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Get Institutions for : 
Hartford Short Duration Etf (HSRT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    7
Total shares held : 
2,250,723  
% of shares held : 
25.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
949,123  
% of shares held change : 
  10.55%  
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 :
9
 283,612
 12.6%
 
Increased Positions :
9
 1,076,978
 47.85%
 
Unchanged Positions :
4
 29,389
 1.31%
 
Decreased Positions :
6
-124,793
-5.54%
 
Closed Positions :
2
-286,674
-12.74%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  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
   Fiduciary Planning LLC 6 - 2024-03-31 603,161 $23,493,000 3,756
   LPL FINANCIAL CORP 895 - 2024-03-31 568,818 $22,155,000 12,772
   EVERGREEN CAPITAL MANAGEMENT LLC 66 - 2024-03-31 280,613 $10,986,000 -2,701
   JANE STREET GROUP LLC 1308 - 2024-03-31 123,292 $4,802,000 -110,840
   Belpointe Asset Management LLC 67 *New 2024-03-31 96,320 $3,752,000 96,320
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1522 - 2024-03-31 63,989 $2,492,000 35,063
   Centric Wealth Management 48 - 2024-03-31 50,000 $1,949,000 -127,500
   ForthRight Wealth Management LLC 24 - 2024-03-31 48,537 $1,891,000 8,412
   Private Advisor Group LLC 935 - 2024-03-31 39,978 $1,557,000 4,602
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2035 - 2024-03-31 26,069 $1,015,000 -54,761
   COMMONWEALTH EQUITY SERVICES LLC. 2438 - 2024-03-31 19,233 $749,000 2,960
   Atria Wealth Solutions Inc. 1045 - 2024-03-31 18,799 $733,000 -390
   STIFEL FINANCIAL CORP 2518 - 2024-03-31 14,746 $574,000 -1,887
   FLOW TRADERS U.S. LLC 455 - 2024-03-31 12,290 $479,000 -25,313
   Advisor Group Holdings Inc. 2992 - 2024-03-31 11,697 $457,000 -13,728
   CITADEL ADVISORS LLC 3988 - 2024-03-31 9,791 $381,000 941
   Steward Partners Investment Advisory LLC 1191 - 2024-03-31 9,000 $351,000 0
   BB&T CORP 2293 - 2024-03-31 7,104 $277,000 -151
   Quad-Cities Investment Group LLC 135 - 2024-03-31 7,009 $273,000 -1,428
   Nelson Van Denburg & Campbell Wealth Management Gr 612 - 2024-03-31 6,998 $273,000 87
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1472 - 2024-03-31 6,264 $244,000 1,044
   Jacobi Capital Management LLC 453 - 2024-03-31 5,480 $213,000 0
   Westside Investment Management Inc. 357 - 2024-03-31 1,200 $47,000 0
   UBS Group AG 5697 - 2024-03-31 514 $20,000 374
   BENJAMIN F. EDWARDS & COMPANY INC. 1632 - 2024-03-31 325 $13,000 0
   CGC Financial Services LLC 327 *Closed 2024-03-31 0 $0 -2,427
   MORGAN STANLEY 7141 *New 2024-03-31 1 $0 1
   PRIVATE TRUST CO NA 2232 *Closed 2024-03-31 0 $0 -408
   PROEQUITIES INC. 8231 - 2024-03-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3660 *Closed 2024-03-31 0 $0 -44,293

  30 Records found
  1    
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