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Disclosery

HTRB HARTFORD FDS EXCHANGE TRADED

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TOTAL RTRN ETF (fund)

127 managers (128 13F filers) reported a position in HTRB shares at 2026-03-31, 55,654,719 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
127
13F filers
128
New
11
Added
60
Reduced
45
Sold out
7
Shares held by filers
55,654,719

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hartford Funds Management Co LLC12,958,793$437M37.97%-923,37213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,664,503$292M0.12%+8,651,81513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,439,448$82.3M0.05%-91,11213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,983,256$66.9M<0.01%+19,51613F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC1,415,913$47.8M2.55%+146,56413F-HRTimeline
Mountain Capital Investment Advisors In…1,235,338$42M6.23%+36,27313F-HRTimeline
LPL Financial LLC1,223,945$41.3M0.01%-635,91913F-HRTimeline
HB Wealth Management, LLC1,210,171$40.8M0.26%-183,32213F-HRTimeline
UBS Group AGin group UBS Group AG1,202,450$40.6M0.01%+70,13813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,135,843$38.4M0.08%-617,56413F-HRTimeline
Park Capital Management, LLC / WI1,090,006$36.8M35.81%+97,47513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,073,990$36.2M0.01%-420,15113F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,004,995$33.9M5.23%+35,11613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.988,036$33.3M3.75%+61,29213F-HRTimeline
HighTower Advisors, LLC984,886$33.2M0.04%-215,03513F-HRTimeline
Fragasso Financial Advisors Inc915,182$31M1.87%+62,92213F-HRTimeline
Berger Financial Group, Inc891,872$30.1M1.69%-4,61113F-HRTimeline
National Philanthropic Trust800,087$27M0.29%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP749,789$25.2M0.01%+84,40713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management714,369$24.1M0.82%+48,97613F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC711,398$24M2.83%+55,16213F-HRTimeline
Great Point Wealth Advisors, LLC655,906$22.1M4.09%+2,80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC624,347$21.1M0.03%-3,88213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS586,460$19.8M0.03%+162,11713F-HRTimeline
Brio Consultants, LLC527,184$17.8M2.17%+7,68013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…517,585$17.5M0.03%-611,54213F-HRTimelineGroup
Rehmann Capital Advisory Group490,715$16.6M0.86%+68,48013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO480,303$16.2M<0.01%+32,48413F-HR/ATimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC474,703$16M4.34%-4,78513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…462,178$15.6M0.02%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA425,398$14.4M<0.01%+42,32313F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT404,044$13.6M1.14%+14,76113F-HRTimeline
WCG Wealth Advisors LLC385,079$13M0.36%-1,478,96013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.378,155$12.8M0.02%+117,99713F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC350,787$11.8M9.7%+326,97313F-HRTimeline
Bensler, LLC325,805$11M1.13%-101,85813F-HRTimeline
Steward Partners Investment Advisory, L…297,008$10M0.05%+294,91513F-HRTimeline
Private Advisor Group, LLC274,250$9.25M0.04%-5,96613F-HRTimeline
Integrated Wealth Concepts LLC254,044$8.57M0.07%+240,58913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC248,696$8.39M2.51%+4,49813F-HRTimeline
IRON Financial LLC246,151$8.31M3.63%-3,42713F-HRTimeline
Sanchez Wealth Management Group245,787$8.29M1.79%+6,41413F-HRTimeline
Sanctuary Advisors, LLC226,986$7.66M0.04%+14,14213F-HRTimeline
Mariner, LLCin group Mariner, LLC198,824$6.71M0.01%+94,94513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP178,964$6.04M0.01%+9,14913F-HRTimelineGroup
Apella Capital, LLC165,606$5.65M0.08%+21,12513F-HRTimeline
Strid Group, LLC158,708$5.35M0.66%+5,46313F-HRTimeline
Independent Advisor Alliance156,098$5.27M0.06%new13F-HRTimeline
Integrity Financial Corp /WA154,918$5.25M2.61%+1,44513F-HRTimeline
Freedom Financial Partners LLC138,396$4.67M1.66%+9,85013F-HRTimeline
United Advisor Group, LLC134,552$4.54M0.56%+10,41613F-HRTimeline
CFO4Life Group, LLC124,353$4.2M0.64%+4,53213F-HRTimeline
Kingsview Wealth Management, LLC100,919$3.41M0.05%+36,16213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,288$3.38M<0.01%-40,25213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,969$3.37M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers94,107$3.18M<0.01%-93,55813F-HRTimeline
CENTRAL TRUST Co92,399$3.12M0.06%-6,81913F-HRTimeline
DAVENPORT & Co LLC92,263$3.11M0.02%+2,94713F-HRTimeline
MBE Wealth Management, LLC91,880$3.1M1.29%+7,27013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,158$2.87M<0.01%+4,85013F-HRTimelineGroup
Summit Financial, LLC82,106$2.78M0.04%+3,23013F-HRTimeline
LEGACY SOLUTIONS, LLC81,193$2.74M2.54%+5,18013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,396$2.58M<0.01%-14,89813F-HRTimelineGroup
Marshall Financial Group, LLC74,901$2.53M0.4%-9,38513F-HRTimeline
First Heartland Consultants, Inc.72,074$2.43M0.19%-83,54313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,944$2.22M<0.01%-214,13213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding64,730$2.18M+1,461Timeline
Gotham Asset Management, LLC41,729$1.41M<0.01%+2,23713F-HRTimeline
&PARTNERS41,091$1.39M0.01%-2,41313F-HRTimeline
Clarendon Private LLC40,873$1.38M1.06%+21,89313F-HRTimeline
NewEdge Advisors, LLC36,888$1.24M<0.01%-2,81113F-HR/ATimeline
Laraway Financial Advisors Inc33,834$1.14M0.8%-1,75813F-HRTimeline
OLD MISSION CAPITAL LLC33,292$1.12M0.03%new13F-HRTimeline
MSH Capital Advisors LLC31,736$1.07M0.23%-1,95813F-HRTimeline
Mann Financial Group, Inc.30,680$1.04M0.97%+4013F-HRTimeline
SAXON INTERESTS, INC.26,728$902K0.31%-17,25413F-HRTimeline
Westside Investment Management, Inc.23,635$798K0.12%013F-HRTimeline
Atria Investments, Inc22,697$766K0.01%-41,50313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,279$617K<0.01%+6,54913F-HRTimelineGroup
FLOW TRADERS U.S. LLC17,844$602K0.02%-18,95113F-HRTimeline
Golden State Wealth Management, LLC16,810$567K0.06%-27,36813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,800$567K0.07%+82813F-HRTimeline
Advance Capital Management, Inc.16,061$542K0.02%-358,46813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,474$522K<0.01%+4213F-HRTimelineGroup
Sovran Advisors, LLC13,725$463K0.04%-4,19813F-HRTimeline
Beacon Pointe Advisors, LLC12,949$437K<0.01%new13F-HRTimeline
Prostatis Group LLC12,351$417K0.11%-18,97813F-HRTimeline
Fermata Advisors, LLC12,255$413K0.09%+1,33513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,864$400K<0.01%013F-HRTimelineGroup
MAI Capital Management11,572$390K<0.01%+1,71213F-HRTimeline
Krilogy Financial LLC11,411$388K0.01%+4,88113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,305$381K<0.01%+11,03613F-HRTimelineGroup
Janney Montgomery Scott LLC10,400$351K<0.01%+50013F-HRTimeline
Stonehearth Capital Management, LLC9,810$331K0.13%+34413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,644$292K0.04%-79013F-HRTimeline
Allworth Financial LP8,460$285K<0.01%+64913F-HRTimeline
Lloyd Advisory Services, LLC.8,430$284K0.08%+8,38813F-HRTimeline
Kingdom Financial Group LLC.8,430$284K0.08%-5,89313F-HRTimeline
Keel Point, LLC8,064$272K0.02%-1,10813F-HRTimeline
Cambridge Investment Research Advisors,…7,781$263K<0.01%-1,78913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,542$254K0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.7,374$249K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,829$230K<0.01%-14113F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,797$229K<0.01%-97413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,392$216K<0.01%-8213F-HRTimelineGroup
Barnes Dennig Private Wealth Management…4,918$166K0.16%+34613F-HRTimeline
Glassman Wealth Services3,687$124K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,798$94.4K<0.01%+2,50213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,738$92.4K0.01%-15513F-HRTimeline
Salomon & Ludwin, LLC2,416$81.8K0.01%-15413F-HRTimeline
Larson Financial Group LLC2,328$78.5K<0.01%+3113F-HRTimeline
AE Wealth Management LLC2,000$67.5K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…1,287$43.4K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,194$40.3K<0.01%-1,73413F-HRTimelineGroup
Farther Finance Advisors, LLC1,146$38.7K<0.01%-1,60713F-HRTimeline
Investors Research Corp876$29.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\621$21K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc533$18K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…266$8.99K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA140$4.72K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$4.52K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.72$2.43K<0.01%013F-HRTimeline
Networth Advisors, LLC48$1.62K<0.01%-4813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43$1K<0.01%+113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19$641<0.01%013F-HRTimeline
Sound Income Strategies, LLC17$574<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$506<0.01%new13F-HRTimelineGroup