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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

$33.74 +0.06 (+0.18%)
As of 05/5/2026 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)
95
Total
Institutional Inflows
(last 12 months)
$559.05M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$312.46M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Sanctuary 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%
2/18/2026NewEdge 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%
2/18/2026 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%
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%
2/17/2026 Private 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%
2/13/2026 Kestra 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%
2/13/2026 Saxon 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/5/2026Clarendon 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%
2/5/2026 Thrivent 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%
2/4/2026 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%
1/29/2026UBS Group AG1,132,312$38.67M0.0%-15.2%1.873%
1/29/2026Sanctuary Advisors LLC212,844$7.27M0.0%+6.3%0.352%
1/29/2026 Concurrent Investment Advisors LLC6,970$238K0.0%+12.4%0.012%
1/28/2026Mountain 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%
1/22/2026 IRON Financial LLC249,578$8.52M3.9%-8.8%0.417%
1/21/2026 Apella Capital LLC144,481$4.93M0.1%+13.2%0.241%
1/21/2026 MBE Wealth Management LLC84,610$2.89M1.2%+4.6%0.141%
1/20/2026 Park Capital Management LLC WI992,531$33.90M24.3%+9.2%1.658%
1/20/2026 Sovran Advisors LLC17,923$615K0.1%-14.8%0.030%
1/20/2026 Investment Research & Advisory Group Inc.1,287$44K0.0%N/A0.002%
1/14/2026 Spire Wealth Management665,393$22.72M0.8%+0.2%1.100%
1/14/2026 Legacy Solutions LLC76,013$2.60M2.3%+1.7%0.126%
1/13/2026 Stonehearth Capital Management LLC9,466$323K0.1%+8.8%0.016%
1/12/2026 Howard Financial Services LTD.926,744$31.65M3.7%+3.1%1.533%
1/12/2026 DAVENPORT & Co LLC89,316$3.05M0.0%+7.9%0.148%
1/9/2026 First Heartland Consultants Inc.155,617$5.31M0.4%+3.7%0.257%
1/9/2026 Inspirion Wealth Advisors LLC9,434$322K0.0%-56.0%0.016%


HTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTRB shares?

During the previous two years, 142 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 ($64.50M), 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.

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

Of the 128 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).

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

Institutional investors have bought a total of 16,432,945 shares in the last 24 months. This purchase volume represents approximately $559.05M in transactions.

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

Of the 62 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 ($741.79K), Marshall Financial Group LLC ($546.88K), Advance Capital Management Inc. ($511.27K), and HighTower Advisors LLC ($482.79K).

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

Institutional investors have sold a total of 9,174,706 shares in the last 24 months. This volume of shares sold represents approximately $312.46M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 5/6/2026 by MarketBeat.com Staff.
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