HTRB — Hartford Fds Exchange Traded Institutional Holders · Q3 2026
Who owns Hartford Fds Exchange Traded (HTRB)? 9 institutions reported holding $21.57M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Private Client Services, LLC ($8.5M), Apella Capital, LLC ($7.4M), Legacy Solutions, LLC ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $8.5M | 264,447 | Added |
| 2 | Apella Capital, LLC | $7.4M | 229,886 | Added |
| 3 | LEGACY SOLUTIONS, LLC | $3.2M | 100,256 | Added |
| 4 | First Heartland Consultants, Inc. | $1.6M | 49,070 | Trimmed |
| 5 | Veracity Capital LLC | $471,744 | 14,719 | New |
| 6 | Wealth Enhancement Trust Services, Inc. | $236,337 | 7,374 | Hold |
| 7 | Farther Finance Advisors, LLC | $203,787 | 6,358 | Trimmed |
| 8 | Investors Research Corp | $28,076 | 876 | Hold |
| 9 | INSPIRION WEALTH ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30