Catatan efek · kuartal yang diarsipkan
HTRB
Hartford Total Return Bond ETF · Financial Services · Asset Management
31Pemegang yang dilacak
-1Δ pemegang
24.45MSaham yang dipegang
$824.74MNilai yang dilaporkan
+2Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.1% ·
aliran saham +4.5% ·
posisi baru bersih -3.2%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 9.90M | +14.2% | $333.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 9.90M | +14.2% | $333.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 2.70M | +10.6% | $91.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.10M | +5.7% | $70.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.10M | +5.7% | $70.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.44M | +17.9% | $48.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.21M | +0.6% | $40.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 1.13M | -0.3% | $37.99M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.04M | -2.9% | $35.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.04M | -2.9% | $35.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.04M | -2.9% | $35.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 908.21K | -7.8% | $30.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 850.74K | +13.5% | $28.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 634.31K | +1.6% | $21.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 503.04K | +4.7% | $17.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 503.04K | +4.7% | $17.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 454.33K | +20.1% | $15.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 454.33K | +20.1% | $15.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 441.96K | +3.9% | $14.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 431.69K | -26.4% | $14.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 178.47K | -0.3% | $6.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 178.47K | -0.3% | $6.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 115.91K | +23.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 106.24K | -46.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 82.06K | -3.6% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 68.46K | -31.7% | $2.31M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 50.43K | -23.5% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 43.63K | +4.6% | $1.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | Nuveen, LLC | 17.62K | Baru | $594,580 | 0.0% | New | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 15.47K | 0.0% | $521,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 13.07K | +10.2% | $440,883 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fifth Third Bancorp | 6.55K | -42.0% | $221,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.59K | +33.2% | $53,704 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.59K | +33.2% | $53,704 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 950 | Baru | $32,048 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 621 | 0.0% | $20,949 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 296 | -89.4% | $9,986 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 134 | 0.0% | $4,520 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 10 | -33.3% | $337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nuveen, LLC | $594,580 | 0.0% |
| Wells Fargo & Company/Mn | $32,048 | 0.0% |
Telah keluar
| Susquehanna International… | $15.59M | adalah 0.0% |
| Goldman Sachs Group | $3.37M | adalah 0.0% |
| Jane Street Group, Llc | $2.58M | adalah 0.0% |
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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API