HSUN · Insider trading · 13F holders · Congress trades
Hartford Fds Exchange Traded (HSUN)
Who is buying and selling HSUN: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HSUN at a glance
- No open-market insider purchases or sales of HSUN were filed in the last 90 days.
- 14 13F filers hold HSUN among their 50 largest positions, worth $281.4M combined. The biggest bets by portfolio weight are New England Capital Financial Advisors LLC (23.1%), Retirement Management Systems Inc. (6.0%) and Live Oak Investment Partners (4.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in HSUN.
HSUN insider trading
No open-market insider purchases or sales of HSUN were filed in the last 90 days.
Who owns HSUN? Hedge funds and superinvestors
14 13F filers hold HSUN among their 50 largest positions, worth $281.4M combined. The biggest bets by portfolio weight are New England Capital Financial Advisors LLC (23.1%), Retirement Management Systems Inc. (6.0%) and Live Oak Investment Partners (4.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLCWealth manager | 23.1% | $96.4M | 2,742,268 | +7.8% shares | Q2 2026 |
| Hartford Funds Management Co LLCMutual fund manager | 4.4% | $54.8M | 1,559,242 | +1.5% shares | Q2 2026 |
| Flagship Harbor Advisors, LLCWealth manager | 1.2% | $33.2M | 988,093 | — | Q3 2026 |
| Retirement Management Systems Inc.Wealth manager | 6.0% | $29.3M | 832,783 | +15.2% shares | Q2 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 1.2% | $21.1M | 600,921 | -0.0% shares | Q2 2026 |
| Centric Wealth ManagementWealth manager | 2.2% | $14.4M | 411,612 | +0.0% shares | Q2 2026 |
| Retirement Planning Group, LLCWealth manager | 0.3% | $10.0M | 299,087 | — | Q3 2026 |
| Live Oak Investment PartnersWealth manager | 4.9% | $9.0M | 269,289 | +0.9% shares | Q3 2026 |
| Sonoma Allocations LLCWealth manager | 1.9% | $6.0M | 171,553 | +85.3% shares | Q2 2026 |
| WNY Asset Management, LLCWealth manager | 0.3% | $3.8M | 108,824 | -39.6% shares | Q2 2026 |
| Destiny Capital Corp/COWealth manager | 0.6% | $1.3M | 37,985 | +120.7% shares | Q2 2026 |
| Core Wealth Advisors, LLCWealth manager | 0.5% | $633K | 17,991 | -78.7% shares | Q2 2026 |
| Surience Private Wealth LLCWealth manager | 0.6% | $615K | 18,315 | +1.9% shares | Q3 2026 |
| Evergreen Wealth Partners LLCWealth manager | 0.4% | $612K | 17,393 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 10). Screen HSUN in the grand portfolio →
HSUN stock trades by members of Congress
No member of Congress has disclosed a trade in HSUN.
HSUN questions and answers
Are insiders buying HSUN stock?
No open-market insider purchases or sales of HSUN were filed in the last 90 days.
Which hedge funds own HSUN?
14 13F filers hold HSUN among their 50 largest positions, worth $281.4M combined. The biggest bets by portfolio weight are New England Capital Financial Advisors LLC (23.1%), Retirement Management Systems Inc. (6.0%) and Live Oak Investment Partners (4.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded HSUN?
No member of Congress has disclosed a trade in HSUN.
Who is the largest holder of HSUN?
Among 13F filers, New England Capital Financial Advisors LLC reports the largest HSUN position, $96.4M (2,742,268 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is New England Capital Financial Advisors LLC's: 23.1% of its portfolio.
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