Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TOTAL RTRN ETF
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
34,261,880
-
Shares change
-
+726,839
-
Total reported value, excl. options
-
$1,165,591,664
-
Value change
-
+$26,047,905
-
Number of buys
-
61
-
Number of sells
-
-40
-
Price
-
$34.03
Significant Holders of HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) as of Q4 2023
108 filings reported holding HTRB - HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF as of Q4 2023.
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF (HTRB) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34,261,880 shares
.
Largest 10 shareholders include Hartford Funds Management Co LLC (14,084,631 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2,228,361 shares), UBS Group AG (1,294,063 shares), WMS Partners, LLC (1,151,691 shares), BANK OF AMERICA CORP /DE/ (1,126,090 shares), Financial Planning & Information Services, Inc. (950,228 shares), WCG Wealth Advisors LLC (917,644 shares), Spire Wealth Management (784,771 shares), Marshall Financial Group LLC (744,693 shares), and Fragasso Group Inc. (617,035 shares).
This table shows the top 95 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.