HTRBHARTFORD FDS EXCHANGE TRADED
CUSIP 41653L305 · Yahoo Finance ↗ · Google Finance ↗
Hartford Fds Exchange Traded (HTRB) has 127 institutional holders in Filings Flow’s 13F database, together reporting 54.83M shares worth $1.8B as of Q1 2026. The largest reported holders are Hartford Funds Management Co LLC, Bank Of Montreal /Can/, and Northwestern Mutual Wealth Management Co.
Institutional Holders
127
Q1 2026
Reported Value
$1.8B
Ticker
HTRB
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hartford Funds Management Co LLC$1.2B AUM | 37.97% | $437M | 12.96M | Q1 2026 |
| Park Capital Management, LLC / WI$170M AUM | 35.81% | $37M | 1.09M | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 9.70% | $12M | 350.8K | Q1 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 6.23% | $42M | 1.24M | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 5.23% | $34M | 1.00M | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 4.34% | $16M | 474.7K | Q1 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 4.09% | $22M | 655.9K | Q1 2026 |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 3.75% | $33M | 988.0K | Q1 2026 |
| IRON Financial LLC$229M AUM | 3.63% | $8M | 246.2K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 2.83% | $24M | 711.4K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 2.61% | $5M | 154.9K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 2.55% | $48M | 1.42M | Q1 2026 |
| LEGACY SOLUTIONS, LLC$124M AUM | 2.54% | $3M | 81.2K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.51% | $8M | 248.7K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 2.17% | $18M | 527.2K | Q1 2026 |
| Fragasso Financial Advisors Inc$1.9B AUM | 1.87% | $31M | 915.2K | Q1 2026 |
| Sanchez Wealth Management Group$462M AUM | 1.79% | $8M | 245.8K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 1.68% | $30M | 891.9K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 1.66% | $5M | 138.4K | Q1 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 1.31% | $4M | 102.7K | Q3 2025OLDER |
| MBE Wealth Management, LLC$241M AUM | 1.29% | $3M | 91.9K | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.14% | $14M | 404.0K | Q1 2026 |
| Bensler, LLC$969M AUM | 1.13% | $11M | 325.8K | Q1 2026 |
| Clarendon Private LLC$130M AUM | 1.06% | $1M | 40.9K | Q1 2026 |
| Mann Financial Group, Inc.$106M AUM | 0.97% | $1M | 30.7K | Q1 2026 |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.97% | $6M | 175.8K | Q2 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.86% | $17M | 490.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.82% | $24M | 714.4K | Q1 2026 |
| Laraway Financial Advisors Inc$142M AUM | 0.80% | $1M | 33.8K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.66% | $5M | 158.7K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.64% | $4M | 124.4K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.56% | $5M | 134.6K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.40% | $3M | 74.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.36% | $13M | 385.1K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.35% | $4M | 127.2K | Q2 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.31% | $901,796 | 26.7K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.26% | $41M | 1.21M | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.23% | $1M | 31.7K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.19% | $2M | 72.1K | Q1 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.16% | $165,933 | 4.9K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.13% | $330,985 | 9.8K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.12% | $797,555 | 23.6K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.12% | $429,295 | 12.7K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.11% | $292M | 8.66M | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.11% | $416,733 | 12.4K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.09% | $413,474 | 12.3K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.08% | $6M | 165.6K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.08% | $284,427 | 8.4K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.08% | $284,427 | 8.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $38M | 1.14M | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.07% | $566,833 | 16.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 254.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $567,188 | 16.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.06% | $3M | 92.4K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $5M | 156.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 297.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $82M | 2.44M | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $3M | 100.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 274.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $8M | 227.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $273,360 | 8.0K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $610,015 | 17.9K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $463,082 | 13.7K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.04% | $291,638 | 8.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 82.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $33M | 984.9K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $20M | 586.5K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.03% | $248,799 | 7.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $21M | 624.3K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.03% | $3M | 77.5K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $524,840 | 22.0K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.02% | $541,894 | 16.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 45.9K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.02% | $313,208 | 9.2K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 378.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 33.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $3M | 92.3K | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.02% | $124,399 | 3.7K | Q1 2026 |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.02% | $43,423 | 1.3K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $584,926 | 17.2K | Q2 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $387,974 | 11.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $25M | 749.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $36M | 1.07M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $41M | 1.22M | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 236.2K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $765,797 | 22.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 198.8K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $81,782 | 2.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 41.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $41M | 1.20M | Q1 2026 |
| Investors Research Corp$523M AUM | 0.01% | $29,556 | 876 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $92,373 | 2.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 179.0K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $254,467 | 7.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $67M | 1.98M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 85.2K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 41.7K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $215,667 | 6.4K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $201,865 | 6.0K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 94.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $250,977 | 7.4K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $14M | 425.4K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $78,542 | 2.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $230,425 | 6.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $636,143 | 18.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $436,889 | 12.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $390,425 | 11.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $16M | 462.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $380,022 | 11.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $69,564 | 2.0K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $285,433 | 8.5K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $1,619 | 48 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $32,408 | 949 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 480.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $17,983 | 533 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $522,093 | 15.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $381,431 | 11.3K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $7,479 | 219 | Q4 2025OLDER |
| Gleason Group, Inc.$1.0B AUM | 0.00% | $6,515 | 190 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $8,988 | 266 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $229,318 | 6.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 65.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $15,399 | 450 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 100.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $201,533 | 5.9K | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $2,446 | 71 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,724 | 140 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 100.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $38,723 | 1.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $67,477 | 2.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $210,398 | 6.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 76.4K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $722 | 21 | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $677 | 20 | Q2 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $400,291 | 11.9K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,459 | 72 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $94,405 | 2.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,524 | 45 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $184,727 | 5.5K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $574 | 17 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,926 | 146 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $20,953 | 621 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $641 | 19 | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $36 | 1 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,521 | 134 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $100,009 | 2.9K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $506 | 15 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.