HARTFORD FDS EXCHANGE TRADED

Ticker: TRPA CUSIP: 41653L602 Class: AAA CLO ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Fiduciary Planning LLC626,613$24,382
LPL Financial LLC238,086$9,264
GOLDMAN SACHS GROUP INC157,578$6,131
ForthRight Wealth Management, LLC116,251$4,523
Kestra Advisory Services, LLC115,775$4,505
ROYAL BANK OF CANADA103,340$4,021
COMMONWEALTH EQUITY SERVICES, LLC103,075$4,011
RAYMOND JAMES FINANCIAL INC90,566$3,524
EVERGREEN CAPITAL MANAGEMENT LLC90,010$3,519
Mariner, LLC79,382$3,089
OSAIC HOLDINGS, INC.71,960$2,800
FLAGSHIP HARBOR ADVISORS, LLC71,344$2,776
Convergence Financial, LLC52,176$2,030
Garden State Investment Advisory Services LLC41,392$1,617
JANE STREET GROUP, LLC34,821$1,355
Private Advisor Group, LLC32,865$1,279
Aptus Capital Advisors, LLC31,705$1,234
Stratos Wealth Partners, LTD.26,826$1,044
Regal Investment Advisors LLC25,264$983
OLD MISSION CAPITAL LLC16,624$647
TRUIST FINANCIAL CORP15,743$613
FLOW TRADERS U.S. LLC12,636$0
STIFEL FINANCIAL CORP7,904$308
JONES FINANCIAL COMPANIES LLLP7,438$289
Oregon Pacific Wealth Management, LLC6,559$255
AXXCESS WEALTH MANAGEMENT, LLC6,392$249
Cetera Investment Advisers5,749$224
Kingsview Wealth Management, LLC5,578$217
HARBOUR INVESTMENTS, INC.2,363$92
MORGAN STANLEY4$0
Total (30 institutions)2,196,019$84,980