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Hartford Core Bond ETF (HCRB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Apollon Wealth Management, LLC
INCREASED
Shares2,204,757 from 1,941,271
Change+263,486 (+14%)
Value$73.5M (+$5.6M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares1,387,361 from 1,328,948
Change+58,413 (+4%)
Value$46.3M (-$240.6K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares232,135 from 214,321
Change+17,814 (+8%)
Value$8.1M (+$623.3K)
Filed 2026-11-06
Apollon Financial, LLC
INCREASED
Shares164,454 from 148,178
Change+16,276 (+11%)
Value$5.5M (+$298.7K)
Filed 2026-10-23
Walleye Partners, LLC
INCREASED
Shares30,763 from 16,765
Change+13,998 (+84%)
Value$1.0M (+$439.1K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares28,662 from 33,205
Change-4,543 (-14%)
Value$955.6K (-$206.1K)
Filed 2026-10-14
E6 Portfolios, LLC
DECREASED
Shares11,825 from 14,493
Change-2,668 (-18%)
Value$394.2K (-$112.8K)
Filed 2026-10-26
WPG Advisers, LLC
NEW
Shares70
Change+70
Value$2.3K
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,386
Change-3,386 (-100%)
Value$0 (-$118.2K)
Filed 2026-11-02
Hartford Funds Management Co LLC
N/A
Shares— from 5,741,406
Change-5,741,406 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 267,381
Change-267,381 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 249,277
Change-249,277 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 161,545
Change-161,545 (-100%)
Value—
&partners
N/A
Shares— from 153,191
Change-153,191 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 121,794
Change-121,794 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 68,969
Change-68,969 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 54,391
Change-54,391 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 49,817
Change-49,817 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,611
Change-47,611 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 42,954
Change-42,954 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,102
Change-33,102 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,561
Change-25,561 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,895
Change-15,895 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Status
Apollon Wealth Management, LLC
INCREASED2,204,7571,941,271+263,486+14%$67.9M$73.5M+$5.6M2026-10-23
LPL Financial LLC
INCREASED1,387,3611,328,948+58,413+4%$46.5M$46.3M-$240.6K2026-11-06
Allworth Financial LP
INCREASED232,135214,321+17,814+8%$7.5M$8.1M+$623.3K2026-11-06
Apollon Financial, LLC
INCREASED164,454148,178+16,276+11%$5.2M$5.5M+$298.7K2026-10-23
Walleye Partners, LLC
INCREASED30,76316,765+13,998+84%$586.5K$1.0M+$439.1K2026-10-13
Davenport & Co LLC
DECREASED28,66233,205-4,543-14%$1.2M$955.6K-$206.1K2026-10-14
E6 Portfolios, LLC
DECREASED11,82514,493-2,668-18%$507.1K$394.2K-$112.8K2026-10-26
WPG Advisers, LLC
NEW70—+70——$2.3K—2026-10-27
International Assets Investment Management, LLC
CLOSED03,386-3,386-100%$118.2K$0-$118.2K2026-11-02
Hartford Funds Management Co LLC
N/A—5,741,406-5,741,406-100%$200.9M———
Private Advisor Group, LLC
N/A—267,381-267,381-100%$9.4M———
Raymond James Financial Inc
N/A—249,277-249,277-100%$8.7M———
JPMorgan Chase & Co
N/A—161,545-161,545-100%$5.7M———
&partners
N/A—153,191-153,191-100%$5.3M———
Jones Financial Companies Lllp
N/A—121,794-121,794-100%$4.3M———
Osaic Holdings, Inc.
N/A—68,969-68,969-100%$2.4M———
Morgan Stanley
N/A—54,391-54,391-100%$1.9M———
Goldman Sachs Group Inc
N/A—49,817-49,817-100%$1.7M———
Susquehanna International Group, LLP
N/A—47,611-47,611-100%$1.7M———
Gladstone Institutional Advisory LLC
N/A—42,954-42,954-100%$1.5M———
Jane Street Group, LLC
N/A—33,102-33,102-100%$1.2M———
Citadel Advisors LLC
N/A—25,561-25,561-100%$894.3K———
Flow Traders U.S. LLC
N/A—15,895-15,895-100%$556.0K———
Natixis Advisors, LLC
N/A—10,950-10,950-100%$383.0K———
Berger Financial Group, Inc
N/A—9,451-9,451-100%$330.7K———
Showing 25 of 25 institutions