DYNB Institutional Ownership
Hartford Dynamic Bond ETF
1W: -0.6%
1M: -2.5%
3M: -4.3%
YTD: -4.6%
1Y: -5.3%
$37.67
-0.06 (-0.16%)
Weekly Expected Move ±0.6%
$37
$37
$38
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DYNB
13
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
4
New Positions
8
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | 147,996 | 6M | +22,454 | +17.9% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 139,941 | 5M | +14,399 | +11.5% | 2Q | SEC ↗ |
| 3 | DAVENPORT & Co LLC | 87,986 | 3M | +15,021 | +20.6% | 3Q | SEC ↗ |
| 4 | Kingsview Wealth Management, LLC | 80,020 | 3M | +56,703 | +243.2% | 3Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 38,348 | 1M | +22,524 | +142.3% | 2Q | SEC ↗ |
| 6 | Sigma Planning Corp | 37,778 | 1M | +4,104 | +12.2% | 2Q | SEC ↗ |
| 7 | Clearstead Advisors, LLC NEW | 19,386 | 730K | — | +0.0% | 1Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 17,851 | 673K | -22,775 | -56.1% | 4Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 12,436 | 469K | +5,659 | +83.5% | 2Q | SEC ↗ |
| 10 | COFG Advisors, LLC NEW | 9,386 | 354K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO NEW | 397 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Integrated Wealth Concepts LLC NEW | 125 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 20 | 1K | +12 | +150.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Clearstead Advisors, LLC | 19,386 | 730K |
| COFG Advisors, LLC | 9,386 | 354K |
| JPMORGAN CHASE & CO | 397 | 15K |
| Integrated Wealth Concepts LLC | 125 | 5K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +56,703 | +243.2% | 80,020 |
| JANE STREET GROUP, LLC | +22,524 | +142.3% | 38,348 |
| TRUIST FINANCIAL CORP | +22,454 | +17.9% | 147,996 |
| DAVENPORT & Co LLC | +15,021 | +20.6% | 87,986 |
| ENVESTNET ASSET MANAGEMENT INC | +14,399 | +11.5% | 139,941 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,659 | +83.5% | 12,436 |
| Sigma Planning Corp | +4,104 | +12.2% | 37,778 |
| UBS Group AG | +12 | +150.0% | 20 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -22,775 | -56.1% | 17,851 |