HARTFORD TTL RTRN BND ETF HTRB
$33.70
+0.1% 52w: $31.96 – $34.06
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.9633.0134.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
128
+1 QoQ
13F value
$1.88B
+10.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HTRB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | Wealth advisor | 13.0M | $437.2M | 38.0% | -6.7% |
| BANK OF MONTREAL /CAN/ | Bank broker | 8.7M | $292.3M | 0.1% | +68189.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.4M | $82.3M | 0.1% | -3.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $66.9M | 0.0% | +1.0% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 1.4M | $47.8M | 2.6% | +11.5% |
| Mountain Capital Investment Advisors Inc. | Wealth advisor | 1.2M | $42.0M | 6.2% | +3.0% |
| LPL Financial LLC | Bank broker | 1.2M | $41.3M | 0.0% | -34.2% |
| HB Wealth Management, LLC | Wealth advisor | 1.2M | $40.8M | 0.3% | -13.2% |
| UBS Group AG | Bank broker | 1.2M | $40.6M | 0.0% | +6.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.1M | $38.4M | 0.1% | -35.2% |
| Park Capital Management, LLC / WI | Wealth advisor | 1.1M | $36.8M | 35.8% | +9.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $36.2M | 0.0% | -28.1% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 1.0M | $33.9M | 5.2% | +3.6% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 988.0K | $33.3M | 3.8% | +6.6% |
| HighTower Advisors, LLC | Diversified mechanical | 984.9K | $33.2M | 0.0% | -17.9% |
| Fragasso Financial Advisors Inc | Wealth advisor | 915.2K | $31.0M | 1.9% | +7.4% |
| Berger Financial Group, Inc | Wealth advisor | 891.9K | $30.1M | 1.7% | -0.5% |
| National Philanthropic Trust | Other | 800.1K | $27.0M | 0.3% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 749.8K | $25.2M | 0.0% | +12.7% |
| Spire Wealth Management | Wealth advisor | 714.4K | $24.1M | 0.8% | +7.4% |
| CATALYST FINANCIAL PARTNERS LLC | Wealth advisor | 711.4K | $24.0M | 2.8% | +8.4% |
| Great Point Wealth Advisors, LLC | Wealth advisor | 655.9K | $22.1M | 4.1% | +0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 624.3K | $21.1M | 0.0% | -0.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 586.5K | $19.8M | 0.0% | +38.2% |
| Brio Consultants, LLC | Wealth advisor | 527.2K | $17.8M | 2.2% | +1.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 517.6K | $17.5M | 0.0% | -54.2% |
| Rehmann Capital Advisory Group | Wealth advisor | 490.7K | $16.6M | 0.9% | +16.2% |
| JPMORGAN CHASE & CO | Bank broker | 480.3K | $16.2M | 0.0% | +7.3% |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 474.7K | $16.0M | 4.3% | -1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 462.2K | $15.6M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 425.4K | $14.4M | 0.0% | +11.0% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 404.0K | $13.6M | 1.1% | +3.8% |
| WCG Wealth Advisors LLC | Wealth advisor | 385.1K | $13.0M | 0.4% | -79.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 378.2K | $12.8M | 0.0% | +45.4% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | Wealth advisor | 350.8K | $11.8M | 9.7% | +1373.0% |
| Bensler, LLC | Other | 325.8K | $11.0M | 1.1% | -23.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 297.0K | $10.0M | 0.1% | +14090.5% |
| Private Advisor Group, LLC | Wealth advisor | 274.3K | $9.3M | 0.0% | -2.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 254.0K | $8.6M | 0.1% | +1788.1% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 248.7K | $8.4M | 2.5% | +1.8% |
| IRON Financial LLC | Wealth advisor | 246.2K | $8.3M | 3.6% | -1.4% |
| Sanchez Wealth Management Group | Wealth advisor | 245.8K | $8.3M | 1.8% | +2.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 227.0K | $7.7M | 0.0% | +6.6% |
| Mariner, LLC | Diversified mechanical | 198.8K | $6.7M | 0.0% | +91.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 179.0K | $6.0M | 0.0% | +5.4% |
| Apella Capital, LLC | Wealth advisor | 165.6K | $5.7M | 0.1% | +14.6% |
| Strid Group, LLC | Wealth advisor | 158.7K | $5.4M | 0.7% | +3.6% |
| Independent Advisor Alliance | Wealth advisor | 156.1K | $5.3M | 0.1% | New |
| Integrity Financial Corp /WA | Wealth advisor | 154.9K | $5.2M | 2.6% | +0.9% |
| Freedom Financial Partners LLC | Wealth advisor | 138.4K | $4.7M | 1.7% | +7.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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