Hartford Discip Eqty ETFHDUSETF
13F holders, Q3 2025 (September 30)33holders −2
4new positions
6sold out
$64.38avg. 13F price*
At the end of Q3 2025, 33 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, down 2 from Q2 2025. 4 opened new positions and 6 sold out. The largest holders were RiverFront Investment Group, LLC ($46.7M), Envestnet Asset Management Inc. ($41.3M) and LPL Financial LLC ($19.1M).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q3 2025)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $605K |
| Exits | 6 | $964K |
All 13F filers, Q2 2025 → Q3 2025: 63,354 shares bought and 25,305 shares sold, net +38,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| RiverFront Investment Group, LLC | 0.82% | Add +3.0% | 725,075 | $46.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.1% | 641,014 | $41.3M |
| LPL Financial LLC | 0.01% | Add +7.7% | 296,470 | $19.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 232,778 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 144,144 | $9.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.2% | 69,565 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 32,529 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 18,380 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 16,351 | $1.1M |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.0% | 10,549 | $679K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.7% | 10,348 | $666K |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 7,296 | $470K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 5,271 | $339K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 5,028 | $324K |
| Jones Financial Companies LLLP | 0.00% | Add +139.1% | 4,675 | $299K |
| Wedbush Securities Inc. | 0.01% | Reduce -35.2% | 3,986 | $257K |
| Savant Capital, LLC | 0.00% | Add +3.2% | 3,879 | $250K |
| Moors & Cabot, Inc. | 0.01% | New | 3,764 | $242K |
| Comerica Bank | 0.00% | Reduce -1.6% | 3,339 | $215K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,230 | $208K |
| Osaic Holdings, Inc. | 0.00% | Add +372.2% | 1,903 | $119K |
| Private Trust Co. NA | 0.01% | New | 1,658 | $107K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 1,177 | $76K |
| Advisory Services Network, LLC | 0.00% | New | 747 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 506 | $33K |
| MAI Capital Management | 0.00% | No change | 396 | $25K |
| TD Private Client Wealth LLC | 0.00% | Reduce -58.7% | 284 | $18K |
| FMR LLC | 0.00% | Add +0.9% | 111 | $7K |
| Spire Wealth Management | 0.00% | No change | 104 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -70.1% | 26 | $2K |
| UBS Group AG | 0.00% | Reduce -99.4% | 13 | $837 |
| Allworth Financial LP | 0.00% | No change | 12 | $773 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.