Hartford Discip Eqty ETFHDUSETF
13F holders, Q4 2025 (December 31)36holders +3
6new positions
3sold out
1famous investor
$65.19avg. 13F price*
At the end of Q4 2025, 36 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were RiverFront Investment Group, LLC ($49.3M), Envestnet Asset Management Inc. ($42.2M) and LPL Financial LLC ($19.7M). 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 2025)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 3 | $291K |
All 13F filers, Q3 2025 → Q4 2025: 76,982 shares bought and 20,845 shares sold, net +56,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| RiverFront Investment Group, LLC | 0.81% | Add +4.4% | 756,653 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 647,019 | $42.2M |
| LPL Financial LLC | 0.01% | Add +2.1% | 302,717 | $19.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 223,371 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 140,005 | $9.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.3% | 68,694 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 32,070 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 19,662 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 16,646 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +208.3% | 14,415 | $940K |
| Citadel Advisors | 0.00% | New | 12,254 | $799K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.9% | 12,195 | $795K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -5.6% | 9,959 | $649K |
| Cetera Investment Advisers | 0.00% | Add +4.5% | 7,626 | $497K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.7% | 5,234 | $341K |
| &partners | 0.00% | New | 5,153 | $336K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 5,054 | $334K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.0% | 3,786 | $247K |
| Nicolet Advisory Services, LLC | 0.02% | Add +9.8% | 3,546 | $235K |
| Savant Capital, LLC | 0.00% | Reduce -7.4% | 3,591 | $234K |
| Comerica Bank | 0.00% | Reduce -4.8% | 3,178 | $207K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 1,863 | $121K |
| Private Trust Co. NA | 0.01% | Add +12.2% | 1,861 | $121K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,067 | $70K |
| Morgan Stanley | 0.00% | Reduce -9.7% | 1,063 | $69K |
| 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 | $26K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.9% | 270 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | New | 247 | $16K |
| Wells Fargo & Company | 0.00% | Add +776.9% | 228 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 129 | $8K |
| FMR LLC | 0.00% | Reduce -0.9% | 110 | $7K |
| Spire Wealth Management | 0.00% | No change | 104 | $7K |
| Lummis Asset Management, LP | 0.00% | New | 61 | $4K |
| Allworth Financial LP | 0.00% | No change | 12 | $783 |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.