Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Total 13F shares
-
6,900,011
-
Share change
-
+202,297
-
Total reported value
-
$235,699,408
-
Price per share
-
$34.15
-
Number of holders
-
27
-
Value change
-
+$6,906,952
-
Number of buys
-
17
-
Number of sells
-
6
Institutional Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q4 2025
As of 31 Dec 2025,
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,900,011 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Park Capital Management, LLC / WI, HOWARD FINANCIAL SERVICES, LTD., Fragasso Financial Advisors Inc, Spire Wealth Management, Advance Capital Management, Inc., IRON Financial LLC, PRIVATE CLIENT SERVICES, LLC, First Heartland Consultants, Inc., and Apella Capital, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.