HARTFORD TTL RTRN BND ETF (HTRB) Institutional Ownership Changes & 13F Activity
HARTFORD TTL RTRN BND ETF (HTRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Thrivent Financial For Lutherans, Captrust Financial Advisors, Bank Of America Corp, Jones Financial Companies Lllp, and Mariner, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +9,640 | +3.8% | 263,684 | $8.90M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -31,829 | -31.7% | 68,459 | $2.31M | Q2 2026 | Sep 02, 2026 |
| Rehmann Capital Advisory Group | Sell | -21,024 | -4.3% | 469,691 | $15.84M | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -7,630 | -7.6% | 93,289 | $3.15M | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +67,919 | — | 67,919 | $2.29M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,573 | +12.1% | 14,522 | $489.91K | Q2 2026 | Aug 18, 2026 |
| Thrivent Financial For Lutherans | Buy | +1,084,955 | +209.6% | 1,602,540 | $54.06M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +113,789 | +5.7% | 2,097,045 | $70.74M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +100,948 | +13.5% | 850,737 | $28.91M | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | Sell | -77,961 | -9.7% | 722,126 | $24.36M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +76,174 | +20.1% | 454,329 | $15.33M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -31,419 | -2.9% | 1,042,571 | $35.17M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +22,168 | +121.3% | 40,447 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +16,566 | +3.9% | 441,964 | $14.91M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -12,968 | -31.6% | 28,123 | $948.73K | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +7,148 | — | 7,148 | $241.12K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +7,130 | +1.9% | 392,209 | $13.23M | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Sell | -2,160 | -17.5% | 10,191 | $343.78K | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +1,902 | +4.6% | 43,631 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -1,597 | -13.8% | 9,975 | $336.49K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,205 | +10.2% | 13,069 | $440.88K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +950 | — | 950 | $32.05K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +25 | +1.1% | 2,353 | $79.38K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Sell | -154,771 | -26.4% | 431,689 | $14.56M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -92,586 | -46.6% | 106,238 | $3.58M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +63,238 | +21.3% | 360,246 | $12.15M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +15,131 | +6.7% | 242,117 | $8.17M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +7,646 | +0.6% | 1,210,096 | $40.82M | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | Sell | -2,167 | -13.5% | 13,894 | $468.72K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +397 | +33.2% | 1,591 | $53.70K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about HTRB activity
Which institutional owners are buying HTRB?
Institutional owners buying HTRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HTRB activity?
"Buy" means an investor increased their reported position in HTRB compared to the prior reporting period. This reflects growing exposure to HARTFORD TTL RTRN BND ETF (HTRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HTRB increasing?
Institutional interest in HTRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.