Institutional Ownership
Hartford Fds Exchange Traded
CUSIP 41653L305TOTAL RTRN ETFHTRBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
127
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | 12.96M | $437.23M |
| 2 | Bank Of Montreal /Can/ | 8.66M | $292.34M |
| 3 | Northwestern Mutual Wealth Management Co | 2.44M | $82.31M |
| 4 | Bank Of America Corp /De/ | 1.98M | $66.92M |
| 5 | Evolve Private Wealth, LLC | 1.42M | $47.77M |
| 6 | Mountain Capital Investment Advisors Inc. | 1.24M | $41.96M |
| 7 | Lpl Financial LLC | 1.22M | $41.30M |
| 8 | Hb Wealth Management, LLC | 1.21M | $40.83M |
| 9 | Ubs Group AG | 1.20M | $40.57M |
| 10 | Wealth Enhancement Advisory Services, LLC | 1.14M | $38.45M |