Hartford Discip Eqty ETFHDUSETF
13F holders, Q1 2025 (March 31)36holders +3
5new positions
2sold out
$54.13avg. 13F price*
At the end of Q1 2025, 36 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($39.2M), Envestnet Asset Management Inc. ($38.1M) and Raymond James Financial Inc. ($15.1M).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q1 2025)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $393K |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 213,857 shares bought and 39,558 shares sold, net +174,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| RiverFront Investment Group, LLC | 0.87% | Add +9.1% | 723,699 | $39.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 703,505 | $38.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 278,882 | $15.1M |
| LPL Financial LLC | 0.01% | Add +104.8% | 278,579 | $15.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 160,908 | $8.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 86,159 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 32,818 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 18,316 | $992K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.6% | 14,706 | $796K |
| JPMorgan Chase & Co. | 0.00% | Add +17.0% | 13,393 | $725K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 10,647 | $576K |
| Cetera Investment Advisers | 0.00% | Add +12.5% | 6,699 | $363K |
| Marcum Wealth, LLC | 0.03% | Reduce -4.3% | 5,924 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.3% | 5,920 | $320K |
| Sowell Financial Services LLC | 0.01% | New | 5,539 | $300K |
| GeoWealth Management, LLC | 0.01% | Reduce -8.8% | 4,807 | $260K |
| Savant Capital, LLC | 0.00% | Reduce -8.8% | 4,807 | $260K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 3,775 | $204K |
| Comerica Bank | 0.00% | Reduce -4.0% | 3,767 | $204K |
| Morgan Stanley | 0.00% | Add +1.4% | 2,079 | $113K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,746 | $95K |
| Jones Financial Companies LLLP | 0.00% | Add +87.6% | 1,197 | $64K |
| UBS Group AG | 0.00% | New | 820 | $44K |
| Bank of America Corp. | 0.00% | New | 679 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 506 | $27K |
| MAI Capital Management | 0.00% | No change | 396 | $21K |
| Bessemer Group Inc. | 0.00% | New | 199 | $11K |
| Spire Wealth Management | 0.00% | No change | 121 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.5% | 118 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 110 | $6K |
| FMR LLC | 0.00% | No change | 110 | $6K |
| Signaturefd, LLC | 0.00% | No change | 79 | $4K |
| US Bancorp \de | 0.00% | No change | 41 | $2K |
| Cwm, LLC | 0.00% | New | 26 | $1K |
| Allworth Financial LP | 0.00% | No change | 12 | $635 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.