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 |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
13,845,655
shares
|
$469 Million
43.67% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,144,802
shares
|
$72.7 Million
0.05% of portfolio
|
Q2 2025
Added 116.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,815,048
shares
|
$61.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,786,415
shares
|
$60.5 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,774,144
shares
|
$60.1 Million
0.0% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,681,781
shares
|
$57 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,474,973
shares
|
$50 Million
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,459,028
shares
|
$49.4 Million
7.03% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,434,644
shares
|
$48.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,205,043
shares
|
$40.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,103,642
shares
|
$37.4 Million
7.22% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,030,846
shares
|
$34.9 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
976,942
shares
|
$33.1 Million
6.37% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
900,338
shares
|
$30.5 Million
0.19% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
885,861
shares
|
$30 Million
3.98% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
879,096
shares
|
$29.8 Million
27.57% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
834,880
shares
|
$28.3 Million
2.23% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
738,126
shares
|
$25 Million
2.05% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
672,078
shares
|
$22.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
614,209
shares
|
$20.8 Million
1.46% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
595,846
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
594,956
shares
|
$20.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
584,116
shares
|
$19.8 Million
0.02% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
563,908
shares
|
$19.1 Million
2.08% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
532,731
shares
|
$18 Million
3.97% of portfolio
|
Q1 2025
Added 27.79%
|