HARTFORD FDS EXCHANGE TRADED (HTRB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
120
Reporting holders
$1.9B
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | $462.7M | 13,716,346 | 37.02% | 31q | +5.8%+$25.6M |
| BANK OF MONTREAL /CAN/ | $333.8M | 9,895,819 | 0.11% | 3q | +14.2%+$41.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.0M | 2,698,637 | 0.05% | 28q | +10.6%+$8.7M |
| BANK OF AMERICA CORP /DE/ | $70.7M | 2,097,045 | 0.00% | 23q | +5.7%+$3.8M |
| EVOLVE PRIVATE WEALTH, LLC | $51.1M | 1,508,341 | 3.12% | 3q | +6.5%+$3.1M |
| LPL Financial LLC | $48.7M | 1,443,464 | 0.01% | 28q | +17.9%+$7.4M |
| Mountain Capital Investment Advisors Inc. | $44.6M | 1,322,766 | 6.35% | 8q | +7.1%+$2.9M |
| UBS Group AG | $40.8M | 1,210,096 | 0.01% | 23q | +0.6%+$257.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 1,132,219 | 0.06% | 12q | HELD |
| HB Wealth Management, LLC | $36.4M | 1,077,974 | 0.20% | 6q | -10.9%-$4.5M |
| RAYMOND JAMES FINANCIAL INC | $35.2M | 1,042,571 | 0.01% | 7q | -2.9%-$1.1M |
| HOWARD FINANCIAL SERVICES, LTD. | $34.3M | 1,016,250 | 3.42% | 23q | +2.9%+$951.8K |
| Berger Financial Group, Inc | $33.0M | 978,480 | 1.69% | 22q | +9.7%+$2.9M |
| Fragasso Financial Advisors Inc | $31.9M | 945,414 | 1.70% | 15q | +3.3%+$1.0M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $31.8M | 943,797 | 4.16% | 18q | -6.1%-$2.1M |
| HighTower Advisors, LLC | $30.6M | 908,214 | 0.03% | 8q | -7.8%-$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $28.9M | 850,737 | 0.01% | 9q | +13.5%+$3.4M |
| CATALYST FINANCIAL PARTNERS LLC | $25.3M | 750,389 | 2.51% | 7q | +5.5%+$1.3M |
| National Philanthropic Trust | $24.4M | 722,126 | 0.35% | 2q | -9.7%-$2.6M |
| Spire Wealth Management | $24.1M | 713,501 | 0.73% | 22q | HELD |
| Great Point Wealth Advisors, LLC | $23.2M | 687,937 | 3.75% | 16q | +4.9%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 634,309 | 0.03% | 27q | +1.6%+$336.1K |
| Brio Consultants, LLC | $17.8M | 528,257 | 2.09% | 16q | HELD |
| ATTICUS WEALTH MANAGEMENT, LLC | $17.1M | 507,709 | 4.08% | 8q | +7.0%+$1.1M |
| JPMORGAN CHASE & CO | $17.0M | 503,037 | 0.00% | 13q | +4.7%+$769.8K |
| Rehmann Capital Advisory Group | $15.8M | 469,691 | 0.73% | 16q | -4.3%-$709.1K |
| OSAIC HOLDINGS, INC. | $15.3M | 454,329 | 0.02% | 21q | +20.1%+$2.6M |
| ROYAL BANK OF CANADA | $14.9M | 441,964 | 0.00% | 31q | +3.9%+$558.9K |
| CAPTRUST FINANCIAL ADVISORS | $14.6M | 431,689 | 0.02% | 13q | -26.4%-$5.2M |
| CONDOR CAPITAL MANAGEMENT | $14.2M | 421,983 | 1.07% | 11q | +4.4%+$605.2K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $13.4M | 396,778 | 10.00% | 5q | +13.1%+$1.6M |
| WCG Wealth Advisors LLC | $13.2M | 392,209 | 0.31% | 17q | +1.9%+$240.5K |
| Steward Partners Investment Advisory, LLC | $12.2M | 360,246 | 0.06% | 8q | +21.3%+$2.1M |
| Bensler, LLC | $9.9M | 292,610 | 0.87% | 11q | -10.2%-$1.1M |
| Private Advisor Group, LLC | $9.6M | 283,260 | 0.04% | 12q | +3.3%+$304.0K |
| Integrated Wealth Concepts LLC | $9.2M | 273,029 | 0.04% | 7q | +7.5%+$640.5K |
| Sanchez Wealth Management Group | $8.8M | 259,710 | 1.54% | 8q | +5.7%+$469.7K |
| PRIVATE CLIENT SERVICES, LLC | $8.4M | 248,705 | 2.20% | 6q | HELD |
| Sanctuary Advisors, LLC | $8.2M | 242,117 | 0.04% | 5q | +6.7%+$510.4K |
| IRON Financial LLC | $6.5M | 194,088 | 2.70% | 27q | -21.2%-$1.8M |
| Apella Capital, LLC | $6.2M | 183,718 | 0.09% | 5q | +10.9%+$608.1K |
| STIFEL FINANCIAL CORP | $6.0M | 178,470 | 0.01% | 26q | HELD |
| Integrity Financial Corp /WA | $5.8M | 171,669 | 2.78% | 5q | +10.8%+$567.3K |
| Strid Group, LLC | $5.5M | 163,558 | 0.61% | 31q | +3.1%+$163.6K |
| MBE Wealth Management, LLC | $5.5M | 162,492 | 1.93% | 8q | +76.9%+$2.4M |
| Freedom Financial Partners LLC | $4.7M | 138,907 | 1.53% | 7q | HELD |
| United Advisor Group, LLC | $4.7M | 138,512 | 0.49% | 11q | +2.9%+$133.6K |
| 49 WEALTH MANAGEMENT, LLC | $4.6M | 135,838 | 0.44% | new | NEW |
| CFO4Life Group, LLC | $4.2M | 123,973 | 0.56% | 7q | HELD |
| Cetera Investment Advisers | $3.9M | 115,905 | 0.00% | 15q | +23.2%+$735.4K |
| Mariner, LLC | $3.6M | 106,238 | 0.00% | 15q | -46.6%-$3.1M |
| CENTRAL TRUST Co | $3.2M | 96,127 | 0.06% | 21q | +4.0%+$125.8K |
| Kingsview Wealth Management, LLC | $3.1M | 93,289 | 0.04% | 8q | -7.6%-$257.4K |
| LEGACY SOLUTIONS, LLC | $3.0M | 90,400 | 2.47% | 7q | +11.3%+$310.6K |
| DAVENPORT & Co LLC | $2.8M | 83,321 | 0.01% | 26q | -9.7%-$301.7K |
| Baird Financial Group, Inc. | $2.8M | 82,059 | 0.00% | 11q | -3.6%-$104.5K |
| Marshall Financial Group, LLC | $2.5M | 73,571 | 0.36% | 23q | -1.8%-$44.9K |
| CITADEL ADVISORS LLC | $2.3M | 68,459 | 0.00% | 7q | -31.7%-$1.1M |
| ALONGSIDE, LLC | $2.3M | 67,919 | 0.44% | 2q | -81.2%-$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 50,427 | 0.00% | 27q | -23.5%-$523.5K |
| First Heartland Consultants, Inc. | $1.7M | 49,675 | 0.11% | 7q | -31.1%-$755.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 46,016 | 0.02% | 6q | HELD |
| Gotham Asset Management, LLC | $1.5M | 43,631 | 0.00% | 10q | +4.6%+$64.2K |
| Clarendon Private LLC | $1.5M | 43,410 | 0.94% | 7q | +6.2%+$85.6K |
| Laraway Financial Advisors Inc | $1.2M | 34,934 | 0.72% | 19q | +3.3%+$37.1K |
| Mann Financial Group, Inc. | $1.0M | 30,621 | 0.86% | 4q | HELD |
| &PARTNERS | $948.7K | 28,123 | 0.00% | 8q | -31.6%-$437.5K |
| Westside Investment Management, Inc. | $797.3K | 23,635 | 0.10% | 12q | HELD |
| NewEdge Advisors, LLC | $765.1K | 22,681 | 0.00% | 9q | +3.2%+$23.5K |
| Kestra Advisory Services, LLC | $670.6K | 19,877 | 0.00% | 5q | +5.4%+$34.5K |
| Nuveen, LLC | $594.6K | 17,625 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $567.7K | 16,828 | 0.05% | 10q | HELD |
| MSH Capital Advisors LLC | $558.2K | 16,547 | 0.10% | 13q | -47.9%-$512.4K |
| VICTORY FINANCIAL GROUP, LLC | $529.2K | 15,686 | 0.06% | 6q | -6.6%-$37.6K |
| Rockefeller Capital Management L.P. | $521.9K | 15,471 | 0.00% | 7q | HELD |
| Wealth Enhancement Trust Services, Inc. | $500.6K | 14,748 | 0.03% | 3q | +100.0%+$250.3K |
| Beacon Pointe Advisors, LLC | $489.9K | 14,522 | 0.00% | 2q | +12.1%+$53.1K |
| Advance Capital Management, Inc. | $468.7K | 13,894 | 0.02% | 10q | -13.5%-$73.1K |
| AQR CAPITAL MANAGEMENT LLC | $440.9K | 13,069 | 0.00% | 4q | +10.2%+$40.7K |
| Fermata Advisors, LLC | $418.9K | 12,417 | 0.08% | 21q | +1.3%+$5.5K |
| Sovran Advisors, LLC | $401.6K | 12,001 | 0.03% | 6q | -12.6%-$57.7K |
| Allworth Financial LP | $369.1K | 10,940 | 0.00% | 21q | +29.3%+$83.7K |
| Prostatis Group LLC | $343.8K | 10,191 | 0.08% | 11q | -17.5%-$72.9K |
| MAI Capital Management | $336.5K | 9,975 | 0.00% | 7q | -13.8%-$53.9K |
| Stonehearth Capital Management, LLC | $327.4K | 9,704 | 0.11% | 11q | -1.1%-$3.6K |
| Farther Finance Advisors, LLC | $320.5K | 9,500 | 0.00% | 3q | +729.0%+$281.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $286.5K | 8,493 | 0.01% | 2q | +12.6%+$32.1K |
| May Hill Capital, LLC | $247.8K | 7,344 | 0.05% | new | NEW |
| Keel Point, LLC | $241.1K | 7,148 | 0.01% | 15q | -22.1%-$68.3K |
| Vise Technologies, Inc. | $234.5K | 6,952 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $225.6K | 6,686 | 0.00% | 9q | -2.1%-$4.8K |
| FIFTH THIRD BANCORP | $221.1K | 6,555 | 0.00% | 3q | -42.0%-$160.2K |
| Krilogy Financial LLC | $220.3K | 6,530 | 0.01% | 4q | -42.8%-$164.7K |
| Wealthcare Advisory Partners LLC | $212.6K | 6,303 | 0.00% | 4q | -1.4%-$3.0K |
| INSPIRION WEALTH ADVISORS, LLC | $207.9K | 6,175 | 0.02% | 19q | -28.6%-$83.1K |
| Barnes Dennig Private Wealth Management LLC | $192.9K | 5,718 | 0.15% | 5q | +16.3%+$27.0K |
| AdvisorNet Financial, Inc | $183.4K | 5,437 | 0.01% | 6q | +920.1%+$165.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $152.6K | 4,531 | 0.01% | 3q | +1603.4%+$143.6K |
| Glassman Wealth Services | $124.4K | 3,687 | 0.01% | 10q | HELD |
| Global Retirement Partners, LLC | $119.4K | 3,538 | 0.00% | 16q | +73.7%+$50.6K |
Showing the largest 100 of 124 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 120 | $1.9B | 55,979,451 | 8 | 53 | 37 | 0.0% |
| Q1 2026 | 122 | $1.9B | 55,059,965 | 12 | 54 | 41 | 0.0% |
| Q4 2025 | 121 | $1.7B | 48,805,050 | 12 | 50 | 39 | 0.0% |
| Q3 2025 | 110 | $1.6B | 46,334,838 | 10 | 48 | 35 | 0.0% |
| Q2 2025 | 110 | $1.5B | 44,639,492 | 11 | 50 | 32 | 0.0% |
| Q1 2025 | 106 | $1.5B | 44,024,218 | 13 | 43 | 40 | 0.0% |
| Q4 2024 | 111 | $1.5B | 44,719,060 | 10 | 51 | 29 | 0.0% |
| Q3 2024 | 103 | $1.4B | 39,903,636 | 19 | 45 | 24 | 0.0% |
| Q2 2024 | 93 | $1.2B | 36,080,843 | 14 | 43 | 29 | 0.0% |
| Q1 2024 | 80 | $1.2B | 33,933,828 | 8 | 47 | 20 | 0.0% |
| Q4 2023 | 87 | $1.1B | 32,778,110 | 12 | 41 | 23 | 0.0% |
| Q3 2023 | 85 | $1.0B | 31,799,818 | 11 | 40 | 25 | 0.0% |
| Q2 2023 | 77 | $971.0M | 28,748,230 | 14 | 31 | 21 | 0.0% |
| Q1 2023 | 66 | $910.2M | 26,770,811 | 3 | 32 | 22 | 0.0% |
| Q4 2022 | 68 | $819.9M | 24,813,570 | 15 | 29 | 18 | 0.0% |
| Q3 2022 | 71 | $844.9M | 26,163,260 | 15 | 22 | 27 | 0.0% |
| Q2 2022 | 66 | $940.6M | 27,481,240 | 9 | 11 | 40 | 0.0% |
| Q1 2022 | 74 | $1.1B | 29,998,974 | 15 | 32 | 21 | 0.0% |
| Q4 2021 | 67 | $943.3M | 23,743,119 | 14 | 30 | 14 | 0.0% |
| Q3 2021 | 57 | $881.6M | 21,642,216 | 9 | 27 | 12 | 0.0% |
| Q2 2021 | 53 | $904.0M | 22,063,427 | 8 | 28 | 11 | 0.0% |
| Q1 2021 | 51 | $832.0M | 20,685,856 | 11 | 24 | 9 | 0.0% |
| Q4 2020 | 46 | $741.3M | 17,759,992 | 9 | 23 | 6 | 0.0% |
| Q3 2020 | 33 | $612.3M | 15,406,297 | 6 | 19 | 6 | 0.0% |
| Q2 2020 | 31 | $617.9M | 14,748,373 | 8 | 17 | 4 | 0.0% |
| Q1 2020 | 24 | $582.8M | 14,658,185 | 8 | 11 | 4 | 0.0% |
| Q4 2019 | 22 | $624.1M | 15,076,407 | 7 | 8 | 4 | 0.0% |
| Q3 2019 | 15 | $597.6M | 14,409,556 | 4 | 5 | 2 | 0.0% |
| Q2 2019 | 12 | $587.1M | 14,378,245 | 2 | 5 | 1 | 0.0% |
| Q1 2019 | 12 | $572.8M | 14,353,727 | 5 | 3 | 2 | 0.0% |
| Q4 2018 | 8 | $494.3M | 12,767,224 | 0 | 0 | 0 | 0.0% |