Hartford TTL RTRN BND ETFHTRBETF
13F holders, Q1 2026 (March 31)128holders
11new positions
7sold out
3famous investors
$33.75avg. 13F price*
At the end of Q1 2026, 128 institutions reported holding Hartford TTL RTRN BND ETF (HTRB) in their 13F filings, unchanged from Q4 2025. 11 opened new positions and 7 sold out. The largest holders were Hartford Funds Management Co LLC ($437.2M), Bank of Montreal ($292.3M) and Northwestern Mutual Wealth Management Co. ($82.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $53.1M |
| Exits | 7 | $8.9M |
All 13F filers, Q4 2025 → Q1 2026: 12,561,936 shares bought and 6,535,782 shares sold, net +6,026,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Hartford Funds Management Co LLC | 37.97% | Reduce -6.7% | 12,958,793 | $437.2M |
| Bank of Montreal | 0.12% | Add +68189.0% | 8,664,503 | $292.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.6% | 2,439,448 | $82.3M |
| Bank of America Corp. | 0.00% | Add +1.0% | 1,983,256 | $66.9M |
| Evolve Private Wealth, LLC | 2.56% | Add +11.6% | 1,415,913 | $47.8M |
| Mountain Capital Investment Advisors Inc. | 6.23% | Add +3.0% | 1,235,338 | $42.0M |
| LPL Financial LLC | 0.01% | Reduce -34.2% | 1,223,945 | $41.3M |
| HB Wealth Management, LLC | 0.26% | Reduce -13.2% | 1,210,171 | $40.8M |
| UBS Group AG | 0.01% | Add +6.2% | 1,202,450 | $40.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -35.2% | 1,135,843 | $38.4M |
| Park Capital Management, LLC / WI | 35.81% | Add +9.8% | 1,090,006 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.1% | 1,073,990 | $36.2M |
| Cornerstone Advisors Asset Management, LLC | 5.23% | Add +3.6% | 1,004,995 | $33.9M |
| Howard Financial Services, LTD. | 3.75% | Add +6.6% | 988,036 | $33.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -17.9% | 984,886 | $33.2M |
| Fragasso Financial Advisors Inc | 1.87% | Add +7.4% | 915,182 | $31.0M |
| Berger Financial Group, Inc | 1.69% | Reduce -0.5% | 891,872 | $30.1M |
| National Philanthropic Trust | 0.29% | New | 800,087 | $27.0M |
| Jones Financial Companies LLLP | 0.01% | Add +12.7% | 749,789 | $25.2M |
| Spire Wealth Management | 0.82% | Add +7.4% | 714,369 | $24.1M |
| Catalyst Financial Partners LLC | 2.83% | Add +8.4% | 711,398 | $24.0M |
| Great Point Wealth Advisors, LLC | 4.09% | Add +0.4% | 655,906 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.6% | 624,347 | $21.1M |
| Captrust Financial Advisors | 0.03% | Add +38.2% | 586,460 | $19.8M |
| Brio Consultants, LLC | 2.17% | Add +1.5% | 527,184 | $17.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -54.2% | 517,585 | $17.5M |
| Rehmann Capital Advisory Group | 0.86% | Add +16.2% | 490,715 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 480,303 | $16.2M |
| Atticus Wealth Management, LLC | 4.34% | Reduce -1.0% | 474,703 | $16.0M |
| Susquehanna International Group, LLP | 0.02% | New | 462,178 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 425,398 | $14.4M |
| Condor Capital Management | 1.14% | Add +3.8% | 404,044 | $13.6M |
| WCG Wealth Advisors LLC | 0.36% | Reduce -79.3% | 385,079 | $13.0M |
| Osaic Holdings, Inc. | 0.02% | Add +45.4% | 378,155 | $12.8M |
| Prairieview Wealth Partners, LLC | 9.70% | Add +1373.0% | 350,787 | $11.8M |
| Bensler, LLC | 1.13% | Reduce -23.8% | 325,805 | $11.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +14090.5% | 297,008 | $10.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.1% | 274,250 | $9.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1788.1% | 254,044 | $8.6M |
| Private Client Services, LLC | 2.51% | Add +1.8% | 248,696 | $8.4M |
| IRON Financial LLC | 3.63% | Reduce -1.4% | 246,151 | $8.3M |
| Sanchez Wealth Management Group | 1.79% | Add +2.7% | 245,787 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.6% | 226,986 | $7.7M |
| Mariner, LLC | 0.01% | Add +91.4% | 198,824 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +5.4% | 178,964 | $6.0M |
| Apella Capital, LLC | 0.08% | Add +14.6% | 165,606 | $5.7M |
| Strid Group, LLC | 0.66% | Add +3.6% | 158,708 | $5.4M |
| Independent Advisor Alliance | 0.06% | New | 156,098 | $5.3M |
| Integrity Financial Corp | 2.61% | Add +0.9% | 154,918 | $5.2M |
| Freedom Financial Partners LLC | 1.66% | Add +7.7% | 138,396 | $4.7M |
| United Advisor Group, LLC | 0.56% | Add +8.4% | 134,552 | $4.5M |
| CFO4Life Group, LLC | 0.64% | Add +3.8% | 124,353 | $4.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +55.8% | 100,919 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -28.6% | 100,288 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 99,969 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -49.9% | 94,107 | $3.2M |
| CENTRAL TRUST Co | 0.06% | Reduce -6.9% | 92,399 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +3.3% | 92,263 | $3.1M |
| MBE Wealth Management, LLC | 1.29% | Add +8.6% | 91,880 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Add +6.0% | 85,158 | $2.9M |
| Summit Financial, LLC | 0.04% | Add +4.1% | 82,106 | $2.8M |
| Legacy Solutions, LLC | 2.54% | Add +6.8% | 81,193 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -16.3% | 76,396 | $2.6M |
| Marshall Financial Group, LLC | 0.40% | Reduce -11.1% | 74,901 | $2.5M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -53.7% | 72,074 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -76.5% | 65,944 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.2% | 45,876 | $1.5M |
| Gotham Asset Management | 0.00% | Add +5.7% | 41,729 | $1.4M |
| &partners | 0.01% | Reduce -5.5% | 41,091 | $1.4M |
| Clarendon Private LLC | 1.06% | Add +115.3% | 40,873 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.1% | 36,888 | $1.2M |
| Laraway Financial Advisors Inc | 0.80% | Reduce -4.9% | 33,834 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 33,292 | $1.1M |
| MSH Capital Advisors LLC | 0.23% | Reduce -5.8% | 31,736 | $1.1M |
| Mann Financial Group, Inc. | 0.97% | Add +0.1% | 30,680 | $1.0M |
| Saxon Interests, Inc. | 0.31% | Reduce -39.2% | 26,728 | $902K |
| Westside Investment Management, Inc. | 0.12% | No change | 23,635 | $798K |
| Atria Investments, Inc | 0.01% | Reduce -64.7% | 22,697 | $766K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.0% | 18,854 | $636K |
| Natixis Advisors, LLC | 0.00% | Add +55.8% | 18,279 | $617K |
| Flow Traders U.S. LLC | 0.02% | Reduce -51.5% | 17,844 | $602K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -62.0% | 16,810 | $567K |
| Victory Financial Group, LLC | 0.07% | Add +5.2% | 16,800 | $567K |
| Advance Capital Management, Inc. | 0.02% | Reduce -95.7% | 16,061 | $542K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 15,474 | $522K |
| Sovran Advisors, LLC | 0.04% | Reduce -23.4% | 13,725 | $463K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,949 | $437K |
| Prostatis Group LLC | 0.11% | Reduce -60.6% | 12,351 | $417K |
| Fermata Advisors, LLC | 0.09% | Add +12.2% | 12,255 | $413K |
| AQR Capital Management | 0.00% | No change | 11,864 | $400K |
| MAI Capital Management | 0.00% | Add +17.4% | 11,572 | $390K |
| Krilogy Financial LLC | 0.01% | Add +74.8% | 11,411 | $388K |
| Fifth Third Bancorp | 0.00% | Add +4102.6% | 11,305 | $381K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.0% | 10,400 | $351K |
| Stonehearth Capital Management, LLC | 0.13% | Add +3.6% | 9,810 | $331K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -8.4% | 8,644 | $292K |
| Allworth Financial LP | 0.00% | Add +8.3% | 8,460 | $285K |
| Lloyd Advisory Services, LLC. | 0.08% | Add +19971.4% | 8,430 | $284K |
| Kingdom Financial Group LLC. | 0.08% | Reduce -41.1% | 8,430 | $284K |
| Keel Point, LLC | 0.02% | Reduce -12.1% | 8,064 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.7% | 7,781 | $263K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,542 | $254K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 7,374 | $249K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.0% | 6,829 | $230K |
| Cwm, LLC | 0.00% | Reduce -12.5% | 6,797 | $229K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -1.3% | 6,392 | $216K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +7.6% | 4,918 | $166K |
| Glassman Wealth Services | 0.02% | No change | 3,687 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | Add +845.3% | 2,798 | $94K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.4% | 2,738 | $92K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -6.0% | 2,416 | $82K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 2,328 | $79K |
| AE Wealth Management LLC | 0.00% | New | 2,000 | $67K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 1,287 | $43K |
| Morgan Stanley | 0.00% | Reduce -59.2% | 1,194 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -58.4% | 1,146 | $39K |
| Investors Research Corp | 0.01% | No change | 876 | $30K |
| US Bancorp \de | 0.00% | New | 621 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 533 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 266 | $9K |
| Private Trust Co. NA | 0.00% | No change | 140 | $5K |
| Assetmark, Inc. | 0.00% | No change | 134 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 72 | $2K |
| Networth Advisors, LLC | 0.00% | Reduce -50.0% | 48 | $2K |
| Capital Analysts, LLC | 0.00% | Add +2.4% | 43 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 19 | $641 |
| Sound Income Strategies, LLC | 0.00% | New | 17 | $574 |
| BNP Paribas Financial Markets | 0.00% | New | 15 | $506 |
"% 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.