Hartford Discip Eqty ETFHDUSETF

13F holders, Q2 2026 (June 30)
34holders −1
3new positions
5sold out
1famous investor
$71.08avg. 13F price*

At the end of Q2 2026, 34 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were RiverFront Investment Group, LLC ($62.1M), Envestnet Asset Management Inc. ($48.6M) and LPL Financial LLC ($25.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Hartford Discip Eqty ETF
Filed as
LATTICE STRATEGIES TR (Q2 2026)
CUSIP
518416870
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 28Q1 2024Q2 2024: 30Q2 2024Q3 2024: 27Q3 2024Q4 2024: 33Q4 2024Q1 2025: 36Q1 2025Q2 2025: 35Q2 2025Q3 2025: 33Q3 2025Q4 2025: 36Q4 2025Q1 2026: 35Q1 2026Q2 2026: 34Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$453K
Exits5$1.0M

All 13F filers, Q1 2026 → Q2 2026: 151,544 shares bought and 25,354 shares sold, net +126,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

RiverFront Investment Group, LLC 0.82% Add +6.2% 873,672 $62.1M
Envestnet Asset Management Inc. 0.01% Add +2.2% 684,062 $48.6M
LPL Financial LLC 0.01% Add +10.3% 360,535 $25.6M
Raymond James Financial Inc. 0.00% Add +3.2% 236,371 $16.8M
Royal Bank of Canada 0.00% Reduce -3.9% 135,373 $9.6M
Janney Montgomery Scott LLC 0.01% Add +1.9% 70,372 $5.0M
Jones Financial Companies LLLP 0.00% Add +84.5% 57,063 $4.0M
Stifel Financial Corp. 0.00% Add +9.3% 36,280 $2.6M
JPMorgan Chase & Co. 0.00% Add +4.2% 20,991 $1.5M
Truist Financial Corp. 0.00% Add +1.2% 16,480 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +12.0% 14,329 $1.0M
Citadel Advisors 0.00% Add +36.9% 13,734 $977K
Koshinski Asset Management, Inc. 0.04% Add +0.0% 9,963 $708K
Cetera Investment Advisers 0.00% Reduce -0.7% 7,648 $544K
&partners 0.00% Add +3.0% 5,960 $424K
Nicolet Bankshares Inc. 0.01% Add +0.3% 3,567 $256K
Wedbush Securities Inc. 0.01% Reduce -2.0% 3,563 $253K
Savant Capital, LLC 0.00% Add +0.0% 3,513 $250K
Kingsview Wealth Management, LLC 0.00% Reduce -16.7% 3,491 $248K
Fifth Third Bancorp 0.00% No change 3,178 $226K
Moors & Cabot, Inc. 0.01% New 3,009 $214K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,932 $211K
Sowell Financial Services LLC 0.01% Reduce -46.6% 2,854 $203K
Private Trust Co. NA 0.01% Add +37.8% 2,564 $182K
Osaic Holdings, Inc. 0.00% No change 1,973 $140K
Morgan Stanley 0.00% Reduce -3.4% 917 $65K
TD Private Client Wealth LLC 0.00% Add +73.0% 666 $47K
GAMMA Investing LLC 0.00% No change 540 $38K
Harbour Investments, Inc. 0.00% No change 506 $36K
UBS Group AG 0.00% Add +107.6% 494 $35K
BlackRock, Inc. 0.00% New 394 $28K
FMR LLC 0.00% Reduce -78.1% 110 $8K
Spire Wealth Management 0.00% Reduce -12.5% 91 $6K
Highland Investment Advisors LLC 0.00% — 80 $6K

"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.