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 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
482,239
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
480,762
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$16.2 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
472,774
shares
|
$16.2 Million
2.3% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
450,133
shares
|
$15.4 Million
4.24% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
447,328
shares
|
$15.3 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
420,932
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Added 447.62%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
377,736
shares
|
$13 Million
1.1% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.8 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
334,294
shares
|
$11.5 Million
0.77% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
323,370
shares
|
$11.1 Million
0.44% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
294,978
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$10.1 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
285,132
shares
|
$9.78 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
273,779
shares
|
$9.39 Million
4.57% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,041
shares
|
$9.3 Million
0.01% of portfolio
|
Q3 2024
Added 193.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
222,289
shares
|
$7.63 Million
0.08% of portfolio
|
Q3 2025
Added 152.87%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
208,421
shares
|
$7.15 Million
2.39% of portfolio
|
Q3 2025
Added 94.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
205,239
shares
|
$7.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
182,046
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
180,423
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
180,114
shares
|
$6.18 Million
1.55% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
165,446
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2025
Added 83.95%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
162,417
shares
|
$5.57 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
161,683
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 39.84%
|
|