HDUS Institutional Ownership
Hartford Disciplined US Equity ETF
1W: -0.1%
1M: -0.7%
3M: +2.2%
YTD: +12.3%
1Y: +13.6%
3Y: +79.9%
$73.26
+0.52 (+0.71%)
Weekly Expected Move ±1.4%
$71
$72
$73
$74
$75
Overview
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Institutional Ownership — HDUS
40
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
178M
Total Invested
5
New Positions
18
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 873,672 | $64M | +50,992 | +6.2% | 14Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 684,062 | $50M | +14,990 | +2.2% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 360,535 | $26M | +33,637 | +10.3% | 13Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 236,371 | $17M | +7,329 | +3.2% | 7Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 135,373 | $10M | -5,418 | -3.8% | 12Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 70,372 | $5M | +1,347 | +2.0% | 13Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 57,063 | $4M | +26,130 | +84.5% | 7Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 36,280 | $3M | +3,082 | +9.3% | 12Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 20,991 | $2M | +842 | +4.2% | 12Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 16,480 | $1M | +193 | +1.2% | 13Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 14,329 | $1M | +1,538 | +12.0% | 9Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 13,734 | $1M | +3,701 | +36.9% | 3Q | SEC ↗ |
| 13 | Koshinski Asset Management, Inc. | 9,963 | $730K | +4 | +0.0% | 9Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 7,648 | $560K | -54 | -0.7% | 10Q | SEC ↗ |
| 15 | &PARTNERS | 5,960 | $437K | +173 | +3.0% | 3Q | SEC ↗ |
| 16 | NICOLET BANKSHARES INC | 3,567 | $261K | +10 | +0.3% | 2Q | SEC ↗ |
| 17 | WEDBUSH SECURITIES INC | 3,563 | $261K | -72 | -2.0% | 12Q | SEC ↗ |
| 18 | Savant Capital, LLC | 3,513 | $257K | +1 | +0.0% | 7Q | SEC ↗ |
| 19 | Kingsview Wealth Management, LLC | 3,491 | $256K | -699 | -16.7% | 2Q | SEC ↗ |
| 20 | FIFTH THIRD BANCORP | 3,178 | $233K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Moors & Cabot, Inc. NEW | 3,009 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 2,932 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Sowell Financial Services LLC | 2,854 | $209K | -2,492 | -46.6% | 6Q | SEC ↗ |
| 24 | PRIVATE TRUST CO NA | 2,564 | $188K | +703 | +37.8% | 4Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 1,973 | $145K | — | +0.0% | 13Q | SEC ↗ |
| 26 | MORGAN STANLEY | 917 | $67K | -32 | -3.4% | 12Q | SEC ↗ |
| 27 | TD PRIVATE CLIENT WEALTH LLC | 666 | $49K | +281 | +73.0% | 13Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV NEW | 550 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 29 | GAMMA Investing LLC | 540 | $40K | — | +0.0% | 9Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 506 | $37K | — | +0.0% | 8Q | SEC ↗ |
| 31 | UBS Group AG | 494 | $36K | +256 | +107.6% | 2Q | SEC ↗ |
| 32 | BlackRock, Inc. NEW | 394 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FMR LLC | 110 | $8K | -393 | -78.1% | 7Q | SEC ↗ |
| 34 | Spire Wealth Management | 91 | $7K | -13 | -12.5% | 7Q | SEC ↗ |
| 35 | Highland Investment Advisors LLC NEW | 80 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Allworth Financial LP | 0 | $0K | -12 | -100.0% | 5Q | SEC ↗ |
| 37 | Annis Gardner Whiting Capital Advisors | 0 | $0K | -1,059 | -100.0% | 2Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 0 | $0K | -247 | -100.0% | 1Q | SEC ↗ |
| 39 | Lummis Asset Management, LP | 0 | $0K | -61 | -100.0% | 2Q | SEC ↗ |
| 40 | MAI Capital Management | 0 | $0K | -396 | -100.0% | 6Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -129 | -100.0% | 1Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 0 | $0K | -13,918 | -100.0% | 1Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 0 | $0K | -228 | -100.0% | 3Q | SEC ↗ |
| 44 | Advisory Services Network, LLC | 0 | $0K | -747 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Moors & Cabot, Inc. | 3,009 | $220K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,932 | $215K |
| MERCER GLOBAL ADVISORS INC /ADV | 550 | $40K |
| BlackRock, Inc. | 394 | $29K |
| Highland Investment Advisors LLC | 80 | $6K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 13,918 | $1M |
| Annis Gardner Whiting Capital Advis | 1,059 | $78K |
| Advisory Services Network, LLC | 747 | $55K |
| MAI Capital Management | 396 | $29K |
| Rockefeller Capital Management L.P. | 247 | $18K |
| WELLS FARGO & COMPANY/MN | 228 | $17K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 129 | $9K |
| Lummis Asset Management, LP | 61 | $4K |
| Allworth Financial LP | 12 | $1K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RiverFront Investment Group, LLC | +50,992 | +6.2% | 873,672 |
| LPL Financial LLC | +33,637 | +10.3% | 360,535 |
| JONES FINANCIAL COMPANIES LLLP | +26,130 | +84.5% | 57,063 |
| ENVESTNET ASSET MANAGEMENT INC | +14,990 | +2.2% | 684,062 |
| RAYMOND JAMES FINANCIAL INC | +7,329 | +3.2% | 236,371 |
| CITADEL ADVISORS LLC | +3,701 | +36.9% | 13,734 |
| STIFEL FINANCIAL CORP | +3,082 | +9.3% | 36,280 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,538 | +12.0% | 14,329 |
| Janney Montgomery Scott LLC | +1,347 | +2.0% | 70,372 |
| JPMORGAN CHASE & CO | +842 | +4.2% | 20,991 |
| PRIVATE TRUST CO NA | +703 | +37.8% | 2,564 |
| TD PRIVATE CLIENT WEALTH LLC | +281 | +73.0% | 666 |
| UBS Group AG | +256 | +107.6% | 494 |
| TRUIST FINANCIAL CORP | +193 | +1.2% | 16,480 |
| &PARTNERS | +173 | +3.0% | 5,960 |
| NICOLET BANKSHARES INC | +10 | +0.3% | 3,567 |
| Koshinski Asset Management, Inc. | +4 | +0.0% | 9,963 |
| Savant Capital, LLC | +1 | +0.0% | 3,513 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -5,418 | -3.8% | 135,373 |
| Sowell Financial Services LLC | -2,492 | -46.6% | 2,854 |
| Kingsview Wealth Management, LLC | -699 | -16.7% | 3,491 |
| FMR LLC | -393 | -78.1% | 110 |
| WEDBUSH SECURITIES INC | -72 | -2.0% | 3,563 |
| Cetera Investment Advisers | -54 | -0.7% | 7,648 |
| MORGAN STANLEY | -32 | -3.4% | 917 |
| Spire Wealth Management | -13 | -12.5% | 91 |