There is a long list of 91 institutional holders of HTRB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HTRB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HTRB table below, the initial column indicates the name of each top institutional holder of HTRB, with a link to that fund's top holdings. The next columns indicate the amount of HTRB stock held by each of the institutional holders of HTRB, followed by the HTRB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Hartford Funds Management Co LLC	14,284,574	$478,222	03/31/2024
HTRB	14,284,574	$478,222	03/31/2024
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	575,751	$19,426	03/31/2024
HTRB	575,751	$19,426	03/31/2024
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
Bensler LLC	439,667	$14,834	03/31/2024
HTRB	439,667	$14,834	03/31/2024
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
DAVENPORT & Co LLC	380,888	$12,851	03/31/2024
HTRB	380,888	$12,851	03/31/2024
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
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
Rehmann Capital Advisory Group	175,240	$5,913	03/31/2024
HTRB	175,240	$5,913	03/31/2024
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
Brio Consultants LLC	131,709	$4,444	03/31/2024
HTRB	131,709	$4,444	03/31/2024
Sawtooth Solutions LLC	128,239	$4,364	12/31/2023
HTRB	128,239	$4,364	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
Envestnet Portfolio Solutions Inc.	90,490	$3,053	03/31/2024
HTRB	90,490	$3,053	03/31/2024
Kathleen S. Wright Associates Inc.	86,254	$2,910	03/31/2024
HTRB	86,254	$2,910	03/31/2024
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
CENTRAL TRUST Co	44,471	$1,500	03/31/2024
HTRB	44,471	$1,500	03/31/2024

See All: Funds Holding HTRB
See Details: Top 10 Hedge Funds Holding HTRB
Also See: HTRB Holdings Changes

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