Who owns Hartford Total Return Bond ETF?
Institutional ownership of HTRB from SEC Form 13F filings across 74 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
74
13F holders
$936.0M
value, 2026 filers
44.1%
of shares outstanding (29.4M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HTRB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | 9.9M | $333.8M | 0.1% | 14.8% | +14.2% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7M | $91.0M | 0.0% | 4% | +10.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.1M | $70.7M | 0.0% | 3.1% | +5.7% |
| 4 | Thrivent Financial for Lutherans | 1.6M | $54,061 | 0.1% | 2.4% | +209.6% |
| 5 | LPL Financial LLC | 1.4M | $48.7M | 0.0% | 2.2% | +17.9% |
| 6 | Mountain Capital Investment Advisors Inc. | 1.3M | $44.6M | 6.4% | 2% | +7.1% |
| 7 | UBS Group AG | 1.2M | $40.8M | 0.0% | 1.8% | +0.6% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.1M | $38.0M | 0.1% | 1.7% | -0.3% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.0M | $35.2M | 0.0% | 1.6% | -2.9% |
| 10 | HighTower Advisors, LLC | 908,214 | $30.6M | 0.0% | 1.4% | -7.8% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 850,737 | $28.9M | 0.0% | 1.3% | +13.5% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 634,309 | $21.4M | 0.0% | 1% | +1.6% |
| 13 | JPMORGAN CHASE & CO | 503,037 | $17.0M | 0.0% | 0.8% | +4.7% |
| 14 | OSAIC HOLDINGS, INC. | 454,329 | $15.3M | 0.0% | 0.7% | +20.1% |
| 15 | ROYAL BANK OF CANADA | 441,964 | $14.9M | 0.0% | 0.7% | +3.9% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 431,689 | $14.6M | 0.0% | 0.6% | -26.4% |
| 17 | WCG Wealth Advisors LLC | 392,209 | $13.2M | 0.3% | 0.6% | +1.9% |
| 18 | Steward Partners Investment Advisory, LLC | 360,246 | $12.2M | 0.1% | 0.5% | +21.3% |
| 19 | Integrated Wealth Concepts LLC | 273,029 | $9.2M | 0.0% | 0.4% | +7.5% |
| 20 | Sanctuary Advisors, LLC | 242,117 | $8.2M | 0.0% | 0.4% | +6.7% |
| 21 | Apella Capital, LLC | 183,718 | $6.2M | 0.1% | 0.3% | +10.9% |
| 22 | STIFEL FINANCIAL CORP | 178,470 | $6.0M | 0.0% | 0.3% | -0.3% |
| 23 | United Advisor Group, LLC | 138,512 | $4.7M | 0.5% | 0.2% | +2.9% |
| 24 | Cetera Investment Advisers | 115,905 | $3.9M | 0.0% | 0.2% | +23.2% |
| 25 | Mariner, LLC | 106,238 | $3.6M | 0.0% | 0.2% | -46.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.