Hartford Total Return Bond ETF (HTRB) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 85
Total Institutional Inflows (last 12 months): $282.89M

Number of Institutional Sellers (last 12 months): 53
Total Institutional Outflows (last 12 months): $265.21M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	50,427	$1.70M	0.0%	-23.5%	0.075%
9/9/2026	Integrated Wealth Concepts LLC	263,684	$8.90M	0.1%	+3.8%	0.395%
9/9/2026	NewEdge Advisors LLC	22,681	$765K	0.0%	-38.5%	0.034%
9/9/2026	Baird Financial Group Inc.	82,059	$2.77M	0.0%	-3.6%	0.123%
9/8/2026	Allworth Financial LP	10,940	$369K	0.0%	+29.3%	0.016%
9/2/2026	Citadel Advisors LLC	68,459	$2.31M	0.0%	-31.7%	0.103%
8/23/2026	HB Wealth Management LLC	1,077,974	$36.37M	0.2%	-10.9%	1.616%
8/22/2026	Cornerstone Advisors Asset Management LLC	943,797	$31.84M	4.2%	-6.1%	1.415%
8/21/2026	Integrity Financial Corp WA	171,669	$5.81M	2.8%	+10.8%	0.257%
8/21/2026	Atticus Wealth Management LLC	507,709	$17.13M	4.1%	+7.0%	0.761%
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8/20/2026	Rehmann Capital Advisory Group	469,691	$15.84M	0.7%	-4.3%	0.704%
7/8/2026	First Heartland Consultants Inc.	49,675	$1.68M	0.1%	-31.1%	0.075%
7/8/2026	Apella Capital LLC	183,718	$6.17M	0.1%	+10.9%	0.276%
7/7/2026	Inspirion Wealth Advisors LLC	6,175	$208K	0.0%	-28.6%	0.009%
7/7/2026	Legacy Solutions LLC	90,400	$3.05M	2.5%	+11.3%	0.136%
7/7/2026	Howard Financial Services LTD.	1,016,250	$34.28M	3.4%	+2.9%	1.533%
6/3/2026	NewEdge Advisors LLC	36,888	$1.25M	0.0%	-7.1%	0.055%
6/1/2026	Keel Point LLC	8,064	$272K	0.0%	-12.1%	0.012%
5/19/2026	NewEdge Advisors LLC	21,984	$742K	0.0%	-44.6%	0.033%
5/19/2026	Bank of America Corp DE	1,983,256	$66.92M	0.0%	+1.0%	2.982%
5/18/2026	Royal Bank of Canada	425,398	$14.35M	0.0%	+11.0%	0.640%
5/13/2026	Cetera Investment Advisers	94,107	$3.18M	0.0%	-49.9%	0.142%
5/8/2026	PNC Financial Services Group Inc.	2,798	$94K	0.0%	+845.3%	0.004%
5/7/2026	Cornerstone Advisors Asset Management LLC	1,004,995	$33.91M	5.2%	+3.6%	1.511%
5/5/2026	Sanctuary Advisors LLC	226,986	$7.66M	0.0%	+6.6%	0.341%
5/5/2026	Hartford Funds Management Co LLC	12,958,793	$437.23M	38.0%	-6.7%	19.487%
5/1/2026	Fifth Third Bancorp	11,305	$381K	0.0%	+4,102.6%	0.017%
5/1/2026	Sovran Advisors LLC	13,725	$463K	0.0%	-23.4%	0.021%
4/30/2026	Kestra Advisory Services LLC	18,854	$636K	0.0%	+5.0%	0.028%
4/29/2026	Saxon Interests Inc.	26,728	$902K	0.3%	-39.2%	0.040%
4/29/2026	Advance Capital Management Inc.	16,061	$542K	0.0%	-95.7%	0.024%
4/28/2026	Berger Financial Group Inc	891,872	$30.09M	1.7%	-0.5%	1.343%
4/27/2026	HB Wealth Management LLC	1,210,171	$40.83M	0.3%	-13.2%	1.820%
4/27/2026	IRON Financial LLC	246,151	$8.31M	3.6%	-1.4%	0.370%
4/27/2026	Baer Investment Advisory LLC	16,800	$567K	0.1%	N/A	0.025%
4/27/2026	Private Advisor Group LLC	274,250	$9.25M	0.0%	-2.1%	0.412%
4/22/2026	Janney Montgomery Scott LLC	10,400	$351K	0.0%	+5.1%	0.016%
4/22/2026	MBE Wealth Management LLC	91,880	$3.10M	1.3%	+8.6%	0.137%
4/20/2026	Kestra Private Wealth Services LLC	45,876	$1.55M	0.0%	+1.2%	0.068%
4/20/2026	Apella Capital LLC	165,606	$5.65M	0.1%	+14.6%	0.247%
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4/18/2026	CENTRAL TRUST Co	92,399	$3.12M	0.1%	-6.9%	0.138%
4/18/2026	Stonehearth Capital Management LLC	9,810	$331K	0.1%	+3.6%	0.015%
4/17/2026	Krilogy Financial LLC	11,411	$388K	0.0%	+74.7%	0.017%
4/16/2026	Evolve Private Wealth LLC	1,415,913	$47.77M	2.6%	+11.5%	2.113%
4/16/2026	Freedom Financial Partners LLC	138,396	$4.67M	1.7%	+7.7%	0.207%
3/4/2026	Rehmann Capital Advisory Group	422,235	$14.42M	0.8%	+0.7%	0.628%
2/18/2026	NewEdge Advisors LLC	39,699	$1.36M	0.0%	+1.2%	0.059%
2/18/2026	Prostatis Group LLC	31,329	$1.07M	0.3%	-82.6%	0.047%
2/18/2026	Gotham Asset Management LLC	39,492	$1.35M	0.0%	+12.5%	0.059%
2/18/2026	Evolve Private Wealth LLC	1,269,349	$43.66M	2.6%	N/A	1.888%
2/17/2026	AQR Capital Management LLC	11,864	$405K	0.0%	+25.7%	0.018%
2/17/2026	Cetera Investment Advisers	187,665	$6.41M	0.0%	+4.0%	0.279%
2/17/2026	Osaic Holdings Inc.	260,158	$8.88M	0.0%	+57.2%	0.387%
2/17/2026	Private Advisor Group LLC	280,216	$9.57M	0.0%	-5.0%	0.417%
2/17/2026	Captrust Financial Advisors	424,343	$14.49M	0.0%	-11.7%	0.631%
2/17/2026	&PARTNERS	43,504	$1.49M	0.0%	+20.7%	0.065%
2/17/2026	Royal Bank of Canada	383,075	$13.08M	0.0%	+110.4%	0.570%
2/16/2026	Mariner LLC	103,879	$3.55M	0.0%	-11.9%	0.154%
2/16/2026	Integrity Financial Corp WA	153,473	$5.28M	2.7%	+3.3%	0.228%
2/13/2026	Kestra Advisory Services LLC	17,952	$613K	0.0%	+19.5%	0.027%
2/13/2026	Stifel Financial Corp	169,815	$5.80M	0.0%	+10.7%	0.253%
2/13/2026	Integrated Wealth Concepts LLC	13,455	$459K	0.0%	-93.9%	0.020%
2/13/2026	Golden State Wealth Management LLC	44,178	$1.51M	0.2%	-2.3%	0.066%
2/13/2026	Saxon Interests Inc.	43,982	$1.50M	0.5%	N/A	0.065%
2/13/2026	Summit Financial LLC	78,876	$2.71M	0.0%	N/A	0.117%
2/12/2026	Jane Street Group LLC	91,294	$3.12M	0.0%	-55.5%	0.136%
2/12/2026	Commonwealth Equity Services LLC	628,229	$21.45M	0.0%	+4.2%	0.934%
2/12/2026	Steward Partners Investment Advisory LLC	2,093	$71K	0.0%	-14.0%	0.003%
2/12/2026	CIBC Private Wealth Group LLC	6,161	$210K	0.0%	N/A	0.009%
2/12/2026	Bank of Montreal Can	12,688	$433K	0.0%	N/A	0.019%
2/12/2026	Keel Point LLC	9,172	$313K	0.0%	-19.0%	0.014%
2/11/2026	Cornerstone Advisors Asset Management LLC	969,879	$33.12M	5.4%	+3.1%	1.442%
2/11/2026	Janney Montgomery Scott LLC	9,900	$338K	0.0%	-6.8%	0.015%
2/11/2026	LPL Financial LLC	1,859,864	$63.51M	0.0%	+18.7%	2.766%
2/11/2026	JPMorgan Chase & Co.	447,819	$15.29M	0.0%	+6.4%	0.666%
2/10/2026	WCG Wealth Advisors LLC	1,864,039	$63.66M	1.8%	+211.9%	2.772%
2/10/2026	Natixis Advisors LLC	11,730	$401K	0.0%	N/A	0.017%
2/10/2026	Northwestern Mutual Wealth Management Co.	2,530,560	$86.42M	0.1%	+6.5%	3.763%
2/9/2026	Kingsview Wealth Management LLC	64,757	$2.21M	0.0%	-33.9%	0.096%
2/9/2026	MSH Capital Advisors LLC	33,694	$1.15M	0.2%	+2.7%	0.050%
2/9/2026	Atticus Wealth Management LLC	479,488	$16.38M	4.0%	+6.5%	0.713%
2/6/2026	CFO4Life Group LLC	119,821	$4.09M	0.6%	-4.5%	0.178%
2/6/2026	Condor Capital Management	389,283	$13.29M	1.1%	+3.1%	0.579%
2/6/2026	Kingdom Financial Group LLC.	14,323	$489K	0.2%	N/A	0.021%
2/6/2026	Global Retirement Partners LLC	2,037	$70K	0.0%	-28.6%	0.003%
2/6/2026	HighTower Advisors LLC	1,199,921	$40.98M	0.0%	-28.7%	1.784%
2/5/2026	Clarendon Private LLC	18,980	$648K	0.5%	+8.0%	0.028%
2/5/2026	Northwestern Mutual Wealth Management Co.	345,254	$11.79M	0.0%	-85.5%	0.513%
2/5/2026	Thrivent Financial for Lutherans	1,129,127	$38.56M	0.1%	+7,361.4%	1.679%
2/5/2026	Allworth Financial LP	7,811	$267K	0.0%	-11.2%	0.012%
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2/4/2026	Catalyst Financial Partners LLC	656,236	$22.41M	2.5%	+7.6%	0.974%
2/4/2026	Brio Consultants LLC	519,504	$17.74M	2.3%	+9.9%	0.771%
2/4/2026	Sanchez Wealth Management Group	239,373	$8.18M	1.7%	-16.0%	0.355%
2/4/2026	Bensler LLC	427,663	$14.61M	1.5%	-4.4%	0.635%
2/2/2026	Truist Financial Corp	236,151	$8.07M	0.0%	-51.0%	0.351%
2/2/2026	CENTRAL TRUST Co	99,218	$3.39M	0.1%	+27.3%	0.147%
1/30/2026	Simplicity Wealth LLC	17,863	$610K	0.0%	-5.1%	0.027%
1/29/2026	Kestra Private Wealth Services LLC	45,317	$1.55M	0.0%	+2.0%	0.075%
1/29/2026	UBS Group AG	1,132,312	$38.67M	0.0%	-15.2%	1.873%
1/29/2026	Sanctuary Advisors LLC	212,844	$7.27M	0.0%	+6.3%	0.352%

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 122 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. ($1.61M), Evolve Private Wealth LLC ($1.42M), and WCG Wealth Advisors LLC ($1.27M).

Institutional investors have bought a total of 8,278,813 shares in the last 24 months. This purchase volume represents approximately $282.89M in transactions.

Of the 53 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 ($708.44K), Advance Capital Management Inc. ($511.27K), HighTower Advisors LLC ($482.79K), and UBS Group AG ($342.66K).

Institutional investors have sold a total of 7,780,880 shares in the last 24 months. This volume of shares sold represents approximately $265.21M in transactions.

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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 9/23/2026. New 13F filings are added each quarter as they're published.

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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

HTRB Institutional Buying and Selling by Quarter

Hartford Total Return Bond ETF Major Shareholders & Ownership History

HTRB Institutional Ownership - Frequently Asked Questions

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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

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

HTRB Institutional Buying and Selling by Quarter

Hartford Total Return Bond ETF Major Shareholders & Ownership History

HTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTRB shares?

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

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

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

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

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