
Hartford Disciplined US Equity is an exchange-traded fund on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $144.5M. RiverFront Investment Group, LLC is the largest holder with a position valued at $46.7M.
Overview of institutional ownership in HDUS as of Q3 2025
Institutions with the largest positions in HDUS as of Q3 2025
| Institution | Position Value |
|---|---|
RiverFront Investment Group, LLC Long Only Manager | $46.7M 0.82% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $41.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $19.1M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.0M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $9.3M 0.00% of portfolio |
Janney Montgomery Scott LLC RIA/Wealth | $4.5M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $2.1M 0.00% of portfolio |
JPMORGAN CHASE & CO Institution | $1.2M 0.00% of portfolio |
BB&T CORP Institution | $1.1M 0.00% of portfolio |
Koshinski Asset Management, Inc. RIA/Wealth | $679.0K 0.05% of portfolio |
Institutional buying and selling activity for HDUS in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$1.4M +21.3K shares |
RiverFront Investment Group, LLC Long Only Manager | +$1.4M +21.1K shares |
Moors & Cabot, Inc. RIA/Wealth | +$242.3K +3.8K shares |
N NICOLET ADVISORY SERVICES, LLC Institution | +$207.9K +3.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$199.4K +3.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$174.2K +2.7K shares |
JPMORGAN CHASE & CO Institution | +$130.7K +2.0K shares |
P PRIVATE TRUST CO NA Institution | +$106.7K +1.7K shares |
A Advisor Group Holdings, Inc. Institution | +$93.4K +1.5K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$54.1K +841.0 shares |
| Institution | Net Sold |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$669.6K −11.3K shares |
GeoWealth Management, LLC RIA/Wealth | −$223.6K −3.8K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | −$139.2K −2.2K shares |
R ROYAL BANK OF CANADA Institution | −$128.7K −2.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$125.6K −2.0K shares |
−$64.1K −1.1K shares | |
TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | −$26.0K −404.0 shares |
BB&T CORP Institution | −$7.0K −108.0 shares |
Cetera Investment Advisers RIA/Wealth | −$6.5K −101.0 shares |
SIGNATUREFD, LLC RIA/Wealth | −$4.7K −79.0 shares |
Institutions that initiated new positions or completely exited HDUS in Q3 2025
| Institution | Position Value |
|---|---|
Moors & Cabot, Inc. RIA/Wealth | $242.3K 3.8K shares |
N NICOLET ADVISORY SERVICES, LLC Institution | $207.9K 3.2K shares |
P PRIVATE TRUST CO NA Institution | $106.7K 1.7K shares |
A Advisory Services Network, LLC RIA/Wealth | $48.1K 747.0 shares |
B BRYN MAWR TRUST CO/PA Institution | $1.2K 19.0 shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $669.6K 11.3K shares |
GeoWealth Management, LLC RIA/Wealth | $223.6K 3.8K shares |
$64.1K 1.1K shares | |
SIGNATUREFD, LLC RIA/Wealth | $4.7K 79.0 shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $1.8K 31.0 shares |
BANK OF AMERICA CORP /DE/ Institution | $119.0 2.0 shares |
Institutions with the largest Call and Put options positions in HDUS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HDUS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
RiverFront Investment Group, LLC Long Only Manager | 0.82% $46.7M |
Koshinski Asset Management, Inc. RIA/Wealth | 0.05% $679.0K |
N NICOLET ADVISORY SERVICES, LLC Institution | 0.02% $207.9K |
Sowell Financial Services LLC RIA/Wealth | 0.01% $339.3K |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.01% $41.3M |
Janney Montgomery Scott LLC RIA/Wealth | 0.01% $4.5M |
Moors & Cabot, Inc. RIA/Wealth | 0.01% $242.3K |
P PRIVATE TRUST CO NA Institution | 0.01% $106.7K |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | 0.01% $256.6K |
L LPL Financial LLC Institution | 0.01% $19.1M |
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