118 tracked 13F filers disclose a position in HTRB as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hartford Funds Management Co LLC | $462.7M | 13.7M | ▲+5.8% Added · +758K sh | Q2 2026 | |
| 2 | BANK OF MONTREAL /CAN/ | $292.3M | 8.7M | ▲683× Added · +8.7M sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $82.3M | 2.4M | ▼−3.6% Reduced · −91K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $66.9M | 2.0M | ▲+1.0% Added · +20K sh | Q1 2026 | |
| 5 | EVOLVE PRIVATE WEALTH, LLC | $51.1M | 1.5M | ▲+6.5% Added · +92K sh | Q2 2026 | |
| 6 | Mountain Capital Investment Advisors Inc. | $44.6M | 1.3M | ▲+7.1% Added · +87K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $41.3M | 1.2M | ▼−34% Reduced · −636K sh | Q1 2026 | |
| 8 | UBS Group AG | $40.6M | 1.2M | ▲+6.2% Added · +70K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 1.1M | ▼−0.3% Reduced · −4K sh | Q2 2026 | |
| 10 | HB Wealth Management, LLC | $36.4M | 1.1M | ▼−11% Reduced · −132K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $36.2M | 1.1M | ▼−28% Reduced · −420K sh | Q1 2026 | |
| 12 | HOWARD FINANCIAL SERVICES, LTD. | $34.3M | 1.0M | ▲+2.9% Added · +28K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $33.2M | 985K | ▼−18% Reduced · −215K sh | Q1 2026 | |
| 14 | Berger Financial Group, Inc | $33.0M | 978K | ▲+9.7% Added · +87K sh | Q2 2026 | |
| 15 | Fragasso Financial Advisors Inc | $31.9M | 945K | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 16 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $31.8M | 944K | ▼−6.1% Reduced · −61K sh | Q2 2026 | |
| 17 | National Philanthropic Trust | $27.0M | 800K | ▲New +800K sh | Q1 2026 | |
| 18 | CATALYST FINANCIAL PARTNERS LLC | $25.3M | 750K | ▲+5.5% Added · +39K sh | Q2 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $25.2M | 750K | ▲+13% Added · +84K sh | Q1 2026 | |
| 20 | Spire Wealth Management | $24.1M | 714K | ▲+7.4% Added · +49K sh | Q1 2026 | |
| 21 | Great Point Wealth Advisors, LLC | $23.2M | 688K | ▲+4.9% Added · +32K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $21.1M | 624K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 23 | Brio Consultants, LLC | $17.8M | 528K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 24 | ATTICUS WEALTH MANAGEMENT, LLC | $17.1M | 508K | ▲+7.0% Added · +33K sh | Q2 2026 | |
| 25 | JPMORGAN CHASE & CO | $16.2M | 480K | ▲+7.3% Added · +32K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in HTRB and 21 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $12.7B |
| APPLE INCAAPL | 54 funds | $7.9B |
| MICROSOFT CORPMSFT | 54 funds | $6.0B |
| AMAZON.COM INCAMZN | 54 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 53 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 53 funds | $4.5B |
| TESLA INCTSLA | 53 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $8.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $1.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 51 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 51 funds | $1.6B |
| VANGUARD S&P 500 ETFVOO | 50 funds | $3.2B |
Ranked by how many of HTRB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBthis pageTOTAL RTRN ETF | 118 funds | $1.8B |
| HMOPUIT EXCHANGE TRADED | 113 funds | $573.0M |
| HFSImc | 76 funds | $634.3M |
| HTABSCHRDRS TAX BD | 46 funds | $236.6M |
| ACVUHARTFORD QUALITY | 28 funds | $23.3M |
| TRPAETF | 25 funds | $83.8M |
| HCRBFUND | 23 funds | $354.3M |
| HFGOLARGE CAP GRWT | 14 funds | $123.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HTRB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HTRB/capital-change-brief"
Use Arkolith's capital_change_brief for HTRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HTRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.