HTRB Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Hartford Fds Exchange Traded (HTRB) following the 2026 Q2 hedge fund 13F filings?

As of today, HTRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HTRB gained -1.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Hartford Fds Exchange Traded (HTRB)

127 + Investors. Track Smart Money conviction in HTRB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HTRB

Based on 128 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

128 hedge funds hold HTRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

73 buying54 selling

Last quarter: 73 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 12 → 16 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 35% medium ■ 16% new

62 out of 128 hedge funds have held HTRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

15 → 14 → 12 → 16 → 13 new funds/Q

New funds entering each quarter: 14 → 12 → 16 → 13. A growing number of institutions are discovering HTRB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 26% newcomers

■ 52% veterans ■ 22% 1-2yr ■ 26% new

Entry-cohort mix of 128 holders: 67 (52%) are 2+ year veterans, 28 entered 1–2 years ago, and 33 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

17 of 128 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	127	124	2.42%
13F Shares	54M	47M	14.66%
Total Value	$1.82B	$1.62B	11.83%
New Positions	13	16	-3
Increased Positions	60	55	+5
Closed Positions	10	8	+2
Reduced Positions	43	43	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

127

124

2.42%

13F Shares

54M

47M

14.66%

Total Value

$1.82B

$1.62B

11.83%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

127 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTRB. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HTRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hartford Funds Management Co LLC	37.02%	13,716,346	$462.7M
2	Prairieview Wealth Partners, LLC	10.00%	396,778	$13.4M
3	Mountain Capital Investment Advisors Inc.	6.35%	1,322,766	$44.6M
4	Cornerstone Advisors Asset Management, LLC	4.16%	943,797	$31.8M
5	Alongside, LLC	4.11%	362,094	$12.4M
6	Atticus Wealth Management, LLC	4.08%	507,709	$17.1M
7	Great Point Wealth Advisors, LLC	3.75%	687,937	$23.2M
8	Howard Financial Services, LTD.	3.42%	1,016,250	$34.3M
9	Evolve Private Wealth, LLC	3.12%	1,508,341	$51.1M
10	Integrity Financial Corp /WA	2.78%	171,669	$5.8M
11	IRON Financial LLC	2.70%	194,088	$6.5M
12	Catalyst Financial Partners LLC	2.51%	750,389	$25.3M
13	Legacy Solutions, LLC	2.47%	90,400	$3.0M
14	Private Client Services, LLC	2.20%	248,705	$8.4M
15	Brio Consultants, LLC	2.09%	528,257	$17.8M
16	MBE Wealth Management, LLC	1.93%	162,492	$5.5M
17	Fragasso Financial Advisors Inc	1.70%	945,414	$31.9M
18	Berger Financial Group, Inc	1.69%	978,480	$33.0M
19	Sanchez Wealth Management Group	1.54%	259,710	$8.8M
20	Freedom Financial Partners LLC	1.53%	138,907	$4.7M
21	Condor Capital Management	1.07%	421,983	$14.2M
22	Clarendon Private LLC	0.94%	43,410	$1.5M
23	Bensler, LLC	0.87%	292,610	$9.9M
24	Mann Financial Group, Inc.	0.86%	30,621	$1.0M
25	Spire Wealth Management	0.73%	713,501	$24.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Hartford Fds Exchange Traded (HTRB)

What does the Smart Money Trend signal show for HTRB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HTRB?

Slight buying edge — 57% buying: Last quarter: 73 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTRB holders?

Strong quality — 33% AUM from major funds: 17 of 128 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HTRB?

48% of holders stayed for 2+ years: 62 out of 128 hedge funds have held HTRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hartford Fds Exchange Traded (HTRB) following the 2026 Q2 hedge fund 13F filings?

As of today, HTRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), HTRB has gained -1.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Hartford Fds Exchange Traded (HTRB)

Smart Money Signals — HTRB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~13 new funds per quarter

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 26% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — HTRB

Hedge Fund Ownership: HTRB

Market Analysis: HTRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HTRB

Is It Too Late to Buy Hartford Fds Exchange Traded (HTRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HTRB

Statistics: HTRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hartford Fds Exchange Traded (HTRB)

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