Advisors, LLC
9,299$312.3K0.1%ETFVery LowHolliston, MA2026-10-14
Bright Futures Wealth Management, Llc.
9,085$305.1K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Cypress Wealth Services, LLC
8,878$297.9K0.0%ETFLowPalm Desert, CA2026-10-21
Coquina Private Wealth LLC
8,483$284.9K0.2%ETFVery LowPort Charlotte, FL2026-10-27
Saxon Interests, Inc.
7,246$243.3K0.1%ETFMediumHouston, TX2026-10-26
Davenport & Co LLC
6,750$226.7K0.0%CoreMediumRichmond, VA2026-10-14
Wealth Enhancement Trust Services, Inc.
5,556$186.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
IFP Advisors, Inc
2,599$87.3K0.0%GrowthLowTampa, FL2026-10-16
Golden State Wealth Management, LLC
2,345$78.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Private Trust Co NA
1,167$39.2K0.0%CoreLowCleveland, OH2026-10-20
Ascentis Independent Advisors
1,008$33.8K0.0%ETFLowDallas, TX2026-11-03
Creative Financial Designs Inc
699$23.5K0.0%ETFMediumKokomo, IN2026-11-04
Fifth Third Bancorp
369$12.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Lodestone Wealth Management LLC
305$10.2K0.0%CoreLowSpokane, WA2026-10-14
Assetmark, Inc
74$2.5K0.0%ETFLowConcord, CA2026-10-21