Who owns HDUS?
Hartford Disciplined US Equity ETF · Hartford
34 institutions reported holding HDUS, worth $183.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HDUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RiverFront Investment Group, LLC | Richmond, VA | $62.1M | 873,672 | +50,992 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $48.6M | 684,062 | +14,990 shares |
| LPL Financial LLC | Fort Mill, SC | $25.6M | 360,535 | +33,637 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $16.8M | 236,371 | +7,329 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $9.6M | 135,373 | −5,418 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $5.0M | 70,372 | +1,347 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $4.0M | 57,063 | +26,130 shares |
| Stifel Financial Corp. | St. Louis, MO | $2.6M | 36,280 | +3,082 shares |
| JPMorgan Chase & Co | New York, NY | $1.5M | 20,991 | +842 shares |
| Truist Financial Corp. | Charlotte, NC | $1.2M | 16,480 | +193 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HDUS?
34 institutional managers reported holding HDUS in Form 13F filings for June 30, 2026, worth $183.2M in total. The largest reported position was held by RiverFront Investment Group, LLC, at $62.1M.
Did institutions buy or sell HDUS last quarter?
Reported 13F value rose 18.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HDUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.