HARTFORD DISCIP EQTY ETF HDUS
$71.28
+0.2% 52w: $56.68 – $72.42
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data56.6864.5572.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
35
-1 QoQ
13F value
$154.6M
+3.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HDUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | Wealth advisor | 822.7K | $51.9M | 0.8% | +8.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 669.1K | $42.2M | 0.0% | +3.4% |
| LPL Financial LLC | Bank broker | 326.9K | $20.6M | 0.0% | +8.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 229.0K | $14.5M | 0.0% | +2.5% |
| ROYAL BANK OF CANADA | Bank broker | 140.8K | $8.9M | 0.0% | +0.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 69.0K | $4.4M | 0.0% | +0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 33.2K | $2.1M | 0.0% | +3.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 30.9K | $1.9M | 0.0% | +114.6% |
| JPMORGAN CHASE & CO | Bank broker | 20.1K | $1.2M | 0.0% | +2.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 16.3K | $1.0M | 0.0% | -2.2% |
| JANE STREET GROUP, LLC | Market maker | 13.9K | $878K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 12.8K | $807K | 0.0% | +4.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 10.0K | $633K | 0.0% | -18.1% |
| Koshinski Asset Management, Inc. | Wealth advisor | 10.0K | $629K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 7.7K | $486K | 0.0% | +1.0% |
| &PARTNERS | Diversified mechanical | 5.8K | $365K | 0.0% | +12.3% |
| Sowell Financial Services LLC | Wealth advisor | 5.3K | $337K | 0.0% | +2.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 4.2K | $264K | 0.0% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 3.6K | $229K | 0.0% | -4.0% |
| NICOLET BANKSHARES INC | Wealth advisor | 3.6K | $226K | 0.0% | New |
| Savant Capital, LLC | Wealth advisor | 3.5K | $222K | 0.0% | -2.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.2K | $201K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.0K | $125K | 0.0% | +5.9% |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.9K | $117K | 0.0% | Held |
| Annis Gardner Whiting Capital Advisors, LLC | Diversified mechanical | 1.1K | $67K | 0.0% | -0.7% |
| MORGAN STANLEY | Bank broker | 949 | $60K | 0.0% | -10.7% |
| Advisory Services Network, LLC | Diversified mechanical | 747 | $47K | 0.0% | New |
| GAMMA Investing LLC | Diversified mechanical | 540 | $34K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 506 | $32K | 0.0% | Held |
| FMR LLC | Long only active | 503 | $32K | 0.0% | +357.3% |
| MAI Capital Management | Wealth advisor | 396 | $25K | 0.0% | Held |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 385 | $24K | 0.0% | +42.6% |
| UBS Group AG | Bank broker | 238 | $15K | 0.0% | New |
| Spire Wealth Management | Wealth advisor | 104 | $7K | 0.0% | Held |
| Lummis Asset Management, LP ★2 | Fundamental diversified | 61 | $4K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.