Latest Period
Q1 2026
Security Snapshot
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) Institutional Ownership
CUSIP: 41653L305
13F Institutional Holders and Ownership History from Q3 2017 to Q1 2026
Institutions Reporting
129
Shares (Excl. Options)
55,654,865
Price
$33.74
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- Security type / class
- Equity / TOTAL RTRN ETF
- Symbol
- HTRB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 55,654,865
- Total 13F value
- $1,878,236,533
- Portfolio coverage rank
- 0.02%
- Share change
- +6,026,285
- Value change
- +$203,161,454
- Number of holders
- 129
- SEC-reported price per share
- $33.71
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF is tracked under CUSIP 41653L305.
- 129 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 127 to 129 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,696,021,055 to $1,878,236,533.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 129 institutions filings for Q1 2026.
Security key
41653L305
Latest holder period
Q1 2026
13F holders
129
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 41653L305:
As of 31 Mar 2026, 129 institutional investors reported holding 55,654,865 shares of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q1 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 55,654,865 | $1,878,236,533 | +$203,161,454 | $33.74 | 129 |
| 2025 Q4 | 49,647,891 | $1,696,021,055 | +$65,031,079 | $34.15 | 127 |
| 2025 Q3 | 46,570,028 | $1,597,285,833 | -$393,983 | $34.29 | 117 |
| 2025 Q2 | 45,957,186 | $1,556,202,592 | +$60,510,958 | $33.87 | 117 |
| 2025 Q1 | 44,733,987 | $1,514,407,003 | +$5,715,278 | $33.86 | 112 |
| 2024 Q4 | 45,523,469 | $1,517,413,434 | +$139,009,134 | $33.33 | 116 |
| 2024 Q3 | 41,504,483 | $1,448,739,638 | +$124,333,773 | $34.96 | 111 |
| 2024 Q2 | 37,910,330 | $1,269,207,159 | +$62,627,549 | $33.49 | 100 |
| 2024 Q1 | 35,338,030 | $1,188,503,519 | +$45,908,997 | $33.74 | 87 |
| 2023 Q4 | 34,261,880 | $1,165,591,664 | +$26,047,905 | $34.03 | 95 |
| 2023 Q3 | 33,428,550 | $1,073,298,233 | +$136,135,499 | $32.09 | 91 |
| 2023 Q2 | 29,870,287 | $998,533,080 | +$43,752,211 | $33.43 | 86 |
| 2023 Q1 | 28,776,314 | $978,528,348 | +$68,036,407 | $34.00 | 78 |
| 2022 Q4 | 26,786,906 | $885,010,554 | +$28,795,726 | $33.04 | 83 |
| 2022 Q3 | 26,019,769 | $843,936,689 | -$19,200,739 | $32.44 | 68 |
| 2022 Q2 | 26,642,269 | $911,183,209 | -$149,910,888 | $34.20 | 66 |
| 2022 Q1 | 30,198,942 | $1,111,926,567 | +$234,025,669 | $36.82 | 75 |
| 2021 Q4 | 23,743,119 | $943,324,135 | +$78,237,757 | $39.73 | 67 |
| 2021 Q3 | 21,642,201 | $881,591,105 | +$755,864 | $40.73 | 57 |
| 2021 Q2 | 22,063,412 | $903,995,796 | +$45,138,755 | $40.96 | 53 |
| 2021 Q1 | 20,685,841 | $831,954,007 | +$81,804,977 | $40.22 | 51 |
| 2020 Q4 | 17,760,082 | $741,296,546 | +$67,201,581 | $41.74 | 47 |
| 2020 Q3 | 15,463,116 | $614,657,654 | +$26,826,219 | $41.36 | 34 |
| 2020 Q2 | 14,748,373 | $617,850,782 | +$1,428,751 | $41.89 | 31 |
| 2020 Q1 | 14,658,185 | $582,830,601 | -$16,515,707 | $39.75 | 24 |