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Get Institutions for : 
Hartford Disciplined Us Equity Etf (HDUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
 2,093,694  
% of shares held : 
 2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -52,622  
% of shares held change : 
   -0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 5,208
 0.25%
 
Increased Positions :
7
 46,900
 2.24%
 
Unchanged Positions :
5
 4,668
 0.22%
 
Decreased Positions :
8
-84,680
-4.04%
 
Closed Positions :
3
-20,050
-0.96%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 756 - 2024-03-31 799,528 $40,681,000 -3,397
   RIVERFRONT INVESTMENT GROUP, LLC 28 - 2024-03-31 582,965 $29,662,000 56,037
   RAYMOND JAMES & ASSOCIATES 894 - 2024-03-31 310,976 $15,823,000 -3,760
   ROYAL BANK OF CANADA 1521 - 2024-03-31 183,491 $9,336,000 9,717
   JANNEY MONTGOMERY SCOTT LLC 710 - 2024-03-31 113,911 $5,796,000 -100
   STIFEL FINANCIAL CORP 1813 - 2024-03-31 34,210 $1,741,000 -690
   LPL FINANCIAL CORP 2824 - 2024-03-31 27,877 $1,418,000 5,101
   BB&T CORP 1449 - 2024-03-31 26,177 $1,332,000 -13,019
   Rockefeller Capital Management L.P. 1381 *New 2024-03-31 12,789 $651,000 12,789
   J P MORGAN CHASE & CO 3660 - 2024-03-31 11,280 $574,000 1,738
   Aurum Wealth Management Group LLC 221 - 2024-03-31 8,138 $414,000 -455
   WEDBUSH MORGAN SECURITIES INC 743 - 2024-03-31 7,617 $388,000 414
   GeoWealth Management LLC 515 - 2024-03-31 7,063 $359,000 -5,583
   Source Financial Advisors LLC 87 - 2024-03-31 7,063 $359,000 -5,583
   Cetera Investment Advisers 3077 *New 2024-03-31 5,520 $281,000 5,520
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2915 *New 2024-03-31 5,077 $258,000 5,077
   Gallagher Fiduciary Advisors LLC 166 - 2024-03-31 4,707 $239,000 209
   FINANCIAL NETWORK 2490 *New 2024-03-31 4,476 $228,000 4,476
   COMERICA BANK 2255 - 2024-03-31 4,426 $225,000 -7
   CITADEL ADVISORS LLC 4529 - 2024-03-31 4,100 $209,000 4,100
   WELLS FARGO & CO/MN 5107 - 2024-03-31 242 $12,000 213
   CAROLINAS WEALTH CONSULTING LLC 623 *New 2024-03-31 110 $6,000 110
   SIGNATUREFD, LLC 2602 - 2024-03-31 87 $4,000 0
   HARBOUR INVESTMENTS INC. 2480 - 2023-12-31 93 $4,000 0
   US BANCORP 3604 - 2024-03-31 55 $3,000 0
   Advisor Group Holdings Inc. 6487 - 2024-03-31 12 $1,000 -3,904
   MORGAN STANLEY 6971 - 2024-03-31 2 $0 -24
   PROEQUITIES INC. 4425 - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6426 *Closed 2024-03-31 0 $0 -681
  29 Records found
  1    
  Page 1 of 1
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