Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q2 2026 (June 30)124holders −4
7new positions
13sold out
3famous investors
$33.74avg. 13F price*
At the end of Q2 2026, 124 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, down 4 from Q1 2026. 7 opened new positions and 13 sold out. The largest holders were Hartford Funds Management Co LLC ($462.7M), Bank of Montreal ($333.8M) and Northwestern Mutual Wealth Management Co. ($91.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hartford TTL RTRN BND ETF
- CUSIP
- 41653L305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.4M |
| Exits | 13 | $70.2M |
All 13F filers, Q1 2026 → Q2 2026: 4,817,383 shares bought and 2,995,083 shares sold, net +1,822,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Hartford Funds Management Co LLC | 37.02% | Add +5.8% | 13,716,346 | $462.7M |
| Bank of Montreal | 0.12% | Add +14.2% | 9,895,819 | $333.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +10.6% | 2,698,637 | $91.0M |
| Bank of America Corp. | 0.00% | Add +5.7% | 2,097,045 | $70.7M |
| Thrivent Financial for Lutherans | 0.09% | Add +209.6% | 1,602,540 | $54.1M |
| Evolve Private Wealth, LLC | 3.12% | Add +6.5% | 1,508,341 | $51.1M |
| LPL Financial LLC | 0.01% | Add +17.9% | 1,443,464 | $48.7M |
| Mountain Capital Investment Advisors Inc. | 6.35% | Add +7.1% | 1,322,766 | $44.6M |
| UBS Group AG | 0.01% | Add +0.6% | 1,210,096 | $40.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.3% | 1,132,219 | $38.0M |
| HB Wealth Management, LLC | 0.20% | Reduce -10.9% | 1,077,974 | $36.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.9% | 1,042,571 | $35.2M |
| Howard Financial Services, LTD. | 3.42% | Add +2.9% | 1,016,250 | $34.3M |
| Berger Financial Group, Inc | 1.69% | Add +9.7% | 978,480 | $33.0M |
| Fragasso Financial Advisors Inc | 1.70% | Add +3.3% | 945,414 | $31.9M |
| Cornerstone Advisors Asset Management, LLC | 4.16% | Reduce -6.1% | 943,797 | $31.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -7.8% | 908,214 | $30.6M |
| Jones Financial Companies LLLP | 0.01% | Add +13.5% | 850,737 | $28.9M |
| Catalyst Financial Partners LLC | 2.51% | Add +5.5% | 750,389 | $25.3M |
| National Philanthropic Trust | 0.35% | Reduce -9.7% | 722,126 | $24.4M |
| Spire Wealth Management | 0.73% | Reduce -0.1% | 713,501 | $24.1M |
| Great Point Wealth Advisors, LLC | 3.75% | Add +4.9% | 687,937 | $23.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.6% | 634,309 | $21.4M |
| Brio Consultants, LLC | 2.09% | Add +0.2% | 528,257 | $17.8M |
| Atticus Wealth Management, LLC | 4.08% | Add +7.0% | 507,709 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 503,037 | $17.0M |
| Rehmann Capital Advisory Group | 0.73% | Reduce -4.3% | 469,691 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Add +20.1% | 454,329 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 441,964 | $14.9M |
| Captrust Financial Advisors | 0.02% | Reduce -26.4% | 431,689 | $14.6M |
| Condor Capital Management | 1.07% | Add +4.4% | 421,983 | $14.2M |
| Prairieview Wealth Partners, LLC | 10.00% | Add +13.1% | 396,778 | $13.4M |
| WCG Wealth Advisors LLC | 0.31% | Add +1.9% | 392,209 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +21.3% | 360,246 | $12.2M |
| Bensler, LLC | 0.87% | Reduce -10.2% | 292,610 | $9.9M |
| Private Advisor Group, LLC | 0.04% | Add +3.3% | 283,260 | $9.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.8% | 263,684 | $8.9M |
| Sanchez Wealth Management Group | 1.54% | Add +5.7% | 259,710 | $8.8M |
| Private Client Services, LLC | 2.20% | Add +0.0% | 248,705 | $8.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.7% | 242,117 | $8.2M |
| IRON Financial LLC | 2.70% | Reduce -21.1% | 194,088 | $6.5M |
| Apella Capital, LLC | 0.09% | Add +10.9% | 183,718 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 178,470 | $6.0M |
| Integrity Financial Corp | 2.78% | Add +10.8% | 171,669 | $5.8M |
| Strid Group, LLC | 0.61% | Add +3.1% | 163,558 | $5.5M |
| MBE Wealth Management, LLC | 1.93% | Add +76.8% | 162,492 | $5.5M |
| Freedom Financial Partners LLC | 1.53% | Add +0.4% | 138,907 | $4.7M |
| United Advisor Group, LLC | 0.50% | Add +2.9% | 138,512 | $4.7M |
| CFO4Life Group, LLC | 0.56% | Reduce -0.3% | 123,973 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +23.2% | 115,905 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -46.6% | 106,238 | $3.6M |
| CENTRAL TRUST Co | 0.06% | Add +4.0% | 96,127 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -7.6% | 93,289 | $3.1M |
| Legacy Solutions, LLC | 2.47% | Add +11.3% | 90,400 | $3.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -9.7% | 83,321 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.6% | 82,059 | $2.8M |
| Marshall Financial Group, LLC | 0.36% | Reduce -1.8% | 73,571 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -31.7% | 68,459 | $2.3M |
| 49 Wealth Management, LLC | 0.44% | New | 67,919 | $2.3M |
| Alongside, LLC | 0.44% | — | 67,919 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.5% | 50,427 | $1.7M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -31.1% | 49,675 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.3% | 46,016 | $1.6M |
| Gotham Asset Management | 0.00% | Add +4.6% | 43,631 | $1.5M |
| Clarendon Private LLC | 0.94% | Add +6.2% | 43,410 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +121.3% | 40,447 | $1.4M |
| Laraway Financial Advisors Inc | 0.72% | Add +3.3% | 34,934 | $1.2M |
| Mann Financial Group, Inc. | 0.86% | Reduce -0.2% | 30,621 | $1.0M |
| &partners | 0.00% | Reduce -31.6% | 28,123 | $949K |
| Westside Investment Management, Inc. | 0.10% | No change | 23,635 | $797K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.5% | 22,681 | $765K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.4% | 19,877 | $671K |
| Nuveen, LLC | 0.00% | New | 17,625 | $595K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.1% | 16,828 | $568K |
| MSH Capital Advisors LLC | 0.10% | Reduce -47.9% | 16,547 | $558K |
| Victory Financial Group, LLC | 0.06% | Reduce -6.6% | 15,686 | $529K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 15,471 | $522K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.2% | 14,522 | $490K |
| Advance Capital Management, Inc. | 0.02% | Reduce -13.5% | 13,894 | $469K |
| AQR Capital Management | 0.00% | Add +10.2% | 13,069 | $441K |
| Fermata Advisors, LLC | 0.08% | Add +1.3% | 12,417 | $419K |
| Sovran Advisors, LLC | 0.03% | Reduce -12.6% | 12,001 | $402K |
| Allworth Financial LP | 0.00% | Add +29.3% | 10,940 | $369K |
| Prostatis Group LLC | 0.08% | Reduce -17.5% | 10,191 | $344K |
| MAI Capital Management | 0.00% | Reduce -13.8% | 9,975 | $336K |
| Stonehearth Capital Management, LLC | 0.11% | Reduce -1.1% | 9,704 | $327K |
| Farther Finance Advisors, LLC | 0.00% | Add +729.0% | 9,500 | $320K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +12.6% | 8,493 | $287K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 7,374 | $249K |
| May Hill Capital, LLC | 0.05% | New | 7,344 | $248K |
| Keel Point, LLC | 0.01% | Reduce -11.4% | 7,148 | $241K |
| Vise Technologies, Inc. | 0.00% | New | 6,952 | $235K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.1% | 6,686 | $226K |
| Fifth Third Bancorp | 0.00% | Reduce -42.0% | 6,555 | $221K |
| Krilogy Financial LLC | 0.01% | Reduce -42.8% | 6,530 | $220K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -1.4% | 6,303 | $213K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.2% | 6,284 | $212K |
| Inspirion Wealth Advisors, LLC | 0.02% | Reduce -28.6% | 6,175 | $208K |
| Barnes Dennig Private Wealth Management LLC | 0.15% | Add +16.3% | 5,718 | $193K |
| AdvisorNet Financial, Inc | 0.01% | Add +920.1% | 5,437 | $183K |
"% of holder's portfolio" is HTRB's weight in each manager's 13F, not the share of Hartford TTL RTRN BND ETF the manager owns.