HTRB
Hartford Total Return Bond ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -2.6% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.11M | $35.59M | n/a | −1 |
| Q2 2026 | 30 | -1 | 23.54M | $794.10M | +2 | −4 |
| Q1 2026 | 33 | +2 | 23.41M | $789.72M | +4 | −2 |
| Q4 2025 | 31 | 0 | 16.13M | $550.88M | n/a | n/a |
| Q3 2025 | 5 | +1 | 1.07M | $36.65M | +1 | n/a |
| Q2 2025 | 2 | 0 | 150.71K | $5.10M | n/a | n/a |
| Q1 2025 | 2 | 0 | 239.15K | $8.10M | n/a | n/a |
| Q4 2024 | 2 | +1 | 130.69K | $4.36M | +1 | n/a |
| Q3 2024 | 1 | -1 | 33.64K | $1.18M | n/a | −1 |
| Q2 2024 | 2 | n/a | 152.20K | $5.10M | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 2.53M | n/a | $86.42M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.96M | n/a | $67.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.86M | n/a | $63.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 1.75M | n/a | $59.94M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.49M | n/a | $51.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 1.20M | n/a | $40.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 1.13M | n/a | $38.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 665.38K | n/a | $22.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 628.23K | n/a | $21.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 447.82K | -46.8% | $15.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Captrust Financial Advisors | 424.34K | n/a | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 383.07K | n/a | $13.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 280.08K | n/a | $9.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 260.16K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 236.15K | n/a | $8.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 187.66K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 169.81K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 140.54K | -13.1% | $4.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Mariner, LLC | 103.88K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Jane Street Group, Llc | 91.29K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 80.31K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 39.49K | +12.5% | $1.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.43K | n/a | $527,003 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 12.69K | n/a | $433,296 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | AQR Capital Management ✦ | 11.86K | +25.7% | $405,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 7.77K | n/a | $265,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 5.90K | n/a | $201,533 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.93K | -85.8% | $100,009 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 296 | n/a | $10,108 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 269 | n/a | $9,186 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 134 | n/a | $4,576 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 127 pemegang, 55.17M saham, $1.84B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.