Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q2 2024 (June 30)99holders +12
14new positions
3sold out
2famous investors
$33.48avg. 13F price*
At the end of Q2 2024, 99 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, up 12 from Q1 2024. 14 opened new positions and 3 sold out. The largest holders were Hartford Funds Management Co LLC ($483.4M), Wealth Enhancement Advisory Services, LLC ($66.5M) and WMS Partners, LLC ($55.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.6M |
| Exits | 3 | $377K |
All 13F filers, Q1 2024 → Q2 2024: 3,225,244 shares bought and 1,337,024 shares sold, net +1,888,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Hartford Funds Management Co LLC | 45.35% | Add +1.1% | 14,434,457 | $483.4M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -2.6% | 1,984,317 | $66.5M |
| WMS Partners, LLC | 3.55% | Add +13.9% | 1,653,221 | $55.4M |
| Bank of America Corp. | 0.00% | Add +10.9% | 1,394,862 | $46.7M |
| UBS Group AG | 0.01% | Reduce -1.1% | 1,322,467 | $44.3M |
| Financial Planning & Information Services, Inc. | 6.23% | Add +10.9% | 1,216,963 | $40.8M |
| WCG Wealth Advisors LLC | 2.82% | Add +44.9% | 1,138,666 | $38.1M |
| LPL Financial LLC | 0.01% | Add +16.4% | 822,457 | $27.5M |
| Truist Financial Corp. | 0.04% | Add +41.8% | 800,531 | $26.8M |
| Fragasso Financial Advisors Inc | 2.17% | Add +23.0% | 785,917 | $26.3M |
| Spire Wealth Management | 0.91% | Reduce -3.4% | 770,495 | $25.7M |
| Howard Financial Services, LTD. | 4.18% | Add +20.6% | 762,502 | $25.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +39.4% | 691,499 | $23.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.7% | 643,250 | $21.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +46.4% | 610,529 | $20.4M |
| Berger Financial Group, Inc | 1.45% | Add +15.9% | 544,308 | $18.2M |
| Sanctuary Advisors, LLC | 0.13% | — | 537,798 | $17.6M |
| Bensler, LLC | 2.19% | Add +10.8% | 487,102 | $16.3M |
| Marshall Financial Group, LLC | 4.40% | Reduce -46.0% | 470,016 | $15.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.2% | 416,285 | $13.9M |
| Great Point Wealth Advisors, LLC | 2.94% | Add +5.1% | 384,072 | $12.9M |
| Advance Capital Management, Inc. | 0.61% | Add +2.1% | 383,232 | $12.8M |
| Horizon Investments, LLC | 0.33% | Reduce -14.7% | 357,163 | $11.9M |
| IRON Financial LLC | 6.67% | Reduce -1.6% | 355,183 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 348,406 | $11.7M |
| Brio Consultants, LLC | 1.81% | Add +149.3% | 328,279 | $11.0M |
| Condor Capital Management | 1.05% | Add +4.7% | 327,102 | $11.0M |
| Mariner, LLC | 0.02% | Reduce -8.7% | 258,034 | $8.6M |
| Cornerstone Advisors Asset Management, LLC | 2.14% | Add +4.5% | 226,042 | $7.6M |
| Rehmann Capital Advisory Group | 0.51% | Add +22.4% | 214,441 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 207,345 | $6.9M |
| Captrust Financial Advisors | 0.02% | Reduce -30.1% | 197,527 | $6.6M |
| Prostatis Group LLC | 2.12% | Add +14.0% | 180,269 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -2.2% | 167,787 | $5.6M |
| Private Advisor Group, LLC | 0.04% | Add +554.2% | 159,263 | $5.3M |
| Strid Group, LLC | 0.86% | Reduce -0.8% | 155,277 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.8% | 154,816 | $5.2M |
| Ascentis Independent Advisors | 1.04% | — | 149,050 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +1194.7% | 122,230 | $4.1M |
| Citadel Advisors | 0.00% | Add +105.3% | 119,875 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.13% | New | 118,515 | $4.0M |
| Strategic Planning Group, LLC | 0.80% | Add +4.0% | 108,911 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +8.9% | 102,022 | $3.4M |
| Kathleen S. Wright Associates Inc. | 1.43% | Add +8.1% | 93,197 | $3.1M |
| Raymond James & Associates | 0.00% | Reduce -36.5% | 92,279 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.1% | 90,613 | $3.0M |
| MSH Capital Advisors LLC | 0.99% | Add +18.6% | 88,579 | $3.0M |
| Financial Advocates Investment Management | 0.17% | New | 83,719 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -79.0% | 79,931 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | New | 66,818 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +5.7% | 54,095 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -1.3% | 53,024 | $1.8M |
| Old Mission Capital LLC | 0.04% | Add +95.6% | 43,494 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 41,911 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -9.6% | 40,186 | $1.3M |
| Laraway Financial Advisors Inc | 1.01% | Reduce -1.7% | 35,177 | $1.2M |
| Gotham Asset Management | 0.01% | Add +7.7% | 32,322 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +9.0% | 28,819 | $965K |
| Simplicity Wealth,LLC | 0.02% | Reduce -82.4% | 26,811 | $898K |
| Westside Investment Management, Inc. | 0.20% | Add +23.4% | 25,550 | $856K |
| Saxon Interests, Inc. | 0.39% | Add +2.7% | 24,478 | $820K |
| Wolf Group Capital Advisors | 0.32% | New | 24,159 | $809K |
| Inspirion Wealth Advisors, LLC | 0.11% | Add +2.8% | 22,016 | $737K |
| Keel Point, LLC | 0.06% | Reduce -11.8% | 20,423 | $706K |
| Tranquilli Financial Advisor LLC | 0.42% | Reduce -12.6% | 18,650 | $621K |
| Fermata Advisors, LLC | 0.13% | Add +1.2% | 17,376 | $582K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -63.4% | 16,658 | $558K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.4% | 15,619 | $523K |
| United Advisor Group, LLC | 0.16% | Reduce -13.0% | 15,323 | $513K |
| Global Retirement Partners, LLC | 0.02% | Add +50.0% | 15,022 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.9% | 14,824 | $496K |
| Allworth Financial LP | 0.00% | Reduce -7.2% | 13,747 | $466K |
| Comerica Bank | 0.00% | No change | 10,950 | $367K |
| NewEdge Advisors, LLC | 0.00% | New | 10,477 | $351K |
| Founders Financial Securities LLC | 0.03% | Add +2.9% | 9,632 | $323K |
| AE Wealth Management LLC | 0.00% | Reduce -18.5% | 9,403 | $315K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.25% | New | 8,238 | $276K |
| Cwm, LLC | 0.00% | Reduce -28.2% | 7,717 | $258K |
| Stonehearth Capital Management, LLC | 0.10% | Add +2.5% | 7,245 | $243K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.0% | 6,916 | $232K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 6,512 | $218K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -35.9% | 6,277 | $210K |
| Private Trust Co. NA | 0.02% | Add +24.1% | 4,591 | $154K |
| Larson Financial Group LLC | 0.01% | New | 4,581 | $153K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $123K |
| Tompkins Financial Corp. | 0.01% | No change | 2,861 | $96K |
| US Bancorp \de | 0.00% | Add +19.6% | 1,483 | $50K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.8% | 1,340 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -54.1% | 1,242 | $42K |
| Richardson Capital Management LLC | 0.03% | Add +1.1% | 1,180 | $40K |
| Wells Fargo & Company | 0.00% | New | 652 | $22K |
| International Assets Investment Management, LLC | 0.00% | New | 266 | $9K |
| Bank of Montreal | 0.00% | New | 152 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.8% | 131 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 127 | $4K |
| Assetmark, Inc. | 0.00% | New | 67 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -53.7% | 63 | $2K |
| Morgan Stanley | 0.00% | Add +300.0% | 4 | $136 |
| FMR LLC | 0.00% | New | 1 | $33 |
"% 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.