13F Insight
DOSSIER · 13F Holders · Q2 2026
HTRB

HARTFORD FDS EXCHANGE TRADED

133 institutions still hold HARTFORD FDS EXCHANGE TRADED as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41653L305·133 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.5B
visible holders
Holders
133
filers reporting
Concentration
30.49%
Hartford Funds Management Co LLC #1
top holder share
AI Holders Summary · Q2 2026

133 institutions reported HTRB in Q2 2026. Hartford Funds Management Co LLC leads at 30.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hartford Funds Management Co LLC
CIK 0001546587
$463M13.7M37.02%Q2 202602
BANK OF MONTREAL /CAN/
CIK 0000927971
$334M9.9M0.11%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M2.7M0.05%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$71M2.1M0.00%Q2 202605
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$51M1.5M3.12%Q2 202606
LPL Financial LLC
CIK 0001403438
$49M1.4M0.01%Q2 202607
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$45M1.3M6.35%Q2 202608
UBS Group AG
CIK 0001610520
$41M1.2M0.01%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$38M1.1M0.06%Q2 202610
HB Wealth Management, LLC
CIK 0001911253
$36M1.1M0.20%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M1.0M0.01%Q2 202612
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$34M1.0M3.42%Q2 202613
Berger Financial Group, Inc
CIK 0001826136
$33M978K1.69%Q2 202614
Fragasso Financial Advisors Inc
CIK 0001613331
$32M945K1.70%Q2 202615
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$32M944K4.16%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$31M908K0.03%Q2 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$29M851K0.01%Q2 202618
CATALYST FINANCIAL PARTNERS LLC
CIK 0001927537
$25M750K2.51%Q2 202619
National Philanthropic Trust
CIK 0001785342
$24M722K0.35%Q2 202620
Spire Wealth Management
CIK 0001858740
$24M714K0.73%Q2 2026
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