$35.22
-0.04 (-0.13%)
Market Cap
$352.3M
Shares Outstanding
9,830,685
Institutional Holders
18
Total Inst. Value
$258.8M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
4
Increased
7
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | $185.4M | 5,276,656 |
| 2 | Apollon Wealth Management, LLC | $56.9M | 1,618,998 |
| 3 | JPMORGAN CHASE & CO | $4.2M | 119,386 |
| 4 | OSAIC HOLDINGS, INC. | $3.4M | 98,090 |
| 5 | JANE STREET GROUP, LLC | $2.5M | 71,569 |
| 6 | Apollon Financial, LLC | $2.3M | 66,376 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 43,274 |
| 8 | CITADEL ADVISORS LLC | $800K | 22,781 |
| 9 | Berger Financial Group, Inc | $523K | 14,892 |
| 10 | DAVENPORT & Co LLC | $443K | 12,615 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Apollon Wealth Management, LLC | +447K | $56.9M |
| JPMORGAN CHASE & CO | +19K | $4.2M |
| OSAIC HOLDINGS, INC. | +33K | $3.4M |
| JANE STREET GROUP, LLC | +46K | $2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +31K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Hartford Funds Management Co LLC | -170K | $185.4M |
| AMERIFLEX GROUP, INC. | -28K | $228 |
| JONES FINANCIAL COMPANIES LLLP | -11K | $2K |
| DAVENPORT & Co LLC | -10K | $443K |
| Berger Financial Group, Inc | -9K | $523K |
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Frequently Asked Questions
How many institutional investors hold HCRB?
As of Q1 2025, 18 institutional investors report holding HCRB (Hartford Core Bond ETF) in their 13F filings.
Which hedge fund owns the most HCRB?
The largest institutional holder of HCRB is Hartford Funds Management Co LLC with $185.4M in shares.
Are institutions buying or selling HCRB?
This quarter, 4 institutions opened new positions in HCRB and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.