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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 - 2023-12-31 14,084,631 $479,300,000 -295
   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
   UBS Group AG 724 - 2023-12-31 1,294,063 $44,037,000 717,700
   WMS PARTNERS, LLC 15 - 2023-12-31 1,151,691 $39,192,000 -209,753
   BANK OF AMERICA CORP /DE/ 1326 - 2023-12-31 1,126,090 $38,321,000 105,993
   Financial Planning & Information Services Inc. 6 - 2023-12-31 950,228 $32,336,000 55,345
   WCG Wealth Advisors LLC 5 - 2023-12-31 917,644 $31,227,000 -155,757
   Marshall Financial Group LLC 1 - 2024-03-31 870,375 $29,366,000 125,682
   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
   BB&T CORP 401 - 2023-12-31 586,060 $19,944,000 42,019
   COMMONWEALTH EQUITY SERVICES LLC. 475 - 2023-12-31 549,759 $18,708,000 31,000
   LPL FINANCIAL CORP 912 - 2023-12-31 546,625 $18,602,000 58,901
   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
   ENVESTNET ASSET MANAGEMENT INC 1184 - 2023-12-31 448,505 $15,263,000 28,226
   HORIZON INVESTMENTS, LLC/SC 38 - 2023-12-31 418,810 $14,206,000 -87,012
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 650 - 2024-03-31 417,134 $14,074,000 93,844
   JANE STREET GROUP LLC 723 - 2023-12-31 407,814 $13,878,000 -208,655
   Bensler LLC *New 2023-12-31 382,975 $13,033,000 382,975
   CAPTRUST FINANCIAL ADVISORS 326 - 2023-12-31 373,209 $12,700,000 -14,482
   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
   Iron Financial LLC 2 - 2024-03-31 360,795 $12,173,000 -1,983
   DAVENPORT & CO LLC - 2023-12-31 330,534 $11,248,000 9,527
   Coastal Capital Group Inc. 12 - 2023-06-30 294,339 $9,840,000 -5,308
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 407 - 2023-12-31 287,517 $9,784,000 17,333
   Great Point Wealth Advisors LLC - 2023-12-31 259,968 $8,847,000 28,894
   CONDOR CAPITAL MANAGEMENT 33 *New 2023-12-31 194,212 $6,609,000 194,212
   BANK OF MONTREAL /CAN/ 984 - 2023-12-31 184,968 $6,289,000 184,968
   MARINER WEALTH ADVISORS, LLC 633 - 2023-12-31 170,747 $5,811,000 23,507
   Advisor Group Holdings Inc. 1117 - 2023-12-31 164,889 $5,613,000 -523,987
   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
   STIFEL FINANCIAL CORP 1077 - 2023-12-31 153,516 $5,224,000 138,342
   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. 671 *New 2023-12-31 139,283 $4,740,000 139,283
   Sawtooth Asset Management Inc. 158 - 2023-12-31 128,239 $4,364,000 6,880
   Rehmann Capital Advisory Group 58 - 2023-12-31 117,424 $3,996,000 27,519
   Brio Consultants LLC 35 - 2023-12-31 113,613 $3,866,000 -44,361
   FINANCIAL NETWORK 697 - 2023-12-31 110,412 $3,757,000 18,864
   STRATEGIC PLANNING GROUP LLC 27 - 2024-03-31 104,728 $3,534,000 -20,128
   Atria Wealth Solutions Inc. 428 - 2023-12-31 96,890 $3,311,000 5,580
   Kathleen S. Wright Associates Inc. 17 - 2024-03-31 86,254 $2,910,000 3,193
   Envestnet Portfolio Solutions Inc. 489 - 2023-12-31 85,166 $2,898,000 3,145
   Resources Investment Advisors Inc. 265 - 2023-12-31 77,601 $2,641,000 -55,989
   Wealthcare Advisory Partners LLC 249 - 2024-03-31 53,700 $1,812,000 491
   J P MORGAN CHASE & CO 3033 - 2023-12-31 51,831 $1,764,000 19,462
   Cetera Investment Advisers 856 - 2023-12-31 50,842 $1,730,000 1,815
   GUARANTY TRUST CO OF MISSOURI /MO/ 268 - 2024-03-31 44,471 $1,500,000 -17,709
   Laraway Financial Inc 24 - 2023-12-31 36,919 $1,256,000 -1,093
   CITADEL ADVISORS LLC 2733 - 2023-12-31 36,619 $1,246,000 -57,297
   AE Wealth Management LLC 1171 - 2023-12-31 27,885 $940,000 -2,465,684
   SAXON INTERESTS INC. 73 - 2024-03-31 23,843 $804,000 2,570
   Equitable Holdings Inc. 637 *New 2023-12-31 23,525 $801,000 23,525
   BLUE CREEK INVESTMENT PARTNERS LLC 152 - 2024-03-31 23,148 $781,000 -394
   Private Advisor Group LLC 1251 - 2023-12-31 22,573 $768,000 2,955
   Integrys Wealth Advisors LLC 72 - 2024-03-31 21,415 $723,000 -1,207
   Tranquilli Financial Advisor LLC 44 - 2023-12-31 21,003 $715,000 398
   Westside Investment Management Inc. 125 - 2024-03-31 20,700 $697,000 450
   MML INVESTORS SERVICES LLC 1616 *New 2023-12-31 18,572 $632,000 18,572
   MULTIFINANCIAL SECURITIES CORP 1014 - 2023-12-31 17,904 $609,000 270
   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
   FLOW TRADERS U.S. LLC 491 *New 2023-12-31 13,577 $462,000 13,577
   JANNEY MONTGOMERY SCOTT LLC 2038 - 2023-12-31 11,719 $399,000 200
   United Advisor Group LLC 39 - 2023-12-31 11,513 $397,000 0
   Coombe Bender & Co LLC 60 - 2023-12-31 11,018 $375,000 -112
   CWM LLC 1240 - 2024-03-31 10,749 $363,000 3,520
   COMERICA BANK 2029 - 2023-12-31 10,200 $347,000 7,200
   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
   FOUNDERS FINANCIAL SECURITIES LLC 314 - 2024-03-31 9,358 $316,000 346
   ROYAL BANK OF CANADA 4156 - 2023-12-31 8,282 $282,000 -2,570
   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
   Foundations Investment Advisors LLC 608 - 2023-12-31 6,544 $223,000 -6,813
   Prime Capital Investment Advisors LLC *New 2023-12-31 6,507 $221,000 6,507
   Toroso Investments LLC 1316 - 2023-12-31 6,058 $206,000 -31,437
   PRIVATE TRUST CO NA 801 - 2024-03-31 3,698 $125,000 3
   TOMPKINS FINANCIAL CORP 278 *New 2024-03-31 2,861 $97,000 2,861
   CREATIVE FINANCIAL DESIGNS INC /ADV 687 - 2023-12-31 1,428 $49,000 3
   Fortis Advisors LLC 148 - 2023-12-31 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
   MORGAN STANLEY 6380 - 2023-12-31 328 $11,000 278
   Parallel Advisors LLC 2446 - 2023-12-31 166 $6,000 -544
   FTB Advisors Inc. 1858 - 2024-03-31 130 $4,000 2
   US BANCORP 3607 - 2023-12-31 50 $2,000 -41
   Capital Analysts Inc. 1009 - 2023-12-31 63 $2,000 -25
   HARVEST GROUP WEALTH MANAGEMENT LLC 121 - 2023-03-31 46 $2,000 0
   Geneos Wealth Management Inc. - 2023-12-31 59 $2,000 36
   Able Wealth Management LLC 473 - 2023-12-31 72 $2,000 0
   Authentikos Wealth Advisory LLC 82 *Closed 2023-12-31 0 $0 -593
   CREATIVE PLANNING 2789 *Closed 2023-12-31 0 $0 -7,245
  100 Records found
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