Hartford Discip Eqty ETFHDUSETF
13F holders, Q3 2024 (September 30)27holders −3
2new positions
5sold out
$55.60avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, down 3 from Q2 2024. 2 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($39.0M), RiverFront Investment Group, LLC ($34.2M) and Raymond James & Associates ($15.8M).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q3 2024)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $32K |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 80,095 shares bought and 258,465 shares sold, net −178,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.5% | 700,729 | $39.0M |
| RiverFront Investment Group, LLC | 0.81% | Reduce -4.7% | 615,777 | $34.2M |
| Raymond James & Associates | 0.01% | Reduce -11.0% | 284,902 | $15.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 161,340 | $9.0M |
| LPL Financial LLC | 0.00% | Add +213.7% | 114,667 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.9% | 89,001 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 32,178 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -23.3% | 19,251 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 12,141 | $675K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -7.5% | 10,537 | $586K |
| Wedbush Securities Inc. | 0.02% | Add +1.8% | 7,677 | $427K |
| Marcum Wealth, LLC | 0.03% | Reduce -20.2% | 6,263 | $348K |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 5,510 | $306K |
| Source Financial Advisors LLC | 0.09% | Reduce -24.5% | 5,332 | $296K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.5% | 5,332 | $296K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.2% | 5,050 | $281K |
| Comerica Bank | 0.00% | Reduce -4.8% | 3,929 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 3,920 | $218K |
| TD Private Client Wealth LLC | 0.00% | Reduce -34.7% | 1,774 | $99K |
| Morgan Stanley | 0.00% | Add +77.1% | 818 | $45K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $30K |
| Harbour Investments, Inc. | 0.00% | New | 503 | $28K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 110 | $6K |
| Signaturefd, LLC | 0.00% | No change | 87 | $5K |
| UBS Group AG | 0.00% | New | 66 | $4K |
| US Bancorp \de | 0.00% | Reduce -25.4% | 41 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.9% | 12 | $667 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.