Who Owns HARTFORD FDS EXCHANGE TRADED (TRPA)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $86.0M of HARTFORD FDS EXCHANGE TRADED (TRPA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fiduciary Planning LLC ($24.9M), RAYMOND JAMES FINANCIAL INC ($7.8M), Convergence Financial, LLC ($7.5M), LPL Financial LLC ($6.6M), Kestra Advisory Services, LLC ($4.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Fiduciary Planning LLC$24.9M641,399Added
2RAYMOND JAMES FINANCIAL INC$7.8M199,971Added
3Convergence Financial, LLC$7.5M192,686Added
4LPL Financial LLC$6.6M170,123Trimmed
5Kestra Advisory Services, LLC$4.8M124,731Added
6COMMONWEALTH EQUITY SERVICES, LLC$4.7M121,817Added
7Royal Bank of Canada$3.8M96,736Trimmed
8EVERGREEN CAPITAL MANAGEMENT LLC$3.4M86,120Added
9OSAIC HOLDINGS, INC.$3.1M78,629Added
10FLAGSHIP HARBOR ADVISORS, LLC$2.6M67,294Trimmed
11ForthRight Wealth Management, LLC$2.5M65,034Trimmed
12JONES FINANCIAL COMPANIES LLLP$2.2M56,512Added
13Private Advisor Group, LLC$1.9M48,006Added
14JANE STREET GROUP, LLC$1.8M45,290New
15GOLDMAN SACHS GROUP INC$1.5M38,730Trimmed
16CITADEL ADVISORS LLC$1.4M35,277New
17Stratos Wealth Partners, LTD.$1.2M31,981Added
18Aptus Capital Advisors, LLC$990,77325,497Trimmed
19Garden State Investment Advisory Services LLC$950,27924,383Trimmed
20Regal Investment Advisors LLC$690,31217,765Trimmed
21CITIGROUP INC$624,33816,067New
22TRUIST FINANCIAL CORP$585,10115,057Trimmed
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$256,2326,594New
24AXXCESS WEALTH MANAGEMENT, LLC$248,3836,392New
25PRIVATE TRUST CO NA$19,429500New

Source: SEC Form 13F filings · as of 2026-06-30