HTRB Institutional Ownership & Shareholders
HARTFORD TTL RTRN BND ETF (HTRB) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.77B 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 HTRB tracked by InsiderSet, reporting ownership valued at approximately $462.72M 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 $446.88M, representing an estimated loss of -3.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed HTRB value among the investors covered in this analysis. Major shareholders include Hartford Funds Management Co Llc, Bank Of Montreal, Bank Of America Corp, and several other long-term asset managers with concentrated positions in HARTFORD TTL RTRN BND ETF (HTRB).
This page ranks the largest institutional HTRB 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
116
Total Reported Value
$1.77B
Largest Holder
Hartford Funds Management Co Llc
Largest Position
$462.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | 37.02% | 13,716,346 | $462,720,932 | $446,878,553 | -$15,842,379 | -3.42% | |
| Bank Of Montreal | 0.12% | 9,895,819 | $333,835,454 | $322,405,783 | -$11,429,671 | -3.42% | |
| Bank Of America Corp | 0.00% | 2,097,045 | $70,743,805 | $68,321,726 | -$2,422,079 | -3.42% | |
| Thrivent Financial For Lutherans | 0.09% | 1,602,540 | $54,061,000 | $52,210,753 | -$1,850,247 | -3.42% | |
| Evolve Private Wealth, Llc | 3.12% | 1,508,341 | $51,084,432 | $49,141,750 | -$1,942,682 | -3.80% | |
| Lpl Financial Llc | 0.01% | 1,443,464 | $48,695,259 | $47,028,057 | -$1,667,202 | -3.42% | |
| Mountain Capital Investment Advisors Inc. | 6.35% | 1,322,766 | $44,623,529 | $43,095,716 | -$1,527,813 | -3.42% | |
| Ubs Group Ag | 0.01% | 1,210,096 | $40,822,589 | $39,424,928 | -$1,397,661 | -3.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 1,106,977 | $35,589,300 | $36,065,311 | +$476,011 | +1.34% | |
| Raymond James Financial Inc | 0.01% | 1,042,571 | $35,171,149 | $33,966,963 | -$1,204,186 | -3.42% | |
| Fragasso Financial Advisors Inc | 1.74% | 1,072,020 | $34,486,874 | $34,926,412 | +$439,538 | +1.27% | |
| Howard Financial Services, Ltd. | 3.60% | 1,070,662 | $34,314,731 | $34,882,168 | +$567,437 | +1.65% | |
| Berger Financial Group, Inc | 1.69% | 978,480 | $33,009,011 | $31,878,878 | -$1,130,133 | -3.42% | |
| Cornerstone Advisors Asset Management, Llc | 4.16% | 943,797 | $31,838,991 | $30,748,906 | -$1,090,085 | -3.42% | |
| Jones Financial Companies Lllp | 0.01% | 850,737 | $28,908,025 | $27,717,011 | -$1,191,014 | -4.12% | |
| Catalyst Financial Partners Llc | 2.51% | 750,389 | $25,314,383 | $24,447,674 | -$866,709 | -3.42% | |
| National Philanthropic Trust | 0.35% | 722,126 | $24,360,921 | $23,526,865 | -$834,056 | -3.42% | |
| Great Point Wealth Advisors, Llc | 3.71% | 727,842 | $23,327,346 | $23,713,092 | +$385,746 | +1.65% | |
| Commonwealth Equity Services, Llc | 0.03% | 667,208 | $21,384,030 | $21,737,637 | +$353,607 | +1.65% | |
| Hb Wealth Management, Llc | 0.10% | 613,786 | $19,671,854 | $19,997,148 | +$325,294 | +1.65% | |
| Brio Consultants, Llc | 2.09% | 528,257 | $17,820,758 | $17,210,613 | -$610,145 | -3.42% | |
| Jpmorgan Chase & Co | 0.00% | 503,037 | $17,032,833 | $16,388,945 | -$643,888 | -3.78% | |
| Rehmann Capital Advisory Group | 0.73% | 469,691 | $15,841,187 | $15,302,533 | -$538,654 | -3.40% | |
| Osaic Holdings, Inc. | 0.02% | 454,329 | $15,328,745 | $14,802,039 | -$526,706 | -3.44% | |
| Royal Bank Of Canada | 0.00% | 441,964 | $14,910,000 | $14,399,187 | -$510,813 | -3.43% | |
| Captrust Financial Advisors | 0.02% | 431,689 | $14,563,044 | $14,064,428 | -$498,616 | -3.42% | |
| Condor Capital Management | 1.07% | 421,983 | $14,235,604 | $13,748,206 | -$487,398 | -3.42% | |
| Prairieview Wealth Partners, Llc | 10.00% | 396,778 | $13,385,307 | $12,927,027 | -$458,280 | -3.42% | |
| Wcg Wealth Advisors Llc | 0.31% | 392,209 | $13,231,182 | $12,778,169 | -$453,013 | -3.42% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 360,246 | $12,152,900 | $11,736,815 | -$416,085 | -3.42% | |
| Spire Wealth Management | 0.35% | 362,175 | $11,607,696 | $11,799,662 | +$191,966 | +1.65% | |
| Concurrent Investment Advisors, Llc | 0.08% | 361,605 | $11,589,455 | $11,781,091 | +$191,636 | +1.65% | |
| Bensler, Llc | 0.87% | 292,610 | $9,871,204 | $9,533,234 | -$337,970 | -3.42% | |
| Private Advisor Group, Llc | 0.04% | 283,260 | $9,555,767 | $9,228,611 | -$327,156 | -3.42% | |
| Integrated Wealth Concepts Llc | 0.06% | 263,684 | $8,895,392 | $8,590,825 | -$304,567 | -3.42% | |
| Private Client Services, Llc | 2.28% | 264,447 | $8,475,511 | $8,615,683 | +$140,172 | +1.65% | |
| Sanctuary Advisors, Llc | 0.04% | 242,117 | $8,167,817 | $7,888,172 | -$279,645 | -3.42% | |
| Apella Capital, Llc | 0.09% | 229,886 | $7,367,834 | $7,489,686 | +$121,852 | +1.65% | |
| Iron Financial Llc | 2.62% | 196,112 | $6,285,405 | $6,389,329 | +$103,924 | +1.65% | |
| Stifel Financial Corp | 0.01% | 178,470 | $6,020,733 | $5,814,553 | -$206,180 | -3.42% | |
| Integrity Financial Corp | 2.78% | 171,669 | $5,813,507 | $5,592,976 | -$220,531 | -3.79% | |
| Mbe Wealth Management, Llc | 1.91% | 169,452 | $5,430,929 | $5,520,746 | +$89,817 | +1.65% | |
| Strid Group, Llc | 0.58% | 167,278 | $5,361,248 | $5,449,917 | +$88,669 | +1.65% | |
| Freedom Financial Partners Llc | 1.53% | 146,086 | $4,682,051 | $4,759,482 | +$77,431 | +1.65% | |
| United Advisor Group, Llc | 0.50% | 138,512 | $4,672,707 | $4,512,721 | -$159,986 | -3.42% | |
| Cfo4Life Group, Llc | 0.56% | 123,973 | $4,182,218 | $4,039,040 | -$143,178 | -3.42% | |
| Cetera Investment Advisers | 0.00% | 115,905 | $3,910,036 | $3,776,185 | -$133,851 | -3.42% | |
| Mariner, Llc | 0.00% | 106,238 | $3,583,955 | $3,461,234 | -$122,721 | -3.42% | |
| Central Trust Co | 0.06% | 96,127 | $3,242,846 | $3,131,818 | -$111,028 | -3.42% | |
| Legacy Solutions, Llc | 2.45% | 100,256 | $3,213,198 | $3,266,340 | +$53,142 | +1.65% |
Frequently asked questions about HTRB
Who are the largest institutional holders of HTRB?
The largest institutional holders of HTRB reported in the latest SEC Form 13F filings include Hartford Funds Management Co Llc, Bank Of Montreal, Bank Of America Corp, Thrivent Financial For Lutherans, and Evolve Private Wealth, Llc. InsiderSet ranks institutional holders by their latest reported HTRB position.
What is HTRB institutional ownership?
This page tracks HTRB positions reported by institutional investment managers through SEC Form 13F. HARTFORD TTL RTRN BND ETF (HTRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTRB?
InsiderSet currently tracks 116 institutional managers reporting HTRB 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 HTRB shareholders.
How much HTRB stock do institutions own?
Institutional investment managers disclosed approximately $1.77B in HTRB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTRB institutional ownership last updated?
The latest HTRB 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 HTRB 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 HTRB position after the reporting date.
Are institutions buying or selling HTRB?
Institutional buying and selling can be analyzed by comparing HTRB positions across consecutive 13F reporting periods. InsiderSet's HTRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTRB ownership changes.
How has HTRB institutional ownership changed over time?
InsiderSet tracks HTRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.