HARTFORD FDS EXCHANGE TRADED

HTRB

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolHTRB

CUSIP41653L305

Type

etf

ClassTOTAL RTRN ETF

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$594.4M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 41)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.5M(+6.5%)	$86.4M	0.1%	+5.23%	32
BANK OF AMERICA CORP /DE/	Increased	2M(+4.4%)	$67.1M	0.0%	+6.64%	31
LPL Financial LLC	Increased	1.9M(+18.7%)	$63.5M	0.0%	+6.95%	35
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.8M(-1.6%)	$59.9M	0.1%	+10.45%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.5M(-4.8%)	$51M	0.0%	+6.22%	0

Upgrade to Pro for 2 years of historical data, full analytics access, and CSV exports

Starting at $16/mo billed annually

Join investors tracking institutional hedge fund positions

Cancel anytime — no lock-in