Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q1 2024 (March 31)87holders
2famous investors
$36.34avg. 13F price*
At the end of Q1 2024, 87 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings. The largest holders were Hartford Funds Management Co LLC ($478.2M), Spire Wealth Management ($122.5M) and Wealth Enhancement Advisory Services, LLC ($68.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $14.8M |
| Exits | 13 | $21.8M |
Ownership 87 holders
| Hartford Funds Management Co LLC | 45.59% | Add +1.4% | 14,284,574 | $478.2M |
| Spire Wealth Management | 2.25% | Add +1.6% | 797,590 | $122.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -8.5% | 2,038,396 | $68.8M |
| WMS Partners, LLC | 3.37% | Add +26.0% | 1,451,437 | $49.0M |
| UBS Group AG | 0.01% | Add +3.3% | 1,336,527 | $45.1M |
| Bank of America Corp. | 0.00% | Add +11.7% | 1,257,595 | $42.4M |
| Financial Planning & Information Services, Inc. | 5.56% | Add +15.5% | 1,097,584 | $37.0M |
| Marshall Financial Group, LLC | 8.45% | Add +16.9% | 870,375 | $29.4M |
| WCG Wealth Advisors LLC | 2.22% | Reduce -14.4% | 785,879 | $26.5M |
| LPL Financial LLC | 0.01% | Add +29.2% | 706,307 | $23.8M |
| Fragasso Financial Advisors Inc | 1.82% | Add +3.6% | 639,071 | $21.6M |
| Howard Financial Services, LTD. | 3.68% | Add +16.9% | 632,278 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.7% | 575,751 | $19.4M |
| Truist Financial Corp. | 0.03% | Reduce -3.7% | 564,457 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 495,985 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 479,821 | $16.2M |
| Berger Financial Group, Inc | 1.31% | Add +20.1% | 469,639 | $15.8M |
| Bensler, LLC | 2.15% | Add +14.8% | 439,667 | $14.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +29.0% | 417,134 | $14.1M |
| Horizon Investments, LLC | 0.37% | Reduce -0.1% | 418,505 | $14.1M |
| DAVENPORT & Co LLC | 0.08% | Add +15.2% | 380,888 | $12.9M |
| Advance Capital Management, Inc. | 0.88% | New | 375,478 | $12.7M |
| Great Point Wealth Advisors, LLC | 2.87% | Add +40.5% | 365,350 | $12.3M |
| IRON Financial LLC | 6.79% | Reduce -0.6% | 360,795 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.4% | 320,278 | $10.8M |
| Condor Capital Management | 1.03% | Add +61.0% | 312,579 | $10.5M |
| Mariner, LLC | 0.02% | Add +65.6% | 282,744 | $9.5M |
| Captrust Financial Advisors | 0.04% | Reduce -24.3% | 282,485 | $9.5M |
| Cornerstone Advisors Asset Management, LLC | 2.57% | Add +5.2% | 216,372 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +35.3% | 207,719 | $7.0M |
| Rehmann Capital Advisory Group | 0.44% | Add +49.2% | 175,240 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +237.3% | 171,511 | $5.8M |
| Prostatis Group LLC | 2.01% | Add +43.5% | 158,083 | $5.3M |
| Strid Group, LLC | 0.95% | Add +3.8% | 156,575 | $5.3M |
| Simplicity Wealth,LLC | 0.12% | Add +1565.2% | 152,586 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -61.3% | 145,384 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 138,493 | $4.7M |
| Brio Consultants, LLC | 0.75% | Add +15.9% | 131,709 | $4.4M |
| Strategic Planning Group, LLC | 0.88% | Reduce -16.1% | 104,728 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -3.3% | 93,675 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.3% | 90,490 | $3.1M |
| Kathleen S. Wright Associates Inc. | 1.37% | Add +3.8% | 86,254 | $2.9M |
| MSH Capital Advisors LLC | 0.89% | Add +899.3% | 74,718 | $2.5M |
| Citadel Advisors | 0.00% | Add +59.4% | 58,381 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.9% | 53,700 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +175.6% | 51,188 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 49,792 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.9% | 49,574 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -41.4% | 45,455 | $1.5M |
| CENTRAL TRUST Co | 0.04% | Reduce -28.5% | 44,471 | $1.5M |
| Laraway Financial Advisors Inc | 1.06% | Reduce -3.0% | 35,794 | $1.2M |
| Gotham Asset Management | 0.02% | New | 30,009 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +12.4% | 26,448 | $892K |
| Private Advisor Group, LLC | 0.01% | Add +7.8% | 24,345 | $821K |
| Saxon Interests, Inc. | 0.38% | Add +12.1% | 23,843 | $804K |
| Keel Point, LLC | 0.08% | Reduce -1.7% | 23,148 | $781K |
| Old Mission Capital LLC | 0.02% | New | 22,235 | $750K |
| Inspirion Wealth Advisors, LLC | 0.12% | Reduce -5.3% | 21,415 | $723K |
| Tranquilli Financial Advisor LLC | 0.48% | Add +1.6% | 21,333 | $720K |
| Westside Investment Management, Inc. | 0.17% | Add +2.2% | 20,700 | $697K |
| United Advisor Group, LLC | 0.22% | Add +53.0% | 17,609 | $594K |
| Fermata Advisors, LLC | 0.13% | Add +58.8% | 17,174 | $579K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.3% | 15,756 | $532K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 14,814 | $500K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.1% | 14,537 | $490K |
| AE Wealth Management LLC | 0.00% | Reduce -58.6% | 11,542 | $389K |
| Comerica Bank | 0.00% | Add +7.3% | 10,950 | $369K |
| Cwm, LLC | 0.00% | Add +48.7% | 10,749 | $363K |
| Coombe, Bender & Co LLC | 0.21% | Reduce -5.0% | 10,463 | $353K |
| Global Retirement Partners, LLC | 0.01% | Add +71.1% | 10,014 | $338K |
| Colton Groome Financial Advisors, LLC | 0.13% | Reduce -7.9% | 9,788 | $330K |
| Royal Bank of Canada | 0.00% | Add +14.0% | 9,441 | $319K |
| Founders Financial Securities LLC | 0.03% | Add +3.8% | 9,358 | $316K |
| Stonehearth Capital Management, LLC | 0.11% | Add +5.1% | 7,071 | $239K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 6,510 | $220K |
| Private Trust Co. NA | 0.01% | Add +0.1% | 3,698 | $125K |
| Glassman Wealth Services | 0.03% | New | 3,687 | $124K |
| Tompkins Financial Corp. | 0.01% | New | 2,861 | $97K |
| Harbour Investments, Inc. | 0.00% | New | 2,709 | $91K |
| Creative Financial Designs Inc. | 0.00% | Reduce -4.4% | 1,365 | $46K |
| US Bancorp \de | 0.00% | Add +2380.0% | 1,240 | $42K |
| Richardson Capital Management LLC | 0.03% | Add +1.1% | 1,167 | $39K |
| JFS Wealth Advisors, LLC | 0.00% | New | 659 | $22K |
| Capital Analysts, LLC | 0.00% | Add +115.9% | 136 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.6% | 130 | $4K |
| Kelly Financial Services LLC | 0.00% | New | 64 | $2K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $39 |
"% 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.