13FBOX
HARTFORD DISCIPLINED US EQUITY ETF · 13F Institutional Holdings
Options Calculator Rankings
H

HARTFORD DISCIPLINED US EQUITY ETF

HDUS
Institutions
35
Combined AUM (Q2 2026)
$183.2M
Combined Shares (Q2 2026)
2.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+152,174
23 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24,883
12 · 5 Exit · ≈
⚖️ Net
+127,291
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$183.2M
Institutions
35
New Buys
5
Adds
18
Reduces
7
Exits
5
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RiverFront Investment Group, LLC
0.82%0.8%#1$62.1M873,672$51.9M822,680+50,992+6.20%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#4$48.6M684,062$42.2M669,072+14,990+2.24%Add
LPL Financial LLC
0.01%0.01%#10$25.6M360,535$20.6M326,898+33,637+10.29%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#12$16.8M236,371$14.5M229,042+7,329+3.20%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#17$9.6M135,373$8.9M140,791-5,418-3.85%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#5$5.0M70,372$4.4M69,025+1,347+1.95%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#16$4.0M57,063$1.9M30,933+26,130+84.47%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#14$2.6M36,280$2.1M33,198+3,082+9.28%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#30$1.5M20,991$1.2M20,149+842+4.18%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#19$1.2M16,480$1.0M16,287+193+1.18%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#20$1.0M14,329$807,27012,791+1,538+12.02%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#29$976,64313,734$633,19110,033+3,701+36.89%Add
Koshinski Asset Management, Inc.
0.04%0.04%#2$708,4829,963$628,5209,959+4+0.04%Add
Cetera Investment Advisers
<0.01%<0.01%#23$543,8537,648$486,0867,702-54-0.70%Reduce
&PARTNERS
<0.01%<0.01%#15$423,6835,960$365,2325,787+173+2.99%Add
Kingsview Wealth Management, LLC
<0.01%<0.01%#11$264,4344,190$264,4344,19000.00%Unchanged
NICOLET BANKSHARES INC
0.01%0.01%#7$255,7613,567$225,9693,557+10+0.28%Add
WEDBUSH SECURITIES INC
0.01%0.01%#9$253,3693,563$229,0003,635-72-1.98%Reduce
Savant Capital, LLC
<0.01%<0.01%#22$249,8253,513$221,6233,512+1+0.03%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#25$225,9833,178$200,5583,17800.00%Unchanged
Moors & Cabot, Inc.
0.01%#6$213,9743,009$00+3,009New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#26$211,2442,932$00+2,932New Buy
Sowell Financial Services LLC
0.01%0.01%#8$202,9452,854$337,4125,346-2,492-46.61%Reduce
PRIVATE TRUST CO NA
0.01%0.01%#3$182,3292,564$117,4491,861+703+37.78%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$140,2981,973$124,5141,97300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#33$65,209917$75,7691,177-260-22.09%Reduce
TD PRIVATE CLIENT WEALTH LLC
<0.01%<0.01%#21$47,360666$24,298385+281+72.99%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$39,111550$00+550New Buy
GAMMA Investing LLC
<0.01%<0.01%#18$38,400540$34,08054000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#24$35,998506$31,94850600.00%Unchanged
UBS Group AG
<0.01%<0.01%#32$35,129494$15,020238+256+107.56%Add
BlackRock, Inc.
<0.01%#34$28,018394$00+394New Buy
FMR LLC
<0.01%<0.01%#35$7,822110$31,745503-393-78.13%Reduce
Spire Wealth Management
<0.01%<0.01%#27$6,47191$6,564104-13-12.50%Reduce
Highland Investment Advisors LLC
<0.01%#13$5,68980$00+80New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow