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129 Institutions Currently Hold HTRB | AlphaSMO
129 Institutions Currently Hold HTRB
129 institutions currently hold HTRB, ranked below by position value.
View full stock page for HTRB
Key Holders
Total Value
Avg Weight
Hartford Funds Management Co LLC
$437.2M
37.97%
BANK OF MONTREAL /CAN/
$292.3M
0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$82.3M
0.05%
BANK OF AMERICA CORP /DE/
$66.9M
0.00%
EVOLVE PRIVATE WEALTH, LLC
$47.8M
2.55%
Mountain Capital Investment Advisors Inc.
$42.0M
6.23%
LPL Financial LLC
$41.3M
0.01%
HB Wealth Management, LLC
$40.8M
0.26%
UBS Group AG
$40.6M
0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$38.4M
0.08%
Park Capital Management, LLC / WI
$36.8M
35.81%
RAYMOND JAMES FINANCIAL INC
$36.2M
0.01%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
$33.9M
5.23%
HOWARD FINANCIAL SERVICES, LTD.
$33.3M
3.75%
HighTower Advisors, LLC
$33.2M
0.04%
Fragasso Financial Advisors Inc
$31.0M
1.87%
Berger Financial Group, Inc
$30.1M
1.68%
National Philanthropic Trust
$27.0M
0.29%
JONES FINANCIAL COMPANIES LLLP
$25.2M
0.01%
Spire Wealth Management
$24.1M
0.82%
CATALYST FINANCIAL PARTNERS LLC
$24.0M
2.83%
Great Point Wealth Advisors, LLC
$22.1M
4.09%
COMMONWEALTH EQUITY SERVICES, LLC
$21.1M
0.03%
CAPTRUST FINANCIAL ADVISORS
$19.8M
0.03%
Brio Consultants, LLC
$17.8M
2.17%
Thrivent Financial for Lutherans
$17.5M
0.03%
Rehmann Capital Advisory Group
$16.6M
0.86%
JPMORGAN CHASE & CO
$16.2M
0.00%
ATTICUS WEALTH MANAGEMENT, LLC
$16.0M
4.34%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$15.6M
0.00%
ROYAL BANK OF CANADA
$14.4M
0.00%
CONDOR CAPITAL MANAGEMENT
$13.6M
1.14%
WCG Wealth Advisors LLC
$13.0M
0.36%
OSAIC HOLDINGS, INC.
$12.8M
0.02%
PRAIRIEVIEW WEALTH PARTNERS, LLC
$11.8M
9.70%
Bensler, LLC
$11.0M
1.13%
Steward Partners Investment Advisory, LLC
$10.0M
0.05%
Private Advisor Group, LLC
$9.3M
0.04%
Integrated Wealth Concepts LLC
$8.6M
0.07%
PRIVATE CLIENT SERVICES, LLC
$8.4M
2.51%
IRON Financial LLC
$8.3M
3.63%
Sanchez Wealth Management Group
$8.3M
1.79%
Sanctuary Advisors, LLC
$7.7M
0.04%
Mariner, LLC
$6.7M
0.01%
STIFEL FINANCIAL CORP
$6.0M
0.01%
Apella Capital, LLC
$5.7M
0.08%
Strid Group, LLC
$5.4M
0.66%
Independent Advisor Alliance
$5.3M
0.06%
Integrity Financial Corp /WA
$5.2M
2.61%
Freedom Financial Partners LLC
$4.7M
1.66%
United Advisor Group, LLC
$4.5M
0.56%
CFO4Life Group, LLC
$4.2M
0.64%
Kingsview Wealth Management, LLC
$3.4M
0.05%
CITADEL ADVISORS LLC
$3.4M
0.00%
GOLDMAN SACHS GROUP INC
$3.4M
0.00%
Cetera Investment Advisers
$3.2M
0.00%
CENTRAL TRUST Co
$3.1M
0.06%
DAVENPORT & Co LLC
$3.1M
0.02%
MBE Wealth Management, LLC
$3.1M
1.29%
Baird Financial Group, Inc.
$2.9M
0.00%
Summit Financial, LLC
$2.8M
0.04%
LEGACY SOLUTIONS, LLC
$2.7M
2.54%
JANE STREET GROUP, LLC
$2.6M
0.00%
Marshall Financial Group, LLC
$2.5M
0.40%
First Heartland Consultants, Inc.
$2.4M
0.19%
ENVESTNET ASSET MANAGEMENT INC
$2.2M
0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC
$1.5M
0.02%
Gotham Asset Management, LLC
$1.4M
0.00%
&PARTNERS
$1.4M
0.01%
Clarendon Private LLC
$1.4M
1.06%
Laraway Financial Advisors Inc
$1.1M
0.80%
OLD MISSION CAPITAL LLC
$1.1M
0.02%
MSH Capital Advisors LLC
$1.1M
0.23%
Mann Financial Group, Inc.
$1.0M
0.97%
SAXON INTERESTS, INC.
$901.8K
0.31%
Westside Investment Management, Inc.
$797.6K
0.12%
Atria Investments, Inc
$765.8K
0.01%
Kestra Advisory Services, LLC
$636.1K
0.00%
NATIXIS ADVISORS, LLC
$617.0K
0.00%
FLOW TRADERS U.S. LLC
$602.0K
0.02%
Golden State Wealth Management, LLC
$567.2K
0.06%
Baer Investment Advisory LLC
$566.8K
0.07%
VICTORY FINANCIAL GROUP, LLC
$566.8K
0.07%
Advance Capital Management, Inc.
$541.9K
0.02%
NewEdge Advisors, LLC
$524.8K
0.02%
Rockefeller Capital Management L.P.
$522.1K
0.00%
Sovran Advisors, LLC
$463.1K
0.04%
Beacon Pointe Advisors, LLC
$436.9K
0.00%
Prostatis Group LLC
$416.7K
0.11%
Fermata Advisors, LLC
$413.5K
0.09%
AQR CAPITAL MANAGEMENT LLC
$400.3K
0.00%
MAI Capital Management
$390.4K
0.00%
Krilogy Financial LLC
$388.0K
0.01%
FIFTH THIRD BANCORP
$381.4K
0.00%
Janney Montgomery Scott LLC
$351.0K
0.00%
Stonehearth Capital Management, LLC
$331.0K
0.13%
INSPIRION WEALTH ADVISORS, LLC
$291.6K
0.04%
Allworth Financial LP
$285.4K
0.00%
Lloyd Advisory Services, LLC.
$284.4K
0.08%
Kingdom Financial Group LLC.
$284.4K
0.08%
Cambridge Investment Research Advisors, Inc.
$263.0K
0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$254.5K
0.01%
Wealth Enhancement Trust Services, Inc.
$248.8K
0.03%
Concurrent Investment Advisors, LLC
$230.4K
0.00%
CWM, LLC
$229.3K
0.00%
Wealthcare Advisory Partners LLC
$215.7K
0.00%
Barnes Dennig Private Wealth Management LLC
$165.9K
0.16%
Glassman Wealth Services
$124.4K
0.02%
PNC FINANCIAL SERVICES GROUP, INC.
$94.4K
0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV
$92.4K
0.01%
Salomon & Ludwin, LLC
$81.8K
0.01%
Larson Financial Group LLC
$78.5K
0.00%
AE Wealth Management LLC
$67.5K
0.00%
Investment Research & Advisory Group, Inc.
$43.4K
0.02%
MORGAN STANLEY
$40.3K
0.00%
Farther Finance Advisors, LLC
$38.7K
0.00%
Investors Research Corp
$29.6K
0.01%
US BANCORP \DE\
$21.0K
0.00%
AdvisorNet Financial, Inc
$18.0K
0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$9.0K
0.00%
HUNTINGTON NATIONAL BANK
$4.9K
0.00%
PRIVATE TRUST CO NA
$4.7K
0.00%
ASSETMARK, INC
$4.5K
0.00%
Strategic Wealth Partners, Ltd.
$2.4K
0.00%
Networth Advisors, LLC
$1.6K
0.00%
Capital Analysts, LLC
$1.0K
0.00%
HARBOUR INVESTMENTS, INC.
$641.0
0.00%
Sound Income Strategies, LLC
$574.0
0.00%
BNP PARIBAS FINANCIAL MARKETS
$5.1
0.00%