HTRB HARTFORD FDS EXCHANGE TRADED
FollowTOTAL RTRN ETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in HTRB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | 264,447 | $8.48M | 2.28% | +15,742 | 13F-HRTimeline |
| Apella Capital, LLC | 229,886 | $7.37M | 0.09% | +46,168 | 13F-HRTimeline |
| LEGACY SOLUTIONS, LLC | 100,256 | $3.21M | 2.45% | +9,856 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 49,070 | $1.57M | 0.1% | -605 | 13F-HRTimeline |
| Veracity Capital LLC | 14,719 | $472K | 0.13% | new | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 7,374 | $236K | 0.03% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,358 | $204K | <0.01% | -3,142 | 13F-HRTimeline |
| Investors Research Corp | 876 | $28.1K | <0.01% | 0 | 13F-HRTimeline |