HARTFORD FDS EXCHANGE TRADED

Ticker: HFSI CUSIP: 41653L875 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (25)

New England Capital Financial Advisors LLC
Value ($000) $11,210 Shares 315,964
Live Oak Investment Partners
Value ($000) $6,306 Shares 177,723
SURIENCE PRIVATE WEALTH LLC
Value ($000) $2,177 Shares 61,363
Bleakley Financial Group, LLC
Value ($000) $23,241 Shares 655,048
Bright Futures Wealth Management, LLC.
Value ($000) $329 Shares 9,266
Meridian Financial Advisors, LLC
Value ($000) $389 Shares 10,950
Hobart Private Capital, LLC
Value ($000) $945 Shares 26,627
MGO ONE SEVEN LLC
Value ($000) $5,132 Shares 144,640
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Value ($000) $63,480 Shares 1,789,163
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Value ($000) $835 Shares 23,526
CITIZENS FINANCIAL GROUP INC/RI
Value ($000) $4,120 Shares 115,190
CARY STREET PARTNERS FINANCIAL LLC
Value ($000) $2,342 Shares 66,003
Gateway Wealth Partners, LLC
Value ($000) $377 Shares 10,635
Cypress Wealth Services, LLC
Value ($000) $303 Shares 8,532
AdvisorNet Financial, Inc
Value ($000) $665 Shares 18,750
Retirement Planning Group, LLC
Value ($000) $724 Shares 20,411
Capital Investment Advisory Services, LLC
Value ($000) $272 Shares 7,659
GOLDMAN SACHS GROUP INC
Value ($000) $880 Shares 24,795
D.A. DAVIDSON & CO.
Value ($000) $268 Shares 7,540
MML INVESTORS SERVICES, LLC
Value ($000) $359 Shares 10,121

Increased Positions (17)

Centric Wealth Management
Value ($000) $13,715 (+3.8%) Shares 385,907 (+4.3%)
Modern Wealth Management, LLC
Value ($000) $22,370 (+21.4%) Shares 630,483 (+21.7%)
Kovack Advisors, Inc.
Value ($000) $1,677 (+345.4%) Shares 47,273 (+346.4%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $18,871 (+5061.7%) Shares 531,871 (+5073.3%)
OSAIC HOLDINGS, INC.
Value ($000) $15,670 (+55.2%) Shares 441,651 (+54.4%)
Strategic Blueprint, LLC
Value ($000) $2,257 (+11.9%) Shares 63,621 (+12.2%)
Sanctuary Advisors, LLC
Value ($000) $2,930 (+55.9%) Shares 82,580 (+56.2%)
Arkadios Wealth Advisors
Value ($000) $611 (+110.3%) Shares 17,217 (+110.8%)
JONES FINANCIAL COMPANIES LLLP
Value ($000) $1,822 (+18804.6%) Shares 51,343 (+18915.9%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $3,592 (+179252.0%) Shares 101,252 (+79.7%)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $7,046 (+4.7%) Shares 198,040 (+4.8%)
JPMORGAN CHASE & CO
Value ($000) $1,914 (+10.1%) Shares 53,938 (+10.3%)
IFP Advisors, Inc
Value ($000) $41 (+155.7%) Shares 1,156 (+156.3%)
MORGAN STANLEY
Value ($000) $17 (+789.0%) Shares 485 (+798.1%)
Bogart Wealth, LLC
Value ($000) $25 (+25.7%) Shares 703 (+26.0%)
Farther Finance Advisors, LLC
Value ($000) $6 (+57.6%) Shares 169 (+57.9%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $3 (+12.3%) Shares 81,153 (+12.6%)

Decreased Positions (3)

Sonoma Allocations LLC
Value ($000) $1,519 (-34.5%) Shares 42,701 (-34.1%)
Summit Financial, LLC
Value ($000) $4,107 (-11.3%) Shares 114,838 (-11.8%)
Mariner, LLC
Value ($000) $682 (-6.8%) Shares 19,210 (-6.6%)

Exited Positions (4)

Breakwater Capital Group
Value ($000) $222 Shares 6,232
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $4,628 Shares 130,156
WELLINGTON MANAGEMENT GROUP LLP
Value ($000) $5,170 Shares 145,400
CITADEL ADVISORS LLC
Value ($000) $731 Shares 20,555