Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
23,743,119
-
Shares change
-
+1,971,247
-
Total reported value, excl. options
-
$943,324,135
-
Value change
-
+$78,237,757
-
Number of buys
-
44
-
Number of sells
-
-21
-
Price
-
$39.73
Significant Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q4 2021
74 filings reported holding HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF as of Q4 2021.
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,743,119 shares
.
Largest 10 shareholders include Hartford Funds Management Co LLC (14,554,199 shares), Spire Wealth Management (801,533 shares), Horizon Investments, LLC (668,724 shares), Financial Planning & Information Services, Inc. (646,301 shares), IRON Financial, LLC (554,456 shares), Great Point Wealth Advisors, LLC (484,010 shares), Berger Financial Group, Inc (476,566 shares), RATIONAL ADVISORS LLC (419,409 shares), Marshall Financial Group LLC (381,425 shares), and PFS INVESTMENTS INC. (362,324 shares).
This table shows the top 67 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.