HARTFORD FDS EXCHANGE TRADED

Ticker: HTAB CUSIP: 41653L404 Class: SCHRDRS TAX BD

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (2)

MML INVESTORS SERVICES, LLC
Value ($000) $242 Shares 12,642
AQR CAPITAL MANAGEMENT LLC
Value ($000) $256 Shares 13,354

Increased Positions (17)

Consolidated Planning Corp
Value ($000) $36,551 (+4.9%) Shares 1,908,668 (+4.8%)
Main Street Financial Solutions, LLC
Value ($000) $10,984 (+3.3%) Shares 573,575 (+3.2%)
Capital Asset Advisory Services LLC
Value ($000) $3,738 (+13.0%) Shares 194,374 (+12.4%)
FLOW TRADERS U.S. LLC
Value ($000) $1 (+167.6%) Shares 62,455 (+167.5%)
Keystone Financial Services, LLC
Value ($000) $399 (+3.4%) Shares 20,813 (+3.3%)
AXXCESS WEALTH MANAGEMENT, LLC
Value ($000) $4,682 (+6.3%) Shares 244,475 (+6.2%)
JONES FINANCIAL COMPANIES LLLP
Value ($000) $10,742 (+13.8%) Shares 560,952 (+13.7%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $18,304 (+5.8%) Shares 955,833 (+5.7%)
Patriot Financial Group Insurance Agency, LLC
Value ($000) $931 (+3.3%) Shares 48,618 (+3.2%)
BANK OF AMERICA CORP /DE/
Value ($000) $18,217 (+4.4%) Shares 951,283 (+4.2%)
JANE STREET GROUP, LLC
Value ($000) $2,551 (+12.0%) Shares 133,214 (+11.9%)
CITADEL ADVISORS LLC
Value ($000) $758 (+50.5%) Shares 39,602 (+50.3%)
WEST MICHIGAN ADVISORS, LLC
Value ($000) $555 (+2.1%) Shares 28,867 (+2.0%)
JOURNEY STRATEGIC WEALTH LLC
Value ($000) $558 (+11.5%) Shares 29,142 (+11.4%)
Kestra Advisory Services, LLC
Value ($000) $1,676 (+5.9%) Shares 87,510 (+5.8%)
&PARTNERS
Value ($000) $706 (+0.5%) Shares 37,362 (+1.8%)
NATIXIS ADVISORS, L.P.
Value ($000) $0 (+45.5%) Shares 19,391 (+45.7%)

Decreased Positions (20)

YARGER WEALTH STRATEGIES, LLC
Value ($000) $8,785 (-1.5%) Shares 458,723 (-1.6%)
IAG Wealth Partners, LLC
Value ($000) $2,299 (-30.6%) Shares 120,075 (-30.6%)
Element Wealth, LLC
Value ($000) $2,486 (-1.1%) Shares 129,828 (-1.2%)
Leelyn Smith, LLC
Value ($000) $549 (-24.3%) Shares 28,650 (-24.3%)
TRUIST FINANCIAL CORP
Value ($000) $4,676 (-68.0%) Shares 244,170 (-68.0%)
Amplius Wealth Advisors, LLC
Value ($000) $712 (-22.5%) Shares 37,190 (-22.5%)
Wealthcare Advisory Partners LLC
Value ($000) $3,738 (-9.2%) Shares 195,201 (-9.3%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $4,993 (-65.3%) Shares 260,708 (-65.3%)
OSAIC HOLDINGS, INC.
Value ($000) $3,171 (-39.1%) Shares 165,579 (-40.0%)
LPL Financial LLC
Value ($000) $23,290 (-17.2%) Shares 1,216,194 (-17.3%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $1,051 (+81376.7%) Shares 54,885 (-18.6%)
Cetera Investment Advisers
Value ($000) $5,739 (-1.5%) Shares 299,674 (-1.6%)
STIFEL FINANCIAL CORP
Value ($000) $775 (-8.2%) Shares 40,486 (-8.3%)
Stonebridge Financial Group, LLC
Value ($000) $615 (-1.8%) Shares 32,116 (-1.9%)
UBS Group AG
Value ($000) $6 (-74.4%) Shares 331 (-74.5%)
Steward Partners Investment Advisory, LLC
Value ($000) $118 (-10.9%) Shares 6,181 (-11.0%)
DAVENPORT & Co LLC
Value ($000) $434 (-2.6%) Shares 22,680 (-2.7%)
USAdvisors Wealth Management, LLC
Value ($000) $0 (-3.0%) Shares 22,230 (-3.1%)
MORGAN STANLEY
Value ($000) $2 (-13.4%) Shares 108 (-13.6%)
Arete Wealth Advisors, LLC
Value ($000) $0 (-5.3%) Shares 15,849 (-5.5%)

Exited Positions (5)

Sanctuary Advisors, LLC
Value ($000) $1,062 Shares 55,375
Tanglewood Legacy Advisors, LLC
Value ($000) $24 Shares 1,275
GOLDMAN SACHS GROUP INC
Value ($000) $1,103 Shares 57,681
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $373 Shares 19,485
CWM, LLC
Value ($000) $0 Shares 76