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HFGO Institutional Ownership

Hartford Large Cap Growth ETF
1W: +0.5% 1M: +5.7% 3M: +4.8% YTD: +12.6% 1Y: +12.7% 3Y: +113.3%
$30.69
+0.34 (+1.10%)
 
Weekly Expected Move ±2.4%
$29 $30 $31 $31 $32
ETF CBOE · AUM $180.1M

Institutional Ownership — HFGO

21
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
158M
Total Invested
6
New Positions
6
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (24 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Hartford Funds Management Co LLC 3,354,211 103M -50,317 -1.5% 18Q SEC ↗
2 LPL Financial LLC 783,553 24M +481,000 +159.0% 7Q SEC ↗
3 JONES FINANCIAL COMPANIES LLLP 562,306 17M +136,759 +32.1% 6Q SEC ↗
4 Cambridge Investment Research Advisors 354,043 11M +29,004 +8.9% 6Q SEC ↗
5 Janney Montgomery Scott LLC NEW 185,913 6M — +0.0% 1Q SEC ↗
6 TRUIST FINANCIAL CORP 113,088 3M -2,037 -1.8% 17Q SEC ↗
7 WELLINGTON MANAGEMENT GROUP LLP 61,200 2M -166,000 -73.1% 19Q SEC ↗
8 Private Advisor Group, LLC NEW 47,475 1M — +0.0% 1Q SEC ↗
9 World Investment Advisors 20,082 616K +757 +3.9% 3Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 19,861 610K -161 -0.8% 2Q SEC ↗
11 Harborfront Financial Group LLC NEW 16,181 497K — +0.0% 1Q SEC ↗
12 CITADEL ADVISORS LLC NEW 16,005 491K — +0.0% 1Q SEC ↗
13 COMMONWEALTH EQUITY SERVICES, LLC 13,848 425K +5,026 +57.0% 9Q SEC ↗
14 NATIXIS ADVISORS, LLC NEW 13,457 413K — +0.0% 1Q SEC ↗
15 Steward Partners Investment Advisory, 11,512 353K +11,062 +2458.2% 3Q SEC ↗
16 LaSalle St. Investment Advisors, LLC 8,760 269K — +0.0% 2Q SEC ↗
17 JANE STREET GROUP, LLC 7,007 215K -2,135 -23.4% 2Q SEC ↗
18 Geneos Wealth Management Inc. 1,200 37K — +0.0% 2Q SEC ↗
19 PRIVATE TRUST CO NA NEW 710 22K — +0.0% 1Q SEC ↗
20 JPMORGAN CHASE & CO 0 0K -1,221 -100.0% 9Q SEC ↗
21 Mariner, LLC 0 0K -72,354 -100.0% 5Q SEC ↗
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -21,801 -100.0% 2Q SEC ↗
23 UBS Group AG 0 0K -86 -100.0% 1Q SEC ↗
24 Allworth Financial LP 0 0K -227 -100.0% 1Q SEC ↗

Recent Activity

New Positions (6)
Sold Out (5)
HolderPrev SharesPrev Value
Mariner, LLC 72,354 2M
SUSQUEHANNA INTERNATIONAL GROUP, LL 21,801 669K
JPMORGAN CHASE & CO 1,221 37K
Allworth Financial LP 227 7K
UBS Group AG 86 3K
Biggest Increases (6)
HolderAddedChange %Total Shares
LPL Financial LLC +481,000 +159.0% 783,553
JONES FINANCIAL COMPANIES LLLP +136,759 +32.1% 562,306
Cambridge Investment Research Advis +29,004 +8.9% 354,043
Steward Partners Investment Advisor +11,062 +2458.2% 11,512
COMMONWEALTH EQUITY SERVICES, LLC +5,026 +57.0% 13,848
World Investment Advisors +757 +3.9% 20,082
Biggest Decreases (5)
HolderReducedChange %Total Shares
WELLINGTON MANAGEMENT GROUP LLP -166,000 -73.1% 61,200
Hartford Funds Management Co LLC -50,317 -1.5% 3,354,211
JANE STREET GROUP, LLC -2,135 -23.4% 7,007
TRUIST FINANCIAL CORP -2,037 -1.8% 113,088
RAYMOND JAMES FINANCIAL INC -161 -0.8% 19,861

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms