# HARTFORD FDS EXCHANGE TRADED AAA CLO ETF

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.

## Summary

- Issuer: HARTFORD FDS EXCHANGE TRADED
- Class: AAA CLO ETF
- CUSIP: 41653L602
- 13F holders: 31
- 13F value: $86.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 31 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Schorn Wealth LLC](https://search.stillhousedata.com/firm/304104) | ENGLEWOOD, FL | $24.9M | 641,399 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $8.7M | 224,977 |
| [Convergence Financial, LLC](https://search.stillhousedata.com/firm/304146) | 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](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $4.7M | 121,817 |
| Royal Bank of Canada | TORONTO, A6 | $4.5M | 115,911 |
| [EVERGREEN CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/104931) | 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](https://search.stillhousedata.com/firm/155733) | BOSTON, MA | $2.6M | 67,294 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/41653L602.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.