HCRB Institutional Ownership & Shareholders
HARTFORD CORE BOND ETF (HCRB) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $382.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hartford Funds Management Co Llc is currently the largest disclosed institutional shareholder of HCRB tracked by InsiderSet, reporting ownership valued at approximately $200.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $194.95M, representing an estimated loss of -2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed HCRB value among the investors covered in this analysis. Major shareholders include Hartford Funds Management Co Llc, Apollon Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HARTFORD CORE BOND ETF (HCRB).
This page ranks the largest institutional HCRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$382.17M
Largest Holder
Hartford Funds Management Co Llc
Largest Position
$200.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hartford Funds Management Co Llc | 16.07% | 5,741,406 | $200,871,701 | $194,949,441 | -$5,922,260 | -2.95% | |
| Apollon Wealth Management, Llc | 0.84% | 2,204,757 | $73,506,583 | $74,862,524 | +$1,355,941 | +1.84% | |
| Lpl Financial Llc | 0.01% | 1,328,948 | $46,495,214 | $45,124,429 | -$1,370,785 | -2.95% | |
| Private Advisor Group, Llc | 0.04% | 267,381 | $9,354,753 | $9,078,922 | -$275,831 | -2.95% | |
| Raymond James Financial Inc | 0.00% | 249,277 | $8,721,330 | $8,464,201 | -$257,129 | -2.95% | |
| Allworth Financial Lp | 0.03% | 214,321 | $7,498,338 | $7,277,270 | -$221,068 | -2.95% | |
| Jpmorgan Chase & Co | 0.00% | 161,545 | $5,675,123 | $5,485,260 | -$189,863 | -3.35% | |
| Apollon Financial, Llc | 0.62% | 164,454 | $5,482,899 | $5,584,036 | +$101,137 | +1.84% | |
| &Partners | 0.02% | 153,191 | $5,347,615 | $5,201,600 | -$146,015 | -2.73% | |
| Jones Financial Companies Lllp | 0.00% | 121,794 | $4,291,411 | $4,135,515 | -$155,896 | -3.63% | |
| Osaic Holdings, Inc. | 0.00% | 68,969 | $2,413,122 | $2,341,842 | -$71,280 | -2.95% | |
| Morgan Stanley | 0.00% | 54,391 | $1,902,985 | $1,846,846 | -$56,139 | -2.95% | |
| Goldman Sachs Group Inc | 0.00% | 49,817 | $1,742,922 | $1,691,536 | -$51,386 | -2.95% | |
| Susquehanna International Group, Llp | 0.00% | 47,611 | $1,665,742 | $1,616,632 | -$49,110 | -2.95% | |
| Gladstone Institutional Advisory Llc | 0.05% | 42,954 | $1,502,821 | $1,458,503 | -$44,318 | -2.95% | |
| Jane Street Group, Llc | 0.00% | 33,102 | $1,158,123 | $1,123,978 | -$34,145 | -2.95% | |
| Walleye Partners, Llc | 1.15% | 30,763 | $1,025,638 | $1,044,558 | +$18,920 | +1.84% | |
| Davenport & Co Llc | 0.00% | 28,662 | $955,591 | $973,218 | +$17,627 | +1.84% | |
| Citadel Advisors Llc | 0.00% | 25,561 | $894,290 | $867,924 | -$26,366 | -2.95% | |
| Flow Traders U.S. Llc | 0.02% | 15,895 | $556,000 | $539,715 | -$16,285 | -2.93% | |
| E6 Portfolios, Llc | 0.30% | 11,825 | $394,246 | $401,518 | +$7,272 | +1.84% | |
| Natixis Advisors, Llc | 0.00% | 10,950 | $383,000 | $371,807 | -$11,193 | -2.92% | |
| Berger Financial Group, Inc | 0.02% | 9,451 | $330,665 | $320,909 | -$9,756 | -2.95% | |
| Wpg Advisers, Llc | 0.00% | 70 | $2,334 | $2,377 | +$43 | +1.84% |
Frequently asked questions about HCRB
Who are the largest institutional holders of HCRB?
The largest institutional holders of HCRB reported in the latest SEC Form 13F filings include Hartford Funds Management Co Llc, Apollon Wealth Management, Llc, Lpl Financial Llc, Private Advisor Group, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported HCRB position.
What is HCRB institutional ownership?
This page tracks HCRB positions reported by institutional investment managers through SEC Form 13F. HARTFORD CORE BOND ETF (HCRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HCRB?
InsiderSet currently tracks 24 institutional managers reporting HCRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HCRB shareholders.
How much HCRB stock do institutions own?
Institutional investment managers disclosed approximately $382.17M in HCRB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HCRB institutional ownership last updated?
The latest HCRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HCRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HCRB position after the reporting date.
Are institutions buying or selling HCRB?
Institutional buying and selling can be analyzed by comparing HCRB positions across consecutive 13F reporting periods. InsiderSet's HCRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HCRB ownership changes.
How has HCRB institutional ownership changed over time?
InsiderSet tracks HCRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.