RAYMOND JAMES FINANCIAL INC
Position in HDUS — Hartford Disciplined US Equity ETF
CIK 720005
ST. PETERSBURG, FL
Position in HDUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,808,577
+$2,353,508 QoQ
Shares Held
236,371
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 16 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HDUS Over Time
Shares Held
Position Value (USD)
All Filings in HDUS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,808,577 | 236,371 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,455,069 | 229,042 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,559,991 | 223,371 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,983,919 | 232,778 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,970,894 | 234,730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,096,998 | 278,882 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,025,935 | 283,675 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||