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VMAX · Hartford US Value ETF ETF

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$65.66 -0.08 (-0.12%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $42,533,599
Total Shares: 757,918

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
98.9%
Dec 2023 → Mar 2026 · range 98.2% – 100.0%
+0.2 pts
Top 5
100.0%
Dec 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,783
Dec 2023 → Mar 2026 · range 9,656 – 10,000
Highly concentrated+46

Quarterly Activity

vs Dec 31, 2025
New
0
Increased
0
Decreased
2
Sold Out
1
Unchanged
0
Holder count: -1
Institutional value: -9.8%
Shares held: -12.7%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Hartford Funds Management Co LLC −107,226 749,608
SUSQUEHANNA INTERNATIONAL GROUP, LLP −3,246 8,310

Top New Positions

vs Dec 31, 2025
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
UBS Group AG 10 $543
Filter: New 0 Increased 0 Reduced 2 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Hartford Funds Management Co LLC VMAX $42,067,251 98.90% 749,608
SUSQUEHANNA INTERNATIONAL GROUP, LLP VMAX $466,348 1.10% 8,310