HARTFORD FDS EXCHANGE TRADED (DYNB)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
13
Reporting holders
$23.2M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $5.8M | 147,996 | 0.01% | 2q | +17.9%+$882.2K |
| ENVESTNET ASSET MANAGEMENT INC | $5.5M | 139,941 | 0.00% | 2q | +11.5%+$565.8K |
| DAVENPORT & Co LLC | $3.5M | 87,986 | 0.02% | 3q | +20.6%+$590.2K |
| Kingsview Wealth Management, LLC | $3.1M | 80,020 | 0.04% | 3q | +243.2%+$2.2M |
| JANE STREET GROUP, LLC | $1.5M | 38,348 | 0.00% | 2q | +142.3%+$885.0K |
| Sigma Planning Corp | $1.5M | 37,778 | 0.04% | 2q | +12.2%+$161.3K |
| Clearstead Advisors, LLC | $761.7K | 19,386 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $701.4K | 17,851 | 0.00% | 4q | -56.1%-$894.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $488.6K | 12,436 | 0.00% | 2q | +83.5%+$222.4K |
| COFG Advisors, LLC | $368.8K | 9,386 | 0.06% | new | NEW |
| JPMORGAN CHASE & CO | $15.6K | 397 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $4.9K | 125 | 0.00% | new | NEW |
| UBS Group AG | $786 | 20 | 0.00% | 2q | +150.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $23.2M | 591,670 | 4 | 8 | 1 | 0.0% |
| Q1 2026 | 9 | $17.4M | 444,275 | 6 | 3 | 0 | 0.0% |
| Q4 2025 | 3 | $3.5M | 89,040 | 2 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $979.4K | 24,493 | 1 | 0 | 0 | 0.0% |