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HTRB · Insider trading · 13F holders · Congress trades

Hartford Fds Exchange Traded (HTRB)

Who is buying and selling HTRB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
29
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

HTRB at a glance

  • No open-market insider purchases or sales of HTRB were filed in the last 90 days.
  • 29 13F filers hold HTRB among their 50 largest positions, worth $920.5M combined. The biggest bets by portfolio weight are Hartford Funds Management Co LLC (37.0%), Prairieview Wealth Partners, LLC (10.0%) and Mountain Capital Investment Advisors Inc. (6.4%). In their latest 13Fs, 0 managers opened a new position and 15 added to one.
  • No member of Congress has disclosed a trade in HTRB.

HTRB insider trading

No open-market insider purchases or sales of HTRB were filed in the last 90 days.

Who owns HTRB? Hedge funds and superinvestors

29 13F filers hold HTRB among their 50 largest positions, worth $920.5M combined. The biggest bets by portfolio weight are Hartford Funds Management Co LLC (37.0%), Prairieview Wealth Partners, LLC (10.0%) and Mountain Capital Investment Advisors Inc. (6.4%). In their latest 13Fs, 0 managers opened a new position and 15 added to one.

13F filers holding HTRB
Manager% of portfolioValueSharesLast quarter13F
Hartford Funds Management Co LLCMutual fund manager37.0%$462.7M13,716,346+5.8% sharesQ2 2026
Evolve Private Wealth, LLCWealth manager3.1%$51.1M1,508,341+6.5% sharesQ2 2026
Mountain Capital Investment Advisors Inc.Wealth manager6.4%$44.6M1,322,766+7.1% sharesQ2 2026
Fragasso Financial Advisors IncWealth manager1.7%$34.5M1,072,020+13.4% sharesQ3 2026
Howard Financial Services, Ltd.Wealth manager3.6%$34.3M1,070,662+5.4% sharesQ3 2026
Berger Financial Group, IncWealth manager1.7%$33.0M978,480+9.7% sharesQ2 2026
Cornerstone Advisors Asset Management, LLCInstitutional asset manager4.2%$31.8M943,797-6.1% sharesQ2 2026
Catalyst Financial Partners LLCWealth manager2.5%$25.3M750,389+5.5% sharesQ2 2026
National Philanthropic TrustInvestment manager0.4%$24.4M722,126-9.7% sharesQ2 2026
Spire Wealth ManagementWealth manager0.7%$24.1M713,501-0.1% sharesQ2 2026
Great Point Wealth Advisors, LLCWealth manager3.7%$23.3M727,842+5.8% sharesQ3 2026
Brio Consultants, LLCWealth manager2.1%$17.8M528,257+0.2% sharesQ2 2026
Rehmann Capital Advisory GroupWealth manager0.7%$15.8M469,691-4.3% sharesQ2 2026
Condor Capital ManagementWealth manager1.1%$14.2M421,983+4.4% sharesQ2 2026
Prairieview Wealth Partners, LLCWealth manager10.0%$13.4M396,778+13.1% sharesQ2 2026
Bensler, LLCWealth manager0.9%$9.9M292,610-10.2% sharesQ2 2026
Sanchez Wealth Management GroupWealth manager1.5%$8.8M259,710+5.7% sharesQ2 2026
Private Client Services, LLCWealth manager2.3%$8.5M264,447+6.3% sharesQ3 2026
IRON Financial LLCWealth manager2.6%$6.3M196,112+1.0% sharesQ3 2026
Integrity Financial Corp /WAWealth manager2.8%$5.8M171,669+10.8% sharesQ2 2026
MBE Wealth Management, LLCWealth manager1.9%$5.4M169,452+4.3% sharesQ3 2026
Strid Group, LLCWealth manager0.6%$5.4M167,278+2.3% sharesQ3 2026
Freedom Financial Partners LLCWealth manager1.5%$4.7M146,086+5.2% sharesQ3 2026
United Advisor Group, LLCWealth manager0.5%$4.7M138,512+2.9% sharesQ2 2026
CFO4Life Group, LLCWealth manager0.6%$4.2M123,973-0.3% sharesQ2 2026
Legacy Solutions, LLCWealth manager2.5%$3.2M100,256+10.9% sharesQ3 2026
Clarendon Private LLCWealth manager0.9%$1.5M43,410+6.2% sharesQ2 2026
Laraway Financial Advisors IncWealth manager0.7%$1.2M34,934+3.3% sharesQ2 2026
Mann Financial Group, Inc.Wealth manager0.5%$679K21,201-30.8% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 19). Screen HTRB in the grand portfolio →

HTRB stock trades by members of Congress

No member of Congress has disclosed a trade in HTRB.

HTRB questions and answers

Are insiders buying HTRB stock?

No open-market insider purchases or sales of HTRB were filed in the last 90 days.

Which hedge funds own HTRB?

29 13F filers hold HTRB among their 50 largest positions, worth $920.5M combined. The biggest bets by portfolio weight are Hartford Funds Management Co LLC (37.0%), Prairieview Wealth Partners, LLC (10.0%) and Mountain Capital Investment Advisors Inc. (6.4%). In their latest 13Fs, 0 managers opened a new position and 15 added to one.

Has Congress traded HTRB?

No member of Congress has disclosed a trade in HTRB.

Who is the largest holder of HTRB?

Among 13F filers, Hartford Funds Management Co LLC reports the largest HTRB position, $462.7M (13,716,346 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Hartford Funds Management Co LLC's: 37.0% of its portfolio.

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