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View all 3 holding institutions

Across its top 3 institutional holders, VMAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 30/100, avg. turnover score 30/100).

Notable Holders

VMAX ranks #14045 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

3 institutions disclose a position in VMAX, but none treat it as a major bet — even Hartford Funds Management Co LLC, its most concentrated holder, allocates just 3.7% of its own portfolio to it.

Price Chart

VMAX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$62.0

Total Buy Value

$15.0K

Total Sell Value

New buy1

Trim1

Add0

Sold out0

Net Buyers

Net Sellers

Top Movers

VMAX

Q2 2026

Top 5 Institutional Movers

Hartford Funds Management Co

+$4.6M

Add

Susquehanna International Group, LLP

+$36.6K

Add

Fidelity

+$62.0

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

VMAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent VMAX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

518416847

FAQ

Who are the top institutional investors holding HARTFORD US VALUE ETF (VMAX)?

Major stakeholders currently include Hartford Funds Management Co LLC ($46.7M), Susquehanna International Group, LLP ($502.9K), FMR LLC ($62.0). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in VMAX.

What is the overall institutional sentiment toward VMAX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $14.9K, driven by 1 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their VMAX positions?

In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $15.0K.

Are there any notable investors adding VMAX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $62.0.

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

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Developer Access

Access VMAX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/VMAX

CLI

npx alphasmo stocks get VMAX

Full API & MCP documentation →