Hartford LRG Cap Grwth ETFHFGOETF

13F holders, Q3 2024 (September 30)
7holders
1new positions
1sold out
$21.63avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding Hartford LRG Cap Grwth ETF (HFGO) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Hartford Funds Management Co LLC ($86.2M), Wellington Management Group LLP ($13.4M) and Truist Financial Corp. ($3.2M).

Company
Hartford LRG Cap Grwth ETF
CUSIP
41653L883
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 6Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 10Q4 2024Q1 2025: 13Q1 2025Q2 2025: 12Q2 2025Q3 2025: 13Q3 2025Q4 2025: 13Q4 2025Q1 2026: 15Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$995
Exits1$495K

All 13F filers, Q2 2024 → Q3 2024: 6,200 shares bought and 505,846 shares sold, net −499,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Hartford Funds Management Co LLC 7.99% No change 3,987,202 $86.2M
Wellington Management Group LLP 0.00% No change 620,000 $13.4M
Truist Financial Corp. 0.01% Add +4.4% 146,674 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -81.0% 113,515 $2.5M
Commonwealth Equity Services, LLC 0.00% No change 10,770 $233K
Carolinas Wealth Consulting LLC 0.02% No change 4,592 $99K
UBS Group AG 0.00% New 46 $995

"% of holder's portfolio" is HFGO's weight in each manager's 13F, not the share of Hartford LRG Cap Grwth ETF the manager owns.