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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.51 +0.06 (+0.18%)
As of 01:58 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)
92
Total
Institutional Inflows
(last 12 months)
$445.59M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$83.86M
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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
4/15/2025Simplicity Wealth LLC20,492$694K0.1%N/A0.035%
4/10/2025 Fermata Advisors LLC11,417$387K0.1%-13.3%0.019%
4/10/2025 Freedom Financial Partners LLC105,329$3.57M1.7%+76.6%0.179%
4/10/2025 Strategic Planning Group LLC174,090$5.90M1.2%+11.9%0.296%
4/9/2025 Inspirion Wealth Advisors LLC20,983$710K0.1%-1.7%0.036%
4/9/2025 Fragasso Financial Advisors Inc880,339$29.81M2.2%+3.7%1.496%
4/9/2025 Advance Capital Management Inc.446,380$15.11M0.7%-13.6%0.759%
4/8/2025 Investors Research Corp876$30K0.0%N/A0.001%
4/8/2025 Private Client Services LLC67,357$2.28M1.1%N/A0.114%
4/8/2025 Legacy Solutions LLC71,848$2.43M2.7%+5.7%0.122%
4/7/2025 Howard Financial Services LTD.868,425$29.41M4.0%-1.7%1.460%
3/21/2025Prostatis Group LLC197,191$6.57M1.9%-0.3%0.327%
3/17/2025Wealth Enhancement Advisory Services LLC1,938,761$64.62M0.1%-2.8%3.218%
2/24/2025United Advisor Group LLC13,645$455K0.1%-11.2%0.029%
2/18/2025First Heartland Consultants Inc.6,040$201K0.0%N/A0.013%
2/17/2025Visionary Wealth Advisors323,237$10.77M0.6%+0.4%0.698%
2/17/2025Cetera Investment Advisers202,230$6.74M0.0%+9.2%0.437%
2/17/2025Captrust Financial Advisors230,106$7.67M0.0%+10.4%0.497%
2/17/2025Citadel Advisors LLC97,057$3.24M0.0%N/A0.210%
2/17/2025Baird Financial Group Inc.76,177$2.54M0.0%-2.7%0.165%
2/17/2025Bank of America Corp DE1,751,602$58.38M0.0%+17.8%3.783%
2/14/2025Keel Point LLC16,938$565K0.0%-21.5%0.037%
2/14/2025Jane Street Group LLC165,639$5.52M0.0%+255.8%0.358%
2/14/2025Rehmann Capital Advisory Group352,932$11.76M0.7%+41.8%0.762%
2/14/2025Berger Financial Group Inc652,200$21.74M1.5%+11.8%1.409%
2/14/2025Integrated Wealth Concepts LLC7,138$238K0.0%N/A0.015%
2/14/2025Stifel Financial Corp217,235$7.24M0.0%+4.4%0.469%
2/14/2025OneDigital Investment Advisors LLC8,598$287K0.0%-24.0%0.019%
2/13/2025MSH Capital Advisors LLC47,978$1.60M0.5%N/A0.104%
2/13/2025NewEdge Advisors LLC202,464$6.75M0.0%+1,663.6%0.437%
2/13/2025Mariner LLC178,971$5.97M0.0%-15.4%0.387%
2/13/2025Rockefeller Capital Management L.P.20,172$672K0.0%N/A0.044%
2/13/2025Mountain Capital Investment Advisors Inc.999,143$33.30M6.9%+1.6%2.158%
2/13/2025Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/13/2025Envestnet Asset Management Inc.745,880$24.86M0.0%-0.4%1.611%
2/13/2025Wells Fargo & Company MN777$26K0.0%-54.6%0.002%
2/12/2025OLD Mission Capital LLC171,087$5.70M0.1%+2,768.7%0.370%
2/12/2025JPMorgan Chase & Co.38,711$1.29M0.0%+8.0%0.084%
2/11/2025LPL Financial LLC1,290,527$43.01M0.0%+23.6%2.787%
2/11/2025Condor Capital Management352,190$11.74M1.0%+1.9%0.761%
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2/10/2025Horizon Investments LLC365,157$12.13M0.3%+1.0%0.789%
2/10/2025Creative Financial Designs Inc. ADV2,891$96K0.0%+115.1%0.006%
2/10/2025Envestnet Portfolio Solutions Inc.97,196$3.24M0.0%+4.3%0.210%
2/10/2025Montis Financial LLC18,192$606K0.2%-19.4%0.039%
2/10/2025Commonwealth Equity Services LLC681,401$22.71M0.0%-0.9%1.472%
2/10/2025CFO4Life Group LLC110,323$3.68M0.6%N/A0.238%
2/7/2025HighTower Advisors LLC10,516$351K0.0%-9.5%0.023%
2/7/2025Larson Financial Group LLC2,836$95K0.0%-25.9%0.006%
2/7/2025Hartford Funds Management Co LLC14,563,743$485.41M44.4%+6.1%31.455%
2/6/2025Raymond James Financial Inc.1,006,184$33.54M0.0%N/A2.173%
2/6/2025Steward Partners Investment Advisory LLC1,850$62K0.0%+103.3%0.004%
2/6/2025Jones Financial Companies Lllp366,922$12.23M0.0%+80.6%0.792%
2/5/2025NewEdge Wealth LLC724,676$24.15M0.4%+536.3%1.565%
2/4/2025Bank of New York Mellon Corp419,178$13.97M0.0%+3.8%0.905%
2/3/2025Concurrent Investment Advisors LLC56,297$1.88M0.1%-16.3%0.122%
2/3/2025Private Advisor Group LLC377,758$12.59M0.1%+10.9%0.816%
2/3/2025 Legacy Solutions LLC67,961$2.27M2.5%N/A0.147%
1/31/2025Global Retirement Partners LLC13,705$457K0.0%-27.8%0.030%
1/31/2025Cornerstone Advisors Asset Management LLC898,975$29.96M6.5%+10.1%1.942%
1/31/2025Atria Wealth Solutions Inc.57,977$1.94M0.0%-42.0%0.125%
1/31/2025Truist Financial Corp467,166$15.57M0.0%+10.0%1.009%
1/31/2025Sanctuary Advisors LLC900,338$30.16M0.2%+6.5%1.945%
1/30/2025Allworth Financial LP12,173$406K0.0%-5.9%0.026%
1/30/2025Catalyst Financial Partners LLC271,628$9.05M1.7%N/A0.587%
1/29/2025Park Capital Management LLC WI916,436$30.55M36.6%N/A1.979%
1/28/2025Sanchez Wealth Management Group272,165$9.07M2.5%+1.9%0.588%
1/28/2025Wilmington Savings Fund Society FSB5,800$193K0.0%+11.0%0.013%
1/28/2025Strid Group LLC155,091$5.17M0.8%-0.5%0.335%
1/28/2025Kingsview Wealth Management LLC7,385$246K0.0%-4.9%0.016%
1/28/2025Golden State Wealth Management LLC113,453$3.78M0.6%N/A0.245%
1/27/2025Financial Advocates Investment Management97,244$3.24M0.2%+8.9%0.210%
1/27/2025Tranquilli Financial Advisor LLC19,620$654K0.4%+7.5%0.042%
1/27/2025Kathleen S. Wright Associates Inc.97,061$3.24M1.3%+3.8%0.210%
1/24/2025CENTRAL TRUST Co54,518$1.82M0.0%+29.5%0.118%
1/24/2025Great Point Wealth Advisors LLC416,883$13.90M3.0%+8.1%0.900%
1/24/2025Golden State Equity Partners131,670$4.39M0.8%-12.3%0.284%
1/24/2025Spire Wealth Management758,828$25.29M0.8%-1.0%1.639%
1/24/2025DAVENPORT & Co LLC86,378$2.88M0.0%+1.6%0.187%
1/24/2025Brio 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%
1/22/2025Bensler LLC578,309$19.28M2.3%+8.6%1.249%
1/22/2025MBE Wealth Management LLC41,786$1.39M0.8%+23.4%0.090%
1/22/2025IRON Financial LLC338,090$11.27M6.3%-3.0%0.730%
1/22/2025Atticus Wealth Management LLC186,006$6.20M1.9%-47.5%0.402%
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%
1/17/2025Janney Montgomery Scott LLC14,500$483K0.0%+2.8%0.031%
1/17/2025Westside 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%
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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%
1/10/2025Wealth 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%
(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, 133 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 116 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 20,235,560 shares in the last 24 months. This purchase volume represents approximately $678.77M in transactions.

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

Of the 58 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 ($189.09K), 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 3,600,410 shares in the last 24 months. This volume of shares sold represents approximately $121.45M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 4/16/2025 by MarketBeat.com Staff
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