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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.74 -0.04 (-0.12%)
As of 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)
93
Total
Institutional Inflows
(last 12 months)
$452.98M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$81.60M
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HTRB Institutional Buying and Selling by Quarter

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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
3/21/2025Prostatis Group LLC197,191$6.57M1.9%-0.3%0.327%
3/17/2025 Wealth Enhancement Advisory Services LLC1,938,761$64.62M0.1%-2.8%3.218%
2/24/2025 United Advisor Group LLC13,645$455K0.1%-11.2%0.029%
2/18/2025 First Heartland Consultants Inc.6,040$201K0.0%N/A0.013%
2/17/2025 Visionary Wealth Advisors323,237$10.77M0.6%+0.4%0.698%
2/17/2025 Cetera Investment Advisers202,230$6.74M0.0%+9.2%0.437%
2/17/2025 Captrust Financial Advisors230,106$7.67M0.0%+10.4%0.497%
2/17/2025 Citadel Advisors LLC97,057$3.24M0.0%N/A0.210%
2/17/2025 Baird Financial Group Inc.76,177$2.54M0.0%-2.7%0.165%
2/17/2025 Bank of America Corp DE1,751,602$58.38M0.0%+17.8%3.783%
2/14/2025 Keel Point LLC16,938$565K0.0%-21.5%0.037%
2/14/2025 Jane Street Group LLC165,639$5.52M0.0%+255.8%0.358%
2/14/2025 Rehmann Capital Advisory Group352,932$11.76M0.7%+41.8%0.762%
2/14/2025 Berger Financial Group Inc652,200$21.74M1.5%+11.8%1.409%
2/14/2025 Integrated Wealth Concepts LLC7,138$238K0.0%N/A0.015%
2/14/2025 Stifel Financial Corp217,235$7.24M0.0%+4.4%0.469%
2/14/2025 OneDigital Investment Advisors LLC8,598$287K0.0%-24.0%0.019%
2/13/2025 MSH Capital Advisors LLC47,978$1.60M0.5%N/A0.104%
2/13/2025 NewEdge Advisors LLC202,464$6.75M0.0%+1,663.6%0.437%
2/13/2025 Mariner LLC178,971$5.97M0.0%-15.4%0.387%
2/13/2025 Rockefeller Capital Management L.P.20,172$672K0.0%N/A0.044%
2/13/2025 Mountain Capital Investment Advisors Inc.999,143$33.30M6.9%+1.6%2.158%
2/13/2025 Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/13/2025 Envestnet Asset Management Inc.745,880$24.86M0.0%-0.4%1.611%
2/13/2025 Wells Fargo & Company MN777$26K0.0%-54.6%0.002%
2/12/2025 OLD Mission Capital LLC171,087$5.70M0.1%+2,768.7%0.370%
2/12/2025 JPMorgan Chase & Co.38,711$1.29M0.0%+8.0%0.084%
2/11/2025 LPL Financial LLC1,290,527$43.01M0.0%+23.6%2.787%
2/11/2025 Condor Capital Management352,190$11.74M1.0%+1.9%0.761%
2/10/2025 Horizon Investments LLC365,157$12.13M0.3%+1.0%0.789%
2/10/2025 Creative Financial Designs Inc. ADV2,891$96K0.0%+115.1%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.97,196$3.24M0.0%+4.3%0.210%
2/10/2025 Montis Financial LLC18,192$606K0.2%-19.4%0.039%
2/10/2025 Commonwealth Equity Services LLC681,401$22.71M0.0%-0.9%1.472%
2/10/2025 CFO4Life Group LLC110,323$3.68M0.6%N/A0.238%
2/7/2025 HighTower Advisors LLC10,516$351K0.0%-9.5%0.023%
2/7/2025 Larson Financial Group LLC2,836$95K0.0%-25.9%0.006%
2/7/2025 Hartford Funds Management Co LLC14,563,743$485.41M44.4%+6.1%31.455%
2/6/2025 Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/6/2025 Steward Partners Investment Advisory LLC1,850$62K0.0%+103.3%0.004%
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2/6/2025 Jones Financial Companies Lllp366,922$12.23M0.0%+80.6%0.792%
2/5/2025 NewEdge Wealth LLC724,676$24.15M0.4%+536.3%1.565%
2/4/2025 Bank of New York Mellon Corp419,178$13.97M0.0%+3.8%0.905%
2/3/2025 Concurrent Investment Advisors LLC56,297$1.88M0.1%-16.3%0.122%
2/3/2025 Private Advisor Group LLC377,758$12.59M0.1%+10.9%0.816%
2/3/2025 Legacy Solutions LLC67,961$2.27M2.5%N/A0.147%
1/31/2025 Global Retirement Partners LLC13,705$457K0.0%-27.8%0.030%
1/31/2025 Cornerstone Advisors Asset Management LLC898,975$29.96M6.5%+10.1%1.942%
1/31/2025 Atria Wealth Solutions Inc.57,977$1.94M0.0%-42.0%0.125%
1/31/2025 Truist Financial Corp467,166$15.57M0.0%+10.0%1.009%
1/31/2025 Sanctuary Advisors LLC900,338$30.16M0.2%+6.5%1.945%
1/30/2025 Allworth Financial LP12,173$406K0.0%-5.9%0.026%
1/30/2025 Catalyst Financial Partners LLC271,628$9.05M1.7%N/A0.587%
1/29/2025 Park Capital Management LLC WI916,436$30.55M36.6%N/A1.979%
1/28/2025 Sanchez Wealth Management Group272,165$9.07M2.5%+1.9%0.588%
1/28/2025 Wilmington Savings Fund Society FSB5,800$193K0.0%+11.0%0.013%
1/28/2025 Strid Group LLC155,091$5.17M0.8%-0.5%0.335%
1/28/2025 Kingsview Wealth Management LLC7,385$246K0.0%-4.9%0.016%
1/28/2025 Golden State Wealth Management LLC113,453$3.78M0.6%N/A0.245%
1/27/2025 Financial Advocates Investment Management97,244$3.24M0.2%+8.9%0.210%
1/27/2025 Tranquilli Financial Advisor LLC19,620$654K0.4%+7.5%0.042%
1/27/2025 Kathleen S. Wright Associates Inc.97,061$3.24M1.3%+3.8%0.210%
1/24/2025 CENTRAL TRUST Co54,518$1.82M0.0%+29.5%0.118%
1/24/2025 Great Point Wealth Advisors LLC416,883$13.90M3.0%+8.1%0.900%
1/24/2025 Golden State Equity Partners131,670$4.39M0.8%-12.3%0.284%
1/24/2025 Spire Wealth Management758,828$25.29M0.8%-1.0%1.639%
1/24/2025 DAVENPORT & Co LLC86,378$2.88M0.0%+1.6%0.187%
1/24/2025 Brio Consultants LLC442,636$14.75M2.3%+15.0%0.956%
1/23/2025 Strategic Planning Group LLC155,626$5.19M1.0%+34.6%0.336%
1/22/2025 Bensler LLC578,309$19.28M2.3%+8.6%1.249%
1/22/2025 MBE Wealth Management LLC41,786$1.39M0.8%+23.4%0.090%
1/22/2025 IRON Financial LLC338,090$11.27M6.3%-3.0%0.730%
1/22/2025 Atticus Wealth Management LLC186,006$6.20M1.9%-47.5%0.402%
1/21/2025 Clarendon Private LLC10,477$349K0.4%N/A0.023%
1/21/2025 Marshall Financial Group LLC639,588$21.32M5.2%+6.4%1.381%
1/17/2025 Janney Montgomery Scott LLC14,500$483K0.0%+2.8%0.031%
1/17/2025 Westside Investment Management Inc.26,750$892K0.2%+4.7%0.058%
1/15/2025 Howard Financial Services LTD.883,880$29.46M4.0%+6.2%1.909%
1/15/2025 Merit Financial Group LLC81,997$2.73M0.0%-3.1%0.177%
1/15/2025 Fermata Advisors LLC13,165$439K0.1%-16.4%0.028%
1/13/2025 Fragasso Financial Advisors Inc849,210$28.30M2.2%+4.8%1.834%
1/10/2025 Wealth Enhancement Advisory Services LLC1,992,823$69.67M0.1%-0.1%4.304%
1/6/2025 Advance Capital Management Inc.516,767$17.22M0.8%+0.3%1.116%
12/26/2024 JPMorgan Chase & Co.35,831$1.25M0.0%-14.5%0.077%
11/25/2024 Wilmington Savings Fund Society FSB5,223$183K0.0%N/A0.011%
11/25/2024 Sanctuary Advisors LLC845,242$28.52M0.2%+57.2%1.826%
11/18/2024 Rehmann Capital Advisory Group248,900$8.74M0.6%+16.1%0.538%
11/15/2024 MML Investors Services LLC67,956$2.38M0.0%+25.6%0.147%
11/15/2024 Laraway Financial Advisors Inc36,845$1.29M1.0%+4.7%0.080%
11/15/2024 MCIA Inc983,533$33.16M7.3%N/A2.124%
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11/15/2024 Jane Street Group LLC46,557$1.63M0.0%N/A0.101%
11/15/2024 Stifel Financial Corp208,091$7.28M0.0%+0.4%0.449%
11/15/2024 HighTower Advisors LLC11,621$405K0.0%N/A0.025%
11/14/2024 Flow Traders U.S. LLC8,709$304K0.0%N/A0.019%
11/14/2024 Captrust Financial Advisors208,403$7.29M0.0%+5.5%0.450%
11/12/2024 Hartford Funds Management Co LLC13,728,066$479.93M44.5%-4.9%29.650%
11/12/2024 Larson Financial Group LLC3,829$134K0.0%-16.4%0.008%
11/12/2024 Kingsview Wealth Management LLC7,763$271K0.0%N/A0.017%
11/12/2024Raymond James Trust N.A.7,557$264K0.0%N/A0.016%
11/6/2024 OneDigital Investment Advisors LLC11,316$396K0.0%-32.1%0.024%
(Data available from 1/1/2016 forward)

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HTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTRB shares?

During the previous two years, 130 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($485.41M), Wealth Enhancement Advisory Services LLC ($64.62M), Bank of America Corp DE ($58.38M), WMS Partners LLC ($48.97M), UBS Group AG ($44.04M), LPL Financial LLC ($43.01M), and WCG Wealth Advisors LLC ($38.13M).Learn more on HTRB's institutional investors.

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

Of the 113 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: Raymond James Financial Inc. ($2.01M), Hartford Funds Management Co LLC ($1.09M), MCIA Inc ($983.53K), Park Capital Management LLC WI ($916.44K), Sanctuary Advisors LLC ($900.34K), UBS Group AG ($809.40K), and LPL Financial LLC ($629.03K).

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

Institutional investors have bought a total of 20,420,215 shares in the last 24 months. This purchase volume represents approximately $685.08M in transactions.

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

Of the 56 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: Hartford Funds Management Co LLC ($706.39K), Marshall Financial Group LLC ($412.35K), Wealth Enhancement Advisory Services LLC ($301.41K), Raymond James & Associates ($282.89K), AE Wealth Management LLC ($228.89K), Atticus Wealth Management LLC ($168.40K), and Brio Consultants LLC ($163.31K).

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

Institutional investors have sold a total of 3,554,790 shares in the last 24 months. This volume of shares sold represents approximately $119.91M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 3/27/2025 by MarketBeat.com Staff
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