Hartford Discip Eqty ETFHDUSETF
13F holders, Q4 2024 (December 31)33holders +6
9new positions
1sold out
1famous investor
$56.49avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($39.8M), RiverFront Investment Group, LLC ($37.5M) and Raymond James Financial Inc. ($16.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q4 2024)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.9M |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 126,514 shares bought and 5,062 shares sold, net +121,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 704,944 | $39.8M |
| RiverFront Investment Group, LLC | 0.85% | Add +7.7% | 663,192 | $37.5M |
| Raymond James Financial Inc. | 0.01% | — | 283,675 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 161,825 | $9.1M |
| LPL Financial LLC | 0.00% | Add +18.6% | 136,050 | $7.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 86,629 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 32,534 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 23,552 | $1.3M |
| Citadel Advisors | 0.00% | New | 20,439 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.7% | 18,729 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 11,450 | $647K |
| Koshinski Asset Management, Inc. | 0.05% | Add +1.0% | 10,647 | $601K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.0% | 6,452 | $364K |
| Marcum Wealth, LLC | 0.03% | Reduce -1.2% | 6,188 | $350K |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 5,955 | $336K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.2% | 5,269 | $298K |
| Savant Capital, LLC | 0.00% | New | 5,269 | $298K |
| Comerica Bank | 0.00% | Reduce -0.1% | 3,924 | $222K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 3,913 | $221K |
| Morgan Stanley | 0.00% | Add +150.7% | 2,051 | $116K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.6% | 1,746 | $99K |
| Jones Financial Companies LLLP | 0.00% | New | 638 | $36K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $31K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 506 | $29K |
| MAI Capital Management | 0.00% | New | 396 | $22K |
| Osaic Holdings, Inc. | 0.00% | Add +1525.0% | 195 | $11K |
| IFP Advisors, Inc | 0.00% | New | 149 | $8K |
| Spire Wealth Management | 0.00% | New | 121 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 110 | $6K |
| FMR LLC | 0.00% | New | 110 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -9.2% | 79 | $4K |
| US Bancorp \de | 0.00% | No change | 41 | $2K |
| Allworth Financial LP | 0.00% | New | 12 | $702 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.