Hartford Discip Eqty ETFHDUSETF
13F holders, Q1 2024 (March 31)28holders
1famous investor
$50.88avg. 13F price*
At the end of Q1 2024, 28 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($40.7M), RiverFront Investment Group, LLC ($29.7M) and Raymond James & Associates ($15.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q1 2024)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 1 | $32K |
Ownership 28 holders
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.4% | 799,528 | $40.7M |
| RiverFront Investment Group, LLC | 0.84% | Add +10.6% | 582,851 | $29.7M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 310,976 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +5.6% | 183,491 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.1% | 113,911 | $5.8M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 34,210 | $1.7M |
| LPL Financial LLC | 0.00% | Add +22.4% | 27,877 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -33.2% | 26,177 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,789 | $651K |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 11,280 | $574K |
| Marcum Wealth, LLC | 0.04% | Reduce -5.3% | 8,138 | $414K |
| Wedbush Securities Inc. | 0.01% | Add +5.8% | 7,617 | $388K |
| Source Financial Advisors LLC | 0.11% | Reduce -44.1% | 7,063 | $359K |
| GeoWealth Management, LLC | 0.01% | Reduce -44.1% | 7,063 | $359K |
| Cetera Investment Advisers | 0.00% | New | 5,520 | $281K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 5,077 | $258K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +4.7% | 4,707 | $239K |
| Comerica Bank | 0.00% | Reduce -0.2% | 4,426 | $225K |
| Citadel Advisors | 0.00% | New | 4,100 | $209K |
| TD Private Client Wealth LLC | 0.00% | Add +89.7% | 2,607 | $133K |
| Wells Fargo & Company | 0.00% | Add +734.5% | 242 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 236 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 110 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 93 | $5K |
| Signaturefd, LLC | 0.00% | No change | 87 | $4K |
| US Bancorp \de | 0.00% | No change | 55 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.7% | 12 | $611 |
| Morgan Stanley | 0.00% | Reduce -92.3% | 2 | $141 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.