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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
   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
   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
   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
   DAVENPORT & CO LLC 180 - 2024-03-31 380,888 $12,851,000 50,354
   Great Point Wealth Advisors LLC 11 - 2024-03-31 365,350 $12,327,000 105,382
   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
   MARINER WEALTH ADVISORS, LLC 522 - 2024-03-31 282,744 $9,540,000 111,997
   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
   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
   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
   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
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 2001 - 2024-03-31 14,537 $490,000 2,818
   COMERICA BANK 2024 - 2024-03-31 10,950 $369,000 750
   CWM LLC 1240 - 2024-03-31 10,749 $363,000 3,520
   Global Retirement Partners LLC 616 - 2024-03-31 10,014 $338,000 4,160
   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
   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
   US BANCORP 2756 - 2024-03-31 1,240 $42,000 1,190
   Richardson Capital Management LLC 70 - 2024-03-31 1,167 $39,000 13
   Capital Analysts Inc. 977 - 2024-03-31 136 $5,000 73
   FTB Advisors Inc. 1858 - 2024-03-31 130 $4,000 2
  55 Records found
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