Institutional Ownership Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
523,182
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
487,095
shares
|
$16.5 Million
1.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
476,690
shares
|
$16.2 Million
0.04% of portfolio
|
Q2 2025
Added 109.71%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$16 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
463,109
shares
|
$15.7 Million
1.75% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
462,523
shares
|
$15.7 Million
2.35% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
447,939
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.6 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
372,583
shares
|
$12.6 Million
1.13% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
352,805
shares
|
$12 Million
3.47% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
323,370
shares
|
$11 Million
0.44% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
309,344
shares
|
$10.5 Million
5.57% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
294,891
shares
|
$9.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$9.97 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
285,228
shares
|
$9.66 Million
2.51% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
271,638
shares
|
$9.2 Million
0.0% of portfolio
|
Q2 2025
Added 98.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,041
shares
|
$9.18 Million
0.01% of portfolio
|
Q3 2024
Added 193.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
224,569
shares
|
$7.61 Million
0.04% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
201,469
shares
|
$6.83 Million
1.95% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
177,468
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
175,818
shares
|
$5.96 Million
0.97% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
165,332
shares
|
$5.6 Million
0.8% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
158,637
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
158,038
shares
|
$5.35 Million
0.22% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
134,243
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Added 449.64%
|