Rockefeller Capital Management
HDUS

Rockefeller Capital Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Rockefeller Capital Management’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
Q1 		– Sell
-247
Closed -$16.1K – 4778
2025
Q4 		$16.1K Buy
+247
New +$16.1K ﹤0.01% 3605
2024
Q2 		– Sell
-12,789
Closed -$651K – 1675
2024
Q1 		$651K Buy
+12,789
New +$619K ﹤0.01% 1390

Other funds holding HDUS

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockefeller Capital Management's HDUS Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Hartford Disciplined US Equity ETF (HDUS) in Q1 2026, closing a stake of 247 shares — an estimated $16.1K sold.

Rockefeller Capital Management first reported a position in HDUS in Q1 2024 and held it in 2 quarters. The position peaked at $651K in Q1 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Hartford Disciplined US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 247 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $16.1K.
  • Rockefeller Capital Management first reported a position in Hartford Disciplined US Equity ETF in Q1 2024 and held it in 2 quarters.
  • Rockefeller Capital Management's Hartford Disciplined US Equity ETF position peaked at $651K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.