As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Hartford Funds Exchange-Traded Trust. The largest reported stake is Truist Financial Corp's, at 7.3%. 8 filings are on record since August 7, 2025 (Schedule 13G/A, October 20, 2026).
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Key facts
- · Reporting person: Truist Financial Corp · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 161,514 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-20
- · Holder: Truist Financial Corp · Percent: 6.6% · SCHEDULE 13G
- · Reporting person: Bank of New York Mellon Corp · Sole voting: 47,180 · Shared voting: 0 · Sole dispositive: 884 · Shared dispositive: 46,296 · SCHEDULE 13G/A, 2026-10-07
- · Holder: Truist Financial Corp · Percent: 10% · SCHEDULE 13G/A
- · Holder: Bank of New York Mellon Corp · Percent: 13.8% · SCHEDULE 13G/A
Hartford Funds Exchange-Traded Trust has 8 Schedule 13D or 13G filings on record since 2025-08-07. 1 holder's latest filing reports 5% or more of exchange traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Truist Financial Corp | 7.3% | 161,514 | SCHEDULE 13G/A, 2026-10-20 | 2026-09-30 |
| Bank of New York Mellon Corp | 0.4% | 47,180 | SCHEDULE 13G/A, 2026-10-07 | 2026-09-30 |
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Keep reading
More on Hartford Funds Exchange-Traded Trust and the records around it.
Companies that share a holder
- Bank of New York Mellon Corp also filed stake reports on 26 other companies: Dolby Laboratories, Inc. (Oct 2026), FIRST HORIZON CORP (Oct 2026), First Watch Restaurant Group, Inc. (Oct 2026)
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND VIII (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Truist Financial Corp | 0 | 0 | 161,514 | 0 | SCHEDULE 13G/A, 2026-10-20 |
| Bank of New York Mellon Corp | 47,180 | 0 | 884 | 46,296 | SCHEDULE 13G/A, 2026-10-07 |
| Bny Mellon N.A. | 46,296 | 0 | 0 | 46,296 | SCHEDULE 13G/A, 2026-10-07 |
The latest filing identifies Hartford Funds Exchange-Traded Trust by CUSIP 41653L842 and gives its principal executive office as 690 LEE ROAD, WAYNE, PA 19087 (SCHEDULE 13G/A, 2026-10-20).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-07 | Bank of New York Mellon Corp | 10.4% | SCHEDULE 13G/A |
| 2025-10-28 | Bank of New York Mellon Corp | 12.3% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 9.3% | SCHEDULE 13G |
| 2026-04-28 | Bank of New York Mellon Corp | 13.8% | SCHEDULE 13G/A |
| 2026-05-06 | Truist Financial Corp | 10% | SCHEDULE 13G/A |
| 2026-10-07 | Bank of New York Mellon Corp | 0.4% | SCHEDULE 13G/A |
| 2026-10-19 | Truist Financial Corp | 6.6% | SCHEDULE 13G |
| 2026-10-20 | Truist Financial Corp | 7.3% | SCHEDULE 13G/A |
Questions about who owns Hartford Funds Exchange-Traded Trust
Who owns Hartford Funds Exchange-Traded Trust?
On this page, one holder's latest ownership filing reports 5% or more of Hartford Funds Exchange-Traded Trust: Truist Financial Corp (7.3%, Schedule 13G/A, filed 2026-10-20).
When did Truist Financial Corp buy into Hartford Funds Exchange-Traded Trust?
The filings give report dates, not purchase dates. The earliest filing from Truist Financial Corp on this page is the Schedule 13G, filed 2026-04-20, reporting 9.3%; its latest, Schedule 13G/A filed 2026-10-20, reports 7.3%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 8 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.