Free Trial
→ Missed the Run So Far? This Is Your Second Chance (From Crypto Swap Profits) (Ad) Free HTRB Stock Alerts

Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.54 +0.03 (+0.09%)
Closing price 04:10 PM Eastern
Extended Trading
$33.54 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$577.23M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$163.16M
Get HTRB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Hartford Total Return Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HTRB Institutional Buying and Selling by Quarter

Hartford Total Return Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025HB Wealth Management LLC1,786,415$60.51M0.5%-8.5%2.982%
7/17/2025Janney Montgomery Scott LLC11,500$390K0.0%-8.0%0.019%
7/17/2025Montis Financial LLC12,675$429K0.1%-20.6%0.021%
7/16/2025MBE Wealth Management LLC78,856$2.67M1.2%+3.7%0.132%
7/15/2025 Legacy Solutions LLC73,107$2.48M2.4%+1.8%0.122%
7/14/2025 Strategic Planning Group LLC175,818$5.96M1.0%+1.0%0.294%
7/10/2025 Marshall Financial Group LLC120,639$4.06M0.8%-80.9%0.201%
7/10/2025 Park Capital Management LLC WI879,096$29.78M27.6%+2.2%1.468%
7/10/2025 Wealth Enhancement Advisory Services LLC1,815,048$61.22M0.1%-2.2%3.030%
7/10/2025 Atticus Wealth Management LLC352,805$11.95M3.2%+3.7%0.589%
7/10/2025 Sovran Advisors LLC22,659$762K0.1%+69.5%0.038%
7/9/2025 Fragasso Financial Advisors Inc738,126$25M1.7%-16.2%1.232%
7/8/2025 Advance Capital Management Inc.487,095$16.50M0.7%+9.1%0.815%
7/8/2025 Apella Capital LLC11,754$395K0.0%N/A0.020%
7/2/2025 Howard Financial Services LTD.885,861$30.00M3.9%+2.0%1.485%
7/1/2025 Private Client Services LLC107,422$3.64M1.4%+59.5%0.180%
5/19/2025Jane Street Group LLC136,737$4.63M0.0%-17.4%0.231%
5/16/2025Prostatis Group LLC183,637$6.22M2.0%-6.9%0.310%
5/16/2025NewEdge Advisors LLC209,093$7.08M0.0%+3.3%0.353%
5/16/2025Integrated Wealth Concepts LLC71,535$2.42M0.0%+902.2%0.121%
5/15/2025Royal Bank of Canada169,888$5.75M0.0%+4.8%0.287%
5/15/2025MAI Capital Management10,516$356K0.0%-48.2%0.018%
5/15/2025Baird Financial Group Inc.88,194$2.99M0.0%+15.8%0.149%
5/15/2025OLD Mission Capital LLC48,501$1.64M0.0%-71.7%0.082%
5/14/2025WCG Wealth Advisors LLC815,047$27.60M2.1%-16.2%1.377%
5/14/2025Northwestern Mutual Wealth Management Co.989,719$33.51M0.0%+7.3%1.672%
5/14/2025Flow Traders U.S. LLC16,438$557K0.0%-75.5%0.028%
5/13/2025Raymond James Financial Inc.1,451,639$49.15M0.0%+44.3%2.452%
5/13/2025MSH Capital Advisors LLC32,221$1.09M0.3%-32.8%0.054%
5/13/2025HighTower Advisors LLC1,685,123$57.06M0.1%+15,924.4%2.846%
5/12/2025Berger Financial Group Inc788,276$26.69M1.9%+20.9%1.332%
5/12/2025Condor Capital Management363,552$12.31M1.1%+3.2%0.614%
5/9/2025Atria Wealth Solutions Inc.29,277$995K0.0%-49.5%0.049%
5/9/2025NewEdge Wealth LLC742,507$25.14M0.5%+2.5%1.254%
5/9/2025Commonwealth Equity Services LLC657,323$22.26M0.0%-3.5%1.110%
5/7/2025Clarendon Private LLC11,230$380K0.4%+7.2%0.019%
5/7/2025LPL Financial LLC1,238,086$41.92M0.0%-4.1%2.091%
5/7/2025HB Wealth Management LLC1,951,956$66.09M0.6%N/A3.297%
5/6/2025Cetera Investment Advisers154,848$5.24M0.0%-23.4%0.262%
5/6/2025Kathleen S. Wright Associates Inc.99,348$3.36M1.3%+2.4%0.168%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
5/6/2025Hartford Funds Management Co LLC13,642,385$461.93M41.7%-6.3%23.045%
5/5/2025Kestra Private Wealth Services LLC10,415$353K0.0%N/A0.018%
5/5/2025Private Advisor Group LLC376,340$12.74M0.1%-0.4%0.636%
5/2/2025Kingsview Wealth Management LLC40,368$1.37M0.0%+446.6%0.068%
5/2/2025Montis Financial LLC15,955$540K0.2%-12.3%0.027%
5/2/2025Catalyst Financial Partners LLC518,735$17.56M3.2%+91.0%0.876%
5/1/2025CWM LLC10,535$357K0.0%+839.8%0.018%
4/30/2025Allworth Financial LP11,389$383K0.0%-6.4%0.019%
4/30/2025CFO4Life Group LLC122,252$4.14M0.7%+10.8%0.207%
4/30/2025Rehmann Capital Advisory Group417,965$14.15M0.9%+18.4%0.706%
4/29/2025Envestnet Asset Management Inc.525,983$17.81M0.0%-29.5%0.888%
4/29/2025Concurrent Investment Advisors LLC7,019$238K0.0%-87.5%0.012%
4/29/2025OneDigital Investment Advisors LLC7,901$268K0.0%-8.1%0.013%
4/28/2025Mountain Capital Investment Advisors Inc.984,079$33.08M5.9%-1.5%1.672%
4/28/2025Great Point Wealth Advisors LLC532,731$18.04M3.9%+27.8%0.905%
4/28/2025DAVENPORT & Co LLC84,190$2.85M0.0%-2.5%0.143%
4/25/2025Westside Investment Management Inc.23,200$786K0.2%-13.3%0.039%
4/25/2025IRON Financial LLC326,088$11.04M6.2%-3.5%0.554%
4/25/2025Strid Group LLC155,663$5.27M0.8%+0.4%0.265%
4/25/2025 Sovran Advisors LLC13,368$447K0.1%N/A0.023%
4/24/2025Cornerstone Advisors Asset Management LLC885,760$29.99M6.1%-1.5%1.505%
4/24/2025Golden State Wealth Management LLC46,450$1.57M0.2%-59.1%0.079%
4/23/2025Golden State Wealth Management LLC80,348$2.72M0.2%-29.2%0.137%
4/23/2025Spire Wealth Management770,189$26.08M0.8%+1.5%1.309%
4/22/2025 Park Capital Management LLC WI860,142$29.12M34.0%-6.1%1.462%
4/22/2025Cambridge Investment Research Advisors Inc.12,891$436K0.0%-8.3%0.022%
4/22/2025MBE Wealth Management LLC76,059$2.58M1.2%+82.0%0.129%
4/22/2025 Atticus Wealth Management LLC340,154$11.52M3.8%+82.9%0.578%
4/21/2025United Advisor Group LLC21,182$717K0.1%+55.2%0.036%
4/18/2025Wolf Group Capital Advisors40,597$1.38M0.5%N/A0.069%
4/18/2025CENTRAL TRUST Co61,976$2.10M0.1%+13.7%0.105%
4/17/2025Janney Montgomery Scott LLC12,500$423K0.0%-13.8%0.021%
4/16/2025 Wealth Enhancement Advisory Services LLC1,855,302$62.82M0.1%-4.3%3.153%
4/16/2025 Marshall Financial Group LLC631,164$21.37M4.7%-1.3%1.072%
4/16/2025Sanchez Wealth Management Group275,368$9.32M2.5%+1.2%0.468%
4/16/2025Bensler LLC523,294$17.72M2.2%-9.5%0.889%
4/15/2025Simplicity Wealth LLC20,492$694K0.1%N/A0.035%
4/10/2025 Fermata Advisors LLC11,417$387K0.1%-13.3%0.019%
4/10/2025Freedom 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%
3/17/2025 Wealth 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%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
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%
(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, 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 ($461.93M), Wealth Enhancement Advisory Services LLC ($61.22M), HB Wealth Management LLC ($60.51M), Bank of America Corp DE ($58.38M), HighTower Advisors LLC ($57.06M), Raymond James Financial Inc. ($49.15M), and WMS Partners LLC ($48.97M).Learn more on Hartford Total Return Bond ETF's institutional investors.

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

Of the 119 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. ($2.46M), HB Wealth Management LLC ($1.95M), HighTower Advisors LLC ($1.69M), Hartford Funds Management Co LLC ($1.09M), MCIA Inc ($983.53K), Park Capital Management LLC WI ($935.39K), and Sanctuary Advisors LLC ($900.34K).

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

Institutional investors have bought a total of 17,108,764 shares in the last 24 months. This purchase volume represents approximately $577.23M in transactions.

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

Of the 57 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: Hartford Funds Management Co LLC ($1.63M), Marshall Financial Group LLC ($919.31K), Envestnet Asset Management Inc. ($223.07K), Wealth Enhancement Advisory Services LLC ($181.08K), Atticus Wealth Management LLC ($168.40K), HB Wealth Management LLC ($165.54K), and WCG Wealth Advisors LLC ($157.94K).

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

Institutional investors have sold a total of 4,804,343 shares in the last 24 months. This volume of shares sold represents approximately $163.16M in transactions.


Related Companies

This page (NYSEARCA:HTRB) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Here's the last trade you should make before heading out for the weekend tomorrow.
Make this one trade at 2:59 PM on Friday afternoon, and you'll thank me on Monday morning.
Timothy Sykes | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored