HARTFORD FDS EXCHANGE TRADED AAA CLO ETF is a security (CUSIP 41653L602) tracked across SEC portfolio filings. 31 institutional managers reported $86.4M on Form 13F as of 2026-06-30.
Showing 15 of 31 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Schorn Wealth LLC | ENGLEWOOD, FL | $24.9M | 641,399 |
| LPL Financial LLC | FORT MILL, SC | $8.7M | 224,977 |
| Convergence Financial, LLC | COLUMBIA, MO | $7.5M | 192,686 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $6.2M | 158,850 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $4.8M | 124,731 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $4.7M | 121,817 |
| Royal Bank of Canada | TORONTO, A6 | $4.5M | 115,911 |
| EVERGREEN CAPITAL MANAGEMENT LLC | Bellevue, WA | $3.4M | 86,120 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $2.9M | 74,644 |
| ForthRight Wealth Management, LLC | ALPHARETTA, GA | $2.9M | 73,954 |
| FLAGSHIP HARBOR ADVISORS, LLC | BOSTON, MA | $2.6M | 67,294 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $1.9M | 48,006 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.6M | 41,560 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $1.5M | 39,140 |
| Mariner, LLC | Overland Park, KS | $1.3M | 33,147 |