# HARTFORD FDS EXCHANGE TRADED (HTRB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HTRB/

- Reporting holders: 8
- Reported value: $21.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $8.5M | 264,447 | 2.3% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $7.4M | 229,886 | 0.1% | 6 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $3.2M | 100,256 | 2.5% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.6M | 49,070 | 0.1% | 8 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $471.7K | 14,719 | 0.1% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $236.3K | 7,374 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $203.8K | 6,358 | 0.0% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $28.1K | 876 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $21.6M |
| Q2 2026 | 124 | $2.0B |
| Q1 2026 | 127 | $1.9B |
| Q4 2025 | 128 | $1.7B |
| Q3 2025 | 117 | $1.6B |
| Q2 2025 | 118 | $1.6B |
| Q1 2025 | 112 | $1.5B |
| Q4 2024 | 118 | $1.5B |
| Q3 2024 | 111 | $1.5B |
| Q2 2024 | 100 | $1.3B |
| Q1 2024 | 87 | $1.3B |
| Q4 2023 | 95 | $1.2B |