HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | 0.25% | 0.23% | #18 | $208.7M | 5.2M | $160.6M | 4.1M | +1.1M+26.80% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #62 | $130.7M | 3.2M | $115.6M | 3.3M | -17,974-0.55% | Reduce | |
| Hartford Funds Management Co LLC | 8.31% | 8.66% | #1 | $103.9M | 2.6M | $99.7M | 2.5M | +41,183+1.63% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #65 | $103.4M | 2.6M | $103.5M | 2.6M | -64,487-2.46% | Reduce | |
| Pathstone Holdings, LLC | 0.21% | — | #20 | $71.8M | 1.8M | $0 | 0 | +1.8M | New Buy | |
| WCG Wealth Advisors LLC | 1.7% | 1.91% | #6 | $71.7M | 1.8M | $68.4M | 1.7M | +39,489+2.28% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #56 | $43.7M | 1.1M | $38.2M | 968,915 | +112,049+11.56% | Add | |
| Intellus Advisors LLC | 5.16% | 5.65% | #2 | $42.5M | 1.1M | $41.3M | 1.0M | +3,951+0.38% | Add | |
| FOSTER & MOTLEY INC | 1.89% | 2.18% | #4 | $41.1M | 1.0M | $42.2M | 1.1M | -54,468-5.08% | Reduce | |
| Mariner, LLC | 0.04% | 0.04% | #38 | $38.1M | 944,022 | $37.6M | 953,263 | -9,241-0.97% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #54 | $37.4M | 925,808 | $36.4M | 923,832 | +1,976+0.21% | Add | |
| UBS Group AG | <0.01% | <0.01% | #80 | $31.2M | 771,110 | $26.0M | 658,303 | +112,807+17.14% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #79 | $19.6M | 485,554 | $11.7M | 298,208 | +187,346+62.82% | Add | |
| Goldstein Advisors, LLC | 1.74% | 1.96% | #5 | $19.1M | 471,735 | $17.7M | 447,787 | +23,948+5.35% | Add | |
| BEARING POINT CAPITAL, LLC | 2.5% | 2.61% | #3 | $18.5M | 457,926 | $16.7M | 422,746 | +35,180+8.32% | Add | |
| Private Advisor Group, LLC | 0.08% | 0.1% | #31 | $17.7M | 439,216 | $21.7M | 549,466 | -110,250-20.06% | Reduce | |
| CAPTRUST FINANCIAL ADVISORS | 0.03% | 0.03% | #43 | $17.1M | 424,032 | $17.0M | 430,630 | -6,598-1.53% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 0.01% | #64 | $16.8M | 417,097 | $12.7M | 332,293 | +84,804+25.52% | Add | |
| Cetera Investment Advisers | 0.01% | 0.02% | #50 | $15.3M | 379,827 | $15.3M | 388,444 | -8,617-2.22% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #97 | $9.5M | 234,496 | $8.9M | 226,226 | +8,270+3.66% | Add | |
| Lido Advisors, LLC | 0.02% | 0.03% | #44 | $9.2M | 227,379 | $9.5M | 241,614 | -14,235-5.89% | Reduce | |
| &PARTNERS | 0.03% | 0.04% | #42 | $7.3M | 180,696 | $7.4M | 187,582 | -6,886-3.67% | Reduce | |
| Clearstead Advisors, LLC | 0.07% | 0.13% | #34 | $7.2M | 178,203 | $14.0M | 356,344 | -178,141-49.99% | Reduce | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.11% | 0.14% | #27 | $6.3M | 156,845 | $6.4M | 162,315 | -5,470-3.37% | Reduce | |
| IAG Wealth Partners, LLC | 0.46% | 0.52% | #12 | $4.7M | 115,710 | $4.7M | 118,803 | -3,093-2.60% | Reduce | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #81 | $4.7M | 115,207 | $4.1M | 102,939 | +12,268+11.92% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #107 | $4.2M | 103,657 | $2.0M | 50,258 | +53,399+106.25% | Add | |
| WESCAP Management Group, Inc. | 0.75% | 0.76% | #8 | $4.0M | 98,787 | $3.9M | 97,907 | +880+0.90% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #115 | $4.0M | 97,775 | $4.4M | 110,657 | -12,882-11.64% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | 0.01% | #75 | $3.9M | 97,610 | $3.9M | 100,132 | -2,522-2.52% | Reduce | |
| Steward Partners Investment Advisory, LLC | 0.02% | 0.03% | #46 | $3.8M | 94,461 | $5.4M | 138,134 | -43,673-31.62% | Reduce | |
| HOWARD FINANCIAL SERVICES, LTD. | 0.36% | 0.39% | #15 | $3.6M | 88,991 | $3.5M | 88,204 | +787+0.89% | Add | |
| Modern Wealth Management, LLC | 0.04% | 0.06% | #37 | $3.5M | 86,176 | $3.5M | 88,726 | -2,550-2.87% | Reduce | |
| Vawter Financial, Ltd. | 1.28% | 1.57% | #7 | $3.4M | 83,846 | $3.7M | 94,386 | -10,540-11.17% | Reduce | |
| NewEdge Advisors, LLC | 0.01% | 0.01% | #57 | $3.2M | 80,000 | $3.2M | 80,263 | -263-0.33% | Reduce | |
| Trilogy Capital Inc. | 0.12% | 0.13% | #26 | $3.0M | 74,625 | $3.0M | 74,857 | -232-0.31% | Reduce | |
| World Investment Advisors | 0.05% | 0.05% | #36 | $3.0M | 75,502 | $3.0M | 75,502 | 00.00% | Unchanged | |
| First PREMIER Bank | 0.46% | 0.65% | #11 | $2.9M | 71,020 | $2.8M | 71,020 | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #108 | $2.5M | 61,174 | $2.0M | 50,508 | +10,666+21.12% | Add | |
| OneDigital Investment Advisors LLC | 0.02% | 0.02% | #45 | $2.4M | 60,219 | $2.4M | 62,149 | -1,930-3.11% | Reduce | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #86 | $2.1M | 51,539 | $2.1M | 53,364 | -1,825-3.42% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #89 | $2.1M | 51,262 | $2.1M | 52,367 | -1,105-2.11% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | 0.01% | #74 | $2.0M | 50,573 | $2.0M | 50,952 | -379-0.74% | Reduce | |
| FLAGSTAR SECURITIES, INC | 0.57% | 0.71% | #9 | $1.9M | 46,867 | $2.0M | 49,772 | -2,905-5.84% | Reduce | |
| Equitable Holdings, Inc. | 0.01% | 0.01% | #52 | $1.8M | 43,708 | $1.7M | 45,163 | -1,455-3.22% | Reduce | |
| HRT FINANCIAL LP | <0.01% | — | #87 | $1.7M | 42,931 | $0 | 0 | +42,931 | New Buy | |
| Empirical Asset Management, LLC | 0.37% | 0.4% | #14 | $1.7M | 41,112 | $1.5M | 38,443 | +2,669+6.94% | Add | |
| CRUX WEALTH ADVISORS | 0.56% | 0.6% | #10 | $1.6M | 39,663 | $1.6M | 39,518 | +145+0.37% | Add | |
| Apollon Financial, LLC | 0.18% | 0.21% | #22 | $1.6M | 38,596 | $1.5M | 38,922 | -326-0.84% | Reduce | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.01% | 0.02% | #51 | $1.4M | 35,355 | $1.4M | 35,781 | -426-1.19% | Reduce |