Hartford Quality Value ETF (QUVU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares51,747 from 56,167

Change-4,420 (-8%)

Value$1.6M (-$145.7K)

Filed 2026-11-06

Davenport & Co LLC

INCREASED

Shares48,173 from 47,072

Change+1,101 (+2%)

Value$1.5M (+$27.2K)

Filed 2026-10-14

Ashton Thomas Private Wealth, LLC

INCREASED

Shares15,079 from 14,995

Change+84 (+1%)

Value$468.4K (+$373)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

UNCHANGED

Shares8,962 from 8,962

Change0 (0%)

Value$278.4K (-$1.3K)

Filed 2026-11-04

Revisor Wealth Management LLC

UNCHANGED

Shares7,208 from 7,208

Change0 (0%)

Value$227.4K (+$2.4K)

Filed 2026-10-20

GK Wealth Management LLC

NEW

Shares3,604

Change+3,604

Value$111.9K

Filed 2026-10-09

James T. Borello RIA

UNCHANGED

Shares575 from 575

Change0 (0%)

Value$17.9K (-$86)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

UNCHANGED

Shares438 from 438

Change0 (0%)

Value$13.6K (-$65)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares400

Change+400

Value$12.4K

Filed 2026-11-03

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares285 from 1,550

Change-1,265 (-82%)

Value$8.9K (-$39.5K)

Filed 2026-10-14

Harbour Investments, Inc.

UNCHANGED

Shares263 from 263

Change0 (0%)

Value$8.2K (-$39)

Filed 2026-11-09

Tsfg, LLC

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$5 ($0)

Filed 2026-10-23

Creative Financial Designs Inc

DECREASED

Shares150 from 350

Change-200 (-57%)

Value$4.7K (-$6.3K)

Filed 2026-11-04

Rossby Financial, LCC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$2.1K (-$10)

Filed 2026-11-05

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 6,418

Change-6,418 (-100%)

Value$0 (-$200.3K)

Filed 2026-11-02

Planning Strategies Inc.

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$12.5K)

Filed 2026-10-02

Jones Financial Companies Lllp

N/A

Shares— from 366,449

Change-366,449 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 159,252

Change-159,252 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 50,071

Change-50,071 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 40,978

Change-40,978 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 13,825

Change-13,825 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,798

Change-8,798 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,510

Change-8,510 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,465

Change-8,465 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,460

Change-8,460 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7,921

Change-7,921 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,197

Change-7,197 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,174

Change-5,174 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,092

Change-2,092 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,733

Change-1,733 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,547

Change-1,547 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,217

Change-1,217 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 373

Change-373 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 135

Change-135 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	DECREASED	51,747	56,167	-4,420	-8%	$1.8M	$1.6M	-$145.7K	2026-11-06
Davenport & Co LLC	INCREASED	48,173	47,072	+1,101	+2%	$1.5M	$1.5M	+$27.2K	2026-10-14
Ashton Thomas Private Wealth, LLC	INCREASED	15,079	14,995	+84	+1%	$468.0K	$468.4K	+$373	2026-11-03
EverSource Wealth Advisors, LLC	UNCHANGED	8,962	8,962	0	0%	$279.7K	$278.4K	-$1.3K	2026-11-04
Revisor Wealth Management LLC	UNCHANGED	7,208	7,208	0	0%	$225.0K	$227.4K	+$2.4K	2026-10-20
GK Wealth Management LLC	NEW	3,604	—	+3,604	—	—	$111.9K	—	2026-10-09
James T. Borello RIA	UNCHANGED	575	575	0	0%	$17.9K	$17.9K	-$86	2026-10-16
Capital Investment Advisory Services, LLC	UNCHANGED	438	438	0	0%	$13.7K	$13.6K	-$65	2026-10-30
Ascentis Independent Advisors	NEW	400	—	+400	—	—	$12.4K	—	2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	285	1,550	-1,265	-82%	$48.4K	$8.9K	-$39.5K	2026-10-14
Harbour Investments, Inc.	UNCHANGED	263	263	0	0%	$8.2K	$8.2K	-$39	2026-11-09
Tsfg, LLC	UNCHANGED	172	172	0	0%	$5	$5	$0	2026-10-23
Creative Financial Designs Inc	DECREASED	150	350	-200	-57%	$10.9K	$4.7K	-$6.3K	2026-11-04
Rossby Financial, LCC	UNCHANGED	66	66	0	0%	$2.1K	$2.1K	-$10	2026-11-05
Commonwealth Equity Services, LLC	CLOSED	0	6,418	-6,418	-100%	$200.3K	$0	-$200.3K	2026-11-02
Planning Strategies Inc.	CLOSED	0	400	-400	-100%	$12.5K	$0	-$12.5K	2026-10-02
Jones Financial Companies Lllp	N/A	—	366,449	-366,449	-100%	$11.4M	—	—	—
Modern Wealth Management, LLC	N/A	—	159,252	-159,252	-100%	$5.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	50,071	-50,071	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	40,978	-40,978	-100%	$1.3M	—	—	—
Natixis Advisors, LLC	N/A	—	13,825	-13,825	-100%	$431.0K	—	—	—
Cetera Investment Advisers	N/A	—	8,798	-8,798	-100%	$274.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,510	-8,510	-100%	$265.6K	—	—	—
Citadel Advisors LLC	N/A	—	8,465	-8,465	-100%	$264.2K	—	—	—
Morgan Stanley	N/A	—	8,460	-8,460	-100%	$264.0K	—	—	—
AE Wealth Management LLC	N/A	—	7,921	-7,921	-100%	$247.2K	—	—	—
FMR LLC	N/A	—	7,197	-7,197	-100%	$224.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,174	-5,174	-100%	$161.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,092	-2,092	-100%	$65.3K	—	—	—
UBS Group AG	N/A	—	1,733	-1,733	-100%	$54.1K	—	—	—
Royal Bank of Canada	N/A	—	1,547	-1,547	-100%	$48.0K	—	—	—
Wells Fargo & Company	N/A	—	1,217	-1,217	-100%	$38.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	373	-373	-100%	$11.6K	—	—	—
CVA Family Office, LLC	N/A	—	135	-135	-100%	$4.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	0	0	—	$4	—	—	—

Showing 35 of 35 institutions