HTRB institutional holders

HARTFORD FDS EXCHANGE TRADED · 13F, 2026Q2

Managers holding124
Shares held57,559,756
Reported value$1.9bn
Quarter flows10 new, 58 added, 43 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Hartford Funds Management Co LLC13,716,346$462.7m37.0%
BANK OF MONTREAL /CAN/9,895,819$333.8m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,698,637$91.0m0.0%
BANK OF AMERICA CORP /DE/2,097,045$70.7m0.0%
Thrivent Financial for Lutherans1,602,540$54.1m0.1%
EVOLVE PRIVATE WEALTH, LLC1,508,341$51.1m3.1%
LPL Financial LLC1,443,464$48.7m0.0%
Mountain Capital Investment Advisors Inc.1,322,766$44.6m6.4%
UBS Group AG1,210,096$40.8m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,132,219$38.0m0.1%
HB Wealth Management, LLC1,077,974$36.4m0.2%
RAYMOND JAMES FINANCIAL INC1,042,571$35.2m0.0%
HOWARD FINANCIAL SERVICES, LTD.1,016,250$34.3m3.4%
Berger Financial Group, Inc978,480$33.0m1.7%
Fragasso Financial Advisors Inc945,414$31.9m1.7%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC943,797$31.8m4.2%
HighTower Advisors, LLC908,214$30.6m0.0%
JONES FINANCIAL COMPANIES LLLP850,737$28.9m0.0%
CATALYST FINANCIAL PARTNERS LLC750,389$25.3m2.5%
National Philanthropic Trust722,126$24.4m0.4%
Spire Wealth Management713,501$24.1m0.7%
Great Point Wealth Advisors, LLC687,937$23.2m3.7%
COMMONWEALTH EQUITY SERVICES, LLC634,309$21.4m0.0%
Brio Consultants, LLC528,257$17.8m2.1%
ATTICUS WEALTH MANAGEMENT, LLC507,709$17.1m4.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HTRB"). HTRB price history · All 13F data

Get a free API keySee history bundlesDownload free samples