Who Owns Hartford Disciplined US Equity ETF (HDUS)?Hedge Fund & Institutional Holders

$65.09+0.79 (+1.23%)Financial ServicesNYSE_ARCA

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$4.932000014000001e+119T

% of Float Held

QoQ Change in Holders

+14 / -3

Price History

$48.23$52.88$57.52$62.17$66.81Sep 24Jun 25Mar 26

HDUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RiverFront Investment Group, LLCIncreased+32K+$2.6B
Sowell Financial Services LLCNew Position+5K+$341.0M
PRIVATE TRUST CO NANew Position+2K+$121.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+647K+$42.0M
Spire Wealth ManagementNew Position+104+$6.0M
Janney Montgomery Scott LLCNew Position+69K+$4.0M
Lummis Asset Management, LPNew Position+61+$3.0M
TRUIST FINANCIAL CORPNew Position+17K+$1.1M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+5K+$333K
&PARTNERSNew Position+5K+$0
CITADEL ADVISORS LLCNew Position+12K+$0
Savant Capital, LLCNew Position+4K+$0
TD PRIVATE CLIENT WEALTH LLCNew Position+270+$0
Rockefeller Capital Management L.P.New Position+247+$0
Annis Gardner Whiting Capital Advisors, LLCNew Position+1K+$0

HDUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-9K-$983.8M
ROYAL BANK OF CANADADecreased-4K-$278.0M
Moors & Cabot, Inc.Closed Position-4K-$242.3M
OSAIC HOLDINGS, INC.Decreased-40-$118.5M
STIFEL FINANCIAL CORPDecreased-459-$93.9M
Advisory Services Network, LLCClosed Position-747-$48.1M
Koshinski Asset Management, Inc.Decreased-590-$30.0M
COMERICA BANKDecreased-161-$8.9M
UBS Group AGClosed Position-13-$837K
WEDBUSH SECURITIES INCDecreased-200-$257K
MORGAN STANLEYDecreased-114-$75K
FMR LLCDecreased-1-$7K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RiverFront Investment Group, LLC756,653$49.3B813.41%Share
2RAYMOND JAMES FINANCIAL INC215,225$14.0B4.36%Share
3ROYAL BANK OF CANADA139,605$9.0B1.46%Share
4STIFEL FINANCIAL CORP32,070$2.0B1.80%Share
5JPMORGAN CHASE & CO17,852$1.0B0.06%Share
6Koshinski Asset Management, Inc.9,959$649.0M0.04%Share
7Sowell Financial Services LLC5,234$341.0M0.01%Share
8COMERICA BANK3,068$199.0M0.79%Share
9PRIVATE TRUST CO NA1,861$121.0M0.01%Share
10ENVESTNET ASSET MANAGEMENT INC647,019$42.0M0.01%Share
11GAMMA Investing LLC540$35.0M0.00%Share
12LPL Financial LLC302,717$19.0M0.01%Share
13COMERICA BANK110$7.0M0.03%Share
14Spire Wealth Management104$6.0M0.00%Share
15Janney Montgomery Scott LLC68,694$4.0M0.01%Share
16Lummis Asset Management, LP61$3.0M0.00%Share
17TRUIST FINANCIAL CORP16,646$1.1M0.00%Share
18Jackson Wealth Management, LLC79,659$619K0.06%Share
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,054$333K0.00%Share
20HARBOUR INVESTMENTS, INC.506$32K0.00%Share
21MORGAN STANLEY1$00.00%Share
22MORGAN STANLEY98$00.00%Share
23TD PRIVATE CLIENT WEALTH LLC270$00.00%Share
24Savant Capital, LLC3,591$00.00%Share
25MAI Capital Management396$00.00%Share
26OSAIC HOLDINGS, INC.1,863$00.00%Share
27WELLS FARGO & COMPANY/MN228$00.00%Share
28Annis Gardner Whiting Capital Advisors, LLC1,067$00.00%Share
29ROYAL BANK OF CANADA349$00.00%Share
30ROYAL BANK OF CANADA51$00.00%Share
31Rockefeller Capital Management L.P.247$00.00%Share
32COMMONWEALTH EQUITY SERVICES, LLC12,195$00.00%Share
33CITADEL ADVISORS LLC12,254$00.00%Share
34MORGAN STANLEY964$00.00%Share
35&PARTNERS5,153$00.00%Share
36RAYMOND JAMES FINANCIAL INC5,044$00.00%Share
37RAYMOND JAMES FINANCIAL INC3,102$00.00%Share
38FMR LLC110$00.00%Share
39JONES FINANCIAL COMPANIES LLLP14,415$00.00%Share
40NICOLET ADVISORY SERVICES, LLC3,546$00.00%Share
41Cetera Investment Advisers7,626$00.00%Share
42JPMORGAN CHASE & CO453$00.00%Share
43WEDBUSH SECURITIES INC3,786$00.00%Share
44JPMORGAN CHASE & CO1,357$00.00%Share
45Allworth Financial LP12$00.00%Share

HDUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202536$76.7B+13
Q3 202523$95.4B-11
Q2 202534$126.4B-2
Q1 202536$123.4B+4
Q4 202432$116.3B+10
Q3 202422$45.5T-2
Q2 202424$43.0T+6
Q1 202418$40.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 45 institutional investors hold HDUS (Hartford Disciplined US Equity ETF). The largest holder is RiverFront Investment Group, LLC with $49.3B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HDUS?

As of Q4 2025, 45 institutional investors report holding HDUS (Hartford Disciplined US Equity ETF) in their 13F filings.

Who is the largest institutional holder of HDUS?

The largest institutional holder of HDUS is RiverFront Investment Group, LLC with $49.3B in shares.

Is institutional ownership of HDUS increasing or decreasing?

This quarter, 14 institutions opened new positions in HDUS and 3 closed their positions.