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Public ownership evidence

Hartford Total Return Bond ETF (HTRB) Ownership Disclosures

Read HTRB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Rehmann Capital Advisory Group2026-06-302026-08-21469,691$15,841,187None
Kingsview Wealth Management, LLC2026-06-302026-08-2093,289$3,147,107None
Beacon Pointe Advisors, LLC2026-06-302026-08-1914,522$489,907None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1967,919$2,291,257None
WCG Wealth Advisors LLC2026-06-302026-08-15392,209$13,231,182None
OSAIC HOLDINGS, INC.2026-06-302026-08-1532,852$1,108,273None
OSAIC HOLDINGS, INC.2026-06-302026-08-15421,477$14,220,472None
Prostatis Group LLC2026-06-302026-08-1510,191$343,779None
Gotham Asset Management, LLC2026-06-302026-08-1543,631$1,471,892None
Keel Point, LLC2026-06-302026-08-157,148$241,122None
&PARTNERS2026-06-302026-08-1528,123$948,729None
National Philanthropic Trust2026-06-302026-08-15722,126$24,360,921None
Thrivent Financial for Lutherans2026-06-302026-08-151,392,928$46,990,000None
Thrivent Financial for Lutherans2026-06-302026-08-15209,612$7,071,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15850,737$28,908,025None
MAI Capital Management2026-06-302026-08-159,975$336,492None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1513,069$440,883None
ROYAL BANK OF CANADA2026-06-302026-08-15441,964$14,910,000None
CITADEL ADVISORS LLC2026-06-302026-08-1568,459$2,309,464None
ALONGSIDE, LLC2026-06-302026-08-1567,919$2,291,257None
Larson Financial Group LLC2026-06-302026-08-152,353$79,378None
NATIXIS ADVISORS, LLC2026-06-302026-08-1540,447$1,364,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,612$391,731None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15689,757$23,268,968None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15341,202$11,510,450None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15950$32,048None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,397,541$47,146,046None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15699,504$23,597,759None
Advance Capital Management, Inc.2026-06-302026-08-1413,894$468,724None
Sanctuary Advisors, LLC2026-06-302026-08-14242,117$8,167,817None
Rockefeller Capital Management L.P.2026-06-302026-08-1415,471$521,914None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14360,246$12,152,900None
UBS Group AG2026-06-302026-08-141,210,096$40,822,589None
Mariner, LLC2026-06-302026-08-14106,238$3,583,955None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1410$337None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14431,689$14,563,044None
MORGAN STANLEY2026-06-302026-08-141,582$53,369None
MORGAN STANLEY2026-06-302026-08-149$335None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-131,508,341$51,084,432None
CFO4Life Group, LLC2026-06-302026-08-13123,973$4,182,218None
Brio Consultants, LLC2026-06-302026-08-13528,257$17,820,758None
Integrated Wealth Concepts LLC2026-06-302026-08-13273,029$9,210,661None
Strategic Wealth Partners, Ltd.2026-06-302026-08-1372$2,429None
Cetera Investment Advisers2026-06-302026-08-13115,905$3,910,036None
Baird Financial Group, Inc.2026-06-302026-08-1382,059$2,768,260None
NewEdge Advisors, LLC2026-06-302026-08-1322,681$765,144None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-132,698,637$91,038,559None
CONDOR CAPITAL MANAGEMENT2026-06-302026-08-13421,983$14,235,604None
BANK OF MONTREAL /CAN/2026-06-302026-08-13882,020$29,754,945None
BANK OF MONTREAL /CAN/2026-06-302026-08-139,013,799$304,080,509None

90-day public filing window, up to 50 source positions.

Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗49 WEALTH MANAGEMENT, LLC ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Prostatis Group LLC ↗Gotham Asset Management, LLC ↗Keel Point, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.