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 134 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
13,882,132
shares
|
$476 Million
44.39% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,376,482
shares
|
$81.5 Million
0.06% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,880,972
shares
|
$64.5 Million
0.0% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,753,407
shares
|
$60.2 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,682,711
shares
|
$57.7 Million
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,570,376
shares
|
$53.9 Million
0.02% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,566,858
shares
|
$53.8 Million
0.02% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,547,962
shares
|
$53.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,459,028
shares
|
$50.1 Million
7.03% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,334,609
shares
|
$45.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
1,145,507
shares
|
$39.3 Million
6.99% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
992,531
shares
|
$34.1 Million
24.26% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
940,336
shares
|
$32.3 Million
5.64% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
926,744
shares
|
$31.8 Million
3.83% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
852,260
shares
|
$29.2 Million
2.22% of portfolio
|
Q4 2025
Added 5.37%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
845,583
shares
|
$29 Million
2.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
665,393
shares
|
$22.8 Million
0.81% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
610,053
shares
|
$20.9 Million
2.52% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
607,823
shares
|
$20.9 Million
4.19% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
602,903
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
600,205
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
597,647
shares
|
$20.5 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
595,846
shares
|
$20.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
547,963
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
482,239
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2025
Added 7.66%
|
|