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

Savant Capital’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	$222K	Sell	3,512 -79	-2%	-$5.17K	﹤0.01%	1344
2025 Q4	$234K	Sell	3,591 -288	-7%	-$18.7K	﹤0.01%	1207
2025 Q3	$250K	Buy	3,879 +120	+3%	+$7.43K	﹤0.01%	1124
2025 Q2	$224K	Sell	3,759 -1,048	-22%	-$58K	﹤0.01%	1103
2025 Q1	$260K	Sell	4,807 -462	-9%	-$26.2K	﹤0.01%	900
2024 Q4	$298K	Buy	+5,269	New	+$301K	﹤0.01%	1120

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Savant Capital's HDUS Position: Q1 2026 in Review

Savant Capital reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 2.2% in Q1 2026, selling an estimated $5.17K and leaving 3,512 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Savant Capital first reported a position in HDUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q4 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

Savant Capital held 3,512 shares of Hartford Disciplined US Equity ETF worth $222K as of Q1 2026.
Savant Capital sold 79 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $5.17K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1344 holding.
Savant Capital first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Savant Capital's Hartford Disciplined US Equity ETF position peaked at $298K in Q4 2024.
35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.