Who owns HTRB
Which tracked institutional funds hold HTRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTRB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
35 tracked funds added or opened HTRB while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HTRB’s largest tracked holder by dollar value, Hartford Funds Management Co LLC, sizes it at 37.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 37.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HTRB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 119 tracked filers holding HTRB, 66 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HTRB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- 49 WEALTH MANAGEMENT, LLC$2M
- ALONGSIDE, LLC$2M
- Nuveen, LLC$595K
Full exits 14
- Park Capital Management, LLC / WI$37M
- HighTower Advisors, LLC$33M
- Thrivent Financial for Lutherans$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- Independent Advisor Alliance$5M
- GOLDMAN SACHS GROUP INC$3M
Largest adds
- BANK OF MONTREAL /CAN/$41M
- Hartford Funds Management Co LLC$25M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- LPL Financial LLC$7M
- BANK OF AMERICA CORP /DE/$4M
- JONES FINANCIAL COMPANIES LLLP$4M
Largest trims
- CAPTRUST FINANCIAL ADVISORS$5M
- HB Wealth Management, LLC$4M
- Mariner, LLC$3M
- National Philanthropic Trust$3M
- CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$2M
- IRON Financial LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Hartford Funds Management Co LLC added | 13,716,346 | $463M | 24.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 9,895,819 | $334M | 18.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,698,637 | $91M | 4.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,097,045 | $71M | 3.8% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 1,508,341 | $51M | 2.8% | 2026-Q2 |
| LPL Financial LLC added | 1,443,464 | $49M | 2.6% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. added | 1,322,766 | $45M | 2.4% | 2026-Q2 |
| UBS Group AG added | 1,210,096 | $41M | 2.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,132,219 | $38M | 2.0% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 1,077,974 | $36M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,042,571 | $35M | 1.9% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 1,016,250 | $34M | 1.8% | 2026-Q2 |
| Berger Financial Group, Inc added | 978,480 | $33M | 1.8% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 945,414 | $32M | 1.7% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 943,797 | $32M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 850,737 | $29M | 1.6% | 2026-Q2 |
| CATALYST FINANCIAL PARTNERS LLC added | 750,389 | $25M | 1.4% | 2026-Q2 |
| National Philanthropic Trust trimmed | 722,126 | $24M | 1.3% | 2026-Q2 |
| Spire Wealth Management trimmed | 713,501 | $24M | 1.3% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 687,937 | $23M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 634,309 | $21M | 1.2% | 2026-Q2 |
| Brio Consultants, LLC added | 528,257 | $18M | 1.0% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 507,709 | $17M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 503,037 | $17M | 0.9% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 469,691 | $16M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 454,329 | $15M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 441,964 | $15M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 431,689 | $15M | 0.8% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 421,983 | $14M | 0.8% | 2026-Q2 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC added | 396,778 | $13M | 0.7% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 392,209 | $13M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 360,246 | $12M | 0.7% | 2026-Q2 |
| Bensler, LLC trimmed | 292,610 | $10M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 283,260 | $10M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 273,029 | $9M | 0.5% | 2026-Q2 |
| Sanchez Wealth Management Group added | 259,710 | $9M | 0.5% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 248,705 | $8M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 242,117 | $8M | 0.4% | 2026-Q2 |
| IRON Financial LLC trimmed | 194,088 | $7M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 183,718 | $6M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 178,470 | $6M | 0.3% | 2026-Q2 |
| Integrity Financial Corp /WA added | 171,669 | $6M | 0.3% | 2026-Q2 |
| Strid Group, LLC added | 163,558 | $6M | 0.3% | 2026-Q2 |
| MBE Wealth Management, LLC added | 162,492 | $5M | 0.3% | 2026-Q2 |
| Freedom Financial Partners LLC added | 138,907 | $5M | 0.3% | 2026-Q2 |
| United Advisor Group, LLC added | 138,512 | $5M | 0.3% | 2026-Q2 |
| CFO4Life Group, LLC trimmed | 123,973 | $4M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 115,905 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 106,238 | $4M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 96,127 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 93,289 | $3M | 0.2% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC added | 90,400 | $3M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 83,321 | $3M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 82,059 | $3M | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 73,571 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 68,459 | $2M | 0.1% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 67,919 | $2M | 0.1% | 2026-Q2 |
| ALONGSIDE, LLC trimmed | 67,919 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 50,427 | $2M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 49,675 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 46,016 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 43,631 | $1M | 0.1% | 2026-Q2 |
| Clarendon Private LLC added | 43,410 | $1M | 0.1% | 2026-Q2 |
| Laraway Financial Advisors Inc added | 34,934 | $1M | 0.1% | 2026-Q2 |
| Mann Financial Group, Inc. trimmed | 30,621 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 28,123 | $949K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. | 23,635 | $797K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,681 | $765K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 19,877 | $671K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 17,625 | $595K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 16,828 | $568K | 0.0% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 16,547 | $558K | 0.0% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 15,686 | $529K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 15,471 | $522K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,522 | $490K | 0.0% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 13,894 | $469K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 13,069 | $441K | 0.0% | 2026-Q2 |
| Fermata Advisors, LLC added | 12,417 | $419K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 12,001 | $402K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 10,940 | $369K | 0.0% | 2026-Q2 |
| Prostatis Group LLC trimmed | 10,191 | $344K | 0.0% | 2026-Q2 |
| MAI Capital Management trimmed | 9,975 | $336K | 0.0% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 9,704 | $327K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,500 | $320K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 8,493 | $287K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. | 7,374 | $252K | 0.0% | 2026-Q2 |
| May Hill Capital, LLC new | 7,344 | $248K | 0.0% | 2026-Q2 |
| Keel Point, LLC trimmed | 7,148 | $241K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,952 | $235K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 6,686 | $226K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,555 | $221K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 6,530 | $220K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 6,303 | $213K | 0.0% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 6,175 | $208K | 0.0% | 2026-Q2 |
| Barnes Dennig Private Wealth Management LLC added | 5,718 | $193K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 5,437 | $183K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 4,531 | $153K | 0.0% | 2026-Q2 |
| Glassman Wealth Services | 3,687 | $124K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,538 | $119K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 2,448 | $83K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.