Hartford Discip Eqty ETFHDUSETF
13F holders, Q2 2025 (June 30)35holders −1
5new positions
4sold out
1famous investor
$59.52avg. 13F price*
At the end of Q2 2025, 35 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, down 1 from Q1 2025. 5 opened new positions and 4 sold out. The largest holders were RiverFront Investment Group, LLC ($41.9M), Envestnet Asset Management Inc. ($38.1M) and LPL Financial LLC ($16.4M). 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 2025)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 4 | $810K |
All 13F filers, Q1 2025 → Q2 2025: 26,992 shares bought and 185,488 shares sold, net −158,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| RiverFront Investment Group, LLC | 0.82% | Reduce -2.7% | 703,978 | $41.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.0% | 640,190 | $38.1M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 275,179 | $16.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.8% | 234,730 | $14.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 146,144 | $8.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.2% | 68,724 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 32,435 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -10.1% | 16,459 | $980K |
| JPMorgan Chase & Co. | 0.00% | Add +22.1% | 16,350 | $973K |
| Citadel Advisors | 0.00% | New | 11,250 | $670K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.9% | 10,551 | $628K |
| Cetera Investment Advisers | 0.00% | Add +10.4% | 7,397 | $440K |
| Commonwealth Equity Services, LLC | 0.00% | Add +92.0% | 7,250 | $432K |
| Wedbush Securities Inc. | 0.01% | Add +3.9% | 6,149 | $366K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.9% | 5,267 | $313K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,693 | $283K |
| Savant Capital, LLC | 0.00% | Reduce -21.8% | 3,759 | $224K |
| GeoWealth Management, LLC | 0.01% | Reduce -21.8% | 3,757 | $224K |
| Comerica Bank | 0.00% | Reduce -9.9% | 3,395 | $202K |
| UBS Group AG | 0.00% | Add +177.1% | 2,272 | $135K |
| Jones Financial Companies LLLP | 0.00% | Add +63.3% | 1,955 | $116K |
| Morgan Stanley | 0.00% | Reduce -43.2% | 1,180 | $70K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 1,077 | $64K |
| TD Private Client Wealth LLC | 0.00% | Reduce -60.6% | 688 | $41K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 506 | $30K |
| Osaic Holdings, Inc. | 0.00% | Add +241.5% | 403 | $24K |
| MAI Capital Management | 0.00% | No change | 396 | $24K |
| FMR LLC | 0.00% | No change | 110 | $7K |
| Spire Wealth Management | 0.00% | Reduce -14.1% | 104 | $6K |
| Wells Fargo & Company | 0.00% | New | 87 | $5K |
| Signaturefd, LLC | 0.00% | No change | 79 | $5K |
| Principal Securities, Inc. | 0.00% | New | 31 | $2K |
| Allworth Financial LP | 0.00% | No change | 12 | $715 |
| Bank of America Corp. | 0.00% | Reduce -99.7% | 2 | $119 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.