LPL Financial
HDUS icon

LPL Financial’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

LPL Financial’s Portfolio HDUS Stock Details HDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.8M Sell
273,460
-87,075
-24% -$6.35M ﹤0.01% 1626
2026
Q2 		$25.6M Buy
360,535
+33,637
+10% +$2.34M 0.01% 1426
2026
Q1 		$20.6M Buy
326,898
+24,181
+8% +$1.58M 0.01% 1455
2025
Q4 		$19.7M Buy
302,717
+6,247
+2% +$406K 0.01% 1418
2025
Q3 		$19.1M Buy
296,470
+21,291
+8% +$1.32M 0.01% 1397
2025
Q2 		$16.4M Sell
275,179
-3,400
-1% -$188K 0.01% 1386
2025
Q1 		$15.1M Buy
278,579
+142,529
+105% +$8.08M 0.01% 1342
2024
Q4 		$7.69M Buy
136,050
+21,383
+19% +$1.22M ﹤0.01% 1740
2024
Q3 		$6.38M Buy
114,667
+78,110
+214% +$4.18M ﹤0.01% 1788
2024
Q2 		$1.92M Buy
36,557
+8,680
+31% +$439K ﹤0.01% 2639
2024
Q1 		$1.42M Buy
27,877
+5,101
+22% +$247K ﹤0.01% 2867
2023
Q4 		$1.06M Buy
22,776
+909
+4% +$39.8K ﹤0.01% 2995
2023
Q3 		$925K Buy
21,867
+1,536
+8% +$67.5K ﹤0.01% 2959
2023
Q2 		$894K Buy
+20,331
New +$851K ﹤0.01% 2930

Other funds holding HDUS

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

LPL Financial's HDUS Position: Q3 2026 in Review

LPL Financial reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 24% in Q3 2026, selling an estimated $6.35M and leaving 273,460 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

LPL Financial first reported a position in HDUS in Q2 2023 and has held it in 14 quarters since. The position peaked at $25.6M in Q2 2026. 16 funds tracked by Wall St. Rank hold HDUS as of Q3 2026.

  • LPL Financial held 273,460 shares of Hartford Disciplined US Equity ETF worth $19.8M as of Q3 2026.
  • LPL Financial sold 87,075 Hartford Disciplined US Equity ETF shares in Q3 2026, an estimated $6.35M.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1626 holding.
  • LPL Financial first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 14 quarters since.
  • LPL Financial's Hartford Disciplined US Equity ETF position peaked at $25.6M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.