Institutional Ownership
Hartford Fds Exchange Traded
CUSIP 41653L305TOTAL RTRN ETFHTRBQ1 2026
Institutional Holders
127
13F filers
Shares Held
55.63M
Aggregate institutional
Institutional Value
$1.86B
Q1 2026
Net New Holders
+5
12 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased59
Decreased44
Sold out7
Institutional Holders
127 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | 12.96M | $437.23M | −923.4K | Reduced |
| 2 | Bank Of Montreal /Can/ | 8.66M | $292.34M | +8.65M | Added |
| 3 | Northwestern Mutual Wealth Management Co | 2.44M | $82.31M | −91.1K | Reduced |
| 4 | Bank Of America Corp /De/ | 1.98M | $66.92M | +19.5K | Added |
| 5 | Evolve Private Wealth, LLC | 1.42M | $47.77M | +146.6K | Added |
| 6 | Mountain Capital Investment Advisors Inc. | 1.24M | $41.96M | +36.3K | Added |
| 7 | Lpl Financial LLC | 1.22M | $41.30M | −635.9K | Reduced |
| 8 | Hb Wealth Management, LLC | 1.21M | $40.83M | −183.3K | Reduced |
| 9 | Ubs Group AG | 1.20M | $40.57M | +70.1K | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 1.14M | $38.45M | −617.6K | Reduced |
117 more institutional holders on Premium
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