Hartford Funds Exchange-Traded Trust - DYNB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | History | New | 125,542 | 4,937 | 0.01% | — | 1 | +125,542 | New | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 125,542 | 4,918 | 0.0% | — | 2 | +125,542 | New | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 72,965 | 2,858 | 0.02% | 0.01% | 3 | +18,451 | 33.85% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,626 | 1,591 | 0.0% | 0.0% | 4 | +16,065 | 65.41% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 33,674 | 1,319 | 0.04% | — | 5 | +33,674 | New | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 23,317 | 913 | 0.01% | 0.01% | 6 | +13,352 | 133.99% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,824 | 619 | 0.0% | — | 7 | +15,824 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 6,777 | 265 | 0.0% | — | 8 | +6,777 | New | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 05, 2026 |