Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q3 2025 (September 30)117holders −1
9new positions
11sold out
3famous investors
$34.30avg. 13F price*
At the end of Q3 2025, 117 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, down 1 from Q2 2025. 9 opened new positions and 11 sold out. The largest holders were Hartford Funds Management Co LLC ($476.0M), Northwestern Mutual Wealth Management Co. ($81.5M) and Bank of America Corp. ($64.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.3M |
| Exits | 11 | $12.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,332,438 shares bought and 2,428,986 shares sold, net −96,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Hartford Funds Management Co LLC | 40.80% | Add +0.3% | 13,882,132 | $476.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +10.8% | 2,376,482 | $81.5M |
| Bank of America Corp. | 0.00% | Add +6.0% | 1,880,972 | $64.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.8% | 1,782,429 | $61.2M |
| HighTower Advisors, LLC | 0.07% | Add +0.1% | 1,682,711 | $57.7M |
| Raymond James Financial Inc. | 0.02% | Add +9.5% | 1,570,376 | $53.8M |
| LPL Financial LLC | 0.02% | Add +30.0% | 1,566,858 | $53.7M |
| HB Wealth Management, LLC | 0.36% | Reduce -13.3% | 1,547,962 | $53.1M |
| UBS Group AG | 0.01% | Reduce -9.5% | 1,334,609 | $45.8M |
| Mountain Capital Investment Advisors Inc. | 6.94% | Add +3.8% | 1,145,507 | $39.4M |
| Cornerstone Advisors Asset Management, LLC | 5.64% | Reduce -3.8% | 940,336 | $32.2M |
| Park Capital Management, LLC / WI | 24.94% | Add +3.4% | 909,043 | $31.2M |
| Howard Financial Services, LTD. | 3.77% | Add +1.5% | 899,040 | $30.8M |
| Berger Financial Group, Inc | 1.74% | Add +1.3% | 845,583 | $29.0M |
| Fragasso Financial Advisors Inc | 1.74% | Add +9.6% | 808,857 | $27.8M |
| Spire Wealth Management | 0.77% | Reduce -1.2% | 663,909 | $22.8M |
| Catalyst Financial Partners LLC | 2.52% | Add +8.2% | 610,053 | $20.9M |
| Great Point Wealth Advisors, LLC | 3.92% | — | 607,823 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.3% | 602,903 | $20.7M |
| Jones Financial Companies LLLP | 0.01% | Add +2.8% | 600,205 | $20.6M |
| WCG Wealth Advisors LLC | 1.28% | Reduce -2.7% | 597,647 | $20.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 547,963 | $18.8M |
| Truist Financial Corp. | 0.02% | Add +7.7% | 482,239 | $16.5M |
| Captrust Financial Advisors | 0.03% | Add +0.8% | 480,762 | $16.5M |
| Brio Consultants, LLC | 2.23% | Add +2.2% | 472,774 | $16.2M |
| Atticus Wealth Management, LLC | 3.90% | Add +27.6% | 450,133 | $15.4M |
| Bensler, LLC | 1.59% | Reduce -3.4% | 447,328 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +79.0% | 420,932 | $14.4M |
| Rehmann Capital Advisory Group | 0.79% | Reduce -2.3% | 419,487 | $14.4M |
| Condor Capital Management | 1.06% | Add +1.4% | 377,736 | $13.0M |
| Advance Capital Management, Inc. | 0.50% | Reduce -31.4% | 334,294 | $11.5M |
| Private Advisor Group, LLC | 0.05% | Add +0.0% | 294,978 | $10.1M |
| Sanchez Wealth Management Group | 2.17% | Reduce -0.0% | 285,132 | $9.8M |
| IRON Financial LLC | 4.50% | Reduce -11.5% | 273,779 | $9.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +152.9% | 222,289 | $7.6M |
| Private Client Services, LLC | 2.39% | Add +94.0% | 208,421 | $7.1M |
| Jane Street Group, LLC | 0.01% | Reduce -24.4% | 205,239 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +25.0% | 200,144 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 182,046 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 180,423 | $6.2M |
| Prostatis Group LLC | 1.55% | Reduce -10.6% | 180,114 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +84.0% | 165,446 | $5.6M |
| Strid Group, LLC | 0.71% | Reduce -1.8% | 162,417 | $5.6M |
| Citadel Advisors | 0.00% | Add +39.8% | 161,683 | $5.5M |
| Stifel Financial Corp. | 0.00% | Add +14.2% | 153,336 | $5.3M |
| First Heartland Consultants, Inc. | 0.41% | Add +15.2% | 149,998 | $5.1M |
| Integrity Financial Corp | 2.44% | Add +98.1% | 148,634 | $5.1M |
| Apella Capital, LLC | 0.10% | Add +986.1% | 127,655 | $4.4M |
| CFO4Life Group, LLC | 0.63% | Add +4.5% | 125,515 | $4.3M |
| Freedom Financial Partners LLC | 1.59% | Add +10.4% | 121,331 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -4.6% | 117,860 | $4.0M |
| United Advisor Group, LLC | 0.52% | Add +11.3% | 112,903 | $3.9M |
| Kathleen S. Wright Associates Inc. | 1.31% | Add +0.3% | 102,738 | $3.5M |
| Kingsview Wealth Management, LLC | 0.05% | Add +71.0% | 97,902 | $3.4M |
| Marshall Financial Group, LLC | 0.60% | Reduce -25.7% | 89,586 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.9% | 82,769 | $2.8M |
| MBE Wealth Management, LLC | 1.20% | Add +2.6% | 80,871 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.9% | 80,499 | $2.8M |
| CENTRAL TRUST Co | 0.06% | Add +16.4% | 77,934 | $2.7M |
| Legacy Solutions, LLC | 2.30% | Add +2.2% | 74,715 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +11.2% | 63,770 | $2.2M |
| Golden State Wealth Management, LLC | 0.17% | Reduce -0.4% | 45,235 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +53.5% | 44,411 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 43,209 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -82.5% | 39,246 | $1.3M |
| &partners | 0.01% | Reduce -3.0% | 36,049 | $1.2M |
| Laraway Financial Advisors Inc | 0.84% | Reduce -0.4% | 35,860 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 35,093 | $1.2M |
| Smartleaf Asset Management LLC | 0.07% | Add +816.6% | 32,834 | $1.1M |
| MSH Capital Advisors LLC | 0.30% | Add +2.3% | 32,814 | $1.1M |
| Mann Financial Group, Inc. | 1.08% | — | 32,000 | $1.1M |
| Prairieview Wealth Partners, LLC | 0.77% | Reduce -0.3% | 23,952 | $821K |
| Westside Investment Management, Inc. | 0.12% | Reduce -2.4% | 22,650 | $777K |
| Inspirion Wealth Advisors, LLC | 0.10% | Add +2.1% | 21,426 | $749K |
| Sovran Advisors, LLC | 0.06% | Reduce -7.1% | 21,043 | $725K |
| Morgan Stanley | 0.00% | Add +575.1% | 20,617 | $707K |
| Simplicity Wealth,LLC | 0.04% | Reduce -51.8% | 18,830 | $646K |
| Clarendon Private LLC | 0.55% | Add +50.2% | 17,566 | $602K |
| Victory Financial Group, LLC | 0.08% | Reduce -6.1% | 15,972 | $548K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 15,585 | $534K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.5% | 15,133 | $519K |
| Kestra Advisory Services, LLC | 0.00% | Add +79.5% | 15,025 | $515K |
| Keel Point, LLC | 0.02% | Reduce -29.4% | 11,322 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.7% | 11,157 | $383K |
| Comerica Bank | 0.00% | No change | 11,128 | $382K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 10,620 | $364K |
| Fermata Advisors, LLC | 0.09% | Reduce -9.7% | 10,205 | $350K |
| MAI Capital Management | 0.00% | Reduce -5.3% | 9,963 | $342K |
| AQR Capital Management | 0.00% | New | 9,436 | $324K |
| Allworth Financial LP | 0.00% | Reduce -16.3% | 8,801 | $302K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -3.6% | 8,698 | $298K |
| Cwm, LLC | 0.00% | Add +12.7% | 8,167 | $280K |
| Flow Traders U.S. LLC | 0.01% | Add +29.6% | 8,058 | $276K |
| Two Sigma Securities, LLC | 0.04% | New | 7,972 | $273K |
| Krilogy Financial LLC | 0.01% | New | 6,530 | $224K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 6,472 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.4% | 6,202 | $213K |
| MML Investors Services, LLC | 0.00% | New | 5,843 | $200K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +9.2% | 4,557 | $156K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $126K |
"% 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.