Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q4 2025 (December 31)128holders +11
13new positions
5sold out
3famous investors
$34.16avg. 13F price*
At the end of Q4 2025, 128 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, up 11 from Q3 2025. 13 opened new positions and 5 sold out. The largest holders were Hartford Funds Management Co LLC ($474.1M), Northwestern Mutual Wealth Management Co. ($86.4M) and Bank of America Corp. ($67.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.9M |
| Exits | 5 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 4,212,578 shares bought and 2,308,796 shares sold, net +1,903,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Hartford Funds Management Co LLC | 38.85% | Add +0.0% | 13,882,165 | $474.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.5% | 2,530,560 | $86.4M |
| Bank of America Corp. | 0.00% | Add +4.4% | 1,963,740 | $67.1M |
| WCG Wealth Advisors LLC | 1.78% | Add +211.9% | 1,864,039 | $63.7M |
| LPL Financial LLC | 0.02% | Add +18.7% | 1,859,864 | $63.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.6% | 1,753,407 | $59.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.8% | 1,494,141 | $51.0M |
| HB Wealth Management, LLC | 0.31% | Reduce -10.0% | 1,393,493 | $47.6M |
| Evolve Private Wealth, LLC | 2.59% | — | 1,269,349 | $43.7M |
| Mountain Capital Investment Advisors Inc. | 6.62% | Add +4.7% | 1,199,065 | $41.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -28.7% | 1,199,921 | $41.0M |
| UBS Group AG | 0.01% | Reduce -15.2% | 1,132,312 | $38.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +7361.4% | 1,129,127 | $38.6M |
| Park Capital Management, LLC / WI | 24.26% | Add +9.2% | 992,531 | $33.9M |
| Cornerstone Advisors Asset Management, LLC | 5.38% | Add +3.1% | 969,879 | $33.1M |
| Howard Financial Services, LTD. | 3.70% | Add +3.1% | 926,744 | $31.6M |
| Berger Financial Group, Inc | 1.78% | Add +6.0% | 896,483 | $30.6M |
| Fragasso Financial Advisors Inc | 1.76% | Add +5.4% | 852,260 | $29.1M |
| Spire Wealth Management | 0.76% | Add +0.2% | 665,393 | $22.7M |
| Jones Financial Companies LLLP | 0.01% | Add +10.9% | 665,382 | $22.7M |
| Catalyst Financial Partners LLC | 2.50% | Add +7.6% | 656,236 | $22.4M |
| Great Point Wealth Advisors, LLC | 4.07% | Add +7.5% | 653,106 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.2% | 628,229 | $21.5M |
| Brio Consultants, LLC | 2.31% | Add +9.9% | 519,504 | $17.7M |
| Atticus Wealth Management, LLC | 4.04% | Add +6.5% | 479,488 | $16.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 447,819 | $15.3M |
| Bensler, LLC | 1.46% | Reduce -4.4% | 427,663 | $14.6M |
| Captrust Financial Advisors | 0.03% | Reduce -11.7% | 424,343 | $14.5M |
| Rehmann Capital Advisory Group | 0.75% | Add +0.7% | 422,235 | $14.4M |
| Condor Capital Management | 1.08% | Add +3.1% | 389,283 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +110.4% | 383,075 | $13.1M |
| Advance Capital Management, Inc. | 0.54% | Add +12.0% | 374,529 | $12.8M |
| Alongside, LLC | 4.11% | — | 362,094 | $12.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.0% | 280,216 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -48.9% | 280,076 | $9.6M |
| Osaic Holdings, Inc. | 0.01% | Add +57.3% | 260,158 | $8.9M |
| IRON Financial LLC | 3.92% | Reduce -8.8% | 249,578 | $8.5M |
| Private Client Services, LLC | 2.61% | Add +17.2% | 244,198 | $8.3M |
| Sanchez Wealth Management Group | 1.75% | Reduce -16.1% | 239,373 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -51.0% | 236,151 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.3% | 212,844 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +4.0% | 187,665 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +10.8% | 169,815 | $5.8M |
| First Heartland Consultants, Inc. | 0.40% | Add +3.8% | 155,617 | $5.3M |
| Integrity Financial Corp | 2.67% | Add +3.3% | 153,473 | $5.3M |
| Strid Group, LLC | 0.65% | Reduce -5.7% | 153,245 | $5.2M |
| Apella Capital, LLC | 0.10% | Add +13.2% | 144,481 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -13.1% | 140,540 | $4.8M |
| Freedom Financial Partners LLC | 1.60% | Add +6.0% | 128,546 | $4.4M |
| United Advisor Group, LLC | 0.54% | Add +9.9% | 124,136 | $4.2M |
| CFO4Life Group, LLC | 0.58% | Reduce -4.5% | 119,821 | $4.1M |
| Mariner, LLC | 0.00% | Reduce -11.9% | 103,879 | $3.5M |
| CENTRAL TRUST Co | 0.07% | Add +27.3% | 99,218 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -55.5% | 91,294 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +7.9% | 89,316 | $3.1M |
| MBE Wealth Management, LLC | 1.21% | Add +4.6% | 84,610 | $2.9M |
| Marshall Financial Group, LLC | 0.56% | Reduce -5.9% | 84,286 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 80,308 | $2.7M |
| Summit Financial, LLC | 0.04% | New | 78,876 | $2.7M |
| Legacy Solutions, LLC | 2.28% | Add +1.7% | 76,013 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -33.9% | 64,757 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +0.7% | 64,200 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.0% | 45,317 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -2.3% | 44,178 | $1.5M |
| Saxon Interests, Inc. | 0.53% | New | 43,982 | $1.5M |
| &partners | 0.01% | Add +20.7% | 43,504 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 39,699 | $1.4M |
| Gotham Asset Management | 0.00% | Add +12.5% | 39,492 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | Add +356.6% | 36,795 | $1.3M |
| Laraway Financial Advisors Inc | 0.79% | Reduce -0.8% | 35,592 | $1.2M |
| MSH Capital Advisors LLC | 0.25% | Add +2.7% | 33,694 | $1.2M |
| Prostatis Group LLC | 0.26% | Reduce -82.6% | 31,329 | $1.1M |
| Mann Financial Group, Inc. | 1.01% | Reduce -4.3% | 30,640 | $1.0M |
| Prairieview Wealth Partners, LLC | 0.74% | Reduce -0.6% | 23,814 | $813K |
| Westside Investment Management, Inc. | 0.13% | Add +4.3% | 23,635 | $807K |
| Clarendon Private LLC | 0.55% | Add +8.1% | 18,980 | $648K |
| Sovran Advisors, LLC | 0.05% | Reduce -14.8% | 17,923 | $615K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.5% | 17,952 | $613K |
| Simplicity Wealth,LLC | 0.04% | Reduce -5.1% | 17,863 | $610K |
| Victory Financial Group, LLC | 0.07% | No change | 15,972 | $545K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 15,432 | $527K |
| Kingdom Financial Group LLC. | 0.15% | New | 14,323 | $489K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -94.0% | 13,455 | $459K |
| Bank of Montreal | 0.00% | New | 12,688 | $433K |
| AQR Capital Management | 0.00% | Add +25.7% | 11,864 | $405K |
| Natixis Advisors, LLC | 0.00% | New | 11,730 | $401K |
| Comerica Bank | 0.00% | No change | 11,128 | $380K |
| Fermata Advisors, LLC | 0.09% | Add +7.0% | 10,920 | $373K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.8% | 9,900 | $338K |
| MAI Capital Management | 0.00% | Reduce -1.0% | 9,860 | $337K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.2% | 9,570 | $327K |
| Stonehearth Capital Management, LLC | 0.12% | Add +8.8% | 9,466 | $323K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -56.0% | 9,434 | $322K |
| Keel Point, LLC | 0.02% | Reduce -19.0% | 9,172 | $313K |
| Allworth Financial LP | 0.00% | Reduce -11.3% | 7,811 | $267K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 7,771 | $265K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 7,374 | $252K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +12.4% | 6,970 | $238K |
| Krilogy Financial LLC | 0.01% | No change | 6,530 | $224K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.0% | 6,474 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,161 | $210K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 5,901 | $202K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +0.3% | 4,572 | $156K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $126K |
| Morgan Stanley | 0.00% | Reduce -85.8% | 2,928 | $100K |
| Creative Financial Designs Inc. | 0.01% | Add +5.2% | 2,893 | $99K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,753 | $94K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,570 | $88K |
| Larson Financial Group LLC | 0.00% | Reduce -2.3% | 2,297 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.0% | 2,093 | $71K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.6% | 2,037 | $70K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 1,287 | $44K |
| CoreCap Advisors, LLC | 0.00% | No change | 949 | $32K |
| Investors Research Corp | 0.01% | No change | 876 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 533 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 450 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 296 | $10K |
| Fifth Third Bancorp | 0.00% | New | 269 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 266 | $9K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 219 | $7K |
| Private Trust Co. NA | 0.00% | No change | 140 | $5K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 134 | $5K |
| Networth Advisors, LLC | 0.00% | — | 96 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 72 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 42 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -50.0% | 42 | $1K |
| Wealth Watch Advisors, INC | 0.00% | No change | 21 | $722 |
| Harbour Investments, Inc. | 0.00% | Reduce -98.5% | 19 | $649 |
"% 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.