Security record · archived quarter
HTRB
Hartford Total Return Bond ETF · Financial Services · Asset Management
2Tracked holders
—Δ holders
152.20KShares held
$5.10MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -1 | 24.45M | $824.74M | +2 | −3 |
| Q1 2026 | 33 | +2 | 23.41M | $789.72M | +4 | −2 |
| Q4 2025 | 31 | 0 | 16.13M | $550.88M | — | — |
| Q3 2025 | 5 | +1 | 1.07M | $36.65M | +1 | — |
| Q2 2025 | 2 | 0 | 150.71K | $5.10M | — | — |
| Q1 2025 | 2 | 0 | 239.15K | $8.10M | — | — |
| Q4 2024 | 2 | +1 | 130.69K | $4.36M | +1 | — |
| Q3 2024 | 1 | -1 | 33.64K | $1.18M | — | −1 |
| Q2 2024 | 2 | — | 152.20K | $5.10M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 119.88K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Gotham Asset Management ✦ | 32.32K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 127 holders, 55.17M shares, $1.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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