Hartford Funds Exchange-Traded Trust - HTRB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | History | No change | 13,716,346 | 462,720 | 37.02% | 37.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,895,819 | 333,835 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,698,637 | 91,038 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,097,045 | 70,743 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,602,540 | 54,061 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 1,508,341 | 51,084 | 3.12% | 3.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,443,464 | 48,695 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 1,322,766 | 44,623 | 6.35% | 6.35% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 1,210,096 | 40,822 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,132,219 | 37,985 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 1,077,974 | 36,365 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,042,571 | 35,171 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 1,016,250 | 34,283 | 3.42% | 3.42% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Berger Financial Group, Inc | History | No change | 978,480 | 33,009 | 1.69% | 1.69% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 945,414 | 31,893 | 1.7% | 1.7% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 943,797 | 31,838 | 4.16% | 4.16% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 908,214 | 30,638 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 850,737 | 28,908 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 750,389 | 25,314 | 2.51% | 2.51% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Philanthropic Trust | History | No change | 722,126 | 24,360 | 0.35% | 0.35% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 713,501 | 24,073 | 0.73% | 0.73% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 687,937 | 23,207 | 3.75% | 3.75% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 634,309 | 21,398 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brio Consultants, LLC | History | No change | 528,257 | 17,820 | 2.09% | 2.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 507,709 | 17,127 | 4.08% | 4.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 503,037 | 17,032 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 469,691 | 15,841 | 0.73% | 0.73% | 27 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 454,329 | 15,328 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 441,964 | 14,910 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 431,689 | 14,563 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 421,983 | 14,235 | 1.07% | 1.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 396,778 | 13,385 | 10.0% | 10.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 392,209 | 13,231 | 0.31% | 0.31% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 360,246 | 12,152 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bensler, LLC | History | No change | 292,610 | 9,871 | 0.87% | 0.87% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 283,260 | 9,555 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 263,684 | 8,895 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sanchez Wealth Management Group | History | No change | 259,710 | 8,761 | 1.54% | 1.54% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 264,447 | 8,475 | 2.28% | 2.2% | 39 | +15,742 | 6.33% | Q3 2026 | Oct 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 242,117 | 8,167 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 229,886 | 7,367 | 0.09% | 0.09% | 41 | +46,168 | 25.13% | Q3 2026 | Oct 08, 2026 |
| IRON Financial LLC | History | No change | 194,088 | 6,547 | 2.7% | 2.7% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 178,470 | 6,020 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 171,669 | 5,813 | 2.78% | 2.78% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strid Group, LLC | History | No change | 163,558 | 5,517 | 0.61% | 0.61% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBE Wealth Management, LLC | History | No change | 162,492 | 5,481 | 1.93% | 1.93% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freedom Financial Partners LLC | History | No change | 138,907 | 4,686 | 1.53% | 1.53% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Advisor Group, LLC | History | No change | 138,512 | 4,672 | 0.49% | 0.49% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFO4Life Group, LLC | History | No change | 123,973 | 4,182 | 0.56% | 0.56% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 115,905 | 3,910 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 106,238 | 3,583 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 96,127 | 3,242 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 100,256 | 3,213 | 2.45% | 2.47% | 53 | +9,856 | 10.9% | Q3 2026 | Oct 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 93,289 | 3,147 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DAVENPORT & Co LLC | History | No change | 83,321 | 2,810 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 82,059 | 2,768 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marshall Financial Group, LLC | History | No change | 73,571 | 2,481 | 0.36% | 0.36% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 68,459 | 2,309 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 67,919 | 2,291 | 0.44% | 0.44% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 67,919 | 2,291 | 0.44% | 0.44% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 50,427 | 1,701 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 49,070 | 1,572 | 0.1% | 0.11% | 62 | -605 | -1.22% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 46,016 | 1,552 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,631 | 1,471 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarendon Private LLC | History | No change | 43,410 | 1,464 | 0.94% | 0.94% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 40,447 | 1,364 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laraway Financial Advisors Inc | History | No change | 34,934 | 1,178 | 0.72% | 0.72% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mann Financial Group, Inc. | History | No change | 30,621 | 1,032 | 0.86% | 0.86% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 28,123 | 948 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 23,635 | 797 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,681 | 765 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,877 | 670 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 17,625 | 594 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16,828 | 567 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MSH Capital Advisors LLC | History | No change | 16,547 | 558 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 15,686 | 529 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,471 | 521 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,522 | 489 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Veracity Capital LLC | History | New | 14,719 | 471 | 0.13% | — | 79 | +14,719 | New | Q3 2026 | Oct 08, 2026 |
| Advance Capital Management, Inc. | History | No change | 13,894 | 468 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,069 | 440 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 12,417 | 418 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sovran Advisors, LLC | History | No change | 12,001 | 401 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 10,940 | 369 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prostatis Group LLC | History | No change | 10,191 | 343 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 9,975 | 336 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 9,704 | 327 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,493 | 286 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| May Hill Capital, LLC | History | No change | 7,344 | 247 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 7,148 | 241 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 7,374 | 236 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Vise Technologies, Inc. | History | No change | 6,952 | 234 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,686 | 225 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,555 | 221 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | No change | 6,530 | 220 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,284 | 212 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,303 | 212 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,358 | 203 | 0.0% | 0.0% | 98 | -3,142 | -33.07% | Q3 2026 | Oct 08, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 5,718 | 192 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,437 | 183 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,531 | 152 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glassman Wealth Services | History | No change | 3,687 | 124 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,538 | 119 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | No change | 2,448 | 82 | 0.31% | 0.31% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,416 | 81 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 2,353 | 79 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,901 | 64 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,591 | 53 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,287 | 43 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 950 | 32 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 876 | 28 | 0.0% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | No change | 621 | 20 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 427 | 14 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 296 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 260 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 140 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 134 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 72 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 83 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Networth Advisors, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,175 | -100.0% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |