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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$34.31 -0.07 (-0.20%)
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Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$632.78M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$159.64M
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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
10/6/2025Inspirion Wealth Advisors LLC21,426$749K0.1%+2.1%0.036%
9/4/2025Osaic Holdings Inc.89,942$3.05M0.0%+152.8%0.152%
8/26/2025Thrivent Financial for Lutherans1,030,846$34.92M0.1%N/A1.743%
8/15/2025First Heartland Consultants Inc.130,195$4.41M0.4%+2,003.7%0.220%
8/15/2025Captrust Financial Advisors476,690$16.15M0.0%+109.7%0.806%
8/15/2025Keel Point LLC16,048$544K0.0%+37.1%0.027%
8/15/2025Smartleaf Asset Management LLC3,582$121K0.0%N/A0.006%
8/15/2025Freedom Financial Partners LLC109,887$3.72M1.6%+4.3%0.186%
8/15/2025Bank of America Corp DE1,774,144$60.09M0.0%+5.1%2.999%
8/14/2025Jane Street Group LLC271,638$9.20M0.0%+98.7%0.459%
8/14/2025Raymond James Financial Inc.1,434,644$48.59M0.0%-1.2%2.425%
8/14/2025NewEdge Advisors LLC224,569$7.61M0.0%+7.4%0.380%
8/13/2025Victory Financial Group LLC17,010$576K0.1%-8.2%0.029%
8/13/2025Flow Traders U.S. LLC6,217$211K0.0%-62.2%0.011%
8/13/2025Baird Financial Group Inc.85,517$2.90M0.0%-3.0%0.145%
8/13/2025CW Advisors LLC77,537$2.63M0.0%N/A0.131%
8/13/2025WCG Wealth Advisors LLC614,209$20.80M1.3%-24.6%1.038%
8/13/2025Northwestern Mutual Wealth Management Co.2,144,802$72.64M0.1%+116.7%3.626%
8/12/2025Financial Advocates Investment Management127,242$4.31M0.4%+29.0%0.215%
8/12/2025JPMorgan Chase & Co.235,159$7.97M0.0%+205.9%0.398%
8/11/2025United Advisor Group LLC101,486$3.44M0.6%+379.1%0.169%
8/8/2025Kingsview Wealth Management LLC57,260$1.94M0.0%+41.8%0.095%
8/8/2025Cetera Investment Advisers158,637$5.37M0.0%+2.4%0.264%
8/8/2025Condor Capital Management372,583$12.62M1.1%+2.5%0.621%
8/8/2025CFO4Life Group LLC120,132$4.07M0.6%-1.7%0.200%
8/7/2025CENTRAL TRUST Co66,931$2.27M0.1%+8.0%0.112%
8/7/2025Allworth Financial LP10,510$356K0.0%-7.7%0.018%
8/7/2025Hartford Funds Management Co LLC13,845,655$468.95M44.7%+1.5%23.408%
8/7/2025Brio Consultants LLC462,523$15.67M2.3%+2.3%0.771%
8/6/2025Bensler LLC463,109$15.69M1.8%-11.5%0.772%
8/6/2025Golden State Wealth Management LLC45,407$1.54M0.2%-2.2%0.076%
8/5/2025Integrity Financial Corp WA75,022$2.55M1.3%N/A0.125%
8/4/2025Atria Investments Inc57,326$1.94M0.0%N/A0.096%
8/4/2025Spire Wealth Management672,078$22.62M0.8%-12.7%1.120%
8/4/2025Barnes Dennig Private Wealth Management LLC4,172$141K0.2%N/A0.007%
8/1/2025Envestnet Asset Management Inc.523,182$17.72M0.0%-0.5%0.872%
7/31/2025Kathleen S. Wright Associates Inc.102,419$3.47M1.4%+3.1%0.171%
7/30/2025Rehmann Capital Advisory Group429,178$14.54M0.9%+2.7%0.715%
7/29/2025Mountain Capital Investment Advisors Inc.1,103,642$37.37M7.2%+12.1%1.839%
7/29/2025Private Trust Co. NA1,721$58K0.0%-62.1%0.003%
7/25/2025Atria Wealth Solutions Inc.17,210$585K0.0%-41.2%0.029%
7/25/2025Clarendon Private LLC11,693$396K0.4%+4.1%0.019%
7/25/2025Prostatis Group LLC201,469$6.82M2.0%+9.7%0.336%
7/25/2025CWM LLC7,247$245K0.0%-31.2%0.012%
7/25/2025Concurrent Investment Advisors LLC6,352$215K0.0%-9.5%0.011%
7/25/2025IRON Financial LLC309,344$10.48M5.4%-5.1%0.516%
7/23/2025Laraway Financial Advisors Inc36,000$1.22M0.9%-2.4%0.060%
7/22/2025Simplicity Wealth LLC39,024$1.32M0.1%+90.4%0.065%
7/22/2025Berger Financial Group Inc834,880$28.28M1.8%+5.9%1.394%
7/22/2025Strid Group LLC165,332$5.60M0.8%+6.2%0.276%
7/18/2025Truist Financial Corp447,939$15.17M0.0%-2.6%0.748%
7/17/2025HB Wealth Management LLC1,786,415$60.51M0.5%-8.5%2.982%
7/17/2025Janney Montgomery Scott LLC11,500$390K0.0%-8.0%0.019%
7/17/2025Montis Financial LLC12,675$429K0.1%-20.6%0.021%
7/16/2025MBE Wealth Management LLC78,856$2.67M1.2%+3.7%0.132%
7/15/2025Legacy Solutions LLC73,107$2.48M2.4%+1.8%0.122%
7/14/2025Strategic Planning Group LLC175,818$5.96M1.0%+1.0%0.294%
7/10/2025Marshall Financial Group LLC120,639$4.06M0.8%-80.9%0.201%
7/10/2025Park Capital Management LLC WI879,096$29.78M27.6%+2.2%1.468%
7/10/2025Wealth Enhancement Advisory Services LLC1,815,048$61.22M0.1%-2.2%3.030%
7/10/2025Atticus Wealth Management LLC352,805$11.95M3.2%+3.7%0.589%
7/10/2025Sovran Advisors LLC22,659$762K0.1%+69.5%0.038%
7/9/2025Fragasso Financial Advisors Inc738,126$25M1.7%-16.2%1.232%
7/8/2025Advance Capital Management Inc.487,095$16.50M0.7%+9.1%0.815%
7/8/2025Apella Capital LLC11,754$395K0.0%N/A0.020%
7/2/2025Howard Financial Services LTD.885,861$30.00M3.9%+2.0%1.485%
7/1/2025Private 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%
5/16/2025Prostatis 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%
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%
5/13/2025MSH 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%
5/12/2025Berger Financial Group Inc788,276$26.69M1.9%+20.9%1.332%
5/12/2025Condor Capital Management363,552$12.31M1.1%+3.2%0.614%
5/9/2025Atria 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%
5/7/2025Clarendon Private LLC11,230$380K0.4%+7.2%0.019%
5/7/2025LPL Financial LLC1,238,086$41.92M0.0%-4.1%2.091%
5/7/2025HB Wealth Management LLC1,951,956$66.09M0.6%N/A3.297%
5/6/2025Cetera Investment Advisers154,848$5.24M0.0%-23.4%0.262%
5/6/2025Kathleen 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%
5/2/2025Montis Financial LLC15,955$540K0.2%-12.3%0.027%
5/2/2025Catalyst Financial Partners LLC518,735$17.56M3.2%+91.0%0.876%
5/1/2025CWM 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%
(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, 135 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($468.95M), Northwestern Mutual Wealth Management Co. ($72.64M), Wealth Enhancement Advisory Services LLC ($61.22M), HB Wealth Management LLC ($60.51M), Bank of America Corp DE ($60.09M), HighTower Advisors LLC ($57.06M), 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 120 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 ($1.29M), Northwestern Mutual Wealth Management Co. ($1.25M), Thrivent Financial for Lutherans ($1.03M), and MCIA Inc ($983.53K).

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

Institutional investors have bought a total of 18,724,262 shares in the last 24 months. This purchase volume represents approximately $632.78M in transactions.

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

Of the 59 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), WCG Wealth Advisors LLC ($358.78K), Envestnet Asset Management Inc. ($225.88K), Wealth Enhancement Advisory Services LLC ($181.08K), Atticus Wealth Management LLC ($168.40K), and HB Wealth Management LLC ($165.54K).

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

Institutional investors have sold a total of 4,694,062 shares in the last 24 months. This volume of shares sold represents approximately $159.64M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 10/6/2025 by MarketBeat.com Staff
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