13FBOX
HARTFORD FDS EXCHANGE TRADED · 13F Institutional Holdings
Options Calculator Rankings
H

HARTFORD FDS EXCHANGE TRADED

DYNB
Institutions
13
Combined AUM (Q2 2026)
$21.0M
Combined Shares (Q2 2026)
534,967
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+113,467
11 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22,775
1 · 0 Exit · ≈
⚖️ Net
+90,692
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.0M
Institutions
13
New Buys
4
Adds
7
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TRUIST FINANCIAL CORP
0.01%0.01%#6$5.8M147,996$4.9M125,542+22,454+17.89%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#7$5.5M139,941$4.9M125,542+14,399+11.47%Add
DAVENPORT & Co LLC
0.02%0.02%#3$3.5M87,986$2.9M72,965+15,021+20.59%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#9$1.5M38,348$619,92715,824+22,524+142.34%Add
Sigma Planning Corp
0.04%0.04%#2$1.5M37,778$1.3M33,674+4,104+12.19%Add
Kingsview Wealth Management, LLC
0.02%0.01%#4$913,47623,317$913,47623,31700.00%Unchanged
Clearstead Advisors, LLC
0.01%#5$761,70219,386$00+19,386New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#10$701,38917,851$1.6M40,626-22,775-56.06%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#8$488,63012,436$265,4806,777+5,659+83.50%Add
COFG Advisors, LLC
0.06%#1$368,7859,386$00+9,386New Buy
JPMORGAN CHASE & CO
<0.01%#12$15,648397$00+397New Buy
Integrated Wealth Concepts LLC
<0.01%#11$4,911125$00+125New Buy
UBS Group AG
<0.01%<0.01%#13$78620$3138+12+150.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow