CUSIP 41653L305TOTAL RTRN ETFHTRBQ4 2025
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.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | 13.88M | $474.08M |
| 2 | Northwestern Mutual Wealth Management Co | 2.53M | $86.42M |
| 3 | Bank Of America Corp /De/ | 1.96M | $67.06M |
| 4 | Wcg Wealth Advisors LLC | 1.86M | $63.66M |
| 5 | Lpl Financial LLC | 1.86M | $63.51M |
| 6 | Wealth Enhancement Advisory Services, LLC | 1.75M | $59.94M |
| 7 | Raymond James Financial Inc | 1.49M | $51.02M |
| 8 | Hb Wealth Management, LLC | 1.39M | $47.59M |
| 9 |
| Evolve Private Wealth, LLC |
| 1.27M |
| $43.66M |
| 10 | Mountain Capital Investment Advisors Inc. | 1.20M | $41.06M |