Free Trial
→ This stock has 30 days of quiet left (From Behind the Markets) (Ad)tc pixel Free HTAB Stock Alerts

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

$18.95 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$54.83M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$100.32M
Get HTAB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Hartford Schroders Tax-Aware Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HTAB Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Arete Wealth Advisors LLC20,149$383K0.0%+27.1%0.128%
5/19/2026 Bank of America Corp DE939,027$17.84M0.0%-1.3%5.943%
5/19/2026 Arete Wealth Advisors LLC20,149$383K0.0%+27.1%0.128%
5/18/2026 Royal Bank of Canada119,883$2.28M0.0%+6.3%0.759%
5/13/2026 Cetera Investment Advisers310,006$5.89M0.0%+3.4%1.962%
5/5/2026 Bank of New York Mellon Corp2,186,408$41.54M0.0%+0.0%13.838%
4/30/2026 Kestra Advisory Services LLC93,683$1.78M0.0%+7.1%0.593%
4/30/2026 IAG Wealth Partners LLC113,812$2.16M0.2%-5.2%0.720%
4/27/2026 Leelyn Smith LLC29,448$560K0.1%+2.8%0.185%
4/27/2026 USAdvisors Wealth Management LLC23,317$441K0.1%+4.9%0.147%
4/24/2026 Capital Asset Advisory Services LLC240,265$4.62M0.2%+23.6%1.511%
4/22/2026 Patriot Financial Group Insurance Agency LLC64,372$1.22M0.1%+32.4%0.405%
4/17/2026 CPC Advisors LLC2,020,597$38.39M6.2%+5.9%12.708%
2/19/2026 Axxcess 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%
2/17/2026 AQR Capital Management LLC13,354$256K0.0%N/A0.081%
2/17/2026 Cetera Investment Advisers299,674$5.74M0.0%-1.6%1.822%
2/17/2026 Osaic Holdings Inc.165,579$3.17M0.0%-40.0%1.007%
2/17/2026 &PARTNERS37,362$706K0.0%+1.8%0.227%
2/17/2026 Royal Bank of Canada112,746$2.16M0.0%+0.5%0.685%
2/16/2026 MML Investors Services LLC12,642$242K0.0%N/A0.077%
2/16/2026 Element Wealth LLC129,828$2.49M1.0%-1.2%0.789%
2/13/2026 Arete Wealth Advisors LLC15,849$304K0.0%-5.5%0.096%
2/13/2026 Kestra Advisory Services LLC87,510$1.68M0.0%+5.8%0.532%
2/13/2026 Stifel Financial Corp40,486$775K0.0%-8.3%0.246%
2/12/2026 Jane Street Group LLC133,214$2.55M0.0%+11.9%0.810%
2/12/2026 Commonwealth Equity Services LLC54,885$1.05M0.0%-18.6%0.334%
2/12/2026 Steward Partners Investment Advisory LLC6,181$118K0.0%-11.0%0.038%
2/11/2026 LPL Financial LLC1,216,194$23.29M0.0%-17.3%7.393%
2/10/2026 Natixis Advisors LLC19,391$371K0.0%+45.7%0.118%
2/10/2026 IAG Wealth Partners LLC120,075$2.30M0.3%-30.6%0.730%
2/6/2026 Axxcess Wealth Management LLC244,475$4.68M0.0%+6.2%1.486%
2/5/2026 USAdvisors Wealth Management LLC22,230$425K0.1%-3.1%0.135%
2/2/2026 Truist Financial Corp244,170$4.68M0.0%-68.0%1.489%
1/28/2026 West Michigan Advisors LLC28,867$555K0.1%+2.0%0.176%
1/28/2026 CPC Advisors LLC1,908,668$36.55M3.7%+4.8%11.638%
1/28/2026 Leelyn Smith LLC28,650$549K0.1%-24.3%0.175%
1/27/2026 Keystone Financial Services LLC20,813$399K0.3%+3.3%0.127%
1/26/2026 Patriot Financial Group Insurance Agency LLC48,618$931K0.1%+3.2%0.296%
1/22/2026 Yarger Wealth Strategies LLC458,723$8.79M3.8%-1.6%2.755%
You cannot escape this reality (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
1/21/2026 Stonebridge Financial Group LLC32,116$615K0.1%-1.9%0.193%
1/14/2026 Wealthcare Advisory Partners LLC195,201$3.74M0.1%-9.3%1.172%
1/12/2026 DAVENPORT & Co LLC22,680$434K0.0%-2.7%0.136%
1/12/2026 Amplius Wealth Advisors LLC37,190$712K0.1%-22.5%0.223%
1/9/2026 Capital Asset Advisory Services LLC194,374$3.74M0.2%+12.4%1.167%
11/24/2025 LifeGoal Investments LLC71,608$1.37M1.1%-15.3%0.409%
11/17/2025 Susquehanna International Group LLP19,485$373K0.0%-48.7%0.111%
11/17/2025 Northwestern Mutual Wealth Management Co.672,483$12.87M0.0%+8.0%3.843%
11/17/2025 Flow Traders U.S. LLC23,350$447K0.0%N/A0.133%
11/17/2025 Citadel Advisors LLC26,348$504K0.0%+44.4%0.151%
11/17/2025 Bank of America Corp DE912,528$17.46M0.0%+19.0%5.214%
11/14/2025 Raymond James Financial Inc.904,218$17.30M0.0%-47.0%5.167%
11/13/2025 Private Advisor Group LLC10,197$195K0.0%-72.9%0.058%
11/13/2025 Natixis Advisors LLC13,309$255K0.0%N/A0.076%
11/12/2025 USAdvisors Wealth Management LLC22,942$438K0.2%-20.4%0.131%
11/12/2025 Journey Strategic Wealth LLC26,158$500K0.0%-47.9%0.149%
11/12/2025 Arete Wealth Advisors LLC16,764$321K0.0%-35.3%0.096%
11/12/2025 IAG Wealth Partners LLC173,124$3.31M0.4%-81.9%0.989%
11/7/2025 Axxcess Wealth Management LLC230,156$4.40M0.1%+46.3%1.315%
11/7/2025 Wealthcare Advisory Partners LLC215,155$4.12M0.1%+4.6%1.229%
11/5/2025 Envestnet Asset Management Inc.752,125$14.39M0.0%+9.1%4.298%
11/4/2025 Jones Financial Companies Lllp493,555$9.44M0.0%+37.3%2.820%
11/4/2025 Prostatis Group LLC12,500$239K0.1%-13.8%0.071%
11/3/2025 Truist Financial Corp763,825$14.61M0.0%+7.2%4.365%
11/3/2025 Yarger Wealth Strategies LLC466,043$8.92M4.1%-0.7%2.663%
10/30/2025 Leelyn Smith LLC37,863$724K0.1%-1.6%0.214%
10/29/2025 Element Wealth LLC131,452$2.52M1.1%-1.3%0.743%
10/28/2025 Keystone Financial Services LLC20,144$385K0.3%+7.6%0.114%
10/27/2025 CPC Advisors LLC1,821,706$34.85M3.7%+144.9%10.292%
10/24/2025 Opal Wealth Advisors LLC17,602$337K0.1%+5.1%0.099%
10/21/2025 Amplius Wealth Advisors LLC48,013$918K0.1%-97.4%0.271%
10/15/2025 DAVENPORT & Co LLC23,319$446K0.0%-3.0%0.132%
10/8/2025 Patriot Financial Group Insurance Agency LLC47,118$901K0.1%+26.4%0.265%
10/2/2025 Capital Asset Advisory Services LLC172,872$3.31M0.1%+9.9%0.823%
9/4/2025 Osaic Holdings Inc.308,772$5.78M0.0%-6.6%1.470%
8/15/2025 Bank of America Corp DE766,602$14.34M0.0%-2.9%3.650%
8/14/2025 Jane Street Group LLC141,427$2.65M0.0%+22.2%0.673%
8/14/2025 Raymond James Financial Inc.1,706,392$31.93M0.0%-10.3%8.126%
8/14/2025 Keystone 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%
8/13/2025 IAG Wealth Partners LLC958,130$17.93M2.4%-18.6%4.563%
8/13/2025 Northwestern 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%
8/12/2025 Steward Partners Investment Advisory LLC6,167$115K0.0%-10.4%0.029%
8/12/2025 Journey Strategic Wealth LLC50,213$939K0.0%+32.0%0.239%
8/8/2025 Cetera Investment Advisers327,860$6.13M0.0%+19.8%1.501%
8/5/2025 Bank of New York Mellon Corp2,091,553$39.13M0.0%-1.8%9.572%
8/4/2025 Amplius Wealth Advisors LLC1,866,883$34.93M3.2%+10.7%8.544%
8/1/2025 Envestnet Asset Management Inc.689,563$12.90M0.0%-3.3%3.156%
7/31/2025 Leelyn Smith LLC38,493$720K0.1%-7.0%0.176%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
7/31/2025 West Michigan Advisors LLC22,264$418K0.1%+4.8%0.102%
7/28/2025 Harbour Investments Inc.23,183$434K0.0%-33.1%0.106%
7/28/2025 Axxcess 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%
7/25/2025 MGO One Seven LLC10,668$200K0.0%N/A0.049%
7/25/2025 Yarger Wealth Strategies LLC469,276$8.78M4.6%-2.7%2.148%
7/25/2025 Prostatis Group LLC14,500$271K0.1%-24.1%0.066%
7/22/2025 Wealthcare Advisory Partners LLC205,605$3.85M0.1%-15.9%0.941%
7/22/2025 USAdvisors Wealth Management LLC28,839$539K0.2%+3.7%0.132%
7/21/2025 Patriot 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 2,883,766 shares in the last 24 months. This purchase volume represents approximately $54.83M 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.


Related Companies

This page (NYSEARCA:HTAB) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel