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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

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-0.08 (-0.24%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$240.93M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$51.69M
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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
4/24/2024Strid Group LLC156,575$5.28M0.9%+3.8%0.347%
4/24/2024Simplicity Wealth LLC152,586$5.15M0.1%+1,565.2%0.338%
4/24/2024Spire Wealth Management797,590$26.91M1.1%+1.6%1.768%
4/23/2024 IRON Financial LLC360,795$12.17M6.8%-0.5%0.800%
4/23/2024 Global Retirement Partners LLC10,014$338K0.0%+71.1%0.022%
4/23/2024 Raymond James Financial Services Advisors Inc.417,134$14.07M0.0%+29.0%0.925%
4/22/2024 Raymond James & Associates145,384$4.91M0.0%-61.2%0.322%
4/19/2024 Marshall Financial Group LLC870,375$29.37M8.4%+16.9%2.452%
4/19/2024 Westside Investment Management Inc.20,700$697K0.2%+2.2%0.058%
4/18/2024 Saxon Interests Inc.23,843$804K0.4%+12.1%0.067%
4/18/2024 Colton Groome Financial Advisors LLC9,788$330K0.1%-7.9%0.028%
4/17/2024 Founders Financial Securities LLC9,358$316K0.0%+3.8%0.026%
4/17/2024 Kathleen S. Wright Associates Inc.86,254$2.91M1.3%+3.8%0.243%
4/16/2024 Howard Financial Services LTD.632,278$21.33M3.7%+16.9%1.781%
4/16/2024 Wealth Enhancement Advisory Services LLC2,038,396$68.78M0.2%-8.5%5.742%
4/15/2024 Wealthcare Advisory Partners LLC53,700$1.81M0.1%+0.9%0.151%
4/13/2024 Inspirion Wealth Advisors LLC21,415$723K0.1%-5.3%0.060%
4/12/2024 Fermata Advisors LLC17,174$579K0.1%+58.8%0.048%
4/12/2024 Strategic Planning Group LLC104,728$3.53M0.8%-16.1%0.295%
4/10/2024 Fragasso Group Inc.639,071$21.56M1.8%+3.6%1.800%
4/8/2024 Tompkins Financial Corp2,861$97K0.0%N/A0.008%
4/4/2024 Advance Capital Management Inc.375,478$12.67M0.9%N/A1.058%
4/2/2024 Stonehearth Capital Management LLC7,071$239K0.1%+5.1%0.020%
2/15/2024Financial Planning & Information Services Inc.950,228$32.34M5.1%+6.2%2.677%
2/12/2024Condor Capital Management194,212$6.61M0.7%N/A0.547%
2/12/2024Stifel Financial Corp153,516$5.22M0.0%+911.7%0.432%
2/9/2024UBS Group AG1,294,063$44.04M0.0%+124.5%3.645%
2/8/2024Foundations Investment Advisors LLC6,544$223K0.0%-51.0%0.018%
2/7/2024Envestnet Portfolio Solutions Inc.85,166$2.90M0.0%+3.8%0.240%
2/7/2024 Berger Financial Group Inc390,865$13.30M1.4%+4.1%1.101%
2/7/2024Laraway Financial Advisors Inc36,919$1.26M1.2%-2.9%0.104%
2/6/2024Private Advisor Group LLC22,573$768K0.0%+15.1%0.064%
2/6/2024 Wealthcare Advisory Partners LLC53,209$1.81M0.1%N/A0.150%
2/6/2024Spire Wealth Management784,771$26.41M0.9%-4.0%2.211%
2/5/2024Brio Consultants LLC113,613$3.87M0.7%-28.1%0.320%
2/2/2024Golden State Equity Partners164,549$5.60M1.4%+1.7%0.464%
2/2/2024Truist Financial Corp586,060$19.94M0.0%+7.7%1.651%
2/2/2024Atria Wealth Solutions Inc.96,890$3.31M0.0%+6.1%0.273%
2/1/2024 CWM LLC7,229$246K0.0%+5.1%0.020%
2/1/2024 Kathleen S. Wright Associates Inc.83,061$2.83M1.4%+9.4%0.234%
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1/31/2024 Colton Groome Financial Advisors LLC10,632$362K0.2%-53.5%0.030%
1/31/2024Strid Group LLC150,884$5.14M1.0%+3.7%0.425%
1/30/2024 Keel Point LLC23,542$801K0.1%+66.4%0.066%
1/29/2024Simplicity Wealth LLC9,163$312K0.1%+10.9%0.026%
1/29/2024Simplicity Solutions LLC128,239$4.36M0.1%+5.7%0.361%
1/26/2024B.O.S.S. Retirement Advisors LLC53,191$1.71M0.3%-10.2%0.150%
1/24/2024CENTRAL TRUST Co62,180$2.12M0.1%+13.3%0.175%
1/24/2024Prime Capital Investment Advisors LLC6,507$221K0.0%N/A0.018%
1/24/2024Allworth Financial LP14,836$505K0.0%+3.6%0.042%
1/23/2024DAVENPORT & Co LLC330,534$11.25M0.1%+3.0%0.931%
1/22/2024Great Point Wealth Advisors LLC259,968$8.85M2.3%+12.5%0.732%
1/22/2024Bensler LLC382,975$13.03M2.2%N/A1.079%
1/19/2024 IRON Financial LLC362,778$12.35M7.0%-4.6%1.022%
1/19/2024B.O.S.S. Retirement Advisors LLC53,191$1.71M5.1%-10.2%0.150%
1/18/2024 Saxon Interests Inc.21,273$724K0.4%N/A0.060%
1/17/2024 Sherrill & Hutchins Financial Advisory Inc10,648$362K0.3%N/A0.030%
1/16/2024 Raymond James Financial Services Advisors Inc.323,290$11.00M0.0%+54.5%0.911%
1/16/2024 Raymond James & Associates375,168$12.77M0.0%+22.6%1.057%
1/12/2024 Westside Investment Management Inc.20,250$689K0.2%+3.8%0.057%
1/11/2024 Marshall Financial Group LLC744,693$25.34M8.2%-0.8%2.098%
1/10/2024 Inspirion Wealth Advisors LLC22,622$766K0.1%-1.7%0.064%
1/9/2024 Howard Financial Services LTD.541,033$18.41M3.5%+17.0%1.524%
1/9/2024 Stonehearth Capital Management LLC6,728$229K0.1%N/A0.019%
1/8/2024B.O.S.S. Retirement Advisors LLC53,191$1.71M0.4%-10.2%0.150%
1/8/2024 Fragasso Group Inc.617,035$21.00M1.9%-4.5%1.738%
12/6/2023 Fragasso Group Inc.645,981$20.73M2.2%+4.7%1.820%
11/16/2023Laraway Financial Advisors Inc38,012$1.22M1.3%-3.6%0.107%
11/16/2023 Westside Investment Management Inc.19,500$626K0.2%N/A0.055%
11/15/2023Toroso Investments LLC37,495$1.20M0.0%-38.0%0.106%
11/15/2023Truist Financial Corp544,041$17.46M0.0%+6.5%1.533%
11/15/2023Financial Planning & Information Services Inc.894,883$28.72M5.3%+17.9%2.521%
11/14/2023Rehmann Capital Advisory Group89,905$2.89M0.3%-2.3%0.253%
11/13/2023Mariner LLC147,240$4.73M0.0%-0.7%0.415%
11/13/2023LPL Financial LLC487,724$15.65M0.0%+97.0%1.374%
11/13/2023Envestnet Asset Management Inc.420,279$13.49M0.0%-12.1%1.184%
11/13/2023Envestnet Portfolio Solutions Inc.82,021$2.63M0.0%N/A0.231%
11/13/2023WCG Wealth Advisors LLC1,073,401$35.07M2.6%+5.3%3.024%
11/9/2023UBS Group AG576,363$18.50M0.0%+18.9%1.624%
11/8/2023Janney Montgomery Scott LLC11,519$370K0.0%-89.2%0.032%
11/8/2023Atria Wealth Solutions Inc.91,310$2.94M0.0%+0.6%0.257%
11/8/2023Spire Wealth Management817,305$26.23M1.0%+1.9%2.302%
11/3/2023 Berger Financial Group Inc375,373$12.05M1.4%+7.6%1.057%
11/3/2023Private Advisor Group LLC19,618$630K0.0%N/A0.055%
11/3/2023Hartford Funds Management Co LLC14,084,926$451.99M48.1%+1.8%39.676%
10/31/2023Allworth Financial LP14,326$460K0.0%-14.9%0.040%
10/31/2023 IRON Financial LLC380,098$12.20M7.1%-2.4%1.071%
10/27/2023Brio Consultants LLC157,974$5.07M1.0%-42.2%0.445%
10/26/2023CENTRAL TRUST Co54,885$1.76M0.1%+11.9%0.155%
10/26/2023 Keel Point LLC14,144$454K0.1%+12.0%0.040%
10/25/2023 Retirement Planning Group LLC25,380$814K0.1%+80.2%0.071%
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10/24/2023Bank of New York Mellon Corp484,262$15.54M0.0%N/A1.364%
10/24/2023 Raymond James Financial Services Advisors Inc.209,248$6.72M0.0%+133.6%0.589%
10/24/2023 Raymond James & Associates305,917$9.82M0.0%+2,358.3%0.862%
10/24/2023Cambridge Investment Research Advisors Inc.18,089$580K0.0%-49.9%0.051%
10/23/2023 Colton Groome Financial Advisors LLC22,861$734K0.4%-31.3%0.064%
10/23/2023Commonwealth Equity Services LLC518,759$16.65M0.0%+145.3%1.461%
10/23/2023 Kathleen S. Wright Associates Inc.75,944$2.44M1.3%+0.6%0.214%
10/20/2023Golden State Equity Partners161,749$5.19M1.4%+12.4%0.456%
10/19/2023 Marshall Financial Group LLC750,684$24.09M8.7%-0.8%2.115%
10/19/2023Simplicity Solutions LLC121,359$3.89M0.1%+3.6%0.342%
(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, 110 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($451.99M), AE Wealth Management LLC ($80.02M), Wealth Enhancement Advisory Services LLC ($68.78M), UBS Group AG ($44.04M), WCG Wealth Advisors LLC ($35.07M), Financial Planning & Information Services Inc. ($32.34M), and Marshall Financial Group LLC ($29.37M).Learn more on HTRB's institutional investors.

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

Of the 95 institutional investors that purchased Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hartford Funds Management Co LLC ($1.11M), UBS Group AG ($953.16K), WCG Wealth Advisors LLC ($925.92K), Fragasso Group Inc. ($668.02K), Marshall Financial Group LLC ($642.70K), Horizon Investments LLC ($559.57K), and Envestnet Asset Management Inc. ($498.13K).

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

Institutional investors have bought a total of 14,364,173 shares in the last 24 months. This purchase volume represents approximately $483.89M in transactions.

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

Of the 62 institutional investors that sold Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($1.15M), Hartford Funds Management Co LLC ($699.99K), Allworth Financial LP ($491.85K), Berger Financial Group Inc ($391.69K), Envestnet Asset Management Inc. ($298.42K), Spire Wealth Management ($275.55K), and Destiny Wealth Partners LLC ($268.75K).

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

Institutional investors have sold a total of 6,365,444 shares in the last 24 months. This volume of shares sold represents approximately $213.80M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 4/25/2024 by MarketBeat.com Staff

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