HARTFORD TOTAL RETURN BOND ETF

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HTRB·41653L305·US·ETF·Unknown - Unknown

HTRB (HARTFORD TOTAL RETURN BOND ETF) is held by 44 institutional investors as of Q2 2026. Largest holders: BANK OF MONTREAL /CAN/ ($333.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($91M), BANK OF AMERICA CORP /DE/ ($70.7M). Net institutional sentiment: Mixed.

44

Holders

(9 Elite)

$906.5M

Total Value

50% (46)

Consensus

23 buying - 23 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)54

Activist (13D/13G)60

Congressional (STOCK Act)70

Holder Quality

29

★★★★★

Elite

33

★★★★

Strong

37

★★★

Solid

75

★★

Below

66

★

Weak

Held by 44 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HTRB.

Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF MONTREAL /CAN/	Increased	9.9M(+14.2%)	$333.8M	0.1%	+0.47%	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.7M(+10.6%)	$91M	0.0%	+4.70%	33
BANK OF AMERICA CORP /DE/	Increased	2.1M(+5.7%)	$70.7M	0.0%	+6.43%	31
LPL Financial LLC	Increased	1.4M(+17.9%)	$48.7M	0.0%	+5.96%	34
UBS Group AG	Increased	1.2M(+0.6%)	$40.8M	0.0%	+10.84%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.1M(-0.3%)	$38M	0.1%	+10.65%	0
HB Wealth Management, LLC	Decreased	1.1M(-10.9%)	$36.4M	0.2%	+4.99%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1M(-2.9%)	$35.2M	0.0%	+6.42%	0
HighTower Advisors, LLC	Decreased	908,214(-7.8%)	$30.6M	0.0%	+4.98%	0
JONES FINANCIAL COMPANIES LLLP	Increased	850,737(+13.5%)	$28.9M	0.0%	+4.03%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	634,309(+1.6%)	$21.4M	0.0%	+13.28%	29
JPMORGAN CHASE & CO	Increased	503,037(+4.7%)	$17M	0.0%	+2.04%	30
OSAIC HOLDINGS, INC.	Increased	454,329(+20.1%)	$15.3M	0.0%	+1.38%	33
ROYAL BANK OF CANADA	Increased	441,964(+3.9%)	$14.9M	0.0%	+2.47%	29
CAPTRUST FINANCIAL ADVISORS	Decreased	431,689(-26.4%)	$14.6M	0.0%	+6.00%	0
Steward Partners Investment Advisory, LLC	Increased	360,246(+21.3%)	$12.2M	0.1%	+0.44%	33
Private Advisor Group, LLC	Increased	283,260(+3.3%)	$9.6M	0.0%	+6.93%	29
IWIntegrated Wealth Concepts LLC	Increased	273,029(+7.5%)	$9.2M	0.0%	+0.63%	30
Sanctuary Advisors, LLC	Increased	242,117(+6.7%)	$8.2M	0.0%	+2.75%	29
STIFEL FINANCIAL CORP	Decreased	178,470(-0.3%)	$6M	0.0%	+3.86%	0

Showing 1-20 of 48

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer