Scheda del titolo · trimestre archiviato
HTRB
Hartford Total Return Bond ETF · Financial Services · Asset Management
33Holder monitorati
+2Δ titolari
23.41MQuote detenute
$789.72MValore dichiarato
+4Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +6.5% ·
flusso azionario +30.0% ·
nuove posizioni nette +6.1%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 8.66M | +68189.0% | $292.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 8.66M | +68189.0% | $292.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 2.44M | -3.6% | $82.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.98M | +1.0% | $66.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.98M | +1.0% | $66.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.22M | -34.2% | $41.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.20M | +6.2% | $40.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 1.14M | -35.2% | $38.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.07M | -28.1% | $36.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.07M | -28.1% | $36.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.07M | -28.1% | $36.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 984.89K | -17.9% | $33.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 749.79K | +12.7% | $25.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 624.35K | -0.6% | $21.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 586.46K | +38.2% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 480.30K | +7.2% | $16.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 462.18K | Nuovo | $15.59M | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 425.40K | +11.1% | $14.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 378.15K | +45.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 378.15K | +45.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 198.82K | +91.4% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 198.82K | +91.4% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 178.96K | +5.4% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 178.96K | +5.4% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 100.29K | -28.6% | $3.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 99.97K | Nuovo | $3.37M | 0.0% | New | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 94.11K | -49.9% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 85.16K | +6.0% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 76.40K | -16.3% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 65.94K | -76.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 41.73K | +5.7% | $1.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 15.47K | +0.3% | $522,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 11.86K | 0.0% | $400,291 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 11.30K | +4102.6% | $381,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 6.80K | -12.5% | $229,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 2.80K | +845.3% | $94,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.19K | -59.2% | $40,311 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.19K | -59.2% | $40,311 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 621 | Nuovo | $20,953 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 134 | 0.0% | $4,521 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 15 | Nuovo | $506 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Susquehanna International… | $15.59M | 0.0% |
| Goldman Sachs Group | $3.37M | 0.0% |
| Us Bancorp \De\ | $20,953 | 0.0% |
| Bnp Paribas Financial Markets | $506 | 0.0% |
Uscito
| Truist Financial Corp | $8.06M | era 0.0% |
| Mml Investors Services, Llc | $201,533 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 127 detentori, 55.17M azioni, $1.84B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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