Hartford Funds Exchange-Traded Trust - HTRB

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.696B

QoQ value delta ($000)

+$115.7M (+7.32%)

Implied price effect (QoQ)

-0.4%

Total shares

49,647,819

QoQ shares delta

+3,571,520 (+7.75%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Hartford Funds Management Co LLC	474,075	13,882,165	38.85%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	86,418	2,530,560	0.05%
BANK OF AMERICA CORP /DE/	67,061	1,963,740	0.0%
WCG Wealth Advisors LLC	63,658	1,864,039	1.78%
LPL Financial LLC	63,514	1,859,864	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	59,940	1,753,407	0.08%
RAYMOND JAMES FINANCIAL INC	51,024	1,494,141	0.02%
HB Wealth Management, LLC	47,587	1,393,493	0.31%
EVOLVE PRIVATE WEALTH, LLC	43,661	1,269,349	2.59%
Mountain Capital Investment Advisors Inc.	41,055	1,199,065	6.62%
HighTower Advisors, LLC	40,977	1,199,921	0.04%
UBS Group AG	38,668	1,132,312	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	38,560	1,129,127	0.07%
Park Capital Management, LLC / WI	33,894	992,531	24.26%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	33,121	969,879	5.38%
HOWARD FINANCIAL SERVICES, LTD.	31,648	926,744	3.7%
Berger Financial Group, Inc	30,614	896,483	1.77%
Fragasso Financial Advisors Inc	29,104	852,260	1.76%
Spire Wealth Management	22,723	665,393	0.76%
JONES FINANCIAL COMPANIES LLLP	22,722	665,382	0.01%
CATALYST FINANCIAL PARTNERS LLC	22,410	656,236	2.5%
Great Point Wealth Advisors, LLC	22,303	653,106	4.07%
COMMONWEALTH EQUITY SERVICES, LLC	21,454	628,229	0.03%
Brio Consultants, LLC	17,741	519,504	2.31%
ATTICUS WEALTH MANAGEMENT, LLC	16,374	479,488	4.04%