Who owns HTRBWhat HTRB owns — n/a

Who owns Hartford Total Return Bond ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of HTRB from SEC Form 13F filings across 124 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.

As of the 2026-06-30 reporting period, 124 institutions disclosed 57.5M shares of Hartford Total Return Bond ETF worth $1.94B — about 86.3% of shares outstanding; the largest disclosed holder is Hartford Funds Management Co LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

124

13F holders

$1.94B

value, 2026 filers

86.3%

of shares outstanding (57.5M sh)

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	Hartford Funds Management Co LLC	13.7M	$462.7M	37.0%	20.6%	+5.8%
2	BANK OF MONTREAL /CAN/	9.9M	$333.8M	0.1%	14.8%	+14.2%
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.7M	$91.0M	0.0%	4%	+10.6%
4	BANK OF AMERICA CORP /DE/	2.1M	$70.7M	0.0%	3.1%	+5.7%
5	Thrivent Financial for Lutherans	1.6M	$54.1M	0.1%	2.4%	+209.6%
6	EVOLVE PRIVATE WEALTH, LLC	1.5M	$51.1M	3.1%	2.3%	+6.5%
7	LPL Financial LLC	1.4M	$48.7M	0.0%	2.2%	+17.9%
8	Mountain Capital Investment Advisors Inc.	1.3M	$44.6M	6.4%	2%	+7.1%
9	UBS Group AG	1.2M	$40.8M	0.0%	1.8%	+0.6%
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.1M	$38.0M	0.1%	1.7%	-0.3%
11	HB Wealth Management, LLC	1.1M	$36.4M	0.2%	1.6%	-10.9%
12	RAYMOND JAMES FINANCIAL INC	1.0M	$35.2M	0.0%	1.6%	-2.9%
13	HOWARD FINANCIAL SERVICES, LTD.	1.0M	$34.3M	3.4%	1.5%	+2.9%
14	Berger Financial Group, Inc	978,480	$33.0M	1.7%	1.5%	+9.7%
15	Fragasso Financial Advisors Inc	945,414	$31.9M	1.7%	1.4%	+3.3%
16	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	943,797	$31.8M	4.2%	1.4%	-6.1%
17	HighTower Advisors, LLC	908,214	$30.6M	0.0%	1.4%	-7.8%
18	JONES FINANCIAL COMPANIES LLLP	850,737	$28.9M	0.0%	1.3%	+13.5%
19	CATALYST FINANCIAL PARTNERS LLC	750,389	$25.3M	2.5%	1.1%	+5.5%
20	National Philanthropic Trust	722,126	$24.4M	0.4%	1.1%	-9.7%
21	Spire Wealth Management	713,501	$24.1M	0.7%	1.1%	-0.1%
22	Great Point Wealth Advisors, LLC	687,937	$23.2M	3.7%	1%	+4.9%
23	COMMONWEALTH EQUITY SERVICES, LLC	634,309	$21.4M	0.0%	1%	+1.6%
24	Brio Consultants, LLC	528,257	$17.8M	2.1%	0.8%	+0.2%
25	ATTICUS WEALTH MANAGEMENT, LLC	507,709	$17.1M	4.1%	0.8%	+7.0%

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.