HDUS — HARTFORD DISCIP EQTY ETF
As of Q2 2026, 6 SEC-registered investment managers reported holding HDUS (HARTFORD DISCIP EQTY ETF) in their latest 13F filings, with a combined reported value of $2.59M across 36.64K shares. That is +212.5% by share count (+24.92K shares) versus the previous quarter, while reported value moved +250.6%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 20.99K | $1.48M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 13.73K | $976.64K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 917 | $65.21K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 494 | $35.13K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 394 | $28.02K | 0.00% | New |
| Wells Fargo & Co history | Q4 2025 | 228 | $14.86K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 110 | $7.82K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2025 | 2 | $119 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 20.99K sh · $1.48M
- BlackRock Inc 394 sh · $28.02K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q4 2022 | Q1 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | — | — | 6.30K | 9.54K | 11.28K | 11.26K | 12.14K | 11.45K | 13.39K | 16.35K | 18.38K | 19.66K | — | 20.99K |
| Citadel Advisors | 9.86K | 23.65K | 8.33K | — | 4.10K | 18.81K | — | 20.44K | — | 11.25K | — | 12.25K | 10.03K | 13.73K |
| Morgan Stanley | — | — | 244 | 26 | 2 | 462 | 818 | 2.05K | 2.08K | 1.18K | 1.18K | 1.06K | 949 | 917 |
| UBS Group AG | — | — | 124 | — | — | — | 66 | — | 820 | 2.27K | 13 | — | 238 | 494 |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 394 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 110 | 110 | 110 | 111 | 110 | 503 | 110 |
| Wells Fargo & Co | — | — | — | 29 | 242 | — | — | — | — | 87 | 26 | 228 | — | — |
| Bank of America Corp | — | — | — | 681 | — | 242 | — | — | 679 | 2 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details