HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 84 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,320,349 | +22.1% | 785,917 | +23.0% | 2.17% | +18.9% |
| Q1 2024 | $21,562,260 | +2.7% | 639,071 | +3.6% | 1.82% | -4.6% |
| Q4 2023 | $20,997,687 | +1.3% | 617,035 | -4.5% | 1.91% | -12.3% |
| Q3 2023 | $20,729,531 | +0.5% | 645,981 | +4.7% | 2.18% | -1.2% |
| Q2 2023 | $20,631,159 | +68.3% | 617,145 | +71.2% | 2.21% | +58.0% |
| Q1 2023 | $12,255,198 | +617.5% | 360,447 | +597.2% | 1.40% | +623.3% |
| Q4 2022 | $1,708,046 | – | 51,696 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hartford Funds Management Co LLC | 15,354,281 | $565,345,000 | 55.41% |
| IRON Financial LLC | 518,638 | $19,096,000 | 8.80% |
| Landmark Wealth Management, LLC | 400,140 | $207,437,000 | 6.95% |
| Financial Planning & Information Services, Inc. | 710,174 | $26,149,000 | 5.84% |
| Marshall Financial Group, LLC | 245,460 | $9,038,000 | 3.70% |
| Berger Financial Group, Inc | 660,796 | $24,331,000 | 3.09% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 41,553 | $1,530,000 | 1.97% |
| Destiny Wealth Partners, LLC | 274,458 | $10,106,000 | 1.97% |
| Golden State Equity Partners | 86,761 | $3,195,000 | 1.61% |
| Kathleen S. Wright Associates Inc. | 58,372 | $2,149,000 | 1.57% |