HTAB institutional holders

Hartford Schroders Tax-Aware Bond ETF · 13F, 2026Q2

Managers holding48
Shares held12,404,300
Reported value$237.9m
Quarter flows5 new, 21 added, 17 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CPC Advisors, LLC2,149,572$41.2m5.6%
Bank of New York Mellon Corp2,085,861$40.0m0.0%
BANK OF AMERICA CORP /DE/946,182$18.1m0.0%
LPL Financial LLC925,807$17.8m0.0%
RAYMOND JAMES FINANCIAL INC924,489$17.7m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO749,155$14.4m0.0%
JONES FINANCIAL COMPANIES LLLP669,960$12.9m0.0%
Wealthspire Advisors, LLC538,467$10.3m0.1%
YARGER WEALTH STRATEGIES, LLC480,097$9.2m3.3%
ENVESTNET ASSET MANAGEMENT INC322,980$6.2m0.0%
Cetera Investment Advisers319,584$6.1m0.0%
TRUIST FINANCIAL CORP314,986$6.0m0.0%
AXXCESS WEALTH MANAGEMENT, LLC264,611$5.1m0.1%
Capital Asset Advisory Services LLC247,337$4.7m0.2%
Wealthcare Advisory Partners LLC186,550$3.6m0.1%
JANE STREET GROUP, LLC178,640$3.4m0.0%
OSAIC HOLDINGS, INC.163,103$3.1m0.0%
ROYAL BANK OF CANADA114,260$2.2m0.0%
Kestra Advisory Services, LLC98,288$1.9m0.0%
Element Wealth, LLC95,621$1.8m0.7%
IAG Wealth Partners, LLC86,184$1.7m0.2%
NATIXIS ADVISORS, LLC66,362$1.3m0.0%
STIFEL FINANCIAL CORP41,474$795,5590.0%
Stonebridge Financial Group, LLC32,116$616,0520.0%
DAVENPORT & Co LLC31,190$598,2810.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HTAB"). HTAB price history · All 13F data

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