13FBOX
HARTFORD DISCIPLINED EQUITY HLS FUND · 13F Institutional Holdings
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H

HARTFORD DISCIPLINED EQUITY HLS FUND

Institutions
2
Combined AUM (Q2 2026)
$448,855
Combined Shares (Q2 2026)
115,413
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+35,754
1 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-0
0 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+35,754
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$448,855
Institutions
2
New Buys
1
Adds
0
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Jackson Wealth Management, LLC
0.03%0.06%#1$318,63679,659$590,00079,65900.00%Unchanged
COZAD ASSET MANAGEMENT INC
0.01%#2$130,21935,754$00+35,754New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow