Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
17,760,082
-
Shares change
-
+1,609,978
-
Total reported value, excl. options
-
$741,296,546
-
Value change
-
+$67,201,581
-
Number of buys
-
32
-
Number of sells
-
-7
-
Price
-
$41.74
Significant Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q4 2020
48 filings reported holding HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF as of Q4 2020.
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,760,082 shares
.
Largest 10 shareholders include Hartford Funds Management Co LLC (12,814,735 shares), Iron Financial, LLC (604,230 shares), Strategic Wealth Advisors Group, LLC (455,759 shares), LPL Financial LLC (393,752 shares), RATIONAL ADVISORS LLC (316,039 shares), Marshall Financial Group LLC (314,499 shares), Legacy Financial Advisors, Inc. (307,850 shares), Great Point Wealth Advisors, LLC (302,227 shares), ROYAL BANK OF CANADA (284,560 shares), and American Portfolios Advisors (244,136 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.