Hartford Disciplined Eq
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$6.86avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Hartford Disciplined Eq in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Jackson Wealth Management, LLC ($661K) and Cozad Asset Management Inc. ($130K).
- Company
- Hartford Disciplined Eq
- CUSIP
- 416588606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $130K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 35,754 shares bought, net +35,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Jackson Wealth Management, LLC | 0.39% | No change | 79,659 | $661K |
| Cozad Asset Management Inc. | 0.01% | New | 35,754 | $130K |
"% of holder's portfolio" is HARTFORD DISCIPLINED EQ's weight in each manager's 13F, not the share of Hartford Disciplined Eq the manager owns.