Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q2 2025 (June 30)118holders +6
13new positions
7sold out
2famous investors
$33.86avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Hartford Funds Management Co LLC ($469.0M), Northwestern Mutual Wealth Management Co. ($72.6M) and Wealth Enhancement Advisory Services, LLC ($61.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $49.6M |
| Exits | 7 | $36.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,652,578 shares bought and 2,694,856 shares sold, net +1,957,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Hartford Funds Management Co LLC | 40.39% | Add +1.5% | 13,845,655 | $469.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +116.7% | 2,144,802 | $72.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.2% | 1,815,048 | $61.2M |
| HB Wealth Management, LLC | 0.48% | Reduce -8.5% | 1,786,415 | $60.5M |
| Bank of America Corp. | 0.00% | Add +5.1% | 1,774,144 | $60.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.2% | 1,681,781 | $57.0M |
| UBS Group AG | 0.01% | Add +1.9% | 1,474,973 | $50.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.2% | 1,434,644 | $48.6M |
| LPL Financial LLC | 0.01% | Reduce -2.7% | 1,205,043 | $40.8M |
| Mountain Capital Investment Advisors Inc. | 7.18% | Add +12.2% | 1,103,642 | $37.4M |
| Thrivent Financial for Lutherans | 0.08% | New | 1,030,846 | $34.9M |
| Cornerstone Advisors Asset Management, LLC | 6.37% | Add +10.3% | 976,942 | $33.1M |
| Howard Financial Services, LTD. | 3.94% | Add +2.0% | 885,861 | $30.0M |
| Park Capital Management, LLC / WI | 27.57% | Add +2.2% | 879,096 | $29.8M |
| Berger Financial Group, Inc | 1.83% | Add +5.9% | 834,880 | $28.3M |
| Fragasso Financial Advisors Inc | 1.69% | Reduce -16.1% | 738,126 | $25.0M |
| Spire Wealth Management | 0.81% | Reduce -12.7% | 672,078 | $22.6M |
| WCG Wealth Advisors LLC | 1.35% | Reduce -24.6% | 614,209 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -9.5% | 594,956 | $20.2M |
| Jones Financial Companies LLLP | 0.01% | Add +19.6% | 584,116 | $19.7M |
| Catalyst Financial Partners LLC | 2.08% | Add +8.7% | 563,908 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 523,182 | $17.7M |
| Advance Capital Management, Inc. | 0.75% | Add +9.1% | 487,095 | $16.5M |
| Captrust Financial Advisors | 0.04% | Add +109.7% | 476,690 | $16.1M |
| Bensler, LLC | 1.75% | Reduce -11.5% | 463,109 | $15.7M |
| Brio Consultants, LLC | 2.29% | Add +2.3% | 462,523 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -2.6% | 447,939 | $15.2M |
| Rehmann Capital Advisory Group | 0.88% | Add +2.7% | 429,178 | $14.5M |
| Condor Capital Management | 1.09% | Add +2.5% | 372,583 | $12.6M |
| Atticus Wealth Management, LLC | 3.23% | Add +3.7% | 352,805 | $11.9M |
| IRON Financial LLC | 5.55% | Reduce -5.1% | 309,344 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -21.6% | 294,891 | $10.0M |
| Sanchez Wealth Management Group | 2.33% | Add +3.6% | 285,228 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +98.7% | 271,638 | $9.2M |
| JPMorgan Chase & Co. | 0.00% | Add +205.9% | 235,159 | $8.0M |
| NewEdge Advisors, LLC | 0.04% | Add +7.4% | 224,569 | $7.6M |
| Prostatis Group LLC | 1.95% | Add +9.7% | 201,469 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 177,468 | $6.0M |
| Strategic Planning Group, LLC | 0.97% | Add +1.0% | 175,818 | $6.0M |
| Strid Group, LLC | 0.79% | Add +6.2% | 165,332 | $5.6M |
| Sanctuary Advisors, LLC | 0.03% | New | 160,093 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 158,637 | $5.4M |
| Stifel Financial Corp. | 0.00% | Add +449.6% | 134,243 | $4.5M |
| First Heartland Consultants, Inc. | 0.39% | Add +2003.7% | 130,195 | $4.4M |
| Financial Advocates Investment Management | 0.35% | Add +29.0% | 127,242 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -14.1% | 123,517 | $4.2M |
| CFO4Life Group, LLC | 0.64% | Reduce -1.7% | 120,132 | $4.1M |
| Marshall Financial Group, LLC | 0.80% | Reduce -80.9% | 120,639 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -43.1% | 115,617 | $3.9M |
| Freedom Financial Partners LLC | 1.57% | Add +4.3% | 109,887 | $3.7M |
| Private Client Services, LLC | 1.42% | Add +59.5% | 107,422 | $3.6M |
| Kathleen S. Wright Associates Inc. | 1.35% | Add +3.1% | 102,419 | $3.5M |
| United Advisor Group, LLC | 0.59% | Add +379.1% | 101,486 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +152.8% | 89,942 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +22.9% | 87,906 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 85,517 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +0.2% | 84,325 | $2.9M |
| MBE Wealth Management, LLC | 1.16% | Add +3.7% | 78,856 | $2.7M |
| CW Advisors, LLC | 0.03% | New | 77,537 | $2.6M |
| Integrity Financial Corp | 1.30% | New | 75,022 | $2.5M |
| Legacy Solutions, LLC | 2.37% | Add +1.8% | 73,107 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Add +8.0% | 66,931 | $2.3M |
| Atria Investments, Inc | 0.02% | New | 57,326 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +41.9% | 57,260 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +591.5% | 46,877 | $1.6M |
| Golden State Wealth Management, LLC | 0.19% | Reduce -2.3% | 45,407 | $1.5M |
| Simplicity Wealth,LLC | 0.06% | Add +90.4% | 39,024 | $1.3M |
| &partners | 0.01% | Add +27.6% | 37,149 | $1.3M |
| Laraway Financial Advisors Inc | 0.92% | Reduce -2.4% | 36,000 | $1.2M |
| Gotham Asset Management | 0.01% | Reduce -2.7% | 35,093 | $1.2M |
| MSH Capital Advisors LLC | 0.31% | Reduce -0.4% | 32,085 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +177.8% | 28,935 | $980K |
| Prairieview Wealth Partners, LLC | 0.84% | New | 24,034 | $814K |
| Westside Investment Management, Inc. | 0.15% | No change | 23,200 | $786K |
| Sovran Advisors, LLC | 0.08% | Add +69.5% | 22,659 | $762K |
| Inspirion Wealth Advisors, LLC | 0.09% | Add +0.0% | 20,988 | $711K |
| Old Mission Capital LLC | 0.02% | Reduce -60.0% | 19,388 | $657K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -41.2% | 17,210 | $585K |
| Victory Financial Group, LLC | 0.09% | Reduce -8.2% | 17,010 | $576K |
| Keel Point, LLC | 0.04% | Add +37.1% | 16,048 | $544K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 15,538 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 12,928 | $438K |
| Montis Financial, LLC | 0.12% | Reduce -20.6% | 12,675 | $429K |
| Clarendon Private LLC | 0.38% | Add +4.1% | 11,693 | $396K |
| Apella Capital, LLC | 0.01% | New | 11,754 | $395K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 11,500 | $390K |
| Fermata Advisors, LLC | 0.10% | Reduce -1.0% | 11,301 | $383K |
| HRT Financial LP | 0.00% | New | 11,166 | $378K |
| Comerica Bank | 0.00% | No change | 11,128 | $377K |
| MAI Capital Management | 0.00% | Add +0.0% | 10,517 | $356K |
| Allworth Financial LP | 0.00% | Reduce -7.7% | 10,510 | $356K |
| Stonehearth Capital Management, LLC | 0.13% | Add +0.2% | 9,021 | $306K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,373 | $284K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.2% | 7,410 | $251K |
| Cwm, LLC | 0.00% | Reduce -31.2% | 7,247 | $245K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -9.5% | 6,352 | $215K |
| Flow Traders U.S. LLC | 0.01% | Reduce -62.2% | 6,217 | $211K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,960 | $202K |
| Wells Fargo & Company | 0.00% | Reduce -23.9% | 5,454 | $185K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | New | 4,172 | $141K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $125K |
| Smartleaf Asset Management LLC | 0.01% | New | 3,582 | $121K |
| Morgan Stanley | 0.00% | Add +76250.0% | 3,054 | $103K |
| Global Retirement Partners, LLC | 0.00% | — | 3,048 | $103K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 2,903 | $98K |
| Creative Financial Designs Inc. | 0.01% | Add +1.8% | 2,710 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,250 | $76K |
| Private Trust Co. NA | 0.01% | Reduce -62.1% | 1,721 | $58K |
| Harbour Investments, Inc. | 0.00% | No change | 1,261 | $43K |
| Investors Research Corp | 0.01% | No change | 876 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.1% | 811 | $27K |
| AdvisorNet Financial, Inc | 0.00% | No change | 533 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 296 | $10K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 83 | $3K |
| Assetmark, Inc. | 0.00% | No change | 67 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 45 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 20 | $677 |
| Luminist Capital LLC | 0.00% | New | 16 | $542 |
"% 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.