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

$19.20 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
34
Total
Institutional Inflows
(last 12 months)
$54.13M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$100.32M
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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
5/20/2026Arete Wealth Advisors LLC20,149$383K0.0%+27.1%0.128%
5/19/2026Bank of America Corp DE939,027$17.84M0.0%-1.3%5.943%
5/19/2026Arete Wealth Advisors LLC20,149$383K0.0%+27.1%0.128%
5/18/2026Royal Bank of Canada119,883$2.28M0.0%+6.3%0.759%
5/13/2026Cetera Investment Advisers310,006$5.89M0.0%+3.4%1.962%
5/5/2026Bank of New York Mellon Corp2,186,408$41.54M0.0%+0.0%13.838%
4/30/2026Kestra Advisory Services LLC93,683$1.78M0.0%+7.1%0.593%
4/30/2026IAG Wealth Partners LLC113,812$2.16M0.2%-5.2%0.720%
4/27/2026Leelyn Smith LLC29,448$560K0.1%+2.8%0.185%
4/27/2026USAdvisors Wealth Management LLC23,317$441K0.1%+4.9%0.147%
4/24/2026Capital Asset Advisory Services LLC240,265$4.62M0.2%+23.6%1.511%
4/22/2026Patriot Financial Group Insurance Agency LLC64,372$1.22M0.1%+32.4%0.405%
4/17/2026CPC Advisors LLC2,020,597$38.39M6.2%+5.9%12.708%
2/19/2026Axxcess Wealth Management LLC244,475$4.68M0.1%+6.2%1.486%
2/18/2026Main Street Financial Solutions LLC573,575$10.98M0.8%+3.2%3.487%
2/17/2026AQR Capital Management LLC13,354$256K0.0%N/A0.081%
2/17/2026Cetera Investment Advisers299,674$5.74M0.0%-1.6%1.822%
2/17/2026Osaic Holdings Inc.165,579$3.17M0.0%-40.0%1.007%
2/17/2026&PARTNERS37,362$706K0.0%+1.8%0.227%
2/17/2026Royal Bank of Canada112,746$2.16M0.0%+0.5%0.685%
2/16/2026MML Investors Services LLC12,642$242K0.0%N/A0.077%
2/16/2026Element Wealth LLC129,828$2.49M1.0%-1.2%0.789%
2/13/2026Arete Wealth Advisors LLC15,849$304K0.0%-5.5%0.096%
2/13/2026Kestra Advisory Services LLC87,510$1.68M0.0%+5.8%0.532%
2/13/2026Stifel Financial Corp40,486$775K0.0%-8.3%0.246%
2/12/2026Jane Street Group LLC133,214$2.55M0.0%+11.9%0.810%
2/12/2026Commonwealth Equity Services LLC54,885$1.05M0.0%-18.6%0.334%
2/12/2026Steward Partners Investment Advisory LLC6,181$118K0.0%-11.0%0.038%
2/11/2026LPL Financial LLC1,216,194$23.29M0.0%-17.3%7.393%
2/10/2026Natixis Advisors LLC19,391$371K0.0%+45.7%0.118%
2/10/2026IAG Wealth Partners LLC120,075$2.30M0.3%-30.6%0.730%
2/6/2026Axxcess Wealth Management LLC244,475$4.68M0.0%+6.2%1.486%
2/5/2026USAdvisors Wealth Management LLC22,230$425K0.1%-3.1%0.135%
2/2/2026Truist Financial Corp244,170$4.68M0.0%-68.0%1.489%
1/28/2026West Michigan Advisors LLC28,867$555K0.1%+2.0%0.176%
1/28/2026CPC Advisors LLC1,908,668$36.55M3.7%+4.8%11.638%
1/28/2026Leelyn Smith LLC28,650$549K0.1%-24.3%0.175%
1/27/2026Keystone Financial Services LLC20,813$399K0.3%+3.3%0.127%
1/26/2026Patriot Financial Group Insurance Agency LLC48,618$931K0.1%+3.2%0.296%
1/22/2026Yarger Wealth Strategies LLC458,723$8.79M3.8%-1.6%2.755%
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1/21/2026Stonebridge Financial Group LLC32,116$615K0.1%-1.9%0.193%
1/14/2026Wealthcare Advisory Partners LLC195,201$3.74M0.1%-9.3%1.172%
1/12/2026DAVENPORT & Co LLC22,680$434K0.0%-2.7%0.136%
1/12/2026Amplius Wealth Advisors LLC37,190$712K0.1%-22.5%0.223%
1/9/2026Capital Asset Advisory Services LLC194,374$3.74M0.2%+12.4%1.167%
11/24/2025LifeGoal Investments LLC71,608$1.37M1.1%-15.3%0.409%
11/17/2025Susquehanna International Group LLP19,485$373K0.0%-48.7%0.111%
11/17/2025Northwestern Mutual Wealth Management Co.672,483$12.87M0.0%+8.0%3.843%
11/17/2025Flow Traders U.S. LLC23,350$447K0.0%N/A0.133%
11/17/2025Citadel Advisors LLC26,348$504K0.0%+44.4%0.151%
11/17/2025Bank of America Corp DE912,528$17.46M0.0%+19.0%5.214%
11/14/2025Raymond James Financial Inc.904,218$17.30M0.0%-47.0%5.167%
11/13/2025Private Advisor Group LLC10,197$195K0.0%-72.9%0.058%
11/13/2025Natixis Advisors LLC13,309$255K0.0%N/A0.076%
11/12/2025USAdvisors Wealth Management LLC22,942$438K0.2%-20.4%0.131%
11/12/2025Journey Strategic Wealth LLC26,158$500K0.0%-47.9%0.149%
11/12/2025Arete Wealth Advisors LLC16,764$321K0.0%-35.3%0.096%
11/12/2025IAG Wealth Partners LLC173,124$3.31M0.4%-81.9%0.989%
11/7/2025Axxcess Wealth Management LLC230,156$4.40M0.1%+46.3%1.315%
11/7/2025Wealthcare Advisory Partners LLC215,155$4.12M0.1%+4.6%1.229%
11/5/2025Envestnet Asset Management Inc.752,125$14.39M0.0%+9.1%4.298%
11/4/2025Jones Financial Companies Lllp493,555$9.44M0.0%+37.3%2.820%
11/4/2025Prostatis Group LLC12,500$239K0.1%-13.8%0.071%
11/3/2025Truist Financial Corp763,825$14.61M0.0%+7.2%4.365%
11/3/2025Yarger Wealth Strategies LLC466,043$8.92M4.1%-0.7%2.663%
10/30/2025Leelyn Smith LLC37,863$724K0.1%-1.6%0.214%
10/29/2025Element Wealth LLC131,452$2.52M1.1%-1.3%0.743%
10/28/2025Keystone Financial Services LLC20,144$385K0.3%+7.6%0.114%
10/27/2025CPC Advisors LLC1,821,706$34.85M3.7%+144.9%10.292%
10/24/2025Opal Wealth Advisors LLC17,602$337K0.1%+5.1%0.099%
10/21/2025Amplius Wealth Advisors LLC48,013$918K0.1%-97.4%0.271%
10/15/2025DAVENPORT & Co LLC23,319$446K0.0%-3.0%0.132%
10/8/2025Patriot Financial Group Insurance Agency LLC47,118$901K0.1%+26.4%0.265%
10/2/2025Capital Asset Advisory Services LLC172,872$3.31M0.1%+9.9%0.823%
9/4/2025Osaic Holdings Inc.308,772$5.78M0.0%-6.6%1.470%
8/15/2025Bank of America Corp DE766,602$14.34M0.0%-2.9%3.650%
8/14/2025Jane Street Group LLC141,427$2.65M0.0%+22.2%0.673%
8/14/2025Raymond James Financial Inc.1,706,392$31.93M0.0%-10.3%8.126%
8/14/2025Keystone Financial Services LLC18,713$350K0.3%+29.9%0.089%
8/14/2025Main Street Financial Solutions LLC563,959$10.55M0.8%-1.7%2.686%
8/13/2025IAG Wealth Partners LLC958,130$17.93M2.4%-18.6%4.563%
8/13/2025Northwestern Mutual Wealth Management Co.622,564$11.65M0.0%+55.9%2.965%
8/12/2025Financial Advocates Investment Management50,679$948K0.1%N/A0.241%
8/12/2025Steward Partners Investment Advisory LLC6,167$115K0.0%-10.4%0.029%
8/12/2025Journey Strategic Wealth LLC50,213$939K0.0%+32.0%0.239%
8/8/2025Cetera Investment Advisers327,860$6.13M0.0%+19.8%1.501%
8/5/2025Bank of New York Mellon Corp2,091,553$39.13M0.0%-1.8%9.572%
8/4/2025Amplius Wealth Advisors LLC1,866,883$34.93M3.2%+10.7%8.544%
8/1/2025Envestnet Asset Management Inc.689,563$12.90M0.0%-3.3%3.156%
7/31/2025Leelyn Smith LLC38,493$720K0.1%-7.0%0.176%
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7/31/2025West Michigan Advisors LLC22,264$418K0.1%+4.8%0.102%
7/28/2025Harbour Investments Inc.23,183$434K0.0%-33.1%0.106%
7/28/2025Axxcess Wealth Management LLC157,319$2.94M0.1%-3.0%0.720%
7/25/2025Atria Wealth Solutions Inc.30,513$573K0.0%+2.2%0.140%
7/25/2025MGO One Seven LLC10,668$200K0.0%N/A0.049%
7/25/2025Yarger Wealth Strategies LLC469,276$8.78M4.6%-2.7%2.148%
7/25/2025Prostatis Group LLC14,500$271K0.1%-24.1%0.066%
7/22/2025Wealthcare Advisory Partners LLC205,605$3.85M0.1%-15.9%0.941%
7/22/2025USAdvisors Wealth Management LLC28,839$539K0.2%+3.7%0.132%
7/21/2025Patriot Financial Group Insurance Agency LLC37,287$698K0.1%-35.2%0.171%


HTAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of Hartford Schroders Tax-Aware Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($41.54M), CPC Advisors LLC ($38.39M), LPL Financial LLC ($23.29M), Raymond James & Associates ($19.60M), Bank of America Corp DE ($17.84M), Raymond James Financial Inc. ($17.30M), and Envestnet Asset Management Inc. ($14.39M).Learn more on Hartford Schroders Tax-Aware Bond ETF's institutional investors.

Of the 58 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), CPC Advisors LLC ($1.28M), Amplius Wealth Advisors LLC ($1.21M), IAG Wealth Partners LLC ($1.05M), Consolidated Planning Corp ($743.89K), Truist Financial Corp ($737.82K), and Envestnet Asset Management Inc. ($722.47K).

Institutional investors have bought a total of 2,847,066 shares in the last 24 months. This purchase volume represents approximately $54.13M in transactions.

Of the 35 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: Amplius Wealth Advisors LLC ($1.83M), IAG Wealth Partners LLC ($1.06M), Raymond James Financial Inc. ($997.15K), Truist Financial Corp ($539.29K), LPL Financial LLC ($254.32K), Osaic Holdings Inc. ($132.21K), and Wealthcare Advisory Partners LLC ($58.69K).

Institutional investors have sold a total of 5,258,811 shares in the last 24 months. This volume of shares sold represents approximately $100.32M in transactions.


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This page (NYSEARCA:HTAB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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