HTRB
Hartford Total Return Bond ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +6.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 8.66M | +68189.0% | $292.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 2.44M | -3.6% | $82.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.98M | +1.0% | $66.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.22M | -34.2% | $41.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 1.20M | +6.2% | $40.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 1.14M | -35.2% | $38.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.07M | -28.1% | $36.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 984.89K | -17.9% | $33.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 749.79K | +12.7% | $25.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 624.35K | -0.6% | $21.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 586.46K | +38.2% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 480.30K | +7.2% | $16.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 462.18K | Nieuw | $15.59M | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 425.40K | +11.1% | $14.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 378.15K | +45.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 198.82K | +91.4% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 178.96K | +5.4% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 100.29K | -28.6% | $3.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 99.97K | Nieuw | $3.37M | 0.0% | New | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 94.11K | -49.9% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 85.16K | +6.0% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 76.40K | -16.3% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 65.94K | -76.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 41.73K | +5.7% | $1.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 15.47K | +0.3% | $522,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 11.86K | 0.0% | $400,291 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 11.30K | +4102.6% | $381,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 6.80K | -12.5% | $229,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.80K | +845.3% | $94,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.19K | -59.2% | $40,311 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Us Bancorp \De\ | 621 | Nieuw | $20,953 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 134 | 0.0% | $4,521 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 15 | Nieuw | $506 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Truist Financial Corp | $8.06M | was 0.0% |
| Mml Investors Services, Llc | $201,533 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 127 houders, 55.17M aandelen, $1.84B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.