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 | Added to | 147,996 | 5,814 | 0.01% | 0.01% | 1 | +22,454 | 17.89% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 139,941 | 5,498 | 0.0% | 0.0% | 2 | +14,399 | 11.47% | Q2 2026 | Sep 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 87,986 | 3,457 | 0.02% | 0.02% | 3 | +15,021 | 20.59% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 80,020 | 3,144 | 0.04% | 0.01% | 4 | +56,703 | 243.18% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,348 | 1,506 | 0.0% | 0.0% | 5 | +22,524 | 142.34% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 37,778 | 1,484 | 0.04% | 0.04% | 6 | +4,104 | 12.19% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | New | 19,386 | 761 | 0.01% | — | 7 | +19,386 | New | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,851 | 701 | 0.0% | 0.0% | 8 | -22,775 | -56.06% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,436 | 488 | 0.0% | 0.0% | 9 | +5,659 | 83.5% | Q2 2026 | Jul 29, 2026 |
| COFG Advisors, LLC | History | New | 9,386 | 368 | 0.06% | — | 10 | +9,386 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 397 | 15 | 0.0% | — | 11 | +397 | New | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 20 | 0 | — | — | — | +12 | 150.0% | Q2 2026 | Aug 13, 2026 |