Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Total 13F shares
-
33,428,550
-
Share change
-
+4,244,009
-
Total reported value
-
$1,073,298,233
-
Price per share
-
$32.09
-
Number of holders
-
91
-
Value change
-
+$136,135,499
-
Number of buys
-
56
-
Number of sells
-
34
Institutional Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q3 2023
As of 30 Sep 2023,
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,428,550 shares.
The largest 10 holders included
Hartford Funds Management Co LLC, AE Wealth Management LLC, WMS Partners, LLC, WCG Wealth Advisors LLC, BANK OF AMERICA CORP /DE/, Financial Planning & Information Services, Inc., Spire Wealth Management, Marshall Financial Group LLC, OSAIC HOLDINGS, INC., and Fragasso Group Inc..
This page lists
91
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.