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Hartford TTL Rtrn BND ETF (HTRB)

CUSIP: 41653L305 | NYSE | 284 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans1,612,529
0.2% of portfolio›$51.7M
Wealth Enhancement Advisory Services, LLC1,106,977
0.1% of portfolio›$35.6M
Fragasso Financial Advisors Inc1,072,020
1.7% of portfolio›$34.5M
Howard Financial Services, Ltd.1,070,662
3.6% of portfolio›$34.3M
Great Point Wealth Advisors, LLC727,842
3.7% of portfolio›$23.3M
Commonwealth Equity Services, LLC667,208
0.0% of portfolio›$21.4M
HB Wealth Management, LLC613,786
0.1% of portfolio›$19.7M
Spire Wealth Management362,175
0.4% of portfolio›$11.6M
Concurrent Investment Advisors, LLC361,605
0.1% of portfolio›$11.6M
Private Client Services, LLC264,447
2.3% of portfolio›$8.5M
Apella Capital, LLC229,886
0.1% of portfolio›$7.4M
Bensler, LLC229,408
0.7% of portfolio›$7.4M
Iron Financial LLC196,112
2.6% of portfolio›$6.3M
MBE Wealth Management, LLC169,452
1.9% of portfolio›$5.4M
Strid Group, LLC167,278
0.6% of portfolio›$5.4M
Freedom Financial Partners LLC146,086
1.5% of portfolio›$4.7M
United Advisor Group, LLC142,230
0.4% of portfolio›$4.6M
Legacy Solutions, LLC100,256
2.5% of portfolio›$3.2M
First Heartland Consultants, Inc.49,070
0.1% of portfolio›$1.6M
Kestra Private Wealth Services, LLC47,586
0.0% of portfolio›$1.5M
Davenport & Co LLC23,808
0.0% of portfolio›$763.1K
Westside Investment Management, Inc.23,185
0.1% of portfolio›$743.1K
Mann Financial Group, Inc.21,201
0.5% of portfolio›$679.5K
Fermata Advisors, LLC15,884
0.1% of portfolio›$509.1K
Victory Financial Group, LLC15,390
0.0% of portfolio›$493.3K
Golden State Wealth Management, LLC15,266
0.0% of portfolio›$489.3K
MSH Capital Advisors LLC14,841
0.1% of portfolio›$475.7K
Veracity Capital LLC14,719
0.1% of portfolio›$471.7K
Sovran Advisors, LLC10,970
0.0% of portfolio›$356.7K
StoneX Group Inc.10,803
0.0% of portfolio›$346.2K
Stonehearth Capital Management, LLC9,620
0.1% of portfolio›$308.3K
Signature Estate & Investment Advisors LLC8,493
0.0% of portfolio›$272.2K
First Citizens Bank & Trust Co8,458
0.0% of portfolio›$271.1K
Landmark Wealth Management, LLC8,093
0.1% of portfolio›$259.4K
Vise Technologies, Inc.8,054
0.0% of portfolio›$258.1K
Sanchez Wealth Management Group8,029
0.8% of portfolio›$257.3K
May Hill Capital, LLC7,926
0.0% of portfolio›$254.0K
Wealth Enhancement Trust Services, Inc.7,374
0.0% of portfolio›$236.3K
Krilogy Financial LLC6,530
0.0% of portfolio›$210.0K
International Assets Investment Management, LLC6,378
0.0% of portfolio›$204.8K
Farther Finance Advisors, LLC6,358
0.0% of portfolio›$203.8K
Wealthcare Advisory Partners LLC6,305
0.0% of portfolio›$202.1K
Barnes Dennig Private Wealth Management LLC2,922
0.1% of portfolio›$93.7K
Salomon & Ludwin, LLC2,416
0.0% of portfolio›$77.4K
Larson Financial Group LLC2,380
0.0% of portfolio›$76.3K
Root Financial Partners, LLC2,229
0.0% of portfolio›$71.4K
Investors Research Corp876
0.0% of portfolio›$28.1K
Assetmark, Inc768
0.0% of portfolio›$24.6K
Cassaday & Co Wealth Management LLC169
0.0% of portfolio›$5.4K
Carolina Wealth Advisors, LLC140
0.0% of portfolio›$4.5K
Private Trust Co NA140
0.0% of portfolio›$4.5K
Lloyd Advisory Services, Llc.83
0.0% of portfolio›$2.7K
Networth Advisors, LLC49
0.0% of portfolio›$1.6K
Kingdom Financial Group Llc.4
0.0% of portfolio›$142
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
1,612,529$51.7M0.2%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
1,106,977$35.6M0.1%CoreLowPlymouth, MN2026-10-13
Fragasso Financial Advisors Inc
1,072,020$34.5M1.7%ETFLowSewickley, PA2026-10-13
Howard Financial Services, Ltd.
1,070,662$34.3M3.6%ETFLowDallas, TX2026-10-15
Great Point Wealth Advisors, LLC
727,842$23.3M3.7%ETFVery LowBoston, MA2026-10-15
Commonwealth Equity Services, LLC
667,208$21.4M0.0%ETFLowWaltham, MA2026-11-02
HB Wealth Management, LLC
613,786$19.7M0.1%IndexVery LowAtlanta, GA2026-10-23
Spire Wealth Management
362,175$11.6M0.4%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
361,605$11.6M0.1%GrowthMediumTampa, FL2026-10-16
Private Client Services, LLC
264,447$8.5M2.3%ETFMediumLouisville, KY2026-10-02
Apella Capital, LLC
229,886$7.4M0.1%ETFVery LowWest Hartford, CT2026-10-08
Bensler, LLC
229,408$7.4M0.7%MomentumMediumBellevue, WA2026-11-05
Iron Financial LLC
196,112$6.3M2.6%ETFLowNorthbrook, IL2026-10-23
MBE Wealth Management, LLC
169,452$5.4M1.9%ETFVery LowTomah, WI2026-10-26
Strid Group, LLC
167,278$5.4M0.6%ETFLowNewtown Square, PA2026-10-28
Freedom Financial Partners LLC
146,086$4.7M1.5%ETFLowOakdale, MN2026-10-19
United Advisor Group, LLC
142,230$4.6M0.4%ETFLowCincinnati, OH2026-11-03
Legacy Solutions, LLC
100,256$3.2M2.5%ETFLowKennett Square, PA2026-10-07
First Heartland Consultants, Inc.
49,070$1.6M0.1%ETFMediumLake St. Louis, MO2026-10-08
Kestra Private Wealth Services, LLC
47,586$1.5M0.0%GrowthLowAustin, TX2026-10-30
Davenport & Co LLC
23,808$763.1K0.0%CoreMediumRichmond, VA2026-10-14
Westside Investment Management, Inc.
23,185$743.1K0.1%GrowthLowSanta Monica, CA2026-11-02
Mann Financial Group, Inc.
21,201$679.5K0.5%ETFLowDetroit Lakes, MN2026-10-15
Fermata Advisors, LLC
15,884$509.1K0.1%ETFLowSonoma, CA2026-10-13
Victory Financial Group, LLC
15,390$493.3K0.0%ETFLowAustin, TX2026-10-27
Golden State Wealth Management, LLC
15,266$489.3K0.0%ETFMediumSanta Ana, CA2026-11-02
MSH Capital Advisors LLC
14,841$475.7K0.1%CoreLowScottsdale, AZ2026-11-03
Veracity Capital LLC
14,719$471.7K0.1%GrowthLowAtlanta, GA2026-10-08
Sovran Advisors, LLC
10,970$356.7K0.0%ETFMediumSan Diego, CA2026-11-02
StoneX Group Inc.
10,803$346.2K0.0%ETFMediumNew York, NY2026-11-03
Stonehearth Capital Management, LLC
9,620$308.3K0.1%ETFMediumDanvers, MA2026-10-13
Signature Estate & Investment Advisors LLC
8,493$272.2K0.0%ETFMediumLos Angeles, CA2026-10-13
First Citizens Bank & Trust Co
8,458$271.1K0.0%CoreMediumRaleigh, NC2026-10-14
Landmark Wealth Management, LLC
8,093$259.4K0.1%ETFVery LowMelville, NY2026-11-03
Vise Technologies, Inc.
8,054$258.1K0.0%IndexLowNew York, NY2026-10-29
Sanchez Wealth Management Group
8,029$257.3K0.8%ETFVery LowJacksonville, FL2026-11-02
May Hill Capital, LLC
7,926$254.0K0.0%ETFLowCohasset, MA2026-11-03
Wealth Enhancement Trust Services, Inc.
7,374$236.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Krilogy Financial LLC
6,530$210.0K0.0%GrowthLowSt. Louis, MO2026-10-13
International Assets Investment Management, LLC
6,378$204.8K0.0%CoreVery HighOrlando, FL2026-11-02
Farther Finance Advisors, LLC
6,358$203.8K0.0%IndexLowSan Francisco, CA2026-10-08
Wealthcare Advisory Partners LLC
6,305$202.1K0.0%ETFLowWest Chester, PA2026-10-21
Barnes Dennig Private Wealth Management LLC
2,922$93.7K0.1%CoreLowCincinnati, OH2026-10-30
Salomon & Ludwin, LLC
2,416$77.4K0.0%ETFVery LowRichmond, VA2026-10-29
Larson Financial Group LLC
2,380$76.3K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
2,229$71.4K0.0%ETFMediumEncinitas, CA2026-10-21
Investors Research Corp
876$28.1K0.0%ETFLowAtlanta, GA2026-10-07
Assetmark, Inc
768$24.6K0.0%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
169$5.4K0.0%ETFVery LowMclean, VA2026-10-27
Carolina Wealth Advisors, LLC
140$4.5K0.0%YieldHighMyrtle Beach, SC2026-10-23
Private Trust Co NA
140$4.5K0.0%CoreLowCleveland, OH2026-10-20
Lloyd Advisory Services, Llc.
83$2.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Networth Advisors, LLC
49$1.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Kingdom Financial Group Llc.
4$1420.0%ETFMediumPeoria, AZ2026-11-04