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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.42 -0.02 (-0.04%)
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Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$278.30M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$72.36M
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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
1/21/2025Clarendon Private LLC10,477$349K0.4%N/A0.023%
1/21/2025Marshall 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%
12/26/2024JPMorgan Chase & Co.35,831$1.25M0.0%-14.5%0.077%
11/25/2024Wilmington Savings Fund Society FSB5,223$183K0.0%N/A0.011%
11/25/2024Sanctuary Advisors LLC845,242$28.52M0.2%+57.2%1.826%
11/18/2024Rehmann Capital Advisory Group248,900$8.74M0.6%+16.1%0.538%
11/15/2024MML Investors Services LLC67,956$2.38M0.0%+25.6%0.147%
11/15/2024Laraway Financial Advisors Inc36,845$1.29M1.0%+4.7%0.080%
11/15/2024MCIA Inc983,533$33.16M7.3%N/A2.124%
11/15/2024Jane Street Group LLC46,557$1.63M0.0%N/A0.101%
11/15/2024Stifel Financial Corp208,091$7.28M0.0%+0.4%0.449%
11/15/2024HighTower Advisors LLC11,621$405K0.0%N/A0.025%
11/14/2024Flow Traders U.S. LLC8,709$304K0.0%N/A0.019%
11/14/2024Captrust Financial Advisors208,403$7.29M0.0%+5.5%0.450%
11/12/2024Hartford Funds Management Co LLC13,728,066$479.93M44.5%-4.9%29.650%
11/12/2024Larson Financial Group LLC3,829$134K0.0%-16.4%0.008%
11/12/2024Kingsview Wealth Management LLC7,763$271K0.0%N/A0.017%
11/12/2024Raymond James Trust N.A.7,557$264K0.0%N/A0.016%
11/6/2024OneDigital Investment Advisors LLC11,316$396K0.0%-32.1%0.024%
11/1/2024Bensler LLC532,392$18.61M2.3%+9.3%1.150%
10/31/2024Concurrent Investment Advisors LLC67,268$2.35M0.1%-43.2%0.145%
10/28/2024IRON Financial LLC348,537$12.19M6.6%-1.9%0.753%
10/25/2024Financial Advocates Investment Management89,271$3.12M0.2%+6.6%0.193%
10/25/2024Golden State Equity Partners135,350$4.73M1.1%-9.2%0.292%
10/24/2024 Wealth Enhancement Advisory Services LLC1,994,475$69.73M0.1%+0.5%4.308%
10/23/2024Allworth Financial LP12,942$452K0.0%-5.9%0.028%
10/23/2024CENTRAL TRUST Co42,104$1.47M0.0%+4.8%0.091%
10/22/2024Private Advisor Group LLC340,622$11.91M0.1%+113.9%0.736%
10/21/2024MBE Wealth Management LLC33,864$1.18M0.7%N/A0.073%
10/18/2024Raymond James & Associates271,041$9.48M0.0%+193.7%0.585%
10/17/2024Strid Group LLC155,814$5.45M0.8%+0.3%0.337%
10/16/2024Marshall Financial Group LLC601,097$21.01M5.0%+27.9%1.298%
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10/16/2024Global Retirement Partners LLC18,986$664K0.0%+26.4%0.041%
10/11/2024Kathleen S. Wright Associates Inc.93,506$3.27M1.3%+0.3%0.202%
10/10/2024Montis Financial LLC22,563$789K0.3%N/A0.049%
10/10/2024Simplicity Wealth LLC12,936$452K0.0%-51.8%0.028%
10/9/2024 Fermata Advisors LLC15,750$551K0.1%-9.4%0.034%
10/8/2024CWM LLC5,717$200K0.0%-25.9%0.012%
10/8/2024 Howard Financial Services LTD.832,015$29.09M4.2%+9.1%1.797%
10/8/2024 Advance Capital Management Inc.515,075$18.01M0.8%+34.4%1.112%
10/7/2024 Fragasso Financial Advisors Inc810,298$28.33M2.2%+3.1%1.750%
10/5/2024 Inspirion Wealth Advisors LLC21,426$749K0.1%-2.7%0.046%
10/2/2024 Stonehearth Capital Management LLC9,213$322K0.1%+27.2%0.020%
9/5/2024Sanctuary Advisors LLC537,798$17.61M0.1%N/A1.162%
8/21/2024Truist Financial Corp800,531$26.81M0.0%+41.8%1.729%
8/16/2024Northwestern Mutual Wealth Management Co.348,406$11.67M0.0%+8.8%0.752%
8/13/2024AE Wealth Management LLC9,403$315K0.0%-18.5%0.020%
8/12/2024WCG Wealth Advisors LLC1,138,666$38.13M2.8%+44.9%2.459%
8/8/2024Envestnet Asset Management Inc.691,499$23.16M0.0%+39.4%1.494%
8/5/2024Private Advisor Group LLC159,263$5.33M0.0%+554.2%0.344%
8/2/2024Larson Financial Group LLC4,581$153K0.0%N/A0.010%
7/31/2024Spire Wealth Management770,495$25.71M0.9%-3.4%1.664%
7/31/2024Commonwealth Equity Services LLC643,250$21.54M0.0%+11.7%1.389%
7/31/2024Concurrent Investment Advisors LLC118,515$3.97M0.1%N/A0.256%
7/30/2024Wolf Group Capital Advisors24,159$809K0.3%N/A0.052%
7/30/2024Golden State Equity Partners149,050$4.99M1.0%N/A0.322%
7/29/2024IRON Financial LLC355,183$11.90M6.7%-1.6%0.767%
7/29/2024Great Point Wealth Advisors LLC384,072$12.86M2.9%+5.1%0.830%
7/29/2024Financial Advocates Investment Management83,719$2.80M0.2%N/A0.181%
7/26/2024Bensler LLC487,102$16.31M2.2%+10.8%1.052%
7/26/2024Bank of New York Mellon Corp416,285$13.94M0.0%-13.2%0.899%
7/24/2024Colton Groome Financial Advisors LLC6,277$210K0.1%-35.9%0.014%
7/22/2024Atria Wealth Solutions Inc.102,022$3.43M0.0%+8.9%0.220%
7/20/2024Raymond James Financial Services Advisors Inc.610,529$20.45M0.0%+46.4%1.319%
7/19/2024Marshall Financial Group LLC470,016$15.74M4.4%-46.0%1.015%
7/19/2024Raymond James & Associates92,279$3.09M0.0%-36.5%0.199%
7/18/2024 Saxon Interests Inc.24,478$820K0.4%+2.7%0.053%
7/17/2024 Westside Investment Management Inc.25,550$856K0.2%+23.4%0.055%
7/17/2024Strid Group LLC155,277$5.20M0.9%-0.8%0.335%
7/16/2024 Wealth Enhancement Advisory Services LLC1,984,317$66.46M0.2%-2.7%4.286%
7/13/2024 Sherrill & Hutchins Financial Advisory Inc8,238$276K0.2%N/A0.018%
7/13/2024 Inspirion Wealth Advisors LLC22,016$737K0.1%+2.8%0.048%
7/12/2024 Howard Financial Services LTD.762,502$25.54M4.2%+20.6%1.647%
7/10/2024Simplicity Wealth LLC26,811$898K0.0%-82.4%0.058%
7/10/2024CWM LLC7,717$258K0.0%-28.2%0.017%
7/9/2024 Fragasso Financial Advisors Inc785,917$26.32M2.2%+23.0%1.697%
7/8/2024 Advance Capital Management Inc.383,232$12.83M0.6%+2.1%0.828%
5/24/2024Cetera Advisors LLC20,846$703K0.0%+16.4%0.045%
5/24/2024Cetera Investment Advisers171,511$5.79M0.0%+237.3%0.370%
5/17/2024Comerica Bank10,950$369K0.0%+7.4%0.024%
5/16/2024WMS Partners LLC1,451,437$48.97M3.4%+26.0%3.135%
5/9/2024Condor Capital Management312,579$10.55M1.0%+60.9%0.675%
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5/6/2024Envestnet Portfolio Solutions Inc.90,490$3.05M0.0%+6.3%0.201%
5/4/2024Glassman Wealth Services3,687$124K0.0%N/A0.008%
5/3/2024Rehmann Capital Advisory Group175,240$5.91M0.4%+49.2%0.389%
5/1/2024 Janney Montgomery Scott LLC14,537$490K0.0%+24.0%0.032%
4/30/2024Private Advisor Group LLC24,345$821K0.0%+7.9%0.054%
4/29/2024Commonwealth Equity Services LLC575,751$19.43M0.0%+4.7%1.277%
4/29/2024Brio Consultants LLC131,709$4.44M0.7%+15.9%0.292%
4/24/2024CENTRAL TRUST Co44,471$1.50M0.0%-28.5%0.099%
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%
(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, 114 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($479.93M), Wealth Enhancement Advisory Services LLC ($69.67M), WMS Partners LLC ($48.97M), UBS Group AG ($44.04M), WCG Wealth Advisors LLC ($38.13M), MCIA Inc ($33.16M), and Financial Planning & Information Services Inc. ($32.34M).Learn more on HTRB's institutional investors.

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

Of the 97 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: MCIA Inc ($983.53K), UBS Group AG ($916.83K), Sanctuary Advisors LLC ($845.24K), Marshall Financial Group LLC ($796.72K), Fragasso Group Inc. ($668.02K), Raymond James Financial Services Advisors Inc. ($610.53K), and Commonwealth Equity Services LLC ($561.42K).

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

Institutional investors have bought a total of 15,133,972 shares in the last 24 months. This purchase volume represents approximately $508.40M in transactions.

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

Of the 49 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), AE Wealth Management LLC ($519.36K), Marshall Financial Group LLC ($412.35K), Raymond James & Associates ($282.89K), Destiny Wealth Partners LLC ($257.98K), Wealth Enhancement Advisory Services LLC ($245.70K), and Brio Consultants LLC ($240.06K).

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

Institutional investors have sold a total of 3,877,767 shares in the last 24 months. This volume of shares sold represents approximately $130.47M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 1/22/2025 by MarketBeat.com Staff
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