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Get Institutions for : 
Hartford Total Return Bond Etf (HTRB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    0
Total shares held : 
 33,814,809  
% of shares held : 
 14.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 669,601  
% of shares held change : 
   0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 853,147
 2.52%
 
Increased Positions :
48
 3,979,934
 11.77%
 
Unchanged Positions :
6
 34,094
 0.1%
 
Decreased Positions :
27
-3,969,372
-11.74%
 
Closed Positions :
11
-194,108
-0.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Hartford Funds Management Co LLC 1 - 2024-03-31 14,284,574 $478,222,000 199,943
   Spire Wealth Management 9 - 2024-03-31 797,590 $122,502,000 12,819
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 121 - 2024-03-31 2,038,396 $68,775,000 -189,965
   WMS PARTNERS, LLC 11 - 2024-03-31 1,451,437 $48,971,000 299,746
   UBS Group AG 793 - 2024-03-31 1,336,527 $45,094,000 42,464
   BANK OF AMERICA CORP /DE/ 1377 - 2024-03-31 1,257,595 $42,431,000 131,505
   Financial Planning & Information Services Inc. 5 - 2024-03-31 1,097,584 $37,032,000 147,356
   Marshall Financial Group LLC 1 - 2024-03-31 870,375 $29,366,000 125,682
   WCG Wealth Advisors LLC 7 - 2024-03-31 785,879 $26,516,000 -131,765
   LPL FINANCIAL CORP 860 - 2024-03-31 706,307 $23,831,000 159,682
   Fragasso Group Inc. 10 - 2024-03-31 639,071 $21,562,000 22,036
   HOWARD FINANCIAL SERVICES LTD. 7 - 2024-03-31 632,278 $21,333,000 91,245
   COMMONWEALTH EQUITY SERVICES LLC. 501 - 2024-03-31 575,751 $19,426,000 25,992
   BB&T CORP 432 - 2024-03-31 564,457 $19,045,000 -21,603
   ENVESTNET ASSET MANAGEMENT INC 1207 - 2024-03-31 495,985 $16,735,000 47,480
   BANK OF NEW YORK MELLON CORP 1692 - 2024-03-31 479,821 $16,189,000 897
   Berger Financial Group Inc 16 - 2024-03-31 469,639 $15,846,000 78,774
   PFS INVESTMENTS INC. 104 - 2023-06-30 473,428 $15,827,000 35,914
   Bensler LLC 13 - 2024-03-31 439,667 $14,834,000 56,692
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 650 - 2024-03-31 417,134 $14,074,000 93,844
   HORIZON INVESTMENTS, LLC/SC 38 - 2024-03-31 418,505 $14,070,000 -305
   DAVENPORT & CO LLC 180 - 2024-03-31 380,888 $12,851,000 50,354
   QUANTITATIVE ADVANTAGE LLC 16 - 2023-03-31 373,363 $12,694,000 -16,779
   Advance Capital Management Inc. 11 *New 2024-03-31 375,478 $12,669,000 375,478
   Great Point Wealth Advisors LLC 11 - 2024-03-31 365,350 $12,327,000 105,382
   Iron Financial LLC 2 - 2024-03-31 360,795 $12,173,000 -1,983
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 405 - 2024-03-31 320,278 $10,806,000 32,761
   CONDOR CAPITAL MANAGEMENT 28 - 2024-03-31 312,579 $10,546,000 118,367
   Coastal Capital Group Inc. 12 - 2023-06-30 294,339 $9,840,000 -5,308
   MARINER WEALTH ADVISORS, LLC 522 - 2024-03-31 282,744 $9,540,000 111,997
   CAPTRUST FINANCIAL ADVISORS 354 - 2024-03-31 282,485 $9,531,000 -90,724
   STIFEL FINANCIAL CORP 959 - 2024-03-31 207,719 $7,008,000 54,203
   Rehmann Capital Advisory Group 41 - 2024-03-31 175,240 $5,913,000 57,816
   Cetera Investment Advisers 909 - 2024-03-31 171,511 $5,787,000 120,669
   Golden State Equity Partners 11 - 2023-12-31 164,549 $5,600,000 2,800
   Strid Group LLC 15 - 2024-03-31 156,575 $5,283,000 5,691
   Simplicity WealthLLC 164 - 2024-03-31 152,586 $5,148,000 143,423
   RAYMOND JAMES & ASSOCIATES 1592 - 2024-03-31 145,384 $4,905,000 -229,784
   Baird Financial Group Inc. 680 - 2024-03-31 138,493 $4,673,000 -790
   Brio Consultants LLC 32 - 2024-03-31 131,709 $4,444,000 18,096
   Sawtooth Asset Management Inc. 158 - 2023-12-31 128,239 $4,364,000 6,880
   STRATEGIC PLANNING GROUP LLC 27 - 2024-03-31 104,728 $3,534,000 -20,128
   FINANCIAL NETWORK 777 - 2024-03-31 100,379 $3,387,000 -10,033
   Atria Wealth Solutions Inc. 467 - 2024-03-31 93,675 $3,171,000 -3,215
   Envestnet Portfolio Solutions Inc. 518 - 2024-03-31 90,490 $3,053,000 5,324
   Kathleen S. Wright Associates Inc. 17 - 2024-03-31 86,254 $2,910,000 3,193
   CITADEL ADVISORS LLC 2417 - 2024-03-31 58,381 $1,970,000 21,762
   Wealthcare Advisory Partners LLC 249 - 2024-03-31 53,700 $1,812,000 491
   MML INVESTORS SERVICES LLC 1112 - 2024-03-31 51,188 $1,727,000 32,616
   J P MORGAN CHASE & CO 3078 - 2024-03-31 49,792 $1,680,000 -2,039
   Advisor Group Holdings Inc. 1827 - 2024-03-31 49,574 $1,673,000 -115,315
   Resources Investment Advisors Inc. 394 - 2024-03-31 45,455 $1,534,000 -32,146
   GUARANTY TRUST CO OF MISSOURI /MO/ 268 - 2024-03-31 44,471 $1,500,000 -17,709
   Laraway Financial Inc 27 - 2024-03-31 35,794 $1,208,000 -1,125
   GOTHAM ASSET MANAGEMENT, LLC 843 *New 2024-03-31 30,009 $1,013,000 30,009
   Equitable Holdings Inc. 646 - 2024-03-31 26,448 $892,000 2,923
   Private Advisor Group LLC 1248 - 2024-03-31 24,345 $821,000 1,772
   SAXON INTERESTS INC. 73 - 2024-03-31 23,843 $804,000 2,570
   BLUE CREEK INVESTMENT PARTNERS LLC 152 - 2024-03-31 23,148 $781,000 -394
   OLD MISSION CAPITAL LLC 458 *New 2024-03-31 22,235 $750,000 22,235
   Integrys Wealth Advisors LLC 72 - 2024-03-31 21,415 $723,000 -1,207
   Tranquilli Financial Advisor LLC 54 - 2024-03-31 21,333 $720,000 330
   MULTIFINANCIAL SECURITIES CORP 1379 - 2024-03-31 20,846 $703,000 2,942
   Westside Investment Management Inc. 125 - 2024-03-31 20,700 $697,000 450
   United Advisor Group LLC 102 - 2024-03-31 17,609 $594,000 6,096
   Fermata Advisors LLC 103 - 2024-03-31 17,174 $579,000 6,360
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2209 - 2024-03-31 15,756 $532,000 -1,611
   HANSON MCCLAIN, INC. 545 - 2024-03-31 14,814 $500,000 -22
   FINANCIAL ADVANTAGE, INC. 27 - 2023-09-30 15,570 $500,000 0
   JANNEY MONTGOMERY SCOTT LLC 2001 - 2024-03-31 14,537 $490,000 2,818
   AE Wealth Management LLC 878 - 2024-03-31 11,542 $389,000 -16,343
   COMERICA BANK 2024 - 2024-03-31 10,950 $369,000 750
   CWM LLC 1240 - 2024-03-31 10,749 $363,000 3,520
   Coombe Bender & Co LLC 59 - 2024-03-31 10,463 $353,000 -555
   Global Retirement Partners LLC 616 - 2024-03-31 10,014 $338,000 4,160
   COLTON GROOME FINANCIAL ADVISORS LLC 89 - 2024-03-31 9,788 $330,000 -844
   ROYAL BANK OF CANADA 3763 - 2024-03-31 9,441 $319,000 1,159
   FOUNDERS FINANCIAL SECURITIES LLC 314 - 2024-03-31 9,358 $316,000 346
   Intrua Financial LLC 273 - 2023-03-31 7,848 $267,000 -1,878
   Stonehearth Capital Management LLC 61 - 2024-03-31 7,071 $239,000 343
   Prime Capital Investment Advisors LLC 891 - 2024-03-31 6,510 $220,000 3
   PRIVATE TRUST CO NA 801 - 2024-03-31 3,698 $125,000 3
   Glassman Wealth Services 81 *New 2024-03-31 3,687 $124,000 3,687
   TOMPKINS FINANCIAL CORP 278 *New 2024-03-31 2,861 $97,000 2,861
   CREATIVE FINANCIAL DESIGNS INC /ADV 744 - 2024-03-31 1,365 $46,000 -63
   US BANCORP 2756 - 2024-03-31 1,240 $42,000 1,190
   Fortis Advisors LLC 170 - 2024-03-31 1,205 $41,000 0
   Richardson Capital Management LLC 70 - 2024-03-31 1,167 $39,000 13
   TRUSTCORE FINANCIAL SERVICES LLC 550 *New 2022-12-31 842 $28,000 842
   JFS WEALTH ADVISORS, LLC 610 *New 2024-03-31 659 $22,000 659
   Capital Analysts Inc. 977 - 2024-03-31 136 $5,000 73
   FTB Advisors Inc. 1858 - 2024-03-31 130 $4,000 2
   HARVEST GROUP WEALTH MANAGEMENT LLC 121 - 2023-03-31 46 $2,000 0
   Able Wealth Management LLC 473 - 2023-12-31 72 $2,000 0
   Geneos Wealth Management Inc. 2123 *Closed 2024-03-31 0 $0 -59
   Toroso Investments LLC 1649 *Closed 2024-03-31 0 $0 -6,058
   ADVISORY SERVICES NETWORK, LLC 2471 *Closed 2024-03-31 0 $0 0
   Sherrill & Hutchins Financial Advisory Inc 9 *Closed 2024-03-31 0 $0 -10,648
   FLOW TRADERS U.S. LLC 939 *Closed 2024-03-31 0 $0 -13,577
   Parallel Advisors LLC 3236 *Closed 2024-03-31 0 $0 -166
  100 Records found
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