ETF Holders

Who owns HCRB?

Bond

Hartford Core Bond ETF · Hartford

24 institutions reported holding HCRB, worth $376.3M, in Form 13F filings for June 30, 2026.

13F holders
24
Institutional value
$376.3M
Change from prior quarter
+16.6%
+$53.4M, with price moves
New and sold-out firms
5 / 4
14 added, 5 trimmed

Top 10 institutional holders of HCRB

FirmLocationValueSharesChange
Hartford Funds Management Co LLCWayne, PA$200.9M5,741,406+568,359 shares
Apollon Wealth Management, LLCMount Pleasant, SC$67.9M1,941,271+397,650 shares
LPL Financial LLCFort Mill, SC$46.5M1,328,948+238,532 shares
Private Advisor Group, LLCMorristown, NJ$9.4M267,381+240,531 shares
Raymond James Financial Inc.St. Petersburg, FL$8.7M249,277+232,712 shares
Allworth Financial LPFolsom, CA$7.5M214,321−16,727 shares
JPMorgan Chase & CoNew York, NY$5.7M161,545+1,866 shares
&PartnersNashville, TN$5.3M153,191+83,598 shares
Apollon Financial, LLCMount Pleasant, SC$5.2M148,178+6,522 shares
Jones Financial Companies LLLPDes Peres, MO$4.3M121,794+24,608 shares
14 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns HCRB?

24 institutional managers reported holding HCRB in Form 13F filings for June 30, 2026, worth $376.3M in total. The largest reported position was held by Hartford Funds Management Co LLC, at $200.9M.

Did institutions buy or sell HCRB last quarter?

Reported 13F value rose 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 4 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is HCRB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.