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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
130,195
shares
|
$4.41 Million
0.44% of portfolio
|
Q2 2025
Added 2003.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.34 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
127,242
shares
|
$4.31 Million
0.37% of portfolio
|
Q2 2025
Added 28.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
123,517
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
120,639
shares
|
$4.09 Million
0.85% of portfolio
|
Q2 2025
Reduced 80.89%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
120,132
shares
|
$4.07 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
115,617
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.07%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
109,887
shares
|
$3.72 Million
1.57% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
107,422
shares
|
$3.64 Million
1.42% of portfolio
|
Q2 2025
Added 59.48%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
102,419
shares
|
$3.47 Million
1.42% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
101,486
shares
|
$3.44 Million
0.64% of portfolio
|
Q2 2025
Added 379.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
87,906
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
85,517
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
84,325
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
78,856
shares
|
$2.67 Million
1.27% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,537
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
76,866
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
75,022
shares
|
$2.54 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
73,107
shares
|
$2.48 Million
2.37% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
66,931
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
57,326
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
57,260
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
46,877
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 591.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
45,407
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,597
shares
|
$1.38 Million
0.47% of portfolio
|
Q1 2025
New holding
|