13F 机构持仓

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

持有机构数1242026Q2
26Q126Q2
机构合计持股(股)57,559,7562026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q212457,559,756$19.42亿 7584314$6,201.48万
2026Q112955,654,865$18.78亿 1160457$2.02亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BANK OF MONTREAL /CAN/加仓$2.92亿
National Philanthropic Trust新建仓$2,699.49万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有$1,413.60万
PRAIRIEVIEW WEALTH PARTNERS, LLC加仓$1,103.21万
Steward Partners Investment Advisory, LLC加仓$995.04万
Integrated Wealth Concepts LLC加仓$811.75万
CAPTRUST FINANCIAL ADVISORS加仓$546.97万
Independent Advisor Alliance新建仓$526.67万
EVOLVE PRIVATE WEALTH, LLC加仓$494.51万
OSAIC HOLDINGS, INC.加仓$398.12万
GOLDMAN SACHS GROUP INC新建仓$337.30万
Park Capital Management, LLC / WI加仓$328.88万
Mariner, LLC加仓$320.34万
JONES FINANCIAL COMPANIES LLLP加仓$283.69万
UBS Group AG加仓$236.65万
Rehmann Capital Advisory Group加仓$231.05万
Fragasso Financial Advisors Inc加仓$212.80万
HOWARD FINANCIAL SERVICES, LTD.加仓$206.80万
CATALYST FINANCIAL PARTNERS LLC加仓$186.12万
Spire Wealth Management加仓$165.24万

2026Q1 卖出最多

WCG Wealth Advisors LLC减仓-$4,990.01万
Hartford Funds Management Co LLC减仓-$3,115.46万
LPL Financial LLC减仓-$2,145.59万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$2,090.45万
Thrivent Financial for Lutherans减仓-$2,063.31万
RAYMOND JAMES FINANCIAL INC减仓-$1,417.59万
Advance Capital Management, Inc.减仓-$1,209.46万
TRUIST FINANCIAL CORP清仓-$806.46万
HighTower Advisors, LLC减仓-$725.53万
ENVESTNET ASSET MANAGEMENT INC减仓-$722.48万
HB Wealth Management, LLC减仓-$618.53万
Bensler, LLC减仓-$343.67万
Cetera Investment Advisers减仓-$315.66万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$307.41万
First Heartland Consultants, Inc.减仓-$281.88万
Atria Investments, Inc减仓-$140.03万
CITADEL ADVISORS LLC减仓-$135.81万
Golden State Wealth Management, LLC减仓-$92.34万
Prostatis Group LLC减仓-$64.03万
FLOW TRADERS U.S. LLC减仓-$63.93万

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Hartford Funds Management Co LLC12,958,793$4.37亿37.97%-923,372减仓
BANK OF MONTREAL /CAN/8,664,503$2.92亿0.11%8,651,815加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,439,448$8,230.70万0.05%-91,112减仓
BANK OF AMERICA CORP /DE/1,983,256$6,691.51万0.00%19,516加仓
EVOLVE PRIVATE WEALTH, LLC1,415,913$4,777.29万2.55%146,564加仓
Mountain Capital Investment Advisors Inc.1,235,338$4,196.44万3.41%36,273加仓
LPL Financial LLC1,223,945$4,129.59万0.01%-635,919减仓
HB Wealth Management, LLC1,210,171$4,083.12万0.26%-183,322减仓
UBS Group AG1,202,450$4,057.07万0.01%70,138加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,135,843$3,844.83万0.08%-617,564减仓
Park Capital Management, LLC / WI1,090,006$3,677.68万35.81%97,475加仓
RAYMOND JAMES FINANCIAL INC1,073,990$3,623.64万0.01%-420,151减仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC1,004,995$3,390.85万5.23%35,116加仓
HOWARD FINANCIAL SERVICES, LTD.988,036$3,333.63万3.75%61,292加仓
HighTower Advisors, LLC984,886$3,323.00万0.04%-215,035减仓
Fragasso Financial Advisors Inc915,182$3,095.15万1.79%62,922加仓
Berger Financial Group, Inc891,872$3,009.18万1.68%-4,611减仓
National Philanthropic Trust800,087$2,699.49万0.29%800,087新建仓
JONES FINANCIAL COMPANIES LLLP749,789$2,520.04万0.01%84,407加仓
Spire Wealth Management714,369$2,410.28万0.82%48,976加仓
CATALYST FINANCIAL PARTNERS LLC711,398$2,400.26万2.83%55,162加仓
Great Point Wealth Advisors, LLC655,906$2,213.03万4.09%2,800加仓
COMMONWEALTH EQUITY SERVICES, LLC624,347$2,106.55万0.03%-3,882减仓
CAPTRUST FINANCIAL ADVISORS586,460$1,978.67万0.03%162,117加仓
Brio Consultants, LLC527,184$1,778.72万2.06%7,680加仓
Thrivent Financial for Lutherans517,585$1,746.30万0.03%-611,542减仓
Rehmann Capital Advisory Group490,715$1,655.64万0.86%68,480加仓
JPMORGAN CHASE & CO480,303$1,616.70万0.00%32,484加仓
ATTICUS WEALTH MANAGEMENT, LLC474,703$1,601.65万4.34%-4,785减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP462,178$1,559.39万0.00%418,969重新持有
ROYAL BANK OF CANADA425,398$1,435.30万0.00%42,323加仓
CONDOR CAPITAL MANAGEMENT404,044$1,363.24万1.14%14,761加仓
WCG Wealth Advisors LLC385,079$1,299.26万0.36%-1,478,960减仓
OSAIC HOLDINGS, INC.378,155$1,275.88万0.02%117,997加仓
PRAIRIEVIEW WEALTH PARTNERS, LLC350,787$1,183.56万9.70%326,973加仓
Bensler, LLC325,805$1,099.27万1.13%-101,858减仓
Steward Partners Investment Advisory, LLC297,008$1,002.11万0.05%294,915加仓
Private Advisor Group, LLC274,250$925.32万0.04%-5,966减仓
Integrated Wealth Concepts LLC254,044$857.14万0.07%240,589加仓
PRIVATE CLIENT SERVICES, LLC248,696$839.10万2.51%4,498加仓
IRON Financial LLC246,151$830.51万3.63%-3,427减仓
Sanchez Wealth Management Group245,787$829.29万1.79%6,414加仓
Sanctuary Advisors, LLC226,986$765.85万0.04%14,142加仓
Mariner, LLC198,824$670.83万0.01%94,945加仓
STIFEL FINANCIAL CORP178,964$603.81万0.01%9,149加仓
Apella Capital, LLC165,606$565.05万0.08%21,125加仓
Strid Group, LLC158,708$535.48万0.66%5,463加仓
Independent Advisor Alliance156,098$526.67万0.06%156,098新建仓
Integrity Financial Corp /WA154,918$524.64万2.61%1,445加仓
Freedom Financial Partners LLC138,396$466.95万1.66%9,850加仓

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