Vault-13

HARTFORD FDS EXCHANGE TRADED DYNB

DYNAMIC BOND ETF · ETP · CUSIP 41653L842

13 institutional holders +4 vs Q1 2026
591,670591.7k shares reported held*
$23.2mreported value*
4 new 8 added 1 reduced 0 sold out net bought ≈ $5.8m (+147.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 25: 1Q4 25: 3Q1 26: 9Q2 26: 1313Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20251
Q4 20253
Q1 20269
Q2 202613

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 25: 3 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202530
Q1 202690
Q2 2026121

Biggest buyers

Kingsview Wealth Management, LLC Added +56,703+56.7k
JANE STREET GROUP, LLC Added +22,524+22.5k
TRUIST FINANCIAL CORP Added +22,454+22.5k
Clearstead Advisors, LLC New +19,386+19.4k
DAVENPORT & Co LLC Added +15,021+15.0k
ENVESTNET ASSET MANAGEMENT INC Added +14,399+14.4k
COFG Advisors, LLC New +9,386+9.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +5,659+5.7k
Sigma Planning Corp Added +4,104+4.1k
JPMORGAN CHASE & CO New +397+397

Biggest sellers

CITADEL ADVISORS LLC Reduced -22,775-22.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
TRUIST FINANCIAL CORP 13G · institution -2.7 pts · filed 2026-10-20 7.3% -2.7 pts 161.5k≈ $6.3m 2026-10-20

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 147,996148.0k $5.8m $5.8m 0.01% Added +22.5k +22,454
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,941139.9k $5.5m $5.5m 0.00% Added +14.4k +14,399
3 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 87,98688.0k $3.5m $3.5m 0.02% Added +15.0k +15,021
4 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 80,02080.0k $3.1m $3.1m 0.04% Added +56.7k +56,703
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 38,34838.3k $1.5m $1.5m 0.00% Added +22.5k +22,524
6 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 37,77837.8k $1.5m $1.5m 0.04% Added +4.1k +4,104
7 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 19,38619.4k $761.7k $761.7k 0.01% New
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,85117.9k $701.4k $701.4k 0.00% Reduced -22.8k -22,775
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,43612.4k $488.6k $488.6k 0.00% Added +5.7k +5,659
10 COFG Advisors, LLC 0.06% of their portfolio OAK BROOK, IL 9,3869.4k $368.8k $368.8k 0.06% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 397397 $15.6k $15.6k 0.00% New
12 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 125125 $4.9k $4.9k 0.00% New
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 2020 $786 $786 0.00% Added +12 +12