Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF meliputi 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, dan Luminist Capital LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
