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 | Added to | 376,967 | 10,097 | 0.0% | 0.0% | 1 | +79,512 | 26.73% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 160,085 | 4,386 | 0.08% | 0.08% | 2 | -753 | -0.47% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | No change | 72,692 | 1,975 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 56,229 | 1,528 | 0.0% | 0.0% | 4 | +1,770 | 3.25% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,174 | 1,282 | 0.01% | 0.01% | 5 | +996 | 2.16% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,349 | 770 | 0.0% | 0.0% | 6 | +545 | 1.96% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,310 | 769 | 0.0% | — | 7 | +28,310 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,995 | 407 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,950 | 298 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,962 | 243 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 8,798 | 239 | 0.0% | — | 11 | +8,798 | New | Q1 2026 | May 13, 2026 |
| Bowman & Co S.C. | History | No change | 8,525 | 233 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 8,239 | 223 | 0.0% | 0.0% | 13 | -652 | -7.33% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 7,921 | 215 | 0.0% | — | 14 | +7,921 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,708 | 209 | 0.0% | 0.0% | 15 | -521 | -6.33% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,174 | 140 | 0.0% | 0.0% | 16 | -969 | -15.77% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 3,232 | 87 | 0.04% | 0.05% | 17 | -1,910 | -37.15% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,092 | 57 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 1,594 | 43 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,364 | 37 | 0.0% | 0.0% | 20 | +84 | 6.56% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 808 | 21 | 0.0% | — | 21 | +808 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 496 | 13 | 0.0% | — | 22 | +496 | New | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 438 | 11 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 400 | 10 | 0.0% | — | 25 | +400 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 373 | 10 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 350 | 9 | 0.0% | — | 26 | +350 | New | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | No change | 218 | 5 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 172 | 5 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 79 | 2 | 0.0% | — | 29 | +79 | New | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | No change | 66 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | No change | 66 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.05% | — | -10,922 | -100.0% | Q1 2026 | Apr 09, 2026 |