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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.52 -0.14 (-0.42%)
As of 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)
95
Total
Institutional Inflows
(last 12 months)
$453.20M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$90.18M
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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
5/2/2025Kingsview Wealth Management LLC40,368$1.37M0.0%+446.6%0.068%
5/2/2025Montis 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%
4/30/2025 Allworth Financial LP11,389$383K0.0%-6.4%0.019%
4/30/2025 CFO4Life 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%
4/29/2025 Envestnet 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%
4/29/2025 OneDigital 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%
4/28/2025 Great 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%
4/25/2025 Westside 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%
4/24/2025 Cornerstone Advisors Asset Management LLC885,760$29.99M6.1%-1.5%1.505%
4/24/2025 Golden State Wealth Management LLC46,450$1.57M0.2%-59.1%0.079%
4/23/2025 Golden State Wealth Management LLC80,348$2.72M0.2%-29.2%0.137%
4/23/2025 Spire 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%
4/21/2025 United Advisor Group LLC21,182$717K0.1%+55.2%0.036%
4/18/2025 Wolf Group Capital Advisors40,597$1.38M0.5%N/A0.069%
4/18/2025 CENTRAL 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%
4/16/2025 Sanchez Wealth Management Group275,368$9.32M2.5%+1.2%0.468%
4/16/2025 Bensler 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%
4/10/2025 Freedom 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%
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4/8/2025 Investors Research Corp876$30K0.0%N/A0.001%
4/8/2025 Private Client Services LLC67,357$2.28M1.1%N/A0.114%
4/8/2025 Legacy Solutions LLC71,848$2.43M2.7%+5.7%0.122%
4/7/2025 Howard Financial Services LTD.868,425$29.41M4.0%-1.7%1.460%
3/21/2025Prostatis Group LLC197,191$6.57M1.9%-0.3%0.327%
3/17/2025 Wealth Enhancement Advisory Services LLC1,938,761$64.62M0.1%-2.8%3.218%
2/24/2025 United Advisor Group LLC13,645$455K0.1%-11.2%0.029%
2/18/2025First Heartland Consultants Inc.6,040$201K0.0%N/A0.013%
2/17/2025Visionary Wealth Advisors323,237$10.77M0.6%+0.4%0.698%
2/17/2025Cetera Investment Advisers202,230$6.74M0.0%+9.2%0.437%
2/17/2025Captrust Financial Advisors230,106$7.67M0.0%+10.4%0.497%
2/17/2025Citadel Advisors LLC97,057$3.24M0.0%N/A0.210%
2/17/2025Baird Financial Group Inc.76,177$2.54M0.0%-2.7%0.165%
2/17/2025Bank of America Corp DE1,751,602$58.38M0.0%+17.8%3.783%
2/14/2025Keel Point LLC16,938$565K0.0%-21.5%0.037%
2/14/2025Jane Street Group LLC165,639$5.52M0.0%+255.8%0.358%
2/14/2025 Rehmann Capital Advisory Group352,932$11.76M0.7%+41.8%0.762%
2/14/2025Berger Financial Group Inc652,200$21.74M1.5%+11.8%1.409%
2/14/2025Integrated Wealth Concepts LLC7,138$238K0.0%N/A0.015%
2/14/2025Stifel Financial Corp217,235$7.24M0.0%+4.4%0.469%
2/14/2025 OneDigital Investment Advisors LLC8,598$287K0.0%-24.0%0.019%
2/13/2025MSH Capital Advisors LLC47,978$1.60M0.5%N/A0.104%
2/13/2025NewEdge Advisors LLC202,464$6.75M0.0%+1,663.6%0.437%
2/13/2025Mariner LLC178,971$5.97M0.0%-15.4%0.387%
2/13/2025Rockefeller Capital Management L.P.20,172$672K0.0%N/A0.044%
2/13/2025 Mountain Capital Investment Advisors Inc.999,143$33.30M6.9%+1.6%2.158%
2/13/2025Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/13/2025 Envestnet Asset Management Inc.745,880$24.86M0.0%-0.4%1.611%
2/13/2025Wells Fargo & Company MN777$26K0.0%-54.6%0.002%
2/12/2025OLD Mission Capital LLC171,087$5.70M0.1%+2,768.7%0.370%
2/12/2025JPMorgan Chase & Co.38,711$1.29M0.0%+8.0%0.084%
2/11/2025LPL Financial LLC1,290,527$43.01M0.0%+23.6%2.787%
2/11/2025Condor Capital Management352,190$11.74M1.0%+1.9%0.761%
2/10/2025Horizon Investments LLC365,157$12.13M0.3%+1.0%0.789%
2/10/2025 Creative Financial Designs Inc. ADV2,891$96K0.0%+115.1%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.97,196$3.24M0.0%+4.3%0.210%
2/10/2025Montis Financial LLC18,192$606K0.2%-19.4%0.039%
2/10/2025Commonwealth Equity Services LLC681,401$22.71M0.0%-0.9%1.472%
2/10/2025 CFO4Life Group LLC110,323$3.68M0.6%N/A0.238%
2/7/2025HighTower Advisors LLC10,516$351K0.0%-9.5%0.023%
2/7/2025Larson Financial Group LLC2,836$95K0.0%-25.9%0.006%
2/7/2025Hartford Funds Management Co LLC14,563,743$485.41M44.4%+6.1%31.455%
2/6/2025Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/6/2025Steward Partners Investment Advisory LLC1,850$62K0.0%+103.3%0.004%
2/6/2025Jones Financial Companies Lllp366,922$12.23M0.0%+80.6%0.792%
2/5/2025NewEdge Wealth LLC724,676$24.15M0.4%+536.3%1.565%
2/4/2025 Bank of New York Mellon Corp419,178$13.97M0.0%+3.8%0.905%
2/3/2025 Concurrent Investment Advisors LLC56,297$1.88M0.1%-16.3%0.122%
2/3/2025Private Advisor Group LLC377,758$12.59M0.1%+10.9%0.816%
2/3/2025 Legacy Solutions LLC67,961$2.27M2.5%N/A0.147%
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1/31/2025Global Retirement Partners LLC13,705$457K0.0%-27.8%0.030%
1/31/2025 Cornerstone Advisors Asset Management LLC898,975$29.96M6.5%+10.1%1.942%
1/31/2025Atria Wealth Solutions Inc.57,977$1.94M0.0%-42.0%0.125%
1/31/2025 Truist Financial Corp467,166$15.57M0.0%+10.0%1.009%
1/31/2025Sanctuary Advisors LLC900,338$30.16M0.2%+6.5%1.945%
1/30/2025 Allworth Financial LP12,173$406K0.0%-5.9%0.026%
1/30/2025Catalyst Financial Partners LLC271,628$9.05M1.7%N/A0.587%
1/29/2025 Park Capital Management LLC WI916,436$30.55M36.6%N/A1.979%
1/28/2025 Sanchez Wealth Management Group272,165$9.07M2.5%+1.9%0.588%
1/28/2025Wilmington Savings Fund Society FSB5,800$193K0.0%+11.0%0.013%
(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, 131 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($485.41M), Wealth Enhancement Advisory Services LLC ($62.82M), Bank of America Corp DE ($58.38M), WMS Partners LLC ($48.97M), UBS Group AG ($44.04M), LPL Financial LLC ($43.01M), and WCG Wealth Advisors LLC ($38.13M).Learn more on HTRB's institutional investors.

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

Of the 116 institutional investors that purchased Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.01M), Hartford Funds Management Co LLC ($1.09M), MCIA Inc ($983.53K), Park Capital Management LLC WI ($916.44K), Sanctuary Advisors LLC ($900.34K), UBS Group AG ($809.40K), and LPL Financial LLC ($629.03K).

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

Institutional investors have bought a total of 20,273,744 shares in the last 24 months. This purchase volume represents approximately $679.97M in transactions.

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

Of the 63 institutional investors that sold Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hartford Funds Management Co LLC ($706.39K), Marshall Financial Group LLC ($420.77K), Wealth Enhancement Advisory Services LLC ($384.87K), Raymond James & Associates ($282.89K), Envestnet Asset Management Inc. ($280.69K), AE Wealth Management LLC ($189.09K), and Atticus Wealth Management LLC ($168.40K).

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

Institutional investors have sold a total of 4,212,296 shares in the last 24 months. This volume of shares sold represents approximately $142.17M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 5/2/2025 by MarketBeat.com Staff
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