Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Number of holders
-
82
-
Total shares
-
29.8M
-
Shares change
-
+2.07M
-
Total reported value, excl. options
-
$995M
-
Value change
-
+$69M
-
Number of buys
-
49
-
Number of sells
-
-30
-
Price
-
$33.43
Significant Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q2 2023
82 filings reported holding HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF as of Q2 2023.
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.8M shares
.
Largest 10 shareholders include Hartford Funds Management Co LLC (13.8M shares), AE Wealth Management LLC (2.49M shares), WMS Partners, LLC (1.05M shares), WCG Wealth Advisors LLC (1.02M shares), BANK OF AMERICA CORP /DE/ (786K shares), Financial Planning & Information Services, Inc. (759K shares), Marshall Financial Group LLC (757K shares), Horizon Investments, LLC (625K shares), Fragasso Group Inc. (617K shares), and TRUIST FINANCIAL CORP (511K shares).
This table shows the top 82 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.