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Hartford AAA CLO ETF (TRPA) Institutional Ownership

$38.97 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Hartford AAA CLO ETF (BATS:TRPA)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$62.38M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.54M
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TRPA Institutional Buying and Selling by Quarter

Hartford AAA CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Royal Bank of Canada115,911$4.49M0.0%+12.2%4.293%
5/13/2026 Cetera Investment Advisers5,275$204K0.0%-8.2%0.195%
4/30/2026 Kestra Advisory Services LLC120,109$4.65M0.0%+3.7%4.448%
4/27/2026 Private Advisor Group LLC31,154$1.21M0.0%-5.2%1.154%
2/18/2026 OLD Mission Capital LLC16,624$647K0.0%N/A0.594%
2/17/2026 Cetera Investment Advisers5,749$224K0.0%-11.3%0.205%
2/17/2026 Regal Investment Advisors LLC25,264$983K0.1%-68.0%0.902%
2/17/2026 Osaic Holdings Inc.71,960$2.80M0.0%+1.3%2.570%
2/17/2026 Royal Bank of Canada103,340$4.02M0.0%+98.6%3.691%
2/16/2026 Mariner LLC79,382$3.09M0.0%+4.8%2.835%
2/16/2026 Aptus Capital Advisors LLC31,705$1.23M0.0%N/A1.132%
2/13/2026 Kestra Advisory Services LLC115,775$4.51M0.0%+5.2%4.135%
2/13/2026 Stifel Financial Corp7,904$308K0.0%+4.3%0.282%
2/12/2026 Jane Street Group LLC34,821$1.36M0.0%-5.4%1.244%
2/12/2026 Commonwealth Equity Services LLC103,075$4.01M0.0%+7.4%3.681%
2/11/2026 LPL Financial LLC238,086$9.26M0.0%-33.5%8.503%
2/11/2026 Convergence Financial LLC52,176$2.03M0.3%+27.8%1.863%
2/10/2026 Goldman Sachs Group Inc.157,578$6.13M0.0%-0.7%5.628%
2/9/2026 Kingsview Wealth Management LLC5,578$217K0.0%-27.5%0.199%
2/9/2026 Harbour Investments Inc.2,363$92K0.0%-26.9%0.084%
2/2/2026 Truist Financial Corp15,743$613K0.0%+12.7%0.562%
1/27/2026 Evergreen Capital Management LLC90,010$3.52M0.1%-10.5%3.215%
1/22/2026 Fiduciary Planning LLC626,613$24.38M7.4%N/A22.379%
1/21/2026 Flagship Harbor Advisors LLC71,344$2.78M0.1%+67.9%2.548%
1/20/2026 Stratos Wealth Partners LTD.26,826$1.04M0.0%+30.0%0.958%
1/16/2026 Oregon Pacific Wealth Management LLC6,559$255K0.3%-7.5%0.234%
1/13/2026 ForthRight Wealth Management LLC116,251$4.52M1.3%-17.7%4.227%
11/17/2025 Mariner LLC75,722$2.95M0.0%N/A2.754%
11/17/2025 Citadel Advisors LLC41,752$1.62M0.0%N/A1.518%
11/14/2025 Raymond James Financial Inc.184,080$7.16M0.0%N/A6.694%
11/14/2025 Regal Investment Advisors LLC79,063$3.08M0.2%N/A2.875%
11/13/2025 Private Advisor Group LLC37,244$1.45M0.0%N/A1.354%
11/12/2025 Kingsview Wealth Management LLC7,692$299K0.0%N/A0.280%
11/10/2025 Convergence Financial LLC40,814$1.59M0.2%N/A1.484%
11/7/2025 Axxcess Wealth Management LLC6,392$249K0.0%N/A0.232%
11/7/2025 ForthRight Wealth Management LLC141,192$5.49M1.6%N/A5.134%
11/6/2025 Stratos Wealth Partners LTD.20,642$803K0.0%N/A0.751%
11/5/2025 Flagship Harbor Advisors LLC42,481$1.65M0.1%N/A1.465%
11/4/2025 Westside Investment Management Inc.1,200$47K0.0%N/A0.041%
11/3/2025 Truist Financial Corp13,968$543K0.0%N/A0.482%
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10/28/2025 Evergreen Capital Management LLC100,580$3.93M0.1%N/A3.468%


TRPA Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of Hartford AAA CLO ETF. The most heavily invested institutionals were Fiduciary Planning LLC ($24.38M), LPL Financial LLC ($9.26M), Raymond James Financial Inc. ($7.16M), Goldman Sachs Group Inc. ($6.13M), Kestra Advisory Services LLC ($4.65M), ForthRight Wealth Management LLC ($4.52M), and Royal Bank of Canada ($4.49M).Learn more on Hartford AAA CLO ETF's institutional investors.

Of the 22 institutional investors that purchased Hartford AAA CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Planning LLC ($626.61K), Raymond James Financial Inc. ($184.08K), ForthRight Wealth Management LLC ($141.19K), Evergreen Capital Management LLC ($100.58K), Mariner LLC ($79.38K), Regal Investment Advisors LLC ($79.06K), and Flagship Harbor Advisors LLC ($71.34K).

Institutional investors have bought a total of 1,601,809 shares in the last 24 months. This purchase volume represents approximately $62.38M in transactions.

Of the 11 institutional investors that sold Hartford AAA CLO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($120.07K), Regal Investment Advisors LLC ($53.80K), ForthRight Wealth Management LLC ($24.94K), Evergreen Capital Management LLC ($10.57K), Kingsview Wealth Management LLC ($2.11K), Jane Street Group LLC ($1.99K), and Private Advisor Group LLC ($1.71K).

Institutional investors have sold a total of 218,962 shares in the last 24 months. This volume of shares sold represents approximately $8.54M in transactions.


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This page (BATS:TRPA) was last updated on 5/26/2026 by MarketBeat.com Staff.
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