Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q1 2025 (March 31)112holders −5
13new positions
15sold out
2famous investors
$33.85avg. 13F price*
At the end of Q1 2025, 112 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, down 5 from Q4 2024. 13 opened new positions and 15 sold out. The largest holders were Hartford Funds Management Co LLC ($461.9M), HB Wealth Management, LLC ($66.1M) and Wealth Enhancement Advisory Services, LLC ($62.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $72.2M |
| Exits | 15 | $57.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,713,536 shares bought and 4,544,086 shares sold, net +1,169,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Hartford Funds Management Co LLC | 41.70% | Reduce -6.3% | 13,642,385 | $461.9M |
| HB Wealth Management, LLC | 0.56% | New | 1,951,956 | $66.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -4.3% | 1,855,302 | $62.8M |
| Bank of America Corp. | 0.01% | Reduce -3.6% | 1,688,681 | $57.2M |
| HighTower Advisors, LLC | 0.08% | Add +15924.4% | 1,685,123 | $57.1M |
| Raymond James Financial Inc. | 0.02% | Add +44.3% | 1,451,639 | $49.2M |
| UBS Group AG | 0.01% | Add +1.5% | 1,446,833 | $49.0M |
| LPL Financial LLC | 0.02% | Reduce -4.1% | 1,238,086 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +7.3% | 989,719 | $33.5M |
| Mountain Capital Investment Advisors Inc. | 7.09% | Reduce -1.5% | 984,079 | $33.1M |
| Cornerstone Advisors Asset Management, LLC | 6.14% | Reduce -1.5% | 885,760 | $30.0M |
| Fragasso Financial Advisors Inc | 2.21% | Add +3.7% | 880,339 | $29.8M |
| Howard Financial Services, LTD. | 4.00% | Reduce -1.8% | 868,425 | $29.4M |
| Park Capital Management, LLC / WI | 34.04% | Reduce -6.1% | 860,142 | $29.1M |
| WCG Wealth Advisors LLC | 2.10% | Reduce -16.2% | 815,047 | $27.6M |
| Berger Financial Group, Inc | 1.85% | Add +20.9% | 788,276 | $26.7M |
| Spire Wealth Management | 0.83% | Add +1.5% | 770,189 | $26.1M |
| NewEdge Wealth, LLC | 0.46% | Add +2.5% | 742,507 | $25.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.5% | 657,323 | $22.3M |
| Marshall Financial Group, LLC | 4.67% | Reduce -1.3% | 631,164 | $21.4M |
| Great Point Wealth Advisors, LLC | 3.90% | Add +27.8% | 532,731 | $18.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -29.5% | 525,983 | $17.8M |
| Bensler, LLC | 2.22% | Reduce -9.5% | 523,294 | $17.7M |
| Catalyst Financial Partners LLC | 3.23% | Add +91.0% | 518,735 | $17.6M |
| Jones Financial Companies LLLP | 0.01% | Add +33.2% | 488,609 | $16.5M |
| Truist Financial Corp. | 0.03% | Reduce -1.6% | 459,758 | $15.6M |
| Brio Consultants, LLC | 2.40% | Add +2.2% | 452,332 | $15.3M |
| Advance Capital Management, Inc. | 0.72% | Reduce -13.6% | 446,380 | $15.1M |
| Rehmann Capital Advisory Group | 0.89% | Add +18.4% | 417,965 | $14.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.4% | 376,340 | $12.7M |
| Condor Capital Management | 1.15% | Add +3.2% | 363,552 | $12.3M |
| Atticus Wealth Management, LLC | 3.76% | Add +82.9% | 340,154 | $11.5M |
| IRON Financial LLC | 6.19% | Reduce -3.5% | 326,088 | $11.0M |
| Visionary Wealth Advisors | 0.65% | Reduce -1.0% | 320,073 | $10.8M |
| Sanchez Wealth Management Group | 2.53% | Add +1.2% | 275,368 | $9.3M |
| Captrust Financial Advisors | 0.02% | Reduce -1.2% | 227,310 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Add +3.3% | 209,093 | $7.1M |
| Citadel Advisors | 0.01% | Add +109.2% | 203,075 | $6.9M |
| Prostatis Group LLC | 1.96% | Reduce -6.9% | 183,637 | $6.2M |
| Strategic Planning Group, LLC | 1.15% | Add +11.9% | 174,090 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 169,888 | $5.8M |
| Strid Group, LLC | 0.82% | Add +0.4% | 155,663 | $5.3M |
| Cetera Investment Advisers | 0.01% | Reduce -23.4% | 154,848 | $5.2M |
| Mariner, LLC | 0.01% | Reduce -19.7% | 143,774 | $4.9M |
| Jane Street Group, LLC | 0.01% | Reduce -17.4% | 136,737 | $4.6M |
| CFO4Life Group, LLC | 0.70% | Add +10.8% | 122,252 | $4.1M |
| Freedom Financial Partners LLC | 1.66% | Add +76.6% | 105,329 | $3.6M |
| Kathleen S. Wright Associates Inc. | 1.39% | Add +2.4% | 99,348 | $3.4M |
| Financial Advocates Investment Management | 0.23% | Add +1.5% | 98,666 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +15.8% | 88,194 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.5% | 84,190 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +98.6% | 76,866 | $2.6M |
| MBE Wealth Management, LLC | 1.23% | Add +82.0% | 76,059 | $2.6M |
| Legacy Solutions, LLC | 2.68% | Add +5.7% | 71,848 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +902.2% | 71,535 | $2.4M |
| Private Client Services, LLC | 1.13% | New | 67,357 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Add +13.7% | 61,976 | $2.1M |
| Old Mission Capital LLC | 0.03% | Reduce -71.7% | 48,501 | $1.6M |
| Golden State Wealth Management, LLC | 0.23% | Reduce -59.1% | 46,450 | $1.6M |
| Wolf Group Capital Advisors | 0.46% | New | 40,597 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +446.6% | 40,368 | $1.4M |
| Laraway Financial Advisors Inc | 0.99% | Add +0.7% | 36,875 | $1.2M |
| Gotham Asset Management | 0.01% | Add +7.2% | 36,074 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +225.7% | 35,578 | $1.2M |
| MSH Capital Advisors LLC | 0.34% | Reduce -32.8% | 32,221 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -49.5% | 29,277 | $995K |
| &partners | 0.01% | Add +9.5% | 29,109 | $984K |
| Stifel Financial Corp. | 0.00% | Reduce -88.8% | 24,424 | $827K |
| Westside Investment Management, Inc. | 0.17% | Reduce -13.3% | 23,200 | $786K |
| United Advisor Group, LLC | 0.15% | Add +55.2% | 21,182 | $717K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -1.7% | 20,983 | $710K |
| Simplicity Wealth,LLC | 0.05% | New | 20,492 | $694K |
| Victory Financial Group, LLC | 0.12% | New | 18,522 | $627K |
| Flow Traders U.S. LLC | 0.02% | Reduce -75.5% | 16,438 | $557K |
| Montis Financial, LLC | 0.16% | Reduce -12.3% | 15,955 | $540K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.1% | 15,509 | $525K |
| Sovran Advisors, LLC | 0.06% | New | 13,368 | $447K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.3% | 12,891 | $436K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.8% | 12,500 | $423K |
| Keel Point, LLC | 0.03% | Reduce -30.9% | 11,708 | $396K |
| Fermata Advisors, LLC | 0.07% | Reduce -13.3% | 11,417 | $387K |
| Allworth Financial LP | 0.00% | Reduce -6.4% | 11,389 | $383K |
| Clarendon Private LLC | 0.40% | Add +7.2% | 11,230 | $380K |
| Comerica Bank | 0.00% | Reduce -0.7% | 11,128 | $377K |
| Cwm, LLC | 0.00% | Add +839.8% | 10,535 | $357K |
| MAI Capital Management | 0.00% | Reduce -48.2% | 10,516 | $356K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 10,415 | $353K |
| Stonehearth Capital Management, LLC | 0.13% | Reduce -0.0% | 9,004 | $305K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.1% | 7,901 | $268K |
| Wells Fargo & Company | 0.00% | Add +822.0% | 7,164 | $243K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -87.5% | 7,019 | $238K |
| Susquehanna International Group, LLP | 0.00% | New | 6,779 | $230K |
| First Heartland Consultants, Inc. | 0.02% | Add +2.5% | 6,189 | $210K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +2.8% | 5,960 | $202K |
| Private Trust Co. NA | 0.02% | No change | 4,545 | $154K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $125K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 2,871 | $97K |
| Tompkins Financial Corp. | 0.01% | No change | 2,861 | $97K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.0% | 2,661 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.6% | 2,250 | $76K |
| Harbour Investments, Inc. | 0.00% | No change | 1,261 | $43K |
| CoreCap Advisors, LLC | 0.00% | New | 923 | $31K |
| Investors Research Corp | 0.01% | New | 876 | $30K |
| AdvisorNet Financial, Inc | 0.00% | New | 533 | $18K |
| Horizon Investments, LLC | 0.00% | Reduce -99.9% | 267 | $9K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 82 | $3K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 75 | $3K |
| Assetmark, Inc. | 0.00% | No change | 67 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 45 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 20 | $677 |
| Kiker Wealth Management, LLC | 0.00% | New | 19 | $643 |
| Morgan Stanley | 0.00% | Add +300.0% | 4 | $144 |
"% 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.