HTRB Institutional Ownership
Hartford Total Return Bond ETF
1W: -0.7%
1M: -3.0%
3M: -5.0%
YTD: -5.4%
1Y: -6.1%
3Y: +10.3%
5Y: -6.5%
$32.07
-0.04 (-0.12%)
Weekly Expected Move ±0.8%
$32
$32
$32
$32
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HTRB
139
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
10
New Positions
57
Increased
59
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (146 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | 13,716,346 | $440M | +757,553 | +5.8% | 32Q | SEC ↗ |
| 2 | BANK OF MONTREAL /CAN | 9,895,819 | $317M | +1,231,316 | +14.2% | 3Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,698,637 | $87M | +259,189 | +10.6% | 28Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,097,045 | $67M | +113,789 | +5.7% | 15Q | SEC ↗ |
| 5 | Thrivent Financial for Lutherans | 1,602,540 | $51M | +1,084,955 | +209.6% | 5Q | SEC ↗ |
| 6 | EVOLVE PRIVATE WEALTH, LLC | 1,508,341 | $48M | +92,428 | +6.5% | 3Q | SEC ↗ |
| 7 | LPL Financial LLC | 1,443,464 | $46M | +219,519 | +17.9% | 28Q | SEC ↗ |
| 8 | Mountain Capital Investment Advisors I | 1,322,766 | $42M | +87,428 | +7.1% | 8Q | SEC ↗ |
| 9 | UBS Group AG | 1,210,096 | $39M | +7,646 | +0.6% | 23Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,132,219 | $36M | -3,624 | -0.3% | 12Q | SEC ↗ |
| 11 | HB Wealth Management, LLC | 1,077,974 | $35M | -132,197 | -10.9% | 6Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,042,571 | $33M | -31,419 | -2.9% | 7Q | SEC ↗ |
| 13 | HOWARD FINANCIAL SERVICES, LTD. | 1,016,250 | $33M | +28,214 | +2.9% | 23Q | SEC ↗ |
| 14 | Berger Financial Group, Inc | 978,480 | $31M | +86,608 | +9.7% | 22Q | SEC ↗ |
| 15 | Fragasso Financial Advisors Inc | 945,414 | $30M | +30,232 | +3.3% | 15Q | SEC ↗ |
| 16 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 943,797 | $30M | -61,198 | -6.1% | 18Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 908,214 | $29M | -76,672 | -7.8% | 8Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 850,737 | $27M | +100,948 | +13.5% | 9Q | SEC ↗ |
| 19 | CATALYST FINANCIAL PARTNERS LLC | 750,389 | $24M | +38,991 | +5.5% | 7Q | SEC ↗ |
| 20 | National Philanthropic Trust | 722,126 | $23M | -77,961 | -9.7% | 2Q | SEC ↗ |
| 21 | Spire Wealth Management | 713,501 | $23M | -868 | -0.1% | 22Q | SEC ↗ |
| 22 | Great Point Wealth Advisors, LLC | 687,937 | $22M | +32,031 | +4.9% | 4Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 634,309 | $20M | +9,962 | +1.6% | 27Q | SEC ↗ |
| 24 | Brio Consultants, LLC | 528,257 | $17M | +1,073 | +0.2% | 16Q | SEC ↗ |
| 25 | ATTICUS WEALTH MANAGEMENT, LLC | 507,709 | $16M | +33,006 | +7.0% | 8Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 503,037 | $16M | +22,734 | +4.7% | 13Q | SEC ↗ |
| 27 | Rehmann Capital Advisory Group | 469,691 | $15M | -21,024 | -4.3% | 16Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 454,329 | $15M | +76,174 | +20.1% | 21Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 441,964 | $14M | +16,566 | +3.9% | 31Q | SEC ↗ |
| 30 | CAPTRUST FINANCIAL ADVISORS | 431,689 | $14M | -154,771 | -26.4% | 13Q | SEC ↗ |
| 31 | CONDOR CAPITAL MANAGEMENT | 421,983 | $14M | +17,939 | +4.4% | 11Q | SEC ↗ |
| 32 | PRAIRIEVIEW WEALTH PARTNERS, LLC | 396,778 | $13M | +45,991 | +13.1% | 5Q | SEC ↗ |
| 33 | WCG Wealth Advisors LLC | 392,209 | $13M | +7,130 | +1.9% | 17Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 360,246 | $12M | +63,238 | +21.3% | 8Q | SEC ↗ |
| 35 | Bensler, LLC | 292,610 | $9M | -33,195 | -10.2% | 11Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 283,260 | $9M | +9,010 | +3.3% | 12Q | SEC ↗ |
| 37 | Integrated Wealth Concepts LLC | 263,684 | $8M | +9,640 | +3.8% | 7Q | SEC ↗ |
| 38 | Sanchez Wealth Management Group | 259,710 | $8M | +13,923 | +5.7% | 8Q | SEC ↗ |
| 39 | PRIVATE CLIENT SERVICES, LLC | 248,705 | $8M | +9 | +0.0% | 6Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 242,117 | $8M | +15,131 | +6.7% | 5Q | SEC ↗ |
| 41 | IRON Financial LLC | 194,088 | $6M | -52,063 | -21.2% | 27Q | SEC ↗ |
| 42 | Apella Capital, LLC | 183,718 | $6M | +18,112 | +10.9% | 5Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 178,470 | $6M | -494 | -0.3% | 26Q | SEC ↗ |
| 44 | Integrity Financial Corp /WA | 171,669 | $6M | +16,751 | +10.8% | 5Q | SEC ↗ |
| 45 | Strid Group, LLC | 163,558 | $5M | +4,850 | +3.1% | 31Q | SEC ↗ |
| 46 | MBE Wealth Management, LLC | 162,492 | $5M | +70,612 | +76.9% | 8Q | SEC ↗ |
| 47 | Freedom Financial Partners LLC | 138,907 | $4M | +511 | +0.4% | 7Q | SEC ↗ |
| 48 | United Advisor Group, LLC | 138,512 | $4M | +3,960 | +2.9% | 11Q | SEC ↗ |
| 49 | CFO4Life Group, LLC | 123,973 | $4M | -380 | -0.3% | 7Q | SEC ↗ |
| 50 | Cetera Investment Advisers | 115,905 | $4M | +21,798 | +23.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 67,919 | $2M |
| ALONGSIDE, LLC | 67,919 | $2M |
| Nuveen, LLC | 17,625 | $565K |
| May Hill Capital, LLC | 7,344 | $236K |
| Vise Technologies, Inc. | 6,952 | $223K |
| Global Retirement Partners, LLC | 3,538 | $113K |
| Harborfront Financial Group LLC | 2,448 | $79K |
| WELLS FARGO & COMPANY/MN | 950 | $30K |
| N.E.W. Advisory Services LLC | 427 | $14K |
| THURSTON, SPRINGER, MILLER, HERD & | 260 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Park Capital Management, LLC / WI | 1,090,006 | $35M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 462,178 | $15M |
| TRUIST FINANCIAL CORP | 236,151 | $8M |
| Independent Advisor Alliance | 156,098 | $5M |
| GOLDMAN SACHS GROUP INC | 99,969 | $3M |
| Summit Financial, LLC | 82,106 | $3M |
| JANE STREET GROUP, LLC | 76,396 | $2M |
| OLD MISSION CAPITAL LLC | 33,292 | $1M |
| SAXON INTERESTS, INC. | 26,728 | $857K |
| Atria Investments, Inc | 22,697 | $728K |
| Simplicity Wealth,LLC | 17,863 | $573K |
| FLOW TRADERS U.S. LLC | 17,844 | $572K |
| Baer Investment Advisory LLC | 16,800 | $539K |
| Janney Montgomery Scott LLC | 10,400 | $334K |
| MML INVESTORS SERVICES, LLC | 5,901 | $189K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,738 | $88K |
| CoreCap Advisors, LLC | 949 | $30K |
| Smartleaf Asset Management LLC | 450 | $14K |
| Kohmann Bosshard Financial Services | 219 | $7K |
| Wealth Watch Advisors, INC | 21 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -154,771 | -26.4% | 431,689 |
| HB Wealth Management, LLC | -132,197 | -10.9% | 1,077,974 |
| Mariner, LLC | -92,586 | -46.6% | 106,238 |
| National Philanthropic Trust | -77,961 | -9.7% | 722,126 |
| HighTower Advisors, LLC | -76,672 | -7.8% | 908,214 |
| CORNERSTONE ADVISORS ASSET MANAGEME | -61,198 | -6.1% | 943,797 |
| IRON Financial LLC | -52,063 | -21.2% | 194,088 |
| Bensler, LLC | -33,195 | -10.2% | 292,610 |
| CITADEL ADVISORS LLC | -31,829 | -31.7% | 68,459 |
| RAYMOND JAMES FINANCIAL INC | -31,419 | -2.9% | 1,042,571 |
| First Heartland Consultants, Inc. | -22,399 | -31.1% | 49,675 |
| Rehmann Capital Advisory Group | -21,024 | -4.3% | 469,691 |
| ENVESTNET ASSET MANAGEMENT INC | -15,517 | -23.5% | 50,427 |
| MSH Capital Advisors LLC | -15,189 | -47.9% | 16,547 |
| NewEdge Advisors, LLC | -14,207 | -38.5% | 22,681 |
| &PARTNERS | -12,968 | -31.6% | 28,123 |
| DAVENPORT & Co LLC | -8,942 | -9.7% | 83,321 |
| Kingdom Financial Group LLC. | -8,424 | -99.9% | 6 |
| Lloyd Advisory Services, LLC. | -8,347 | -99.0% | 83 |
| Kingsview Wealth Management, LLC | -7,630 | -7.6% | 93,289 |