Hartford Discip Eqty ETF (HDUS)

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

Shares273,460 from 360,535

Change-87,075 (-24%)

Value$19.8M (-$5.8M)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares18,104 from 16,480

Change+1,624 (+10%)

Value$1.3M (+$141.4K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares17,412 from 14,329

Change+3,083 (+22%)

Value$1.3M (+$244.1K)

Filed 2026-11-02

Koshinski Asset Management, Inc.

DECREASED

Shares9,869 from 9,963

Change-94 (-1%)

Value$715.9K (+$7.4K)

Filed 2026-10-29

Savant Capital, LLC

INCREASED

Shares3,515 from 3,513

Change+2 (+0%)

Value$255.0K (+$5.2K)

Filed 2026-11-06

Moors & Cabot, Inc.

UNCHANGED

Shares3,009 from 3,009

Change0 (0%)

Value$218.3K (+$4.3K)

Filed 2026-11-06

Wedbush Securities Inc

DECREASED

Shares2,797 from 3,563

Change-766 (-21%)

Value$203 (-$252.8K)

Filed 2026-10-22

Private Trust Co NA

INCREASED

Shares2,726 from 2,564

Change+162 (+6%)

Value$197.7K (+$15.4K)

Filed 2026-10-20

Gamma Investing LLC

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$39.2K (+$772)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares287 from 3,178

Change-2,891 (-91%)

Value$20.8K (-$205.2K)

Filed 2026-11-05

TD Private Client Wealth LLC

DECREASED

Shares274 from 666

Change-392 (-59%)

Value$19.9K (-$27.5K)

Filed 2026-10-28

US Bancorp \de\

NEW

Shares231

Change+231

Value$16.8K

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$6.6K (+$130)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 2,932

Change-2,932 (-100%)

Value$0 (-$211.2K)

Filed 2026-10-13

Sowell Financial Services LLC

CLOSED

Shares0 from 2,854

Change-2,854 (-100%)

Value$0 (-$202.9K)

Filed 2026-10-23

RiverFront Investment Group, LLC

N/A

Shares— from 873,672

Change-873,672 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 684,062

Change-684,062 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 236,371

Change-236,371 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 135,373

Change-135,373 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 70,372

Change-70,372 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 57,063

Change-57,063 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 36,280

Change-36,280 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 20,991

Change-20,991 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,734

Change-13,734 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,648

Change-7,648 (-100%)

Value—

&partners

N/A

Shares— from 5,960

Change-5,960 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 3,567

Change-3,567 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 3,491

Change-3,491 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,973

Change-1,973 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 917

Change-917 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 506

Change-506 (-100%)

Value—

UBS Group AG

N/A

Shares— from 494

Change-494 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 394

Change-394 (-100%)

Value—

FMR LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	273,460	360,535	-87,075	-24%	$25.6M	$19.8M	-$5.8M	2026-11-06
Truist Financial Corp	INCREASED	18,104	16,480	+1,624	+10%	$1.2M	$1.3M	+$141.4K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	17,412	14,329	+3,083	+22%	$1.0M	$1.3M	+$244.1K	2026-11-02
Koshinski Asset Management, Inc.	DECREASED	9,869	9,963	-94	-1%	$708.5K	$715.9K	+$7.4K	2026-10-29
Savant Capital, LLC	INCREASED	3,515	3,513	+2	+0%	$249.8K	$255.0K	+$5.2K	2026-11-06
Moors & Cabot, Inc.	UNCHANGED	3,009	3,009	0	0%	$214.0K	$218.3K	+$4.3K	2026-11-06
Wedbush Securities Inc	DECREASED	2,797	3,563	-766	-21%	$253.0K	$203	-$252.8K	2026-10-22
Private Trust Co NA	INCREASED	2,726	2,564	+162	+6%	$182.3K	$197.7K	+$15.4K	2026-10-20
Gamma Investing LLC	UNCHANGED	540	540	0	0%	$38.4K	$39.2K	+$772	2026-10-08
Fifth Third Bancorp	DECREASED	287	3,178	-2,891	-91%	$226.0K	$20.8K	-$205.2K	2026-11-05
TD Private Client Wealth LLC	DECREASED	274	666	-392	-59%	$47.4K	$19.9K	-$27.5K	2026-10-28
US Bancorp \de\	NEW	231	—	+231	—	—	$16.8K	—	2026-11-05
Spire Wealth Management	UNCHANGED	91	91	0	0%	$6.5K	$6.6K	+$130	2026-10-30
Wealth Enhancement Advisory Services, LLC	CLOSED	0	2,932	-2,932	-100%	$211.2K	$0	-$211.2K	2026-10-13
Sowell Financial Services LLC	CLOSED	0	2,854	-2,854	-100%	$202.9K	$0	-$202.9K	2026-10-23
RiverFront Investment Group, LLC	N/A	—	873,672	-873,672	-100%	$62.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	684,062	-684,062	-100%	$48.6M	—	—	—
Raymond James Financial Inc	N/A	—	236,371	-236,371	-100%	$16.8M	—	—	—
Royal Bank of Canada	N/A	—	135,373	-135,373	-100%	$9.6M	—	—	—
Janney Montgomery Scott LLC	N/A	—	70,372	-70,372	-100%	$5.0M	—	—	—
Jones Financial Companies Lllp	N/A	—	57,063	-57,063	-100%	$4.0M	—	—	—
Stifel Financial Corp	N/A	—	36,280	-36,280	-100%	$2.6M	—	—	—
JPMorgan Chase & Co	N/A	—	20,991	-20,991	-100%	$1.5M	—	—	—
Citadel Advisors LLC	N/A	—	13,734	-13,734	-100%	$976.6K	—	—	—
Cetera Investment Advisers	N/A	—	7,648	-7,648	-100%	$543.9K	—	—	—
&partners	N/A	—	5,960	-5,960	-100%	$423.7K	—	—	—
Nicolet Bankshares Inc	N/A	—	3,567	-3,567	-100%	$255.8K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	3,491	-3,491	-100%	$248.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,973	-1,973	-100%	$140.3K	—	—	—
Morgan Stanley	N/A	—	917	-917	-100%	$65.2K	—	—	—
Harbour Investments, Inc.	N/A	—	506	-506	-100%	$36.0K	—	—	—
UBS Group AG	N/A	—	494	-494	-100%	$35.1K	—	—	—
BlackRock, Inc.	N/A	—	394	-394	-100%	$28.0K	—	—	—
FMR LLC	N/A	—	110	-110	-100%	$7.8K	—	—	—
Highland Investment Advisors LLC	N/A	—	80	-80	-100%	$5.7K	—	—	—

Showing 35 of 35 institutions