Institutional Ownership Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,750,565
shares
|
$52.1 Million
0.02% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,833,883
shares
|
$34.7 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,686,359
shares
|
$31.9 Million
3.64% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,176,456
shares
|
$22.3 Million
3.95% of portfolio
|
Q1 2025
Added 59.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,088,142
shares
|
$20.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
732,270
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
712,754
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
573,942
shares
|
$10.9 Million
0.96% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
555,676
shares
|
$10.5 Million
1.67% of portfolio
|
Q1 2025
Added 30.65%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
482,421
shares
|
$9.13 Million
6.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
323,554
shares
|
$6.12 Million
0.01% of portfolio
|
Q4 2024
Added 82.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
273,770
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
244,343
shares
|
$4.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
189,176
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
178,594
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
164,851
shares
|
$3.12 Million
0.16% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
162,233
shares
|
$3.07 Million
0.09% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
153,836
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
148,505
shares
|
$2.81 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
141,113
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
134,301
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
125,000
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
103,760
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 19.91%
|