Hartford Discip Eqty ETFHDUSETF
13F holders, Q2 2024 (June 30)30holders +2
6new positions
4sold out
1famous investor
$52.41avg. 13F price*
At the end of Q2 2024, 30 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($42.9M), RiverFront Investment Group, LLC ($33.8M) and Raymond James & Associates ($16.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q2 2024)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 4 | $679K |
All 13F filers, Q1 2024 → Q2 2024: 136,571 shares bought and 30,959 shares sold, net +105,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 819,154 | $42.9M |
| RiverFront Investment Group, LLC | 0.90% | Add +10.8% | 645,822 | $33.8M |
| Raymond James & Associates | 0.01% | Add +2.9% | 320,040 | $16.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 175,652 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.0% | 107,115 | $5.6M |
| LPL Financial LLC | 0.00% | Add +31.1% | 36,557 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 33,085 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -4.1% | 25,099 | $1.3M |
| Citadel Advisors | 0.00% | Add +358.7% | 18,808 | $986K |
| Koshinski Asset Management, Inc. | 0.06% | New | 11,388 | $606K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 11,260 | $590K |
| Marcum Wealth, LLC | 0.04% | Reduce -3.6% | 7,847 | $411K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 7,544 | $395K |
| Source Financial Advisors LLC | 0.11% | Add +0.0% | 7,065 | $370K |
| GeoWealth Management, LLC | 0.02% | Add +0.0% | 7,065 | $370K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 5,483 | $287K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.3% | 5,062 | $265K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -0.5% | 4,683 | $245K |
| Atria Investments, Inc | 0.00% | New | 4,606 | $241K |
| Comerica Bank | 0.00% | Reduce -6.8% | 4,125 | $216K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,901 | $204K |
| TD Private Client Wealth LLC | 0.00% | Add +4.1% | 2,715 | $142K |
| GAMMA Investing LLC | 0.00% | New | 540 | $28K |
| Morgan Stanley | 0.00% | Add +23000.0% | 462 | $24K |
| Bank of America Corp. | 0.00% | New | 242 | $13K |
| Johnson Financial Group, Inc. | 0.00% | New | 233 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 110 | $6K |
| Signaturefd, LLC | 0.00% | No change | 87 | $5K |
| US Bancorp \de | 0.00% | No change | 55 | $3K |
| Osaic Holdings, Inc. | 0.00% | Add +333.3% | 52 | $3K |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.