HCRB Institutional Ownership
Hartford Core Bond ETF
1W: -0.6%
1M: -3.0%
3M: -4.8%
YTD: -5.3%
1Y: -5.8%
3Y: +10.0%
5Y: -6.9%
$33.31
-0.04 (-0.13%)
Weekly Expected Move ±0.7%
$33
$33
$33
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HCRB
28
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
376M
Total Invested
5
New Positions
14
Increased
9
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | 5,741,406 | $191M | +568,359 | +11.0% | 22Q | SEC ↗ |
| 2 | Apollon Wealth Management, LLC | 1,941,271 | $65M | +397,650 | +25.8% | 10Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,328,948 | $44M | +238,532 | +21.9% | 9Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 267,381 | $9M | +240,531 | +895.8% | 4Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 249,277 | $8M | +232,712 | +1404.8% | 2Q | SEC ↗ |
| 6 | Allworth Financial LP | 214,321 | $7M | -16,727 | -7.2% | 14Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 161,545 | $5M | +1,866 | +1.2% | 12Q | SEC ↗ |
| 8 | &PARTNERS | 153,191 | $5M | +83,598 | +120.1% | 2Q | SEC ↗ |
| 9 | Apollon Financial, LLC | 148,178 | $5M | +6,522 | +4.6% | 10Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 121,794 | $4M | +24,608 | +25.3% | 8Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 68,969 | $2M | -5,198 | -7.0% | 17Q | SEC ↗ |
| 12 | MORGAN STANLEY | 54,391 | $2M | +10,472 | +23.8% | 6Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 49,817 | $2M | +8,932 | +21.8% | 2Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 47,611 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Gladstone Institutional Advisory LLC | 42,954 | $1M | +7,006 | +19.5% | 2Q | SEC ↗ |
| 16 | DAVENPORT & Co LLC | 33,205 | $1M | -761 | -2.2% | 8Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 33,102 | $1M | +2,377 | +7.7% | 7Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 25,561 | $852K | -77,581 | -75.2% | 9Q | SEC ↗ |
| 19 | Walleye Partners, LLC | 16,765 | $559K | +2,857 | +20.5% | 3Q | SEC ↗ |
| 20 | FLOW TRADERS U.S. LLC NEW | 15,895 | $530K | — | +0.0% | 1Q | SEC ↗ |
| 21 | E6 Portfolios, LLC NEW | 14,493 | $483K | — | +0.0% | 1Q | SEC ↗ |
| 22 | NATIXIS ADVISORS, LLC NEW | 10,950 | $365K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Berger Financial Group, Inc | 9,451 | $315K | -256 | -2.6% | 22Q | SEC ↗ |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 3,386 | $113K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 0 | $0K | -150 | -100.0% | 4Q | SEC ↗ |
| 26 | Mariner, LLC | 0 | $0K | -264,026 | -100.0% | 4Q | SEC ↗ |
| 27 | Focus Partners Wealth | 0 | $0K | -10,801 | -100.0% | 5Q | SEC ↗ |
| 28 | Western Wealth Management, LLC | 0 | $0K | -285 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 47,611 | $2M |
| FLOW TRADERS U.S. LLC | 15,895 | $530K |
| E6 Portfolios, LLC | 14,493 | $483K |
| NATIXIS ADVISORS, LLC | 10,950 | $365K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,386 | $113K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 264,026 | $9M |
| Focus Partners Wealth | 10,801 | $360K |
| Western Wealth Management, LLC | 285 | $9K |
| CoreCap Advisors, LLC | 150 | $5K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hartford Funds Management Co LLC | +568,359 | +11.0% | 5,741,406 |
| Apollon Wealth Management, LLC | +397,650 | +25.8% | 1,941,271 |
| Private Advisor Group, LLC | +240,531 | +895.8% | 267,381 |
| LPL Financial LLC | +238,532 | +21.9% | 1,328,948 |
| RAYMOND JAMES FINANCIAL INC | +232,712 | +1404.8% | 249,277 |
| &PARTNERS | +83,598 | +120.1% | 153,191 |
| JONES FINANCIAL COMPANIES LLLP | +24,608 | +25.3% | 121,794 |
| MORGAN STANLEY | +10,472 | +23.8% | 54,391 |
| GOLDMAN SACHS GROUP INC | +8,932 | +21.8% | 49,817 |
| Gladstone Institutional Advisory LL | +7,006 | +19.5% | 42,954 |
| Apollon Financial, LLC | +6,522 | +4.6% | 148,178 |
| Walleye Partners, LLC | +2,857 | +20.5% | 16,765 |
| JANE STREET GROUP, LLC | +2,377 | +7.7% | 33,102 |
| JPMORGAN CHASE & CO | +1,866 | +1.2% | 161,545 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -77,581 | -75.2% | 25,561 |
| Allworth Financial LP | -16,727 | -7.2% | 214,321 |
| OSAIC HOLDINGS, INC. | -5,198 | -7.0% | 68,969 |
| DAVENPORT & Co LLC | -761 | -2.2% | 33,205 |
| Berger Financial Group, Inc | -256 | -2.6% | 9,451 |