HMOP institutional holders

Hartford Municipal Opportunities ETF · 130 reporting institutions · $633.4M reported value

Funds that can replace HMOP · HMOP return decomposition

Institutional holdings

Institutions reporting HMOP, largest first
InstitutionReported positionAdvisors at firmReport period
Northwestern Mutual Wealth Management Co$66.3M02026-06-30
Raymond James Financial Inc$64.3M02026-06-30
Lpl Financial LLC$50.4M23,4582026-06-30
Bank of America Corp /de$43.9M02026-06-30
Steward Partners Investment Advisory, LLC$31.6M4812026-06-30
Legacy Wealth Management, LLC$24.2M152026-06-30
Apollon Wealth Management, LLC$22.5M1512026-06-30
Goldstein Advisors, LLC$21.4M122026-06-30
Jones Financial Companies LLLP$16M02026-06-30
Focus Partners Wealth$14.5M1,0482026-06-30
Johnson & White Wealth Management LLC$12.3M72026-06-30
Fragasso Financial Advisors Inc$11.6M252026-06-30
Cetera Investment Advisers$11.5M10,3702026-06-30
Sepio Capital, LP$11.4M192026-06-30
Avantax Planning Partners, Inc.$11.1M102026-06-30
Integrated Wealthcare, LLC$9.9M32026-06-30
Ggm Financial LLC$9.7M62026-06-30
Jpmorgan Chase & Co$9.6M02026-06-30
Ern Financial, LLC$8.2M102026-06-30
Blue Water Asset Management$8.1M72026-06-30
Per Stirling Capital Management, Llc.$7.9M312026-06-30
Kestra Advisory Services, LLC$7.4M1,4792026-06-30
Hightower Advisors, LLC$6.6M1,0462026-06-30
Riverfront Investment Group, LLC$6.3M302026-06-30
Verus Capital Partners, LLC$5.9M472026-06-30
Wealthcare Advisory Partners LLC$5.5M1702026-06-30
Anderson Financial Strategies, LLC$5.5M42026-06-30
Cwm, LLC$5.4M6672026-03-31
Bernardo Wealth Planning LLC$5.3M112026-06-30
Henderson Brothers Financial Partners, LLC$5.1M182026-06-30
Osaic Holdings, Inc.$4.8M02026-06-30
Retirement Planning Group, LLC$4.8M02026-06-30
Consilio Wealth Advisors, LLC$4.7M72026-06-30
Uniting Wealth Partners$4.5M162026-06-30
Strid Group, LLC$4.2M92026-06-30
Commonwealth Equity Services, LLC$4.1M2,8632026-06-30
Ep Wealth Advisors, LLC$3.3M3382026-06-30
Newedge Advisors$3.3M6012026-06-30
Jane Street Group, LLC$2.9M02026-06-30
MML Investors Services, LLC$2.9M5,1202026-06-30
Rtd Financial Advisors, Inc.$2.8M202026-06-30
Mariner, LLC$2.8M02026-06-30
Apollon Financial, LLC$2.7M202026-06-30
Gamma Investing LLC$2.6M72026-06-30
Landmark Wealth Management, LLC$2.6M02026-06-30
Envestnet Pmc$2.6M602026-06-30
Elequin Capital, LP$2.5M02026-06-30
World Investment Advisors$2.4M3592026-06-30
Private Advisor Group, LLC$2.4M9272026-06-30
Crux Wealth Advisors$2.4M92026-06-30
Richard P. Slaughter Associates, Inc.$2.2M142026-06-30
Thrive Wealth Management, LLC$2.2M122026-06-30
Iht Wealth Management LLC$2M1592026-06-30
Wells Fargo & Company/mn$1.9M02026-06-30
Fifth Third Securities, Inc.$1.8M1,0142026-06-30
Wiser Advisor Group LLC$1.7M32026-06-30
Cornerstone Wealth Management, LLC$1.7M02026-06-30
Sanctuary Advisors, LLC$1.6M4012026-06-30
Citadel Advisors LLC$1.4M02026-06-30
Cornerstone Wealth Group, LLC$1.3M302026-06-30
Arkansas Financial Group, Inc.$1.3M52026-06-30
Montis Financial, LLC$1.2M162026-06-30
Evolve Private Wealth, LLC$1.2M192026-06-30
Magnus Financial Group LLC$1.2M102026-06-30
Oneascent Financial Services LLC$1.1M852026-06-30
Stratos Wealth Partners, Ltd.$1M3862026-06-30
Masso Torrence Wealth Management Inc.$1M02025-09-30
Westside Investment Management, LLC$1M72026-06-30
Vicus Capital$971.7K902026-06-30
Farther Finance Advisors, LLC$936.6K3342026-06-30
Stonehearth Capital Management, LLC$918K52026-06-30
Old Mission Capital LLC$891.1K02026-06-30
Axxcess Wealth Management, LLC$876K382026-06-30
Signet Financial Management, LLC$819.2K122026-03-31
Summit Financial, LLC$810.8K2292026-06-30
Bleakley Financial Group, LLC$797K1242026-06-30
Advyzon Investment Management, LLC$770.9K22026-06-30
Captrust Financial Advisors$755.1K9622026-06-30
Donaldson Capital Management, LLC$749.2K02026-06-30
Merit Financial Group, LLC$716.4K2952026-06-30
Sigma Planning Corp$637.6K4742026-06-30
Truist Financial Corp$628.1K02026-06-30
Kingsview Wealth Management, LLC$571.1K1152026-06-30
Private Trust Co NA$568.7K02026-06-30
Barnes Pettey Financial Advisors, LLC$559.7K82026-06-30
Strategic Blueprint, LLC$536.3K552026-06-30
West Michigan Advisors, LLC$496.9K172026-06-30
Savvy Advisors, Inc.$466.8K2142026-06-30
J.W. Cole Advisors, Inc.$462K4992026-06-30
Amplius Wealth Advisors$442.3K112026-06-30
Prairie Advisory, LLC$416.7K102026-06-30
Armstrong Advisory Group, Inc$405.2K142026-06-30
Princeton Global Asset Management LLC$391.7K172026-06-30
Benjamin Edwards Inc$367.3K02026-06-30
Evolution Wealth Management Inc.$333.9K32026-06-30
Vise Technologies, Inc.$317K02026-06-30
Argent Trust Co$316K02026-06-30
Wealthspire Retirement, LLC$315.7K1462026-06-30
Hb Wealth Management, LLC$305.1K1692026-06-30
&partners$295.9K5552026-06-30
Nicolet Bankshares Inc$278.1K02026-06-30
Advisornet Wealth Partners$275.2K582026-06-30
Xy Planning Network, Inc.$245.7K02026-06-30
Hill Island Financial LLC$223.6K82026-06-30
Focus Partners Advisor Solutions, LLC$222.4K422026-06-30
Cedar Point Capital Partners, LLC$219.5K62026-06-30
Stonebridge Financial Group, LLC$218.3K252026-06-30
Trajan Wealth LLC$217.3K522026-06-30
Harbour Investments, Inc.$190K2472026-06-30
Royal Bank of Canada$164K02026-06-30
United Community Bank$119.8K02026-06-30
Fifth Third Bancorp$119.1K02026-06-30
Comerica Bank$119K02025-12-31
Longview Financial Advisors LLC$118.6K22026-06-30
Harborfront Financial Group LLC$97.2K42026-06-30
Rockefeller Capital Management LP$93.5K3462026-06-30
Abound Financial, LLC$27.3K32026-06-30
Parallel Advisors, LLC$18.5K752026-06-30
Ascentis Independent Advisors$18.4K532026-06-30
Ae Wealth Management LLC$12.7K4712026-06-30
Fwl Investment Management, LLC$11K22026-06-30
Morgan Stanley$11K23,1852026-06-30
Janney Montgomery Scott LLC$6.5K1,3422026-06-30
Integrated Wealth Concepts LLC$4.8K4802026-06-30
Natixis Advisors, LLC$2.5K572026-06-30
Quent Capital, LLC$2K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Thrivent Financial for Lutherans$98702026-06-30
Capital Analysts, LLC$6576082026-06-30
Smartleaf Asset Management LLC$35392026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30