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Hartford Quality Value ETF (QUVU) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Hartford Quality Value ETF (BATS:QUVU)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.83M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$19.82M
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QUVU Institutional Buying and Selling by Quarter

Hartford Quality Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,550$48K0.0%-52.0%0.023%
5/14/2026Modern Wealth Management LLC160,085$4.39M0.1%-0.5%2.327%
5/13/2026Cetera Investment Advisers8,798$239K0.0%N/A0.128%
3/9/2026Corient Private Wealth LLC72,692$1.99M0.0%-36.8%1.161%
2/19/2026Corient Private Wealth LLC72,692$1.99M0.0%-36.8%1.161%
2/17/2026Osaic Holdings Inc.6,143$168K0.0%-7.5%0.098%
2/17/2026Royal Bank of Canada1,280$35K0.0%-28.6%0.020%
2/11/2026LPL Financial LLC54,459$1.49M0.0%-10.8%0.870%
2/10/2026Natixis Advisors LLC10,950$300K0.0%N/A0.175%
1/23/2026Bowman & Co S.C.8,525$234K0.1%-6.0%0.136%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.5,142$141K0.0%-70.0%0.082%
1/13/2026 Matrix Trust Co10,922$299K0.0%-98.0%0.174%
1/12/2026 DAVENPORT & Co LLC46,178$1.27M0.0%-1.4%0.735%
11/17/2025Susquehanna International Group LLP13,825$367K0.0%+7.6%0.202%
11/14/2025Raymond James Financial Inc.26,427$702K0.0%+30.1%0.385%
11/13/2025Modern Wealth Management LLC156,868$4.17M0.1%+5.5%2.287%
11/4/2025Ashton Thomas Private Wealth LLC14,995$398K0.0%N/A0.219%
11/4/2025Jones Financial Companies Lllp162,859$4.29M0.0%+60.9%2.374%
10/15/2025CWM LLC1,594$42K0.0%+339.1%0.023%
10/15/2025 DAVENPORT & Co LLC46,822$1.24M0.0%+73.9%0.686%
10/14/2025 Matrix Trust Co557,329$14.80M2.3%-1.4%8.160%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.17,119$455K0.9%-76.5%0.251%
8/15/2025Modern Wealth Management LLC148,630$3.81M0.1%N/A1.992%
8/14/2025Raymond James Financial Inc.20,314$521K0.0%N/A0.272%
7/14/2025 Matrix Trust Co565,459$14.51M2.3%-11.6%8.219%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.72,997$1.87M0.2%-31.5%1.061%
5/7/2025LPL Financial LLC80,785$2.04M0.0%-9.5%1.178%
4/28/2025DAVENPORT & Co LLC26,613$670K0.0%+206.0%0.387%
4/22/2025Advisor Resource Council10,360$261K0.0%N/A0.151%
4/10/2025Thurston Springer Miller Herd & Titak Inc.106,508$2.68M0.5%+41.1%1.548%
4/10/2025Matrix Trust Co640,011$16.12M2.7%+1.3%9.302%
4/8/2025Bowman & Co S.C.9,106$229K0.1%-34.1%0.129%
2/11/2025LPL Financial LLC89,259$2.18M0.0%-14.2%1.257%
2/6/2025Jones Financial Companies Lllp40,713$993K0.0%+222.0%0.573%
1/15/2025Bowman & Co S.C.13,808$337K0.2%-16.9%0.194%
1/14/2025Thurston Springer Miller Herd & Titak Inc.75,484$1.84M0.4%+14.7%1.063%
1/13/2025Matrix Trust Co631,555$15.41M2.7%+3.9%8.895%
12/26/2024JPMorgan Chase & Co.111,392$2.91M0.0%N/A1.569%
11/15/2024Jane Street Group LLC9,812$257K0.0%-29.2%0.138%
10/11/2024Thurston Springer Miller Herd & Titak Inc.65,824$1.72M0.5%+3.0%0.927%
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10/9/2024Matrix Trust Co607,913$15.89M3.0%+2.1%8.562%
7/24/2024Bowman & Co S.C.17,089$418K0.2%-25.4%0.241%
7/10/2024Matrix Trust Co595,623$14.57M3.3%-3.5%8.389%
7/5/2024Thurston Springer Miller Herd & Titak Inc.63,900$1.56M0.5%N/A0.900%
4/18/2024Farmers & Merchants Investments Inc.11,223$275K0.0%N/A0.000%
4/15/2024Bowman & Co S.C.22,901$562K0.3%-42.4%0.000%
4/9/2024Mather Group LLC.2,149$50K0.0%N/A0.000%
2/9/2024EverSource Wealth Advisors LLC8,962$207K0.0%N/A0.000%
2/5/2024Matrix Trust Co567,588$13.10M3.1%N/A0.000%
1/25/2024International Assets Investment Management LLC32,370$747K0.0%N/A0.000%
1/25/2024Busey Bank8,689$201K0.0%N/A0.000%
1/24/2024International Assets Investment Management LLC32,370$747K0.0%N/A0.000%
1/18/2024Global Retirement Partners LLC1,976$45K0.0%N/A0.000%
1/12/2024Advisor Resource Council10,360$239K0.0%N/A0.000%
1/10/2024Bowman & Co S.C.39,733$917K0.6%N/A0.000%


QUVU Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Hartford Quality Value ETF. The most heavily invested institutionals were Modern Wealth Management LLC ($4.39M), Jones Financial Companies Lllp ($4.29M), JPMorgan Chase & Co. ($2.91M), Corient Private Wealth LLC ($1.99M), LPL Financial LLC ($1.49M), DAVENPORT & Co LLC ($1.27M), and Raymond James Financial Inc. ($702K).Learn more on Hartford Quality Value ETF's institutional investors.

Of the 13 institutional investors that purchased Hartford Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Modern Wealth Management LLC ($156.87K), JPMorgan Chase & Co. ($111.39K), Jones Financial Companies Lllp ($89.73K), Matrix Trust Co ($44.39K), Thurston Springer Miller Herd & Titak Inc. ($42.61K), DAVENPORT & Co LLC ($37.81K), and Raymond James Financial Inc. ($26.43K).

Institutional investors have bought a total of 301,804 shares in the last 24 months. This purchase volume represents approximately $7.83M in transactions.

Of the 9 institutional investors that sold Hartford Quality Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Matrix Trust Co ($554.54K), Corient Private Wealth LLC ($84.83K), Thurston Springer Miller Herd & Titak Inc. ($69.54K), LPL Financial LLC ($6.60K), Modern Wealth Management LLC ($753.00), DAVENPORT & Co LLC ($644.00), and Bowman & Co S.C. ($547.00).

Institutional investors have sold a total of 718,461 shares in the last 24 months. This volume of shares sold represents approximately $19.82M in transactions.


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This page (BATS:QUVU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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