Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / HARTFORD DISCIPL
-
Number of holders
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33
-
Total 13F shares, excl. options
-
2,245,148
-
Shares change
-
+38,049
-
Total reported value, excl. options
-
$144,542,880
-
Value change
-
+$2,524,266
-
Number of buys
-
17
-
Number of sells
-
-17
-
Price
-
$64.37
Significant Holders of LATTICE STRATEGIES TR - HARTFORD DISCIPL (HDUS) as of Q3 2025
39 filings reported holding HDUS - LATTICE STRATEGIES TR - HARTFORD DISCIPL as of Q3 2025.
LATTICE STRATEGIES TR - HARTFORD DISCIPL (HDUS) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,245,148 shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (725,075 shares), ENVESTNET ASSET MANAGEMENT INC (641,014 shares), LPL Financial LLC (296,470 shares), RAYMOND JAMES FINANCIAL INC (232,778 shares), ROYAL BANK OF CANADA (144,144 shares), Janney Montgomery Scott LLC (69,565 shares), STIFEL FINANCIAL CORP (32,529 shares), JPMORGAN CHASE & CO (18,380 shares), TRUIST FINANCIAL CORP (16,351 shares), and Koshinski Asset Management, Inc. (10,549 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.