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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.93 +0.28 (+0.83%)
Closing price 08/1/2025 04:10 PM Eastern
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$33.94 +0.01 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$560.94M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$146.36M
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HTRB Institutional Buying and Selling by Quarter

Hartford Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.523,182$17.72M0.0%-0.5%0.872%
7/31/2025 Kathleen S. Wright Associates Inc.102,419$3.47M1.4%+3.1%0.171%
7/30/2025 Rehmann Capital Advisory Group429,178$14.54M0.9%+2.7%0.715%
7/29/2025 Mountain Capital Investment Advisors Inc.1,103,642$37.37M7.2%+12.1%1.839%
7/29/2025 Private Trust Co. NA1,721$58K0.0%-62.1%0.003%
7/25/2025 Atria Wealth Solutions Inc.17,210$585K0.0%-41.2%0.029%
7/25/2025 Clarendon Private LLC11,693$396K0.4%+4.1%0.019%
7/25/2025 Prostatis Group LLC201,469$6.82M2.0%+9.7%0.336%
7/25/2025 CWM LLC7,247$245K0.0%-31.2%0.012%
7/25/2025 Concurrent Investment Advisors LLC6,352$215K0.0%-9.5%0.011%
7/25/2025 IRON Financial LLC309,344$10.48M5.4%-5.1%0.516%
7/23/2025 Laraway Financial Advisors Inc36,000$1.22M0.9%-2.4%0.060%
7/22/2025 Simplicity Wealth LLC39,024$1.32M0.1%+90.4%0.065%
7/22/2025 Berger Financial Group Inc834,880$28.28M1.8%+5.9%1.394%
7/22/2025 Strid Group LLC165,332$5.60M0.8%+6.2%0.276%
7/18/2025 Truist Financial Corp447,939$15.17M0.0%-2.6%0.748%
7/17/2025 HB Wealth Management LLC1,786,415$60.51M0.5%-8.5%2.982%
7/17/2025 Janney Montgomery Scott LLC11,500$390K0.0%-8.0%0.019%
7/17/2025 Montis Financial LLC12,675$429K0.1%-20.6%0.021%
7/16/2025 MBE Wealth Management LLC78,856$2.67M1.2%+3.7%0.132%
7/15/2025 Legacy Solutions LLC73,107$2.48M2.4%+1.8%0.122%
7/14/2025 Strategic Planning Group LLC175,818$5.96M1.0%+1.0%0.294%
7/10/2025 Marshall Financial Group LLC120,639$4.06M0.8%-80.9%0.201%
7/10/2025 Park Capital Management LLC WI879,096$29.78M27.6%+2.2%1.468%
7/10/2025 Wealth Enhancement Advisory Services LLC1,815,048$61.22M0.1%-2.2%3.030%
7/10/2025 Atticus Wealth Management LLC352,805$11.95M3.2%+3.7%0.589%
7/10/2025 Sovran Advisors LLC22,659$762K0.1%+69.5%0.038%
7/9/2025 Fragasso Financial Advisors Inc738,126$25M1.7%-16.2%1.232%
7/8/2025 Advance Capital Management Inc.487,095$16.50M0.7%+9.1%0.815%
7/8/2025 Apella Capital LLC11,754$395K0.0%N/A0.020%
7/2/2025 Howard Financial Services LTD.885,861$30.00M3.9%+2.0%1.485%
7/1/2025 Private Client Services LLC107,422$3.64M1.4%+59.5%0.180%
5/19/2025Jane Street Group LLC136,737$4.63M0.0%-17.4%0.231%
5/16/2025 Prostatis Group LLC183,637$6.22M2.0%-6.9%0.310%
5/16/2025NewEdge Advisors LLC209,093$7.08M0.0%+3.3%0.353%
5/16/2025Integrated Wealth Concepts LLC71,535$2.42M0.0%+902.2%0.121%
5/15/2025Royal Bank of Canada169,888$5.75M0.0%+4.8%0.287%
5/15/2025MAI Capital Management10,516$356K0.0%-48.2%0.018%
5/15/2025Baird Financial Group Inc.88,194$2.99M0.0%+15.8%0.149%
5/15/2025OLD Mission Capital LLC48,501$1.64M0.0%-71.7%0.082%
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (Ad)

Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to unlock federal lands, oil reserves, and buried minerals... all for profit. Trump's team is already executing the orders... and Wall Street legend Whitney Tilson is stepping forward to show you how to position before the deadline.

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5/14/2025WCG Wealth Advisors LLC815,047$27.60M2.1%-16.2%1.377%
5/14/2025Northwestern Mutual Wealth Management Co.989,719$33.51M0.0%+7.3%1.672%
5/14/2025Flow Traders U.S. LLC16,438$557K0.0%-75.5%0.028%
5/13/2025Raymond James Financial Inc.1,451,639$49.15M0.0%+44.3%2.452%
5/13/2025 MSH Capital Advisors LLC32,221$1.09M0.3%-32.8%0.054%
5/13/2025HighTower Advisors LLC1,685,123$57.06M0.1%+15,924.4%2.846%
5/12/2025 Berger Financial Group Inc788,276$26.69M1.9%+20.9%1.332%
5/12/2025Condor Capital Management363,552$12.31M1.1%+3.2%0.614%
5/9/2025 Atria Wealth Solutions Inc.29,277$995K0.0%-49.5%0.049%
5/9/2025NewEdge Wealth LLC742,507$25.14M0.5%+2.5%1.254%
5/9/2025Commonwealth Equity Services LLC657,323$22.26M0.0%-3.5%1.110%
5/7/2025 Clarendon Private LLC11,230$380K0.4%+7.2%0.019%
5/7/2025LPL Financial LLC1,238,086$41.92M0.0%-4.1%2.091%
5/7/2025 HB Wealth Management LLC1,951,956$66.09M0.6%N/A3.297%
5/6/2025Cetera Investment Advisers154,848$5.24M0.0%-23.4%0.262%
5/6/2025 Kathleen S. Wright Associates Inc.99,348$3.36M1.3%+2.4%0.168%
5/6/2025Hartford Funds Management Co LLC13,642,385$461.93M41.7%-6.3%23.045%
5/5/2025Kestra Private Wealth Services LLC10,415$353K0.0%N/A0.018%
5/5/2025Private Advisor Group LLC376,340$12.74M0.1%-0.4%0.636%
5/2/2025Kingsview Wealth Management LLC40,368$1.37M0.0%+446.6%0.068%
5/2/2025 Montis Financial LLC15,955$540K0.2%-12.3%0.027%
5/2/2025Catalyst Financial Partners LLC518,735$17.56M3.2%+91.0%0.876%
5/1/2025 CWM LLC10,535$357K0.0%+839.8%0.018%
4/30/2025Allworth Financial LP11,389$383K0.0%-6.4%0.019%
4/30/2025CFO4Life Group LLC122,252$4.14M0.7%+10.8%0.207%
4/30/2025 Rehmann Capital Advisory Group417,965$14.15M0.9%+18.4%0.706%
4/29/2025Envestnet Asset Management Inc.525,983$17.81M0.0%-29.5%0.888%
4/29/2025 Concurrent Investment Advisors LLC7,019$238K0.0%-87.5%0.012%
4/29/2025OneDigital Investment Advisors LLC7,901$268K0.0%-8.1%0.013%
4/28/2025 Mountain Capital Investment Advisors Inc.984,079$33.08M5.9%-1.5%1.672%
4/28/2025Great Point Wealth Advisors LLC532,731$18.04M3.9%+27.8%0.905%
4/28/2025 DAVENPORT & Co LLC84,190$2.85M0.0%-2.5%0.143%
4/25/2025Westside Investment Management Inc.23,200$786K0.2%-13.3%0.039%
4/25/2025 IRON Financial LLC326,088$11.04M6.2%-3.5%0.554%
4/25/2025 Strid Group LLC155,663$5.27M0.8%+0.4%0.265%
4/25/2025 Sovran Advisors LLC13,368$447K0.1%N/A0.023%
4/24/2025Cornerstone Advisors Asset Management LLC885,760$29.99M6.1%-1.5%1.505%
4/24/2025Golden State Wealth Management LLC46,450$1.57M0.2%-59.1%0.079%
4/23/2025Golden State Wealth Management LLC80,348$2.72M0.2%-29.2%0.137%
4/23/2025Spire Wealth Management770,189$26.08M0.8%+1.5%1.309%
4/22/2025 Park Capital Management LLC WI860,142$29.12M34.0%-6.1%1.462%
4/22/2025 Cambridge Investment Research Advisors Inc.12,891$436K0.0%-8.3%0.022%
4/22/2025 MBE Wealth Management LLC76,059$2.58M1.2%+82.0%0.129%
4/22/2025 Atticus Wealth Management LLC340,154$11.52M3.8%+82.9%0.578%
4/21/2025United Advisor Group LLC21,182$717K0.1%+55.2%0.036%
4/18/2025Wolf Group Capital Advisors40,597$1.38M0.5%N/A0.069%
4/18/2025CENTRAL TRUST Co61,976$2.10M0.1%+13.7%0.105%
4/17/2025 Janney Montgomery Scott LLC12,500$423K0.0%-13.8%0.021%
4/16/2025 Wealth Enhancement Advisory Services LLC1,855,302$62.82M0.1%-4.3%3.153%
4/16/2025 Marshall Financial Group LLC631,164$21.37M4.7%-1.3%1.072%
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (Ad)

Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to unlock federal lands, oil reserves, and buried minerals... all for profit. Trump's team is already executing the orders... and Wall Street legend Whitney Tilson is stepping forward to show you how to position before the deadline.

Click here to see the full story.
4/16/2025Sanchez Wealth Management Group275,368$9.32M2.5%+1.2%0.468%
4/16/2025Bensler LLC523,294$17.72M2.2%-9.5%0.889%
4/15/2025 Simplicity Wealth LLC20,492$694K0.1%N/A0.035%
4/10/2025 Fermata Advisors LLC11,417$387K0.1%-13.3%0.019%
4/10/2025Freedom Financial Partners LLC105,329$3.57M1.7%+76.6%0.179%
4/10/2025 Strategic Planning Group LLC174,090$5.90M1.2%+11.9%0.296%
4/9/2025 Inspirion Wealth Advisors LLC20,983$710K0.1%-1.7%0.036%
4/9/2025 Fragasso Financial Advisors Inc880,339$29.81M2.2%+3.7%1.496%
4/9/2025 Advance Capital Management Inc.446,380$15.11M0.7%-13.6%0.759%
4/8/2025 Investors Research Corp876$30K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

HTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTRB shares?

During the previous two years, 132 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($461.93M), Wealth Enhancement Advisory Services LLC ($61.22M), HB Wealth Management LLC ($60.51M), Bank of America Corp DE ($58.38M), HighTower Advisors LLC ($57.06M), Raymond James Financial Inc. ($49.15M), and WMS Partners LLC ($48.97M).Learn more on Hartford Total Return Bond ETF's institutional investors.

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

Of the 117 institutional investors that purchased Hartford Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.46M), HB Wealth Management LLC ($1.95M), HighTower Advisors LLC ($1.69M), Hartford Funds Management Co LLC ($1.09M), MCIA Inc ($983.53K), Park Capital Management LLC WI ($935.39K), and Sanctuary Advisors LLC ($900.34K).

How much institutional buying is happening at Hartford Total Return Bond ETF?

Institutional investors have bought a total of 16,619,654 shares in the last 24 months. This purchase volume represents approximately $560.94M in transactions.

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

Of the 57 institutional investors that sold Hartford Total Return 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 ($1.63M), Marshall Financial Group LLC ($518.95K), Envestnet Asset Management Inc. ($225.88K), Wealth Enhancement Advisory Services LLC ($181.08K), Atticus Wealth Management LLC ($168.40K), HB Wealth Management LLC ($165.54K), and WCG Wealth Advisors LLC ($157.94K).

How much institutional selling is happening at Hartford Total Return Bond ETF?

Institutional investors have sold a total of 4,302,210 shares in the last 24 months. This volume of shares sold represents approximately $146.36M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 8/2/2025 by MarketBeat.com Staff
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