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 | 297,455 | 8,151 | 0.0% | 0.0% | 1 | +134,596 | 82.65% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 160,838 | 4,407 | 0.08% | 0.08% | 2 | +3,970 | 2.53% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 72,692 | 1,992 | 0.0% | 0.0% | 3 | -42,417 | -36.85% | Q4 2025 | Mar 09, 2026 |
| LPL Financial LLC | History | Reduced | 54,459 | 1,492 | 0.0% | 0.0% | 4 | -6,600 | -10.81% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 46,178 | 1,265 | 0.01% | 0.01% | 5 | -644 | -1.38% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 27,804 | 761 | 0.0% | 0.0% | 6 | +1,377 | 5.21% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,995 | 410 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,950 | 300 | 0.0% | — | 8 | +10,950 | New | Q4 2025 | Feb 10, 2026 |
| Matrix Trust Co | History | Reduced | 10,922 | 299 | 0.05% | 2.32% | 9 | -546,407 | -98.04% | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,962 | 245 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | No change | 8,891 | 243 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bowman & Co S.C. | History | Reduced | 8,525 | 233 | 0.1% | 0.1% | 12 | -547 | -6.03% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,229 | 225 | 0.0% | 0.0% | 13 | -97 | -1.17% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,143 | 168 | 0.0% | 0.0% | 14 | -496 | -7.47% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 5,142 | 140 | 0.05% | 0.9% | 15 | -11,977 | -69.96% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,092 | 57 | 0.0% | 0.0% | 16 | +40 | 1.95% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 1,594 | 44 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,280 | 35 | 0.0% | — | 18 | +1,280 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 438 | 12 | 0.0% | — | 19 | +438 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 373 | 10 | 0.0% | 0.0% | 20 | -169 | -31.18% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | No change | 218 | 5 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 172 | 5 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 66 | 1 | 0.0% | 0.01% | 24 | -764 | -92.05% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 66 | 1 | 0.0% | — | 23 | +66 | New | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,078 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,762 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -609 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q3 2025 | Nov 13, 2025 |