Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q4 2024 (December 31)117holders +6
11new positions
8sold out
2famous investors
$33.33avg. 13F price*
At the end of Q4 2024, 117 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, up 6 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Hartford Funds Management Co LLC ($485.4M), WMS Partners, LLC ($64.8M) and Wealth Enhancement Advisory Services, LLC ($64.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.6M |
| Exits | 8 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,774,957 shares bought and 732,087 shares sold, net +4,042,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Hartford Funds Management Co LLC | 44.43% | Add +6.1% | 14,563,743 | $485.4M |
| WMS Partners, LLC | 3.63% | Add +10.7% | 1,945,220 | $64.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -2.8% | 1,938,761 | $64.6M |
| Bank of America Corp. | 0.01% | Add +17.8% | 1,751,602 | $58.4M |
| UBS Group AG | 0.01% | Add +5.1% | 1,425,526 | $47.5M |
| LPL Financial LLC | 0.02% | Add +23.6% | 1,290,527 | $43.0M |
| Raymond James Financial Inc. | 0.01% | — | 1,006,184 | $33.5M |
| Mountain Capital Investment Advisors Inc. | 6.89% | Add +1.6% | 999,143 | $33.3M |
| WCG Wealth Advisors LLC | 2.14% | Reduce -0.0% | 972,991 | $32.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +89.0% | 922,508 | $30.7M |
| Park Capital Management, LLC / WI | 36.56% | — | 916,436 | $30.5M |
| Sanctuary Advisors, LLC | 0.19% | Add +6.5% | 900,338 | $30.2M |
| Cornerstone Advisors Asset Management, LLC | 6.47% | Add +10.1% | 898,975 | $30.0M |
| Howard Financial Services, LTD. | 4.01% | Add +6.2% | 883,880 | $29.5M |
| Fragasso Financial Advisors Inc | 2.16% | Add +4.8% | 849,210 | $28.3M |
| Spire Wealth Management | 0.79% | Reduce -1.0% | 758,828 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 745,880 | $24.9M |
| NewEdge Wealth, LLC | 0.42% | Add +536.3% | 724,676 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 681,401 | $22.7M |
| Berger Financial Group, Inc | 1.50% | Add +11.8% | 652,200 | $21.7M |
| Marshall Financial Group, LLC | 5.16% | Add +6.4% | 639,588 | $21.3M |
| Bensler, LLC | 2.29% | Add +8.6% | 578,309 | $19.3M |
| Advance Capital Management, Inc. | 0.79% | Add +0.3% | 516,767 | $17.2M |
| Truist Financial Corp. | 0.02% | Add +10.0% | 467,166 | $15.6M |
| Brio Consultants, LLC | 2.31% | Add +15.0% | 442,636 | $14.8M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 419,178 | $14.0M |
| Great Point Wealth Advisors, LLC | 3.04% | Add +8.1% | 416,883 | $13.9M |
| Private Advisor Group, LLC | 0.07% | Add +10.9% | 377,758 | $12.6M |
| Jones Financial Companies LLLP | 0.01% | Add +80.6% | 366,922 | $12.2M |
| Horizon Investments, LLC | 0.35% | Add +1.0% | 365,157 | $12.1M |
| Rehmann Capital Advisory Group | 0.75% | Add +41.8% | 352,932 | $11.8M |
| Condor Capital Management | 1.03% | Add +1.9% | 352,190 | $11.7M |
| IRON Financial LLC | 6.33% | Reduce -3.0% | 338,090 | $11.3M |
| Visionary Wealth Advisors | 0.63% | Add +0.4% | 323,237 | $10.8M |
| Sanchez Wealth Management Group | 2.48% | Add +1.9% | 272,165 | $9.1M |
| Catalyst Financial Partners LLC | 1.70% | New | 271,628 | $9.1M |
| Captrust Financial Advisors | 0.02% | Add +10.4% | 230,106 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +4.4% | 217,235 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Add +1663.6% | 202,464 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +9.2% | 202,230 | $6.7M |
| Prostatis Group LLC | 1.92% | Reduce -0.3% | 197,191 | $6.6M |
| Atticus Wealth Management, LLC | 1.93% | Reduce -47.5% | 186,006 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -15.4% | 178,971 | $6.0M |
| Old Mission Capital LLC | 0.13% | Add +2768.7% | 171,087 | $5.7M |
| Jane Street Group, LLC | 0.01% | Add +255.8% | 165,639 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +13.9% | 162,137 | $5.4M |
| Strategic Planning Group, LLC | 0.95% | Add +34.6% | 155,626 | $5.2M |
| Strid Group, LLC | 0.81% | Reduce -0.5% | 155,091 | $5.2M |
| Ascentis Independent Advisors | 0.84% | Reduce -53.9% | 131,670 | $4.4M |
| Golden State Wealth Management, LLC | 0.57% | — | 113,453 | $3.8M |
| CFO4Life Group, LLC | 0.65% | New | 110,323 | $3.7M |
| Financial Advocates Investment Management | 0.18% | Add +8.9% | 97,244 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.3% | 97,196 | $3.2M |
| Kathleen S. Wright Associates Inc. | 1.35% | Add +3.8% | 97,061 | $3.2M |
| Citadel Advisors | 0.00% | New | 97,057 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +1.6% | 86,378 | $2.9M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.1% | 81,997 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.7% | 76,177 | $2.5M |
| Legacy Solutions, LLC | 2.47% | — | 67,961 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Add +671.1% | 67,157 | $2.2M |
| Freedom Financial Partners LLC | 0.96% | — | 59,650 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -42.0% | 57,977 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -16.3% | 56,297 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Add +29.5% | 54,518 | $1.8M |
| MSH Capital Advisors LLC | 0.50% | Reduce -48.1% | 47,978 | $1.6M |
| MBE Wealth Management, LLC | 0.78% | Add +23.4% | 41,786 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 38,711 | $1.3M |
| Laraway Financial Advisors Inc | 0.94% | Reduce -0.6% | 36,625 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 33,638 | $1.1M |
| Westside Investment Management, Inc. | 0.19% | Add +4.7% | 26,750 | $892K |
| &partners | 0.01% | Add +36.5% | 26,591 | $886K |
| HRT Financial LP | 0.00% | New | 26,090 | $869K |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.2% | 23,038 | $768K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -0.4% | 21,346 | $708K |
| MAI Capital Management | 0.01% | New | 20,313 | $677K |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,172 | $672K |
| Tranquilli Financial Advisor LLC | 0.41% | Add +7.5% | 19,620 | $654K |
| Montis Financial, LLC | 0.19% | Reduce -19.4% | 18,192 | $606K |
| Keel Point, LLC | 0.05% | Reduce -21.5% | 16,938 | $565K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 14,500 | $483K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 14,060 | $469K |
| Global Retirement Partners, LLC | 0.01% | Reduce -27.8% | 13,705 | $457K |
| United Advisor Group, LLC | 0.09% | Reduce -11.2% | 13,645 | $455K |
| Fermata Advisors, LLC | 0.08% | Reduce -16.4% | 13,165 | $439K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 12,173 | $406K |
| Comerica Bank | 0.00% | Add +2.5% | 11,208 | $374K |
| Osaic Holdings, Inc. | 0.00% | Add +33.3% | 10,924 | $364K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.5% | 10,516 | $351K |
| Clarendon Private LLC | 0.37% | — | 10,477 | $349K |
| Founders Financial Securities LLC | 0.03% | Reduce -2.4% | 9,070 | $302K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -2.3% | 9,005 | $300K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -24.0% | 8,598 | $287K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.9% | 7,385 | $246K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,138 | $238K |
| First Heartland Consultants, Inc. | 0.02% | New | 6,040 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +11.1% | 5,800 | $193K |
| Private Trust Co. NA | 0.02% | No change | 4,545 | $151K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $123K |
| Creative Financial Designs Inc. | 0.01% | Add +115.1% | 2,891 | $96K |
| Tompkins Financial Corp. | 0.01% | No change | 2,861 | $95K |
| Larson Financial Group LLC | 0.00% | Reduce -25.9% | 2,836 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +103.3% | 1,850 | $62K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 1,261 | $42K |
| Cwm, LLC | 0.00% | Reduce -80.4% | 1,121 | $37K |
| Wells Fargo & Company | 0.00% | Reduce -54.6% | 777 | $26K |
| US Bancorp \de | 0.00% | Add +25.2% | 769 | $26K |
| High Note Wealth, LLC | 0.00% | New | 299 | $10K |
| FPC Investment Advisory, Inc. | 0.01% | New | 268 | $9K |
| Hartford Financial Management Inc. | 0.00% | New | 162 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.5% | 134 | $4K |
| Capital Analysts, LLC | 0.00% | Add +28.6% | 81 | $3K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 75 | $3K |
| Assetmark, Inc. | 0.00% | No change | 67 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 45 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 8 | $267 |
| Morgan Stanley | 0.00% | Reduce -75.0% | 1 | $64 |
| FMR LLC | 0.00% | Reduce -50.0% | 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.