Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF inkluderar Thrivent Financial For Lutherans, Congress Wealth Management LLC / DE /, Integrity Financial Corp /WA, Atria Investments Llc, Prairieview Wealth Partners, Llc, Apella Capital, LLC, Barnes Dennig Private Wealth Management LLC, Smartleaf Asset Management LLC, och Luminist Capital LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 20 988 | 0,02 | 711 | 0,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 16 048 | 37,07 | 544 | 37,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 296 | 10 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 271 638 | 98,66 | 9 200 | 98,75 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 710 | 1,84 | 92 | 1,11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 130 195 | 2 003,65 | 4 410 | 2 009,57 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 109 887 | 4,33 | 3 722 | 4,35 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 487 095 | 9,12 | 16 498 | 9,15 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39 024 | 90,44 | 1 322 | 90,62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 903 | 1,11 | 98 | 1,03 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 429 178 | 2,68 | 14 536 | 2,71 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 885 861 | 2,01 | 30 004 | 2,04 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 834 880 | 5,91 | 28 277 | 5,94 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 175 818 | 0,99 | 5 955 | 1,02 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 40 597 | 1 375 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 474 973 | 1,94 | 49 957 | 1,98 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 166 | 0 | ||||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 532 731 | 27,79 | 18 038 | 29,83 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 16 | 1 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 75 022 | 2 550 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77 537 | 2 626 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 9 021 | 0,19 | 306 | 0,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 127 242 | 28,96 | 4 310 | 29,01 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 976 942 | 10,29 | 33 089 | 10,33 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 107 422 | 59,48 | 3 638 | 59,56 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 24 034 | 814 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134 243 | 449,64 | 4 547 | 450,36 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 66 931 | 8,00 | 2 267 | 8,01 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 462 523 | 2,25 | 15 666 | 2,29 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 285 228 | 3,58 | 9 661 | 3,61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22 659 | 69,50 | 762 | 70,25 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 201 469 | 9,71 | 6 824 | 9,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 149 | 27,62 | 1 258 | 27,98 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 372 583 | 2,48 | 12 619 | 2,52 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 78 856 | 3,68 | 2 671 | 3,69 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 11 693 | 4,12 | 396 | 4,21 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 102 419 | 3,09 | 3 469 | 3,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 584 116 | 19,55 | 19 708 | 19,37 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 1 103 642 | 12,15 | 37 369 | 12,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89 942 | 152,80 | 3 046 | 152,99 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 57 260 | 41,85 | 1 939 | 41,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11 754 | 395 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 563 908 | 8,71 | 19 100 | 8,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 177 468 | 4,46 | 6 011 | 4,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 030 846 | 35 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 352 805 | 3,72 | 11 949 | 3,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 774 144 | 5,06 | 60 090 | 5,09 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 73 107 | 1,75 | 2 476 | 1,81 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 165 332 | 6,21 | 5 600 | 6,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10 517 | 0,01 | 356 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 101 486 | 379,11 | 3 437 | 379,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 877 | 591,50 | 1 588 | 593,01 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 879 096 | 2,20 | 29 775 | 2,23 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 224 569 | 7,40 | 7 606 | 7,44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28 935 | 177,82 | 980 | 178,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235 159 | 205,93 | 7 965 | 206,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 928 | 0,29 | 0 | |||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 347 926 | 1,18 | 11 847 | 1,17 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 84 325 | 0,16 | 2 856 | 0,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 87 906 | 22,89 | 2 977 | 22,91 | ||||
| 2025-08-13 | 13F/A | Hartford Funds Management Co LLC | 13 845 655 | 1,49 | 468 952 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 158 637 | 2,45 | 5 373 | 2,48 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 4 172 | 141 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 144 802 | 116,71 | 72 644 | 116,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 476 690 | 109,71 | 16 146 | 109,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 83 | 1,22 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 582 | 121 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 373 | 284 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 57 326 | 1 942 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 054 | 76 250,00 | 103 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 538 | 0,19 | 526 | 0,19 |
