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HDUS — HARTFORD DISCIP EQTY ETF

Reported value held$2.61M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)6
Institutional value$2.59M · 36.64K sh
New / Add / Cut / Exit2 / 2 / 2 / 0
Top-5 / Top-10 concentration99.7% / 100.0%
Institutional holdings change Accumulating +212.5% (+24.92K sh)
Institutional value change Up +250.6%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ4 2022Q1 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — — — —

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