Hartford Funds Exchange-Traded Trust - QUVU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 366,449 | 11,399 | 0.0% | 0.0% | 1 | -10,518 | -2.79% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 159,252 | 4,970 | 0.06% | 0.08% | 2 | -833 | -0.52% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 72,692 | 2,268 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LPL Financial LLC | History | Reduced | 56,167 | 1,753 | 0.0% | 0.0% | 4 | -62 | -0.11% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,071 | 1,562 | 0.0% | 0.0% | 5 | +21,761 | 76.87% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 47,072 | 1,469 | 0.01% | 0.01% | 6 | -102 | -0.22% | Q2 2026 | Jul 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,978 | 1,278 | 0.0% | 0.0% | 7 | +12,629 | 44.55% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,995 | 468 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,825 | 431 | 0.0% | 0.0% | 9 | +2,875 | 26.26% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,962 | 279 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 8,798 | 274 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,510 | 265 | 0.0% | — | 12 | +8,510 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,465 | 264 | 0.0% | — | 14 | +8,465 | New | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Added to | 8,460 | 264 | 0.0% | 0.0% | 13 | +221 | 2.68% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 7,921 | 247 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Revisor Wealth Management LLC | History | New | 7,208 | 224 | 0.05% | — | 17 | +7,208 | New | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | Added to | 7,197 | 224 | 0.0% | 0.0% | 16 | +6,979 | 3201.38% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,418 | 200 | 0.0% | 0.0% | 18 | -1,290 | -16.74% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,174 | 161 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,092 | 65 | 0.0% | — | 20 | +2,092 | New | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 1,733 | 54 | 0.0% | 0.0% | 21 | +1,237 | 249.4% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,550 | 48 | 0.02% | 0.04% | 22 | -1,682 | -52.04% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,547 | 48 | 0.0% | 0.0% | 23 | +183 | 13.42% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,594 | 43 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,217 | 37 | 0.0% | — | 25 | +1,217 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 438 | 13 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Planning Strategies Inc. | History | New | 400 | 12 | 0.01% | — | 27 | +400 | New | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 373 | 11 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 350 | 10 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 263 | 8 | 0.0% | 0.0% | 30 | -545 | -67.45% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 172 | 5 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | New | 135 | 4 | 0.0% | — | 32 | +135 | New | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 66 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Jul 30, 2026 |