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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

$33.30 +0.06 (+0.18%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$406.97M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$269.34M
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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%
6/3/2026NewEdge Advisors LLC36,888$1.25M0.0%-7.1%0.055%
6/1/2026Keel Point LLC8,064$272K0.0%-12.1%0.012%
5/19/2026NewEdge 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%
5/13/2026Cetera Investment Advisers94,107$3.18M0.0%-49.9%0.142%
5/8/2026PNC Financial Services Group Inc.2,798$94K0.0%+845.3%0.004%
5/7/2026Cornerstone Advisors Asset Management LLC1,004,995$33.91M5.2%+3.6%1.511%
5/5/2026Sanctuary Advisors LLC226,986$7.66M0.0%+6.6%0.341%
5/5/2026Hartford Funds Management Co LLC12,958,793$437.23M38.0%-6.7%19.487%
5/1/2026Fifth Third Bancorp11,305$381K0.0%+4,102.6%0.017%
5/1/2026Sovran Advisors LLC13,725$463K0.0%-23.4%0.021%
4/30/2026Kestra Advisory Services LLC18,854$636K0.0%+5.0%0.028%
4/29/2026Saxon Interests Inc.26,728$902K0.3%-39.2%0.040%
4/29/2026Advance Capital Management Inc.16,061$542K0.0%-95.7%0.024%
4/28/2026Berger Financial Group Inc891,872$30.09M1.7%-0.5%1.343%
4/27/2026HB 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%
4/27/2026Baer Investment Advisory LLC16,800$567K0.1%N/A0.025%
4/27/2026Private Advisor Group LLC274,250$9.25M0.0%-2.1%0.412%
4/22/2026Janney Montgomery Scott LLC10,400$351K0.0%+5.1%0.016%
4/22/2026MBE Wealth Management LLC91,880$3.10M1.3%+8.6%0.137%
4/20/2026Kestra 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%
4/18/2026CENTRAL TRUST Co92,399$3.12M0.1%-6.9%0.138%
4/18/2026 Stonehearth Capital Management LLC9,810$331K0.1%+3.6%0.015%
4/17/2026Krilogy Financial LLC11,411$388K0.0%+74.7%0.017%
4/16/2026Evolve Private Wealth LLC1,415,913$47.77M2.6%+11.5%2.113%
4/16/2026Freedom 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%
2/18/2026NewEdge 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%
2/18/2026Evolve 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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2/17/2026Cetera Investment Advisers187,665$6.41M0.0%+4.0%0.279%
2/17/2026Osaic Holdings Inc.260,158$8.88M0.0%+57.2%0.387%
2/17/2026Private Advisor Group LLC280,216$9.57M0.0%-5.0%0.417%
2/17/2026Captrust 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%
2/16/2026Mariner LLC103,879$3.55M0.0%-11.9%0.154%
2/16/2026Integrity Financial Corp WA153,473$5.28M2.7%+3.3%0.228%
2/13/2026Kestra Advisory Services LLC17,952$613K0.0%+19.5%0.027%
2/13/2026Stifel Financial Corp169,815$5.80M0.0%+10.7%0.253%
2/13/2026Integrated 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%
2/13/2026Saxon Interests Inc.43,982$1.50M0.5%N/A0.065%
2/13/2026Summit Financial LLC78,876$2.71M0.0%N/A0.117%
2/12/2026Jane Street Group LLC91,294$3.12M0.0%-55.5%0.136%
2/12/2026Commonwealth Equity Services LLC628,229$21.45M0.0%+4.2%0.934%
2/12/2026Steward Partners Investment Advisory LLC2,093$71K0.0%-14.0%0.003%
2/12/2026CIBC Private Wealth Group LLC6,161$210K0.0%N/A0.009%
2/12/2026Bank of Montreal Can12,688$433K0.0%N/A0.019%
2/12/2026Keel Point LLC9,172$313K0.0%-19.0%0.014%
2/11/2026Cornerstone Advisors Asset Management LLC969,879$33.12M5.4%+3.1%1.442%
2/11/2026Janney Montgomery Scott LLC9,900$338K0.0%-6.8%0.015%
2/11/2026LPL Financial LLC1,859,864$63.51M0.0%+18.7%2.766%
2/11/2026JPMorgan 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%
2/10/2026Northwestern 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%
2/9/2026MSH 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%
2/6/2026CFO4Life Group LLC119,821$4.09M0.6%-4.5%0.178%
2/6/2026Condor Capital Management389,283$13.29M1.1%+3.1%0.579%
2/6/2026Kingdom Financial Group LLC.14,323$489K0.2%N/A0.021%
2/6/2026Global Retirement Partners LLC2,037$70K0.0%-28.6%0.003%
2/6/2026HighTower Advisors LLC1,199,921$40.98M0.0%-28.7%1.784%
2/5/2026 Clarendon Private LLC18,980$648K0.5%+8.0%0.028%
2/5/2026Northwestern 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%
2/5/2026Allworth Financial LP7,811$267K0.0%-11.2%0.012%
2/4/2026Catalyst Financial Partners LLC656,236$22.41M2.5%+7.6%0.974%
2/4/2026Brio Consultants LLC519,504$17.74M2.3%+9.9%0.771%
2/4/2026Sanchez Wealth Management Group239,373$8.18M1.7%-16.0%0.355%
2/4/2026 Bensler LLC427,663$14.61M1.5%-4.4%0.635%
2/2/2026Truist Financial Corp236,151$8.07M0.0%-51.0%0.351%
2/2/2026CENTRAL TRUST Co99,218$3.39M0.1%+27.3%0.147%
1/30/2026Simplicity Wealth LLC17,863$610K0.0%-5.1%0.027%
1/29/2026Kestra Private Wealth Services LLC45,317$1.55M0.0%+2.0%0.075%
1/29/2026UBS Group AG1,132,312$38.67M0.0%-15.2%1.873%
1/29/2026Sanctuary Advisors LLC212,844$7.27M0.0%+6.3%0.352%
1/29/2026Concurrent 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%
1/28/2026HB Wealth Management LLC1,393,493$47.59M0.3%-10.0%2.305%
1/27/2026Berger 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%
1/26/2026United 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%
1/23/2026Westside Investment Management Inc.23,635$807K0.1%+4.3%0.039%


HTRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 137 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 123 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), WCG Wealth Advisors LLC ($1.62M), and Evolve Private Wealth LLC ($1.42M).

Institutional investors have bought a total of 11,942,140 shares in the last 24 months. This purchase volume represents approximately $406.97M in transactions.

Of the 55 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 7,902,015 shares in the last 24 months. This volume of shares sold represents approximately $269.34M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 7/26/2026 by MarketBeat.com Staff.
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