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Hartford Schroders Tax-Aware Bond ETF (HTAB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$185.04M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$30.34M
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HTAB Institutional Buying and Selling by Quarter

Hartford Schroders Tax-Aware Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Truist Financial Corp712,631$13.33M0.0%-2.7%3.261%
7/17/2025LifeGoal Wealth Advisors84,525$1.58M1.5%-14.2%0.384%
7/17/2025ERn Financial LLC80,111$1.50M0.3%-18.0%0.364%
7/14/2025 Opal Wealth Advisors LLC16,746$313K0.1%-55.7%0.076%
7/9/2025 Fermata Advisors LLC11,631$218K0.1%-46.8%0.053%
7/7/2025 Capital Asset Advisory Services LLC157,319$2.95M0.1%-4.6%0.715%
6/27/2025Goldman Sachs Group Inc.36,700$704K0.0%N/A0.167%
5/19/2025Jane Street Group LLC115,755$2.22M0.0%-35.2%0.537%
5/16/2025Prostatis Group LLC19,100$366K0.1%-29.5%0.089%
5/16/2025Arete Wealth Advisors LLC19,677$377K0.0%-40.5%0.091%
5/16/2025Goldman Sachs Group Inc.36,700$704K0.0%N/A0.170%
5/15/2025Royal Bank of Canada116,511$2.23M0.0%+12.3%0.541%
5/14/2025Northwestern Mutual Wealth Management Co.399,333$7.66M0.0%+23.4%1.853%
5/14/2025Kestra Advisory Services LLC62,734$1.20M0.0%+66.8%0.291%
5/13/2025Raymond James Financial Inc.1,901,369$36.45M0.0%+3.7%8.823%
5/13/2025HighTower Advisors LLC13,058$250K0.0%N/A0.061%
5/9/2025West Michigan Advisors LLC21,254$409K0.1%-7.4%0.099%
5/9/2025Atria Wealth Solutions Inc.29,845$574K0.0%+2.0%0.138%
5/8/2025Harbour Investments Inc.34,629$664K0.0%+2.9%0.161%
5/7/2025LPL Financial LLC2,750,565$52.73M0.0%+3.6%12.764%
5/6/2025USAdvisors Wealth Management LLC27,799$532K0.2%+6.9%0.129%
5/6/2025Cetera Investment Advisers273,770$5.25M0.0%+18.0%1.270%
5/6/2025Journey Strategic Wealth LLC38,054$729K0.0%-5.8%0.177%
5/5/2025Private Advisor Group LLC35,793$686K0.0%+20.1%0.166%
5/2/2025Leelyn Smith LLC41,375$793K0.1%+5.2%0.192%
4/30/2025Axxcess Wealth Management LLC162,233$3.11M0.1%+8.9%0.753%
4/29/2025Envestnet Asset Management Inc.712,754$13.66M0.0%-25.0%3.307%
4/29/2025Bank of New York Mellon Corp2,130,786$40.85M0.0%+7.9%9.888%
4/29/2025Element Wealth LLC148,505$2.85M1.5%-1.0%0.689%
4/28/2025DAVENPORT & Co LLC23,847$457K0.0%-8.1%0.102%
4/25/2025Keystone Financial Services LLC14,409$276K0.2%+13.9%0.061%
4/22/2025Consolidated Planning Corp555,676$10.65M1.5%+30.7%2.370%
4/22/2025Cambridge Investment Research Advisors Inc.153,836$2.95M0.0%+8.6%0.656%
4/21/2025LifeGoal Wealth Advisors98,513$1.89M2.0%-13.5%0.420%
4/21/2025ERn Financial LLC97,711$1.87M0.3%-4.1%0.417%
4/16/2025 Opal Wealth Advisors LLC37,819$725K0.2%+1.7%0.161%
4/16/2025IAG Wealth Partners LLC1,176,456$22.55M3.5%+60.0%5.017%
4/16/2025 Wealth Enhancement Advisory Services LLC11,156$214K0.0%N/A0.048%
4/15/2025Wealthcare Advisory Partners LLC244,343$4.68M0.1%-44.2%1.042%
4/14/2025Patriot Financial Group Insurance Agency LLC57,501$1.10M0.1%-26.7%0.245%
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4/10/2025Amplius Wealth Advisors LLC1,686,359$32.33M3.4%-5.0%7.191%
4/9/2025 Capital Asset Advisory Services LLC164,851$3.15M0.2%+10.6%0.703%
3/21/2025Prostatis Group LLC27,100$525K0.2%+22.6%0.115%
3/14/2025Keystone Financial Services LLC12,654$245K0.2%N/A0.054%
2/17/2025Cetera Investment Advisers232,019$4.49M0.0%+2.9%1.531%
2/17/2025Citadel Advisors LLC40,200$778K0.0%N/A0.265%
2/17/2025Bank of America Corp DE1,088,142$21.07M0.0%+5.5%7.182%
2/14/2025Jane Street Group LLC178,594$3.46M0.0%N/A1.179%
2/14/2025Concourse Financial Group Securities Inc.52,590$1.02M0.1%+14.4%0.347%
2/13/2025Main Street Financial Solutions LLC450,428$8.72M0.9%+2.7%2.973%
2/13/2025Mariner LLC125,000$2.42M0.0%N/A0.825%
2/13/2025Raymond James Financial Inc.1,833,883$35.50M0.0%N/A12.105%
2/13/2025Envestnet Asset Management Inc.950,312$18.40M0.0%+10.9%6.273%
2/12/2025Arete Wealth Advisors LLC33,057$640K0.0%-4.5%0.218%
2/11/2025LPL Financial LLC2,655,983$51.42M0.0%+17.9%17.531%
2/10/2025Axxcess Wealth Management LLC149,030$2.89M0.1%+6.0%0.984%
2/10/2025Commonwealth Equity Services LLC141,113$2.73M0.0%+4.0%0.931%
2/10/2025IAG Wealth Partners LLC735,334$14.24M2.5%+22.7%4.854%
2/10/2025EverSource Wealth Advisors LLC33,860$656K0.0%+35.2%0.223%
2/6/2025Raymond James Financial Inc.1,833,883$35.50M0.0%N/A12.105%
2/6/2025Jones Financial Companies Lllp189,176$3.66M0.0%+68.3%1.249%
2/5/2025West Michigan Advisors LLC22,962$446K0.1%-13.0%0.152%
2/5/2025Private Trust Co. NA13,945$270K0.0%+7.8%0.092%
2/5/2025LifeGoal Wealth Advisors113,916$2.21M2.4%N/A0.752%
2/3/2025Element Wealth LLC150,072$2.91M1.5%-0.5%0.991%
2/3/2025Private Advisor Group LLC29,799$577K0.0%+16.7%0.197%
1/31/2025Truist Financial Corp965,736$18.70M0.0%+9.6%6.374%
1/30/2025Trademark Financial Management LLC10,072$195K0.2%-20.3%0.066%
1/29/2025Consolidated Planning Corp425,308$8.23M1.1%+119.4%2.807%
1/29/2025Stonebridge Financial Group LLC32,737$634K0.1%N/A0.216%
1/29/2025 Opal Wealth Advisors LLC37,179$720K0.2%+92.1%0.245%
1/27/2025Financial Advocates Investment Management66,454$1.29M0.1%+3.9%0.439%
1/24/2025Journey Strategic Wealth LLC40,403$782K0.0%+7.6%0.267%
1/24/2025DAVENPORT & Co LLC25,950$502K0.0%+8.9%0.171%
1/23/2025USAdvisors Wealth Management LLC25,999$503K0.2%+19.4%0.172%
1/22/2025Patriot Financial Group Insurance Agency LLC78,480$1.52M0.2%-43.3%0.518%
1/22/2025 Capital Asset Advisory Services LLC149,041$2.89M0.1%+5.6%0.984%
1/16/2025Amplius Wealth Advisors LLC1,775,173$34.37M3.5%+135.0%11.717%
1/15/2025Wealthcare Advisory Partners LLC437,511$8.47M0.2%+5.4%2.888%
1/15/2025Yarger Wealth Strategies LLC482,110$9.33M5.4%+6.3%3.182%
1/15/2025 Fermata Advisors LLC21,881$424K0.1%N/A0.144%
1/14/2025ERn Financial LLC101,844$1.97M0.3%-75.7%0.672%
11/25/2024Sanctuary Advisors LLC55,935$1.10M0.0%+85.2%0.369%
11/18/2024Arete Wealth Advisors LLC34,611$686K0.1%+40.3%0.228%
11/15/2024Stifel Financial Corp33,172$657K0.0%+2.0%0.219%
11/13/2024Private Trust Co. NA12,935$256K0.0%+27.1%0.085%
11/12/2024Leelyn Smith LLC38,925$771K0.1%-6.1%0.257%
11/6/2024Main Street Financial Solutions LLC438,735$8.69M0.8%+6.7%2.896%
11/5/2024Harbour Investments Inc.33,775$669K0.0%+6.4%0.223%
11/4/2024Axxcess Wealth Management LLC140,633$2.79M0.1%+8.1%0.928%
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10/31/2024Consolidated Planning Corp193,848$3.84M0.6%N/A1.280%
10/31/2024Trademark Financial Management LLC12,631$250K0.2%-29.2%0.083%
10/29/2024IAG Wealth Partners LLC599,321$11.87M2.2%+25.7%3.956%
10/25/2024Financial Advocates Investment Management63,972$1.27M0.1%+11.2%0.422%
10/24/2024Patriot Financial Group Insurance Agency LLC138,354$2.74M0.4%+9.9%0.913%
10/23/2024West Michigan Advisors LLC26,385$524K0.2%+94.2%0.174%
10/22/2024Private Advisor Group LLC25,539$506K0.0%+2.6%0.169%
10/18/2024Raymond James & Associates989,385$19.60M0.0%+4.6%6.531%
10/16/2024Amplius Wealth Advisors LLC755,505$14.97M1.6%+1.6%4.987%
10/16/2024 Opal Wealth Advisors LLC19,357$383K0.1%+5,446.4%0.128%
(Data available from 1/1/2016 forward)

HTAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTAB shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Hartford Schroders Tax-Aware Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($52.73M), Bank of New York Mellon Corp ($40.85M), Raymond James Financial Inc. ($36.45M), Amplius Wealth Advisors LLC ($32.33M), IAG Wealth Partners LLC ($22.55M), Bank of America Corp DE ($21.07M), and Raymond James & Associates ($19.60M).Learn more on Hartford Schroders Tax-Aware Bond ETF's institutional investors.

Which institutional investors have been buying Hartford Schroders Tax-Aware Bond ETF's stock?

Of the 63 institutional investors that purchased Hartford Schroders Tax-Aware Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.74M), Amplius Wealth Advisors LLC ($1.72M), IAG Wealth Partners LLC ($1.18M), Raymond James & Associates ($989.39K), Raymond James Financial Services Advisors Inc. ($871.64K), Truist Financial Corp ($862.25K), and Envestnet Asset Management Inc. ($850.74K).

How much institutional buying is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have bought a total of 9,561,461 shares in the last 24 months. This purchase volume represents approximately $185.04M in transactions.

Which of Hartford Schroders Tax-Aware Bond ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Hartford Schroders Tax-Aware Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ERn Financial LLC ($339.15K), Amplius Wealth Advisors LLC ($291.39K), Envestnet Asset Management Inc. ($237.56K), Wealthcare Advisory Partners LLC ($193.17K), Raymond James Financial Services Advisors Inc. ($169.41K), Patriot Financial Group Insurance Agency LLC ($116.33K), and Jane Street Group LLC ($62.84K).

How much institutional selling is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have sold a total of 1,577,503 shares in the last 24 months. This volume of shares sold represents approximately $30.34M in transactions.


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This page (NYSEARCA:HTAB) was last updated on 7/18/2025 by MarketBeat.com Staff
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