HoldingsChannel.com
On this page, we present all of the funds holding HTRB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HTRB, with a link to that fund's top holdings. The next columns indicate the amount of HTRB stock held by each of the funds holding HTRB, followed by the HTRB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 93 funds holding HTRB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Hartford Funds Management Co LLC. For more details on the positions held by Hartford Funds Management Co LLC (or by any of the other funds holding HTRB), click the fund name in the "Holder" column of the funds-holding-HTRB table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Hartford Funds Management Co LLC | 14,084,631 | $479,300 | 12/31/2023 |
| HTRB | 14,084,631 | $479,300 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 2,038,396 | $68,775 | 03/31/2024 |
| HTRB | 2,038,396 | $68,775 | 03/31/2024 |
| UBS Group AG | 1,294,063 | $44,037 | 12/31/2023 |
| HTRB | 1,294,063 | $44,037 | 12/31/2023 |
| WMS Partners LLC | 1,151,691 | $39,192 | 12/31/2023 |
| HTRB | 1,151,691 | $39,192 | 12/31/2023 |
| Bank of America Corp DE | 1,126,090 | $38,321 | 12/31/2023 |
| HTRB | 1,126,090 | $38,321 | 12/31/2023 |
| Financial Planning & Information Services Inc. | 950,228 | $32,336 | 12/31/2023 |
| HTRB | 950,228 | $32,336 | 12/31/2023 |
| WCG Wealth Advisors LLC | 917,644 | $31,227 | 12/31/2023 |
| HTRB | 917,644 | $31,227 | 12/31/2023 |
| Marshall Financial Group LLC | 870,375 | $29,366 | 03/31/2024 |
| HTRB | 870,375 | $29,366 | 03/31/2024 |
| Spire Wealth Management | 797,590 | $26,911 | 03/31/2024 |
| HTRB | 797,590 | $26,911 | 03/31/2024 |
| Fragasso Group Inc. | 639,071 | $21,562 | 03/31/2024 |
| HTRB | 639,071 | $21,562 | 03/31/2024 |
| Howard Financial Services LTD. | 632,278 | $21,333 | 03/31/2024 |
| HTRB | 632,278 | $21,333 | 03/31/2024 |
| Truist Financial Corp | 586,060 | $19,944 | 12/31/2023 |
| HTRB | 586,060 | $19,944 | 12/31/2023 |
| Commonwealth Equity Services LLC | 549,759 | $18,708 | 12/31/2023 |
| HTRB | 549,759 | $18,708 | 12/31/2023 |
| LPL Financial LLC | 546,625 | $18,602 | 12/31/2023 |
| HTRB | 546,625 | $18,602 | 12/31/2023 |
| Bank of New York Mellon Corp | 479,821 | $16,189 | 03/31/2024 |
| HTRB | 479,821 | $16,189 | 03/31/2024 |
| Berger Financial Group Inc | 469,639 | $15,846 | 03/31/2024 |
| HTRB | 469,639 | $15,846 | 03/31/2024 |
| Envestnet Asset Management Inc. | 448,505 | $15,263 | 12/31/2023 |
| HTRB | 448,505 | $15,263 | 12/31/2023 |
| Horizon Investments LLC | 418,810 | $14,206 | 12/31/2023 |
| HTRB | 418,810 | $14,206 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 417,134 | $14,074 | 03/31/2024 |
| HTRB | 417,134 | $14,074 | 03/31/2024 |
| Jane Street Group LLC | 407,814 | $13,878 | 12/31/2023 |
| HTRB | 407,814 | $13,878 | 12/31/2023 |
| Bensler LLC | 382,975 | $13,033 | 12/31/2023 |
| HTRB | 382,975 | $13,033 | 12/31/2023 |
| Captrust Financial Advisors | 373,209 | $12,700 | 12/31/2023 |
| HTRB | 373,209 | $12,700 | 12/31/2023 |
| Advance Capital Management Inc. | 375,478 | $12,669 | 03/31/2024 |
| HTRB | 375,478 | $12,669 | 03/31/2024 |
| Iron Financial LLC | 360,795 | $12,173 | 03/31/2024 |
| HTRB | 360,795 | $12,173 | 03/31/2024 |
| DAVENPORT & Co LLC | 330,534 | $11,248 | 12/31/2023 |
| HTRB | 330,534 | $11,248 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 287,517 | $9,784 | 12/31/2023 |
| HTRB | 287,517 | $9,784 | 12/31/2023 |
| Great Point Wealth Advisors LLC | 259,968 | $8,847 | 12/31/2023 |
| HTRB | 259,968 | $8,847 | 12/31/2023 |
| Condor Capital Management | 194,212 | $6,609 | 12/31/2023 |
| HTRB | 194,212 | $6,609 | 12/31/2023 |
| Bank of Montreal Can | 184,968 | $6,289 | 12/31/2023 |
| HTRB | 184,968 | $6,289 | 12/31/2023 |
| Mariner LLC | 170,747 | $5,811 | 12/31/2023 |
| HTRB | 170,747 | $5,811 | 12/31/2023 |
| Advisor Group Holdings Inc. | 164,889 | $5,613 | 12/31/2023 |
| HTRB | 164,889 | $5,613 | 12/31/2023 |
| Golden State Equity Partners | 164,549 | $5,600 | 12/31/2023 |
| HTRB | 164,549 | $5,600 | 12/31/2023 |
| Strid Group LLC | 156,575 | $5,283 | 03/31/2024 |
| HTRB | 156,575 | $5,283 | 03/31/2024 |
| Stifel Financial Corp | 153,516 | $5,224 | 12/31/2023 |
| HTRB | 153,516 | $5,224 | 12/31/2023 |
| Simplicity Wealth LLC | 152,586 | $5,148 | 03/31/2024 |
| HTRB | 152,586 | $5,148 | 03/31/2024 |
| Raymond James & Associates | 145,384 | $4,905 | 03/31/2024 |
| HTRB | 145,384 | $4,905 | 03/31/2024 |
| Baird Financial Group Inc. | 139,283 | $4,740 | 12/31/2023 |
| HTRB | 139,283 | $4,740 | 12/31/2023 |
| Sawtooth Solutions LLC | 128,239 | $4,364 | 12/31/2023 |
| HTRB | 128,239 | $4,364 | 12/31/2023 |
| Rehmann Capital Advisory Group | 117,424 | $3,996 | 12/31/2023 |
| HTRB | 117,424 | $3,996 | 12/31/2023 |
| Brio Consultants LLC | 113,613 | $3,866 | 12/31/2023 |
| HTRB | 113,613 | $3,866 | 12/31/2023 |
| Cetera Advisor Networks LLC | 110,412 | $3,757 | 12/31/2023 |
| HTRB | 110,412 | $3,757 | 12/31/2023 |
| Strategic Planning Group LLC | 104,728 | $3,534 | 03/31/2024 |
| HTRB | 104,728 | $3,534 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 96,890 | $3,311 | 12/31/2023 |
| HTRB | 96,890 | $3,311 | 12/31/2023 |
| Kathleen S. Wright Associates Inc. | 86,254 | $2,910 | 03/31/2024 |
| HTRB | 86,254 | $2,910 | 03/31/2024 |
| Envestnet Portfolio Solutions Inc. | 85,166 | $2,898 | 12/31/2023 |
| HTRB | 85,166 | $2,898 | 12/31/2023 |
| Resources Investment Advisors LLC. | 77,601 | $2,641 | 12/31/2023 |
| HTRB | 77,601 | $2,641 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 53,700 | $1,812 | 03/31/2024 |
| HTRB | 53,700 | $1,812 | 03/31/2024 |
| JPMorgan Chase & Co. | 51,831 | $1,764 | 12/31/2023 |
| HTRB | 51,831 | $1,764 | 12/31/2023 |
| Cetera Investment Advisers | 50,842 | $1,730 | 12/31/2023 |
| HTRB | 50,842 | $1,730 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 53,191 | $1,707 | 12/31/2023 |
| HTRB | 53,191 | $1,707 | 12/31/2023 |
| CENTRAL TRUST Co | 44,471 | $1,500 | 03/31/2024 |
| HTRB | 44,471 | $1,500 | 03/31/2024 |
| Laraway Financial Inc | 36,919 | $1,256 | 12/31/2023 |
| HTRB | 36,919 | $1,256 | 12/31/2023 |
| Citadel Advisors LLC | 36,619 | $1,246 | 12/31/2023 |
| HTRB | 36,619 | $1,246 | 12/31/2023 |
| AE Wealth Management LLC | 27,885 | $940 | 12/31/2023 |
| HTRB | 27,885 | $940 | 12/31/2023 |
| Saxon Interests Inc. | 23,843 | $804 | 03/31/2024 |
| HTRB | 23,843 | $804 | 03/31/2024 |
| Equitable Holdings Inc. | 23,525 | $801 | 12/31/2023 |
| HTRB | 23,525 | $801 | 12/31/2023 |
| Keel Point LLC | 23,148 | $781 | 03/31/2024 |
| HTRB | 23,148 | $781 | 03/31/2024 |
| Private Advisor Group LLC | 22,573 | $768 | 12/31/2023 |
| HTRB | 22,573 | $768 | 12/31/2023 |
| Inspirion Wealth Advisors LLC | 21,415 | $723 | 03/31/2024 |
| HTRB | 21,415 | $723 | 03/31/2024 |
| Tranquilli Financial Advisor LLC | 21,003 | $715 | 12/31/2023 |
| HTRB | 21,003 | $715 | 12/31/2023 |
| Westside Investment Management Inc. | 20,700 | $697 | 03/31/2024 |
| HTRB | 20,700 | $697 | 03/31/2024 |
| MML Investors Services LLC | 18,572 | $632 | 12/31/2023 |
| HTRB | 18,572 | $632 | 12/31/2023 |
| Cetera Advisors LLC | 17,904 | $609 | 12/31/2023 |
| HTRB | 17,904 | $609 | 12/31/2023 |
| Fermata Advisors LLC | 17,174 | $579 | 03/31/2024 |
| HTRB | 17,174 | $579 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 15,756 | $532 | 03/31/2024 |
| HTRB | 15,756 | $532 | 03/31/2024 |
| Allworth Financial LP | 14,814 | $500 | 03/31/2024 |
| HTRB | 14,814 | $500 | 03/31/2024 |
| Flow Traders U.S. LLC | 13,577 | $462 | 12/31/2023 |
| HTRB | 13,577 | $462 | 12/31/2023 |
| Janney Montgomery Scott LLC | 11,719 | $399 | 12/31/2023 |
| HTRB | 11,719 | $399 | 12/31/2023 |
| United Advisor Group LLC | 11,513 | $397 | 12/31/2023 |
| HTRB | 11,513 | $397 | 12/31/2023 |
| Coombe Bender & Co LLC | 11,018 | $375 | 12/31/2023 |
| HTRB | 11,018 | $375 | 12/31/2023 |
| CWM LLC | 10,749 | $363 | 03/31/2024 |
| HTRB | 10,749 | $363 | 03/31/2024 |
| Comerica Bank | 10,200 | $347 | 12/31/2023 |
| HTRB | 10,200 | $347 | 12/31/2023 |
| Global Retirement Partners LLC | 10,014 | $338 | 03/31/2024 |
| HTRB | 10,014 | $338 | 03/31/2024 |
| Colton Groome Financial Advisors LLC | 9,788 | $330 | 03/31/2024 |
| HTRB | 9,788 | $330 | 03/31/2024 |
| Founders Financial Securities LLC | 9,358 | $316 | 03/31/2024 |
| HTRB | 9,358 | $316 | 03/31/2024 |
| Royal Bank of Canada | 8,282 | $282 | 12/31/2023 |
| HTRB | 8,282 | $282 | 12/31/2023 |
| Stonehearth Capital Management LLC | 7,071 | $239 | 03/31/2024 |
| HTRB | 7,071 | $239 | 03/31/2024 |
| Foundations Investment Advisors LLC | 6,544 | $223 | 12/31/2023 |
| HTRB | 6,544 | $223 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 6,507 | $221 | 12/31/2023 |
| HTRB | 6,507 | $221 | 12/31/2023 |
| Toroso Investments LLC | 6,058 | $206 | 12/31/2023 |
| HTRB | 6,058 | $206 | 12/31/2023 |
| Private Trust Co. NA | 3,698 | $125 | 03/31/2024 |
| HTRB | 3,698 | $125 | 03/31/2024 |
| Tompkins Financial Corp | 2,861 | $97 | 03/31/2024 |
| HTRB | 2,861 | $97 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 1,428 | $49 | 12/31/2023 |
| HTRB | 1,428 | $49 | 12/31/2023 |
| Fortis Advisors LLC | 1,205 | $41 | 12/31/2023 |
| HTRB | 1,205 | $41 | 12/31/2023 |
| Richardson Capital Management LLC | 1,167 | $39 | 03/31/2024 |
| HTRB | 1,167 | $39 | 03/31/2024 |
| Morgan Stanley | 328 | $11 | 12/31/2023 |
| HTRB | 328 | $11 | 12/31/2023 |
| Parallel Advisors LLC | 166 | $6 | 12/31/2023 |
| HTRB | 166 | $6 | 12/31/2023 |
| First Horizon Advisors Inc. | 128 | $4 | 12/31/2023 |
| HTRB | 128 | $4 | 12/31/2023 |
| US Bancorp DE | 50 | $2 | 12/31/2023 |
| HTRB | 50 | $2 | 12/31/2023 |
| Capital Analysts LLC | 63 | $2 | 12/31/2023 |
| HTRB | 63 | $2 | 12/31/2023 |
| Geneos Wealth Management Inc. | 59 | $2 | 12/31/2023 |
| HTRB | 59 | $2 | 12/31/2023 |
| Able Wealth Management LLC | 72 | $2 | 12/31/2023 |
| HTRB | 72 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| HTRB | 0 | $0 | 12/31/2023 |
| Advisory Services Network LLC | 0 | $0 | 12/31/2023 |
| HTRB | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HTRB
See Details: Top 10 Hedge Funds Holding HTRB
Also See: HTRB Holdings Changes
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