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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 - 2023-12-31 599,405 $23,365,000 423,508
   LPL FINANCIAL CORP 838 - 2023-12-31 556,046 $21,675,000 419,166
   EVERGREEN CAPITAL MANAGEMENT LLC 63 - 2023-12-31 283,314 $11,099,000 -78,569
   JANE STREET GROUP LLC 989 - 2023-12-31 234,132 $9,126,000 177,394
   Centric Wealth Management 9 *New 2023-12-31 177,500 $6,909,000 177,500
   ForthRight Wealth Management LLC 24 - 2024-03-31 48,537 $1,891,000 8,412
   BANK OF MONTREAL /CAN/ 1406 *New 2023-12-31 44,293 $1,695,000 44,293
   FLOW TRADERS U.S. LLC 269 *New 2023-12-31 37,603 $1,466,000 37,603
   Private Advisor Group LLC 952 - 2023-12-31 35,376 $1,379,000 5,237
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2628 - 2023-12-31 28,926 $1,128,000 28,926
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2035 - 2024-03-31 26,069 $1,015,000 -54,761
   Advisor Group Holdings Inc. 2505 - 2023-12-31 25,425 $993,000 4,352
   Atria Wealth Solutions Inc. 987 - 2023-12-31 19,189 $749,000 0
   STIFEL FINANCIAL CORP 2417 - 2023-12-31 16,633 $648,000 1,675
   COMMONWEALTH EQUITY SERVICES LLC. 2471 - 2023-12-31 16,273 $634,000 600
   Steward Partners Investment Advisory LLC 1146 - 2023-12-31 9,000 $351,000 0
   CITADEL ADVISORS LLC 3943 *New 2023-12-31 8,850 $345,000 8,850
   BB&T CORP 2289 - 2023-12-31 7,255 $283,000 -816
   Quad-Cities Investment Group LLC 135 - 2024-03-31 7,009 $273,000 -1,428
   Nelson Van Denburg & Campbell Wealth Management Gr 470 *New 2023-12-31 6,911 $269,000 6,911
   Jacobi Capital Management LLC 439 *New 2023-12-31 5,480 $214,000 5,480
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1492 - 2023-12-31 5,220 $203,000 -135
   Westside Investment Management Inc. 357 - 2024-03-31 1,200 $47,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1562 - 2023-12-31 325 $13,000 -500
   UBS Group AG 6378 *New 2023-12-31 140 $5,000 140
   CGC Financial Services LLC 327 *Closed 2024-03-31 0 $0 -2,427
   Aptus Capital Advisors LLC 918 *Closed 2023-12-31 0 $0 -172,647
   PRIVATE TRUST CO NA 2232 *Closed 2024-03-31 0 $0 -408
   PROEQUITIES INC. 7300 - 2023-12-31 0 $0 0
  29 Records found
  1    
  Page 1 of 1
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