HTRB

Hartford Total Return Bond ETF
$33.87-0.16 (-0.47%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$4.5790063658630004e+226T

% of Float

Price History

$33.03$33.57$34.11$34.64$35.18Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hartford Funds Management Co LLC13,408,503$457.9M37.53%Share
2WCG Wealth Advisors LLC1,864,039$63.7M1.78%Share
3LPL Financial LLC1,859,864$63.0M0.02%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,753,407$59.9M0.08%Share
5HB Wealth Management, LLC1,393,493$47.6M0.31%Share
6EVOLVE PRIVATE WEALTH, LLC1,269,349$43.0M2.55%Share
7Mountain Capital Investment Advisors Inc.1,199,065$41.1M6.62%Share
8BANK OF AMERICA CORP /DE/1,206,797$41.0M0.00%Share
9HighTower Advisors, LLC1,199,921$40.0M0.04%Share
10UBS Group AG1,132,312$38.7M0.01%Share
11THRIVENT FINANCIAL FOR LUTHERANS1,117,781$38.0M0.07%Share
12Park Capital Management, LLC / WI992,531$33.9M24.26%Share
13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC969,879$33.1M5.38%Share
14HOWARD FINANCIAL SERVICES, LTD.926,744$31.6M3.70%Share
15RAYMOND JAMES FINANCIAL INC908,966$31.0M0.01%Share
16Berger Financial Group, Inc896,483$30.6M1.77%Share
17Fragasso Financial Advisors Inc852,260$29.1M1.76%Share
18BANK OF AMERICA CORP /DE/756,943$25.0M0.00%Share
19Spire Wealth Management660,763$22.6M0.76%Share
20CATALYST FINANCIAL PARTNERS LLC656,236$22.4M2.50%Share
21Great Point Wealth Advisors, LLC653,106$22.3M4.07%Share
22JONES FINANCIAL COMPANIES LLLP665,382$22.0M0.01%Share
23COMMONWEALTH EQUITY SERVICES, LLC628,229$21.0M0.03%Share
24RAYMOND JAMES FINANCIAL INC573,909$19.0M0.01%Share
25Brio Consultants, LLC519,504$17.7M2.31%Share
26ATTICUS WEALTH MANAGEMENT, LLC479,488$16.4M4.04%Share
27Hartford Funds Management Co LLC473,662$16.2M1.33%Share
28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO345,254$15.3M0.01%Share
29JPMORGAN CHASE & CO447,817$15.0M0.00%Share
30Bensler, LLC427,663$14.6M1.46%Share
31Rehmann Capital Advisory Group422,235$14.4M0.75%Share
32CAPTRUST FINANCIAL ADVISORS424,343$14.0M0.03%Share
33CONDOR CAPITAL MANAGEMENT389,283$13.3M1.08%Share
34ROYAL BANK OF CANADA383,075$13.0M0.00%Share
35Advance Capital Management, Inc.374,529$12.8M0.54%Share
36Private Advisor Group, LLC280,216$9.0M0.04%Share
37ENVESTNET ASSET MANAGEMENT INC280,076$9.0M0.00%Share
38IRON Financial LLC249,578$8.5M3.92%Share
39PRIVATE CLIENT SERVICES, LLC244,198$8.3M2.61%Share
40Sanchez Wealth Management Group239,373$8.2M1.75%Share
41TRUIST FINANCIAL CORP236,151$8.1M0.01%Share
42Sanctuary Advisors, LLC212,844$7.3M0.04%Share
43OSAIC HOLDINGS, INC.223,012$7.0M0.01%Share
44Cetera Investment Advisers187,665$6.0M0.01%Share
45Sanctuary Advisors, LLC160,093$5.4M0.03%Share
46First Heartland Consultants, Inc.155,617$5.3M0.40%Share
47Integrity Financial Corp /WA153,473$5.3M2.67%Share
48Strid Group, LLC153,245$5.2M0.65%Share
49Apella Capital, LLC144,481$4.9M0.10%Share
50Freedom Financial Partners LLC128,546$4.4M1.60%Share