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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

$33.29 -0.10 (-0.30%)
As of 08/14/2026 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)
85
Total
Institutional Inflows
(last 12 months)
$317.56M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$255.79M
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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
7/8/2026 First Heartland Consultants Inc.49,675$1.68M0.1%-31.1%0.075%
7/8/2026 Apella Capital LLC183,718$6.17M0.1%+10.9%0.276%
7/7/2026 Inspirion Wealth Advisors LLC6,175$208K0.0%-28.6%0.009%
7/7/2026 Legacy Solutions LLC90,400$3.05M2.5%+11.3%0.136%
7/7/2026 Howard Financial Services LTD.1,016,250$34.28M3.4%+2.9%1.533%
6/3/2026 NewEdge Advisors LLC36,888$1.25M0.0%-7.1%0.055%
6/1/2026Keel Point LLC8,064$272K0.0%-12.1%0.012%
5/19/2026 NewEdge Advisors LLC21,984$742K0.0%-44.6%0.033%
5/19/2026Bank of America Corp DE1,983,256$66.92M0.0%+1.0%2.982%
5/18/2026Royal Bank of Canada425,398$14.35M0.0%+11.0%0.640%
5/13/2026 Cetera Investment Advisers94,107$3.18M0.0%-49.9%0.142%
5/8/2026 PNC Financial Services Group Inc.2,798$94K0.0%+845.3%0.004%
5/7/2026 Cornerstone Advisors Asset Management LLC1,004,995$33.91M5.2%+3.6%1.511%
5/5/2026 Sanctuary Advisors LLC226,986$7.66M0.0%+6.6%0.341%
5/5/2026 Hartford Funds Management Co LLC12,958,793$437.23M38.0%-6.7%19.487%
5/1/2026 Fifth Third Bancorp11,305$381K0.0%+4,102.6%0.017%
5/1/2026 Sovran Advisors LLC13,725$463K0.0%-23.4%0.021%
4/30/2026 Kestra Advisory Services LLC18,854$636K0.0%+5.0%0.028%
4/29/2026 Saxon Interests Inc.26,728$902K0.3%-39.2%0.040%
4/29/2026 Advance Capital Management Inc.16,061$542K0.0%-95.7%0.024%
4/28/2026 Berger Financial Group Inc891,872$30.09M1.7%-0.5%1.343%
4/27/2026 HB Wealth Management LLC1,210,171$40.83M0.3%-13.2%1.820%
4/27/2026 IRON Financial LLC246,151$8.31M3.6%-1.4%0.370%
4/27/2026 Baer Investment Advisory LLC16,800$567K0.1%N/A0.025%
4/27/2026 Private Advisor Group LLC274,250$9.25M0.0%-2.1%0.412%
4/22/2026 Janney Montgomery Scott LLC10,400$351K0.0%+5.1%0.016%
4/22/2026 MBE Wealth Management LLC91,880$3.10M1.3%+8.6%0.137%
4/20/2026 Kestra Private Wealth Services LLC45,876$1.55M0.0%+1.2%0.068%
4/20/2026 Apella Capital LLC165,606$5.65M0.1%+14.6%0.247%
4/18/2026 CENTRAL TRUST Co92,399$3.12M0.1%-6.9%0.138%
4/18/2026 Stonehearth Capital Management LLC9,810$331K0.1%+3.6%0.015%
4/17/2026 Krilogy Financial LLC11,411$388K0.0%+74.7%0.017%
4/16/2026 Evolve Private Wealth LLC1,415,913$47.77M2.6%+11.5%2.113%
4/16/2026 Freedom Financial Partners LLC138,396$4.67M1.7%+7.7%0.207%
3/4/2026Rehmann Capital Advisory Group422,235$14.42M0.8%+0.7%0.628%
2/18/2026 NewEdge Advisors LLC39,699$1.36M0.0%+1.2%0.059%
2/18/2026Prostatis Group LLC31,329$1.07M0.3%-82.6%0.047%
2/18/2026Gotham Asset Management LLC39,492$1.35M0.0%+12.5%0.059%
2/18/2026 Evolve Private Wealth LLC1,269,349$43.66M2.6%N/A1.888%
2/17/2026AQR Capital Management LLC11,864$405K0.0%+25.7%0.018%
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2/17/2026 Cetera Investment Advisers187,665$6.41M0.0%+4.0%0.279%
2/17/2026Osaic Holdings Inc.260,158$8.88M0.0%+57.2%0.387%
2/17/2026 Private Advisor Group LLC280,216$9.57M0.0%-5.0%0.417%
2/17/2026 Captrust Financial Advisors424,343$14.49M0.0%-11.7%0.631%
2/17/2026&PARTNERS43,504$1.49M0.0%+20.7%0.065%
2/17/2026Royal Bank of Canada383,075$13.08M0.0%+110.4%0.570%
2/16/2026 Mariner LLC103,879$3.55M0.0%-11.9%0.154%
2/16/2026 Integrity Financial Corp WA153,473$5.28M2.7%+3.3%0.228%
2/13/2026 Kestra Advisory Services LLC17,952$613K0.0%+19.5%0.027%
2/13/2026 Stifel Financial Corp169,815$5.80M0.0%+10.7%0.253%
2/13/2026 Integrated Wealth Concepts LLC13,455$459K0.0%-93.9%0.020%
2/13/2026 Golden State Wealth Management LLC44,178$1.51M0.2%-2.3%0.066%
2/13/2026 Saxon Interests Inc.43,982$1.50M0.5%N/A0.065%
2/13/2026 Summit Financial LLC78,876$2.71M0.0%N/A0.117%
2/12/2026Jane Street Group LLC91,294$3.12M0.0%-55.5%0.136%
2/12/2026 Commonwealth Equity Services LLC628,229$21.45M0.0%+4.2%0.934%
2/12/2026 Steward Partners Investment Advisory LLC2,093$71K0.0%-14.0%0.003%
2/12/2026CIBC Private Wealth Group LLC6,161$210K0.0%N/A0.009%
2/12/2026 Bank of Montreal Can12,688$433K0.0%N/A0.019%
2/12/2026Keel Point LLC9,172$313K0.0%-19.0%0.014%
2/11/2026 Cornerstone Advisors Asset Management LLC969,879$33.12M5.4%+3.1%1.442%
2/11/2026 Janney Montgomery Scott LLC9,900$338K0.0%-6.8%0.015%
2/11/2026 LPL Financial LLC1,859,864$63.51M0.0%+18.7%2.766%
2/11/2026 JPMorgan Chase & Co.447,819$15.29M0.0%+6.4%0.666%
2/10/2026WCG Wealth Advisors LLC1,864,039$63.66M1.8%+211.9%2.772%
2/10/2026Natixis Advisors LLC11,730$401K0.0%N/A0.017%
2/10/2026 Northwestern Mutual Wealth Management Co.2,530,560$86.42M0.1%+6.5%3.763%
2/9/2026Kingsview Wealth Management LLC64,757$2.21M0.0%-33.9%0.096%
2/9/2026 MSH Capital Advisors LLC33,694$1.15M0.2%+2.7%0.050%
2/9/2026 Atticus Wealth Management LLC479,488$16.38M4.0%+6.5%0.713%
2/6/2026 CFO4Life Group LLC119,821$4.09M0.6%-4.5%0.178%
2/6/2026 Condor Capital Management389,283$13.29M1.1%+3.1%0.579%
2/6/2026 Kingdom Financial Group LLC.14,323$489K0.2%N/A0.021%
2/6/2026 Global Retirement Partners LLC2,037$70K0.0%-28.6%0.003%
2/6/2026 HighTower Advisors LLC1,199,921$40.98M0.0%-28.7%1.784%
2/5/2026 Clarendon Private LLC18,980$648K0.5%+8.0%0.028%
2/5/2026 Northwestern Mutual Wealth Management Co.345,254$11.79M0.0%-85.5%0.513%
2/5/2026Thrivent Financial for Lutherans1,129,127$38.56M0.1%+7,361.4%1.679%
2/5/2026 Allworth Financial LP7,811$267K0.0%-11.2%0.012%
2/4/2026 Catalyst Financial Partners LLC656,236$22.41M2.5%+7.6%0.974%
2/4/2026 Brio Consultants LLC519,504$17.74M2.3%+9.9%0.771%
2/4/2026 Sanchez Wealth Management Group239,373$8.18M1.7%-16.0%0.355%
2/4/2026 Bensler LLC427,663$14.61M1.5%-4.4%0.635%
2/2/2026 Truist Financial Corp236,151$8.07M0.0%-51.0%0.351%
2/2/2026 CENTRAL TRUST Co99,218$3.39M0.1%+27.3%0.147%
1/30/2026 Simplicity Wealth LLC17,863$610K0.0%-5.1%0.027%
1/29/2026 Kestra Private Wealth Services LLC45,317$1.55M0.0%+2.0%0.075%
1/29/2026 UBS Group AG1,132,312$38.67M0.0%-15.2%1.873%
1/29/2026 Sanctuary Advisors LLC212,844$7.27M0.0%+6.3%0.352%
1/29/2026 Concurrent Investment Advisors LLC6,970$238K0.0%+12.4%0.012%
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1/28/2026 Mountain Capital Investment Advisors Inc.1,199,065$41.06M6.6%+4.7%1.984%
1/28/2026 HB Wealth Management LLC1,393,493$47.59M0.3%-10.0%2.305%
1/27/2026 Berger Financial Group Inc896,483$30.62M1.8%+6.0%1.483%
1/27/2026 Wealth Enhancement Trust Services Inc.7,374$252K0.0%N/A0.012%
1/26/2026 Great Point Wealth Advisors LLC653,106$22.30M4.1%+7.5%1.080%
1/26/2026 Strid Group LLC153,245$5.23M0.7%-5.6%0.254%
1/26/2026 United Advisor Group LLC124,136$4.24M0.5%+9.9%0.205%
1/26/2026CWM LLC7,771$265K0.0%-4.8%0.013%
1/23/2026 Farther Finance Advisors LLC2,753$94K0.0%N/A0.005%
1/23/2026 Westside Investment Management Inc.23,635$807K0.1%+4.3%0.039%


HTRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 136 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($437.23M), Northwestern Mutual Wealth Management Co. ($86.42M), Bank of America Corp DE ($66.92M), WCG Wealth Advisors LLC ($63.66M), LPL Financial LLC ($63.51M), Wealth Enhancement Advisory Services LLC ($59.94M), and Raymond James Financial Inc. ($53.85M).Learn more on Hartford Total Return Bond ETF's institutional investors.

Of the 121 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. ($2.59M), Thrivent Financial for Lutherans ($2.14M), HB Wealth Management LLC ($1.95M), HighTower Advisors LLC ($1.69M), Northwestern Mutual Wealth Management Co. ($1.64M), Evolve Private Wealth LLC ($1.42M), and WCG Wealth Advisors LLC ($1.27M).

Institutional investors have bought a total of 9,302,146 shares in the last 24 months. This purchase volume represents approximately $317.56M in transactions.

Of the 50 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: Northwestern Mutual Wealth Management Co. ($2.03M), Thrivent Financial for Lutherans ($1.02M), Hartford Funds Management Co LLC ($923.37K), HB Wealth Management LLC ($576.24K), Advance Capital Management Inc. ($511.27K), HighTower Advisors LLC ($482.79K), and UBS Group AG ($342.66K).

Institutional investors have sold a total of 7,501,809 shares in the last 24 months. This volume of shares sold represents approximately $255.79M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HTRB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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