Hartford Discip Eqty ETFHDUSETF
13F holders, Q1 2026 (March 31)35holders −1
6new positions
5sold out
1famous investor
$63.08avg. 13F price*
At the end of Q1 2026, 35 institutions reported holding Hartford Discip Eqty ETF (HDUS) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were RiverFront Investment Group, LLC ($51.9M), Envestnet Asset Management Inc. ($42.2M) and LPL Financial LLC ($20.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Discip Eqty ETF
- Filed as
- LATTICE STRATEGIES TR (Q1 2026)
- CUSIP
- 518416870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 5 | $374K |
All 13F filers, Q4 2025 → Q1 2026: 165,046 shares bought and 8,602 shares sold, net +156,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| RiverFront Investment Group, LLC | 0.80% | Add +8.7% | 822,680 | $51.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 669,072 | $42.2M |
| LPL Financial LLC | 0.01% | Add +8.0% | 326,898 | $20.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 229,042 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 140,791 | $8.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 69,025 | $4.4M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 33,198 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +114.6% | 30,933 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 20,149 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 16,287 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 13,918 | $878K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 12,791 | $807K |
| Citadel Advisors | 0.00% | Reduce -18.1% | 10,033 | $633K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 9,959 | $629K |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 7,702 | $486K |
| &partners | 0.00% | Add +12.3% | 5,787 | $365K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 5,346 | $337K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,190 | $264K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.0% | 3,635 | $229K |
| Nicolet Bankshares Inc. | 0.01% | New | 3,557 | $226K |
| Savant Capital, LLC | 0.00% | Reduce -2.2% | 3,512 | $222K |
| Fifth Third Bancorp | 0.00% | New | 3,178 | $201K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 1,973 | $125K |
| Private Trust Co. NA | 0.01% | No change | 1,861 | $117K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -0.8% | 1,059 | $67K |
| Morgan Stanley | 0.00% | Reduce -10.7% | 949 | $60K |
| Advisory Services Network, LLC | 0.00% | New | 747 | $47K |
| GAMMA Investing LLC | 0.00% | No change | 540 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 506 | $32K |
| FMR LLC | 0.00% | Add +357.3% | 503 | $32K |
| MAI Capital Management | 0.00% | No change | 396 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +42.6% | 385 | $24K |
| UBS Group AG | 0.00% | New | 238 | $15K |
| Spire Wealth Management | 0.00% | No change | 104 | $7K |
| Lummis Asset Management, LP | 0.00% | No change | 61 | $4K |
"% of holder's portfolio" is HDUS's weight in each manager's 13F, not the share of Hartford Discip Eqty ETF the manager owns.