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Hartford Core Bond ETF (HCRB) Institutional Ownership

$35.71 +1.12 (+3.24%)
Closing price 09/12/2025 03:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Core Bond ETF (BATS:HCRB)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$60.18M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$28.06M
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HCRB Institutional Buying and Selling by Quarter

Hartford Core Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.97,061$3.41M0.0%-1.0%1.016%
8/14/2025 Jane Street Group LLC58,823$2.06M0.0%-17.8%0.616%
8/13/2025 Flow Traders U.S. LLC30,910$1.08M0.0%N/A0.324%
8/12/2025 JPMorgan Chase & Co.160,362$5.63M0.0%+34.3%1.679%
8/7/2025 Allworth Financial LP242,374$8.50M0.0%+15.2%2.538%
8/7/2025 Hartford Funds Management Co LLC5,373,301$188.50M18.0%+1.8%56.265%
7/25/2025 Apollon Financial LLC68,116$2.39M0.5%+2.6%0.713%
7/25/2025 Apollon Wealth Management LLC1,491,765$52.33M1.0%-7.9%15.621%
7/22/2025 DAVENPORT & Co LLC40,207$1.41M0.0%+218.7%0.421%
7/22/2025 Berger Financial Group Inc13,131$461K0.0%-11.8%0.137%
5/21/2025McAdam LLC11,549$406K0.0%N/A0.135%
5/20/2025Focus Partners Wealth9,947$349K0.0%N/A0.116%
5/19/2025Jane Street Group LLC71,569$2.52M0.0%+175.9%0.837%
5/12/2025Berger Financial Group Inc14,892$523K0.0%-38.7%0.174%
5/7/2025LPL Financial LLC341,980$12.02M0.0%+41.2%4.000%
5/6/2025Hartford Funds Management Co LLC5,276,656$185.39M16.7%-3.1%61.715%
5/2/2025Apollon Wealth Management LLC1,618,998$56.88M1.3%+38.1%18.936%
4/30/2025Allworth Financial LP210,311$7.34M0.0%+0.5%2.460%
4/28/2025DAVENPORT & Co LLC12,615$443K0.0%-44.9%0.148%
2/24/2025Ameriflex Group Inc.27,854$962K0.4%N/A0.350%
2/17/2025Citadel Advisors LLC25,513$880K0.0%-71.8%0.321%
2/14/2025Jane Street Group LLC25,936$895K0.0%N/A0.326%
2/14/2025Berger Financial Group Inc24,313$839K0.1%-13.1%0.306%
2/13/2025Raymond James Financial Inc.109,080$3.76M0.0%N/A1.372%
2/13/2025Envestnet Asset Management Inc.9,239$319K0.0%N/A0.116%
2/12/2025JPMorgan Chase & Co.100,586$3.47M0.0%+28.7%1.265%
2/11/2025LPL Financial LLC242,111$8.35M0.0%+3.8%3.045%
2/7/2025Hartford Funds Management Co LLC5,446,505$187.90M17.2%+5.4%68.509%
2/6/2025Raymond James Financial Inc.109,080$3.76M0.0%N/A1.372%
2/6/2025Jones Financial Companies Lllp10,516$363K0.0%+87.5%0.132%
1/30/2025Allworth Financial LP209,310$7.23M0.0%+144.9%2.633%
1/28/2025Apollon Wealth Management LLC1,172,201$40.44M0.9%+4.8%14.745%
1/28/2025Apollon Financial LLC66,559$2.30M0.6%+19.0%0.837%
1/24/2025DAVENPORT & Co LLC22,912$790K0.0%-35.8%0.288%
12/26/2024JPMorgan Chase & Co.78,170$2.82M0.0%-7.8%0.983%
11/15/2024IHT Wealth Management LLC45,441$1.64M0.0%N/A0.572%
11/14/2024Flow Traders U.S. LLC12,125$437K0.0%N/A0.153%
11/12/2024Hartford Funds Management Co LLC5,168,422$186.39M17.3%-6.6%65.012%
11/5/2024Apollon Financial LLC55,921$2.02M0.6%+5.4%0.703%
11/5/2024Apollon Wealth Management LLC1,118,789$40.35M1.1%+2.8%14.073%
10/23/2024Allworth Financial LP85,471$3.08M0.0%-6.4%1.075%
8/14/2024Bank of Montreal Can52,904$1.85M0.0%N/A0.665%
7/20/2024Apollon Financial LLC53,055$1.83M0.6%+33.9%0.667%
7/20/2024Apollon Wealth Management LLC1,087,956$37.60M1.1%+9.7%13.685%
5/16/2024Jane Street Group LLC120,619$4.21M0.0%-4.1%1.517%
4/30/2024True Vision MN LLC8,179$278K0.2%N/A0.108%
2/7/2024Berger Financial Group Inc1,251,959$44.02M4.6%-2.1%17.150%
2/5/2024Hartford Funds Management Co LLC5,779,984$203.25M19.9%+2.1%79.178%
1/24/2024Allworth Financial LP75,976$2.67M0.0%+51.3%1.041%
11/3/2023Berger Financial Group Inc1,278,303$42.42M4.9%+1.0%17.511%
10/31/2023Allworth Financial LP50,224$1.67M0.0%+327.9%0.688%
8/10/2023Berger Financial Group Inc1,265,297$43.72M5.0%-1.0%17.333%
8/4/2023Hartford Funds Management Co LLC5,661,843$195.62M20.2%+3.9%77.559%
7/18/2023Allworth Financial LP11,738$406K0.0%+13,238.6%0.161%
4/28/2023Hartford Funds Management Co LLC5,448,491$191.15M19.3%-1.7%76.739%
4/24/2023Berger Financial Group Inc1,278,050$44.84M5.4%+9.5%18.001%
1/30/2023Berger Financial Group Inc1,167,449$39.73M5.2%-6.1%0.000%
1/27/2023Hartford Funds Management Co LLC5,543,436$188.64M19.8%+2.2%0.000%
(Data available from 1/1/2016 forward)

HCRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HCRB shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Hartford Core Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($188.50M), Apollon Wealth Management LLC ($52.33M), LPL Financial LLC ($12.02M), Allworth Financial LP ($8.50M), JPMorgan Chase & Co. ($5.63M), Raymond James Financial Inc. ($3.76M), and Osaic Holdings Inc. ($3.41M).Learn more on Hartford Core Bond ETF's institutional investors.

Which institutional investors have been buying Hartford Core Bond ETF's stock?

Of the 19 institutional investors that purchased Hartford Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apollon Wealth Management LLC ($627.14K), Hartford Funds Management Co LLC ($492.87K), Allworth Financial LP ($221.14K), Raymond James Financial Inc. ($218.16K), LPL Financial LLC ($108.65K), Jane Street Group LLC ($71.57K), and JPMorgan Chase & Co. ($63.39K).

How much institutional buying is happening at Hartford Core Bond ETF?

Institutional investors have bought a total of 1,719,249 shares in the last 24 months. This purchase volume represents approximately $60.18M in transactions.

Which of Hartford Core Bond ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Hartford Core Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hartford Funds Management Co LLC ($533.70K), Apollon Wealth Management LLC ($127.23K), Citadel Advisors LLC ($64.99K), DAVENPORT & Co LLC ($23.09K), Berger Financial Group Inc ($14.85K), Jane Street Group LLC ($12.75K), and JPMorgan Chase & Co. ($6.58K).

How much institutional selling is happening at Hartford Core Bond ETF?

Institutional investors have sold a total of 790,094 shares in the last 24 months. This volume of shares sold represents approximately $28.06M in transactions.



This page (BATS:HCRB) was last updated on 9/13/2025 by MarketBeat.com Staff
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