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Hartford Core Bond ETF (HCRB) Institutional Ownership

$34.81 +0.05 (+0.14%)
As of 07/9/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Hartford Core Bond ETF (BATS:HCRB)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$25.22M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$16.66M
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HCRB Institutional Buying and Selling by Quarter

Hartford Core Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Hartford Funds Management Co LLC5,173,047$181.32M15.7%-1.5%54.168%
4/28/2026Berger Financial Group Inc9,707$340K0.0%-9.2%0.102%
4/27/2026Private Advisor Group LLC26,850$941K0.0%+94.3%0.281%
4/23/2026Walleye Partners LLC13,908$487K0.6%+30.7%0.146%
4/23/2026Apollon Financial LLC141,656$4.97M0.7%+3.2%1.483%
4/23/2026Apollon Wealth Management LLC1,543,621$54.10M0.9%+0.3%16.164%
2/17/2026Osaic Holdings Inc.84,140$2.98M0.0%-8.5%0.881%
2/16/2026Mariner LLC269,943$9.57M0.0%+1.2%2.827%
2/12/2026Jane Street Group LLC44,174$1.57M0.0%+66.2%0.463%
2/11/2026LPL Financial LLC1,097,481$38.89M0.0%+0.2%11.492%
2/11/2026JPMorgan Chase & Co.153,937$5.46M0.0%+1.0%1.612%
2/6/2026Hartford Funds Management Co LLC5,250,735$186.06M15.2%+1.6%54.982%
2/5/2026Allworth Financial LP232,126$8.23M0.0%+0.4%2.431%
1/28/2026Walleye Partners LLC10,638$377K0.4%N/A0.111%
1/27/2026Berger Financial Group Inc10,688$379K0.0%-15.5%0.112%
1/22/2026Apollon Financial LLC137,301$4.87M0.7%+0.9%1.438%
1/22/2026Apollon Wealth Management LLC1,539,699$54.56M0.9%+2.1%16.123%
1/12/2026DAVENPORT & Co LLC36,783$1.30M0.0%+3.7%0.385%
1/1/2026JPMorgan Chase & Co.152,343$5.41M0.0%-5.0%1.595%
12/2/2025Allworth Financial LP231,097$8.20M0.0%-4.7%2.420%
11/17/2025Susquehanna International Group LLP37,766$1.34M0.0%-3.5%0.395%
11/17/2025Mariner LLC266,687$9.47M0.0%+6.4%2.793%
11/17/2025Flow Traders U.S. LLC38,152$1.35M0.1%+23.4%0.399%
11/17/2025Citadel Advisors LLC201,301$7.15M0.0%+569.3%2.108%
11/13/2025Private Advisor Group LLC6,381$227K0.0%N/A0.067%
11/13/2025Hartford Funds Management Co LLC5,166,274$183.40M15.7%-3.9%54.097%
11/7/2025JPMorgan Chase & Co.152,343$5.41M0.0%-5.0%1.595%
11/4/2025Jones Financial Companies Lllp51,676$1.84M0.0%+58.7%0.541%
10/17/2025Apollon Financial LLC136,049$4.83M0.8%+99.7%1.425%
10/17/2025Apollon Wealth Management LLC1,508,307$53.55M1.0%+1.1%15.794%
10/15/2025DAVENPORT & Co LLC35,474$1.26M0.0%-11.8%0.371%
10/14/2025Berger Financial Group Inc12,654$449K0.0%-3.6%0.133%
9/4/2025Osaic Holdings Inc.97,061$3.41M0.0%-1.0%1.016%
8/14/2025Jane Street Group LLC58,823$2.06M0.0%-17.8%0.616%
8/13/2025Flow Traders U.S. LLC30,910$1.08M0.0%N/A0.324%
8/12/2025JPMorgan Chase & Co.160,362$5.63M0.0%+34.3%1.679%
8/7/2025Allworth Financial LP242,374$8.50M0.0%+15.2%2.538%
8/7/2025Hartford Funds Management Co LLC5,373,301$188.50M18.0%+1.8%56.265%
7/25/2025Apollon Financial LLC68,116$2.39M0.5%+2.6%0.713%
7/25/2025Apollon Wealth Management LLC1,491,765$52.33M1.0%-7.9%15.621%
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7/22/2025DAVENPORT & Co LLC40,207$1.41M0.0%+218.7%0.421%
7/22/2025Berger 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%
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HCRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of Hartford Core Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($181.32M), Apollon Wealth Management LLC ($54.10M), LPL Financial LLC ($38.89M), Mariner LLC ($9.57M), Allworth Financial LP ($8.23M), Citadel Advisors LLC ($7.15M), and JPMorgan Chase & Co. ($5.46M).Learn more on Hartford Core Bond ETF's institutional investors.

Of the 21 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 ($679.00K), Hartford Funds Management Co LLC ($459.19K), Raymond James Financial Inc. ($218.16K), Citadel Advisors LLC ($171.23K), Allworth Financial LP ($157.93K), LPL Financial LLC ($110.71K), and Apollon Financial LLC ($102.20K).

Institutional investors have bought a total of 713,497 shares in the last 24 months. This purchase volume represents approximately $25.22M in transactions.

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 ($284.72K), Apollon Wealth Management LLC ($127.23K), JPMorgan Chase & Co. ($16.04K), Jane Street Group LLC ($12.75K), Allworth Financial LP ($11.28K), Osaic Holdings Inc. ($8.82K), and Berger Financial Group Inc ($5.19K).

Institutional investors have sold a total of 472,132 shares in the last 24 months. This volume of shares sold represents approximately $16.66M in transactions.


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This page (BATS:HCRB) was last updated on 7/10/2026 by MarketBeat.com Staff.
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