HARTFORD TTL RTRN BND ETF (HTRB) Institutional Shareholders
HARTFORD TTL RTRN BND ETF (HTRB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.82B in HTRB holdings during the latest filing period.
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 $450.58M, representing an estimated loss of -2.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
119
Total Reported Value
$1.82B
Largest Holder
Hartford Funds Management Co Llc
Largest Position
$462.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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 | $450,581,966 | -$12,138,966 | -2.62% | |
| Bank Of Montreal | 0.12% | 9,895,819 | $333,835,454 | $325,077,654 | -$8,757,800 | -2.62% | |
| Bank Of America Corp | 0.00% | 2,097,045 | $70,743,805 | $68,887,928 | -$1,855,877 | -2.62% | |
| Thrivent Financial For Lutherans | 0.09% | 1,602,540 | $54,061,000 | $52,643,439 | -$1,417,561 | -2.62% | |
| Evolve Private Wealth, Llc | 3.12% | 1,508,341 | $51,084,432 | $49,549,002 | -$1,535,430 | -3.01% | |
| Lpl Financial Llc | 0.01% | 1,443,464 | $48,695,259 | $47,417,792 | -$1,277,467 | -2.62% | |
| Mountain Capital Investment Advisors Inc. | 6.35% | 1,322,766 | $44,623,529 | $43,452,863 | -$1,170,666 | -2.62% | |
| Ubs Group Ag | 0.01% | 1,210,096 | $40,822,589 | $39,751,654 | -$1,070,935 | -2.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 1,132,219 | $37,985,946 | $37,193,394 | -$792,552 | -2.09% | |
| Hb Wealth Management, Llc | 0.20% | 1,077,974 | $36,365,456 | $35,411,446 | -$954,010 | -2.62% | |
| Raymond James Financial Inc | 0.01% | 1,042,571 | $35,171,149 | $34,248,457 | -$922,692 | -2.62% | |
| Howard Financial Services, Ltd. | 3.42% | 1,016,250 | $34,283,195 | $33,383,813 | -$899,383 | -2.62% | |
| Berger Financial Group, Inc | 1.69% | 978,480 | $33,009,011 | $32,143,068 | -$865,943 | -2.62% | |
| Fragasso Financial Advisors Inc | 1.70% | 945,414 | $31,893,550 | $31,056,850 | -$836,700 | -2.62% | |
| Cornerstone Advisors Asset Management, Llc | 4.16% | 943,797 | $31,838,991 | $31,003,731 | -$835,260 | -2.62% | |
| Jones Financial Companies Lllp | 0.01% | 850,737 | $28,908,025 | $27,946,710 | -$961,315 | -3.33% | |
| Catalyst Financial Partners Llc | 2.51% | 750,389 | $25,314,383 | $24,650,279 | -$664,104 | -2.62% | |
| National Philanthropic Trust | 0.35% | 722,126 | $24,360,921 | $23,721,839 | -$639,082 | -2.62% | |
| Spire Wealth Management | 0.73% | 713,501 | $24,073,471 | $23,438,508 | -$634,963 | -2.64% | |
| Great Point Wealth Advisors, Llc | 3.75% | 687,937 | $23,207,567 | $22,598,730 | -$608,837 | -2.62% | |
| Commonwealth Equity Services, Llc | 0.03% | 634,309 | $21,398,410 | $20,837,051 | -$561,359 | -2.62% | |
| Brio Consultants, Llc | 2.09% | 528,257 | $17,820,758 | $17,353,242 | -$467,516 | -2.62% | |
| Atticus Wealth Management, Llc | 4.08% | 507,709 | $17,127,580 | $16,678,241 | -$449,339 | -2.62% | |
| Jpmorgan Chase & Co | 0.00% | 503,037 | $17,032,833 | $16,524,765 | -$508,068 | -2.98% | |
| Rehmann Capital Advisory Group | 0.73% | 469,691 | $15,841,187 | $15,429,349 | -$411,838 | -2.60% | |
| Osaic Holdings, Inc. | 0.02% | 454,329 | $15,328,745 | $14,924,708 | -$404,037 | -2.64% | |
| Royal Bank Of Canada | 0.00% | 441,964 | $14,910,000 | $14,518,517 | -$391,483 | -2.63% | |
| Captrust Financial Advisors | 0.02% | 431,689 | $14,563,044 | $14,180,984 | -$382,060 | -2.62% | |
| Condor Capital Management | 1.07% | 421,983 | $14,235,604 | $13,862,142 | -$373,462 | -2.62% | |
| Prairieview Wealth Partners, Llc | 10.00% | 396,778 | $13,385,307 | $13,034,157 | -$351,150 | -2.62% | |
| Wcg Wealth Advisors Llc | 0.31% | 392,209 | $13,231,182 | $12,884,066 | -$347,116 | -2.62% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 360,246 | $12,152,900 | $11,834,081 | -$318,819 | -2.62% | |
| Bensler, Llc | 0.87% | 292,610 | $9,871,204 | $9,612,239 | -$258,966 | -2.62% | |
| Private Advisor Group, Llc | 0.04% | 283,260 | $9,555,767 | $9,305,091 | -$250,676 | -2.62% | |
| Integrated Wealth Concepts Llc | 0.06% | 263,684 | $8,895,392 | $8,662,019 | -$233,373 | -2.62% | |
| Sanchez Wealth Management Group | 1.54% | 259,710 | $8,761,300 | $8,531,474 | -$229,827 | -2.62% | |
| Private Client Services, Llc | 2.20% | 248,705 | $8,390,078 | $8,169,959 | -$220,119 | -2.62% | |
| Sanctuary Advisors, Llc | 0.04% | 242,117 | $8,167,817 | $7,953,543 | -$214,274 | -2.62% | |
| Iron Financial Llc | 2.70% | 194,088 | $6,547,550 | $6,375,791 | -$171,759 | -2.62% | |
| Apella Capital, Llc | 0.09% | 183,718 | $6,168,330 | $6,035,136 | -$133,194 | -2.16% | |
| Stifel Financial Corp | 0.01% | 178,470 | $6,020,733 | $5,862,740 | -$157,994 | -2.62% | |
| Integrity Financial Corp | 2.78% | 171,669 | $5,813,507 | $5,639,327 | -$174,180 | -3.00% | |
| Strid Group, Llc | 0.61% | 163,558 | $5,517,637 | $5,372,880 | -$144,757 | -2.62% | |
| Mbe Wealth Management, Llc | 1.93% | 162,492 | $5,481,667 | $5,337,862 | -$143,805 | -2.62% | |
| Freedom Financial Partners Llc | 1.53% | 138,907 | $4,686,032 | $4,563,095 | -$122,937 | -2.62% | |
| United Advisor Group, Llc | 0.50% | 138,512 | $4,672,707 | $4,550,119 | -$122,588 | -2.62% | |
| Cfo4Life Group, Llc | 0.56% | 123,973 | $4,182,218 | $4,072,513 | -$109,705 | -2.62% | |
| Cetera Investment Advisers | 0.00% | 115,905 | $3,910,036 | $3,807,479 | -$102,557 | -2.62% | |
| Mariner, Llc | 0.00% | 106,238 | $3,583,955 | $3,489,918 | -$94,037 | -2.62% | |
| Central Trust Co | 0.06% | 96,127 | $3,242,846 | $3,157,772 | -$85,074 | -2.62% |
Frequently asked questions about HTRB
Who owns the most HTRB stock?
The largest holders of HTRB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD TTL RTRN BND ETF (HTRB).
Is HTRB widely held by superinvestors?
Many widely followed stocks like HTRB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HTRB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.