IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hartford Dynamic Bond ETF (DYNB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares161,514 from 147,996
Change+13,518 (+9%)
Value$6.1M (+$268.7K)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares80,153 from 87,986
Change-7,833 (-9%)
Value$3.0M (-$438.0K)
Filed 2026-10-14
West Michigan Advisors, LLC
NEW
Shares49,969
Change+49,969
Value$1.9M
Filed 2026-11-09
Clearstead Advisors, LLC
UNCHANGED
Shares19,386 from 19,386
Change0 (0%)
Value$730.2K (-$31.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares12,793 from 12,436
Change+357 (+3%)
Value$481.9K (-$6.8K)
Filed 2026-11-02
UBS Group AG
INCREASED
Shares77 from 20
Change+57 (+285%)
Value$2.9K (+$2.1K)
Filed 2026-11-10
Sigma Planning Corp
CLOSED
Shares0 from 37,778
Change-37,778 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-23
Envestnet Asset Management Inc
N/A
Shares— from 139,941
Change-139,941 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 80,020
Change-80,020 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,348
Change-38,348 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,851
Change-17,851 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 397
Change-397 (-100%)
Value—
Status
Truist Financial Corp
INCREASED161,514147,996+13,518+9%$5.8M$6.1M+$268.7K2026-10-30
Davenport & Co LLC
DECREASED80,15387,986-7,833-9%$3.5M$3.0M-$438.0K2026-10-14
West Michigan Advisors, LLC
NEW49,969—+49,969——$1.9M—2026-11-09
Clearstead Advisors, LLC
UNCHANGED19,38619,38600%$761.7K$730.2K-$31.5K2026-11-06
Commonwealth Equity Services, LLC
INCREASED12,79312,436+357+3%$488.6K$481.9K-$6.8K2026-11-02
UBS Group AG
INCREASED7720+57+285%$786$2.9K+$2.1K2026-11-10
Sigma Planning Corp
CLOSED037,778-37,778-100%$1.5M$0-$1.5M2026-10-23
Envestnet Asset Management Inc
N/A—139,941-139,941-100%$5.5M———
Kingsview Wealth Management, LLC
N/A—80,020-80,020-100%$3.1M———
Jane Street Group, LLC
N/A—38,348-38,348-100%$1.5M———
Citadel Advisors LLC
N/A—17,851-17,851-100%$701.4K———
Cofg Advisors, LLC
N/A—9,386-9,386-100%$368.8K———
JPMorgan Chase & Co
N/A—397-397-100%$15.6K———
Showing 13 of 13 institutions