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Hartford LRG Cap Grwth ETF (HFGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares108,445 from 113,088
Change-4,643 (-4%)
Value$3.3M (-$38.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,133 from 354,043
Change-331,910 (-94%)
Value$670.0K (-$9.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares16,272 from 13,848
Change+2,424 (+18%)
Value$492.2K (+$85.8K)
Filed 2026-11-02
James T. Borello RIA
DECREASED
Shares5,509 from 5,746
Change-237 (-4%)
Value$166.6K (-$2.0K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares966 from 710
Change+256 (+36%)
Value$29.2K (+$8.4K)
Filed 2026-10-20
Hartford Funds Management Co LLC
N/A
Shares— from 3,354,211
Change-3,354,211 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 783,553
Change-783,553 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 562,306
Change-562,306 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 185,913
Change-185,913 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 61,200
Change-61,200 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,475
Change-47,475 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,082
Change-20,082 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,861
Change-19,861 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,005
Change-16,005 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Status
Truist Financial Corp
DECREASED108,445113,088-4,643-4%$3.3M$3.3M-$38.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED22,133354,043-331,910-94%$10.4M$670.0K-$9.7M2026-11-02
Commonwealth Equity Services, LLC
INCREASED16,27213,848+2,424+18%$406.4K$492.2K+$85.8K2026-11-02
James T. Borello RIA
DECREASED5,5095,746-237-4%$168.6K$166.6K-$2.0K2026-10-16
Private Trust Co NA
INCREASED966710+256+36%$20.8K$29.2K+$8.4K2026-10-20
Hartford Funds Management Co LLC
N/A—3,354,211-3,354,211-100%$98.4M———
LPL Financial LLC
N/A—783,553-783,553-100%$23.0M———
Jones Financial Companies Lllp
N/A—562,306-562,306-100%$15.9M———
Janney Montgomery Scott LLC
N/A—185,913-185,913-100%$5.5M———
Wellington Management Group LLP
N/A—61,200-61,200-100%$1.8M———
Private Advisor Group, LLC
N/A—47,475-47,475-100%$1.4M———
World Investment Advisors
N/A—20,082-20,082-100%$589.4K———
Raymond James Financial Inc
N/A—19,861-19,861-100%$582.9K———
Harborfront Financial Group LLC
N/A—16,181-16,181-100%$474.9K———
Citadel Advisors LLC
N/A—16,005-16,005-100%$469.7K———
Natixis Advisors, LLC
N/A—13,457-13,457-100%$394.0K———
Steward Partners Investment Advisory, LLC
N/A—11,512-11,512-100%$337.9K———
LaSalle St. Investment Advisors, LLC
N/A—8,760-8,760-100%$257.1K———
Jane Street Group, LLC
N/A—7,007-7,007-100%$205.7K———
Geneos Wealth Management Inc.
N/A—1,200-1,200-100%$35.2K———
Showing 20 of 20 institutions