Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q3 2024 (September 30)111holders +12
20new positions
9sold out
1famous investor
$34.91avg. 13F price*
At the end of Q3 2024, 111 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, up 12 from Q2 2024. 20 opened new positions and 9 sold out. The largest holders were Hartford Funds Management Co LLC ($479.9M), Wealth Enhancement Advisory Services, LLC ($69.7M) and WMS Partners, LLC ($61.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $79.1M |
| Exits | 9 | $6.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,449,422 shares bought and 1,722,684 shares sold, net +3,726,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Hartford Funds Management Co LLC | 44.46% | Reduce -4.9% | 13,728,066 | $479.9M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +0.5% | 1,994,475 | $69.7M |
| WMS Partners, LLC | 3.44% | Add +6.3% | 1,757,689 | $61.4M |
| Bank of America Corp. | 0.00% | Add +6.6% | 1,486,576 | $52.0M |
| Financial Planning & Information Services, Inc. | 7.03% | Add +19.9% | 1,459,028 | $51.0M |
| UBS Group AG | 0.01% | Add +2.5% | 1,355,948 | $47.4M |
| LPL Financial LLC | 0.02% | Add +26.9% | 1,043,757 | $36.5M |
| WCG Wealth Advisors LLC | 2.30% | Reduce -14.5% | 973,108 | $34.0M |
| Mountain Capital Investment Advisors Inc. | 7.27% | New | 983,533 | $33.2M |
| Howard Financial Services, LTD. | 4.20% | Add +9.1% | 832,015 | $29.1M |
| Cornerstone Advisors Asset Management, LLC | 6.31% | Add +261.2% | 816,462 | $28.5M |
| Sanctuary Advisors, LLC | 0.18% | Add +57.2% | 845,242 | $28.5M |
| Fragasso Financial Advisors Inc | 2.18% | Add +3.1% | 810,298 | $28.3M |
| Spire Wealth Management | 0.90% | Reduce -0.5% | 766,668 | $26.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.3% | 749,057 | $26.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.9% | 687,775 | $24.0M |
| Marshall Financial Group, LLC | 5.02% | Add +27.9% | 601,097 | $21.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.4% | 595,846 | $20.8M |
| Berger Financial Group, Inc | 1.47% | Add +7.2% | 583,476 | $20.4M |
| Bensler, LLC | 2.35% | Add +9.3% | 532,392 | $18.6M |
| Advance Capital Management, Inc. | 0.80% | Add +34.4% | 515,075 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +40.0% | 487,960 | $17.1M |
| Truist Financial Corp. | 0.02% | Reduce -47.0% | 424,547 | $14.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.0% | 403,773 | $14.1M |
| Great Point Wealth Advisors, LLC | 2.88% | Add +0.4% | 385,649 | $13.5M |
| Brio Consultants, LLC | 2.14% | Add +17.2% | 384,821 | $13.5M |
| Horizon Investments, LLC | 0.33% | Add +1.2% | 361,560 | $12.6M |
| Atticus Wealth Management, LLC | 3.98% | New | 354,408 | $12.4M |
| IRON Financial LLC | 6.63% | Reduce -1.9% | 348,537 | $12.2M |
| Condor Capital Management | 1.09% | Add +5.6% | 345,465 | $12.1M |
| Private Advisor Group, LLC | 0.07% | Add +113.9% | 340,622 | $11.9M |
| Visionary Wealth Advisors | 0.68% | New | 321,827 | $11.3M |
| Ascentis Independent Advisors | 1.56% | Add +91.5% | 285,416 | $10.0M |
| Raymond James & Associates | 0.01% | Add +193.7% | 271,041 | $9.5M |
| Sanchez Wealth Management Group | 2.84% | New | 266,994 | $9.3M |
| Rehmann Capital Advisory Group | 0.57% | Add +16.1% | 248,900 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -18.0% | 211,670 | $7.4M |
| Captrust Financial Advisors | 0.02% | Add +5.5% | 208,403 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 208,091 | $7.3M |
| Jones Financial Companies LLLP | 0.01% | Add +204.1% | 203,166 | $7.1M |
| Prostatis Group LLC | 2.26% | Add +9.7% | 197,787 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 185,168 | $6.5M |
| Strid Group, LLC | 0.83% | Add +0.3% | 155,814 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 142,359 | $5.0M |
| Strategic Planning Group, LLC | 0.80% | Add +6.2% | 115,612 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | New | 113,886 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.0% | 99,932 | $3.5M |
| Kathleen S. Wright Associates Inc. | 1.35% | Add +0.3% | 93,506 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.9% | 93,203 | $3.3M |
| MSH Capital Advisors LLC | 0.99% | Add +4.3% | 92,401 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Add +6.6% | 89,271 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +6.3% | 84,979 | $3.0M |
| Merit Financial Group, LLC | 0.07% | New | 84,584 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -49.4% | 78,291 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +25.6% | 67,956 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -43.2% | 67,268 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -0.3% | 52,894 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 46,557 | $1.6M |
| CENTRAL TRUST Co | 0.03% | Add +4.8% | 42,104 | $1.5M |
| Laraway Financial Advisors Inc | 1.03% | Add +4.7% | 36,845 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 35,831 | $1.3M |
| MBE Wealth Management, LLC | 0.65% | New | 33,864 | $1.2M |
| Gotham Asset Management | 0.01% | Add +4.1% | 33,638 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 27,164 | $950K |
| Westside Investment Management, Inc. | 0.19% | No change | 25,550 | $889K |
| Montis Financial, LLC | 0.28% | New | 22,563 | $789K |
| Keel Point, LLC | 0.06% | Add +5.7% | 21,581 | $754K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -2.7% | 21,426 | $749K |
| &partners | 0.01% | New | 19,475 | $681K |
| Global Retirement Partners, LLC | 0.02% | Add +26.4% | 18,986 | $664K |
| Tranquilli Financial Advisor LLC | 0.40% | Reduce -2.1% | 18,249 | $638K |
| Fermata Advisors, LLC | 0.11% | Reduce -9.4% | 15,750 | $551K |
| United Advisor Group, LLC | 0.12% | Add +0.3% | 15,368 | $537K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 14,603 | $511K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.7% | 14,100 | $493K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 12,942 | $452K |
| Simplicity Wealth,LLC | 0.04% | Reduce -51.8% | 12,936 | $452K |
| HighTower Advisors, LLC | 0.00% | New | 11,621 | $405K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 11,480 | $401K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -32.1% | 11,316 | $396K |
| Comerica Bank | 0.00% | Reduce -0.2% | 10,929 | $382K |
| Founders Financial Securities LLC | 0.03% | Reduce -3.5% | 9,293 | $325K |
| Stonehearth Capital Management, LLC | 0.13% | Add +27.2% | 9,213 | $322K |
| Flow Traders U.S. LLC | 0.02% | New | 8,709 | $304K |
| Osaic Holdings, Inc. | 0.00% | Add +18.5% | 8,195 | $287K |
| Kingsview Wealth Management, LLC | 0.01% | New | 7,763 | $271K |
| Raymond James Trust N.A. | 0.01% | New | 7,557 | $264K |
| Financial Partners Group, Inc | 0.04% | New | 7,252 | $254K |
| AE Wealth Management LLC | 0.00% | Reduce -32.3% | 6,370 | $223K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -3.4% | 6,061 | $212K |
| Old Mission Capital LLC | 0.00% | Reduce -86.3% | 5,964 | $209K |
| Cwm, LLC | 0.00% | Reduce -25.9% | 5,717 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,223 | $183K |
| Private Trust Co. NA | 0.02% | Reduce -1.0% | 4,545 | $159K |
| Larson Financial Group LLC | 0.01% | Reduce -16.4% | 3,829 | $134K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $129K |
| Tompkins Financial Corp. | 0.01% | No change | 2,861 | $100K |
| Wells Fargo & Company | 0.00% | Add +162.7% | 1,713 | $60K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 1,344 | $47K |
| Harbour Investments, Inc. | 0.00% | No change | 1,242 | $43K |
"% 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.