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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+9,640+3.8%263,684$8.90MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-31,829-31.7%68,459$2.31MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupSell-21,024-4.3%469,691$15.84MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-7,630-7.6%93,289$3.15MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+67,91967,919$2.29MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,573+12.1%14,522$489.91KQ2 2026Aug 18, 2026
Thrivent Financial For LutheransBuy+1,084,955+209.6%1,602,540$54.06MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+113,789+5.7%2,097,045$70.74MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+100,948+13.5%850,737$28.91MQ2 2026Aug 14, 2026
National Philanthropic TrustSell-77,961-9.7%722,126$24.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+76,174+20.1%454,329$15.33MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-31,419-2.9%1,042,571$35.17MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+22,168+121.3%40,447$1.36MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+16,566+3.9%441,964$14.91MQ2 2026Aug 14, 2026
&PartnersSell-12,968-31.6%28,123$948.73KQ2 2026Aug 14, 2026
Keel Point, LlcBuy+7,1487,148$241.12KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+7,130+1.9%392,209$13.23MQ2 2026Aug 14, 2026
Prostatis Group LlcSell-2,160-17.5%10,191$343.78KQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+1,902+4.6%43,631$1.47MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-1,597-13.8%9,975$336.49KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,205+10.2%13,069$440.88KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+950950$32.05KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+25+1.1%2,353$79.38KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsSell-154,771-26.4%431,689$14.56MQ2 2026Aug 13, 2026
Mariner, LlcSell-92,586-46.6%106,238$3.58MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+63,238+21.3%360,246$12.15MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+15,131+6.7%242,117$8.17MQ2 2026Aug 13, 2026
Ubs Group AgBuy+7,646+0.6%1,210,096$40.82MQ2 2026Aug 13, 2026
Advance Capital Management, Inc.Sell-2,167-13.5%13,894$468.72KQ2 2026Aug 13, 2026
Morgan StanleyBuy+397+33.2%1,591$53.70KQ2 2026Aug 13, 2026
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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.