HTRB

Hartford Ttl Rtrn Bnd ETF

-$1.8B

Net Activity

Institutions Holding

11

Popularity Rank

#2394

Avg Weight

0.73%

Total Value

$78.6M

Ownership Trend

11 institutions currently hold HTRB, with 6 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

HF
Howard Financial Services, LTD.
$34.3M
FF
Fragasso Financial Advisors Inc
$31.9M
AC
Apella Capital, LLC
$6.2M
LS
Legacy Solutions, LLC
$3.0M
FH
First Heartland Consultants, Inc.
$1.7M

Top 5 by Conviction

HF
Howard Financial Services, LTD.
3.42%
LS
Legacy Solutions, LLC
2.47%
FF
Fragasso Financial Advisors Inc
1.70%
FH
First Heartland Consultants, Inc.
0.11%
SC
Stonehearth Capital Management, LLC
0.11%
View all 11 holding institutions

Quarterly Activity

Recent Activity

+$76.1M

Total Buy Value

$40.0M

Total Sell Value

New buy0
Trim4
Add6
Sold out1

6

Net Buyers

5

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HARTFORD TTL RTRN BND ETF (HTRB)?
Major stakeholders currently include Howard Financial Services, LTD. ($34.3M), Fragasso Financial Advisors Inc ($31.9M), Apella Capital, LLC ($6.2M). Based on the latest 13F filings, there are a total of 11 tracked investment funds and institutions maintaining positions in HTRB.
What is the overall institutional sentiment toward HTRB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.8B, driven by 6 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their HTRB positions?
In the latest period, 4 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $40.0M.
Are there any notable investors adding HTRB to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $76.1M.

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