Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Number of holders
-
51
-
Total 13F shares, excl. options
-
20,685,841
-
Shares change
-
+2,052,664
-
Total reported value, excl. options
-
$831,954,007
-
Value change
-
+$81,804,977
-
Number of buys
-
35
-
Number of sells
-
-18
-
Price
-
$40.22
Significant Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q1 2021
59 filings reported holding HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF as of Q1 2021.
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20,685,841 shares
.
Largest 10 shareholders include Hartford Funds Management Co LLC (13,664,735 shares), Spire Wealth Management (724,365 shares), RATIONAL ADVISORS LLC (635,359 shares), Iron Financial, LLC (521,581 shares), Strategic Wealth Advisors Group, LLC (479,929 shares), Great Point Wealth Advisors, LLC (472,703 shares), BANK OF AMERICA CORP /DE/ (359,681 shares), Berger Financial Group, Inc (343,764 shares), Marshall Financial Group LLC (329,384 shares), and ROYAL BANK OF CANADA (312,966 shares).
This table shows the top 51 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.