Who owns HTRB?
Hartford Total Return Bond ETF · Hartford
124 institutions reported holding HTRB, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HTRB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hartford Funds Management Co LLC | Wayne, PA | $462.7M | 13,716,346 | +757,553 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $333.8M | 9,895,819 | +1,231,316 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $91.0M | 2,698,637 | +259,189 shares |
| Bank of America Corp. | Charlotte, NC | $70.7M | 2,097,045 | +113,789 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $54.1M | 1,602,540 | +1,084,955 shares |
| Evolve Private Wealth, LLC | Los Angeles, CA | $51.1M | 1,508,341 | +92,428 shares |
| LPL Financial LLC | Fort Mill, SC | $48.7M | 1,443,464 | +219,519 shares |
| Mountain Capital Investment Advisors Inc. | Westminster, CO | $44.6M | 1,322,766 | +87,428 shares |
| UBS Group AG | Zurich, Switzerland | $40.8M | 1,210,096 | +7,646 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $38.0M | 1,132,219 | −3,624 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 HTRB?
124 institutional managers reported holding HTRB in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Hartford Funds Management Co LLC, at $462.7M.
Did institutions buy or sell HTRB last quarter?
Reported 13F value rose 3.5% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 13 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 HTRB 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.