Who Owns HARTFORD (HTRB)? -- Institutional Holders (2026-06-30)

139 institutions reported holding $1.94B of HARTFORD (HTRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hartford Funds Management Co LLC ($462.7M), BANK OF MONTREAL /CAN/ ($333.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($91.0M), BANK OF AMERICA CORP /DE/ ($70.7M), Thrivent Financial for Lutherans ($54.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hartford Funds Management Co LLC$462.7M13.7MAdded
2BANK OF MONTREAL /CAN/$333.8M9.9MAdded
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$91.0M2.7MAdded
4BANK OF AMERICA CORP /DE/$70.7M2.1MAdded
5Thrivent Financial for Lutherans$54.1M1.6MAdded
6EVOLVE PRIVATE WEALTH, LLC$51.1M1.5MAdded
7LPL Financial LLC$48.7M1.4MAdded
8Mountain Capital Investment Advisors Inc.$44.6M1.3MAdded
9UBS Group AG$40.8M1.2MAdded
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$38.0M1.1MTrimmed
11HB Wealth Management, LLC$36.4M1.1MTrimmed
12RAYMOND JAMES FINANCIAL INC$35.2M1.0MTrimmed
13HOWARD FINANCIAL SERVICES, LTD.$34.3M1.0MAdded
14Berger Financial Group, Inc$33.0M978,480Added
15Fragasso Financial Advisors Inc$31.9M945,414Added
16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$31.8M943,797Trimmed
17HighTower Advisors, LLC$30.6M908,214Trimmed
18JONES FINANCIAL COMPANIES LLLP$28.9M850,737Added
19CATALYST FINANCIAL PARTNERS LLC$25.3M750,389Added
20National Philanthropic Trust$24.4M722,126Trimmed
21Spire Wealth Management$24.1M713,501Trimmed
22Great Point Wealth Advisors, LLC$23.2M687,937Added
23COMMONWEALTH EQUITY SERVICES, LLC$21.4M634,309Added
24Brio Consultants, LLC$17.8M528,257Added
25ATTICUS WEALTH MANAGEMENT, LLC$17.1M507,709Added

Source: SEC Form 13F filings · as of 2026-06-30