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 67 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| 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
|
$51.2 Million
0.02% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,901,369
shares
|
$35.4 Million
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,686,359
shares
|
$31.4 Million
3.64% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,176,456
shares
|
$21.9 Million
3.95% of portfolio
|
Q1 2025
Added 59.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
789,205
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
732,270
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
712,754
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
573,942
shares
|
$10.7 Million
0.96% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
555,676
shares
|
$10.3 Million
1.67% of portfolio
|
Q1 2025
Added 30.65%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
482,421
shares
|
$8.98 Million
6.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
399,333
shares
|
$7.43 Million
0.01% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
330,515
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
302,503
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2025
Added 795960.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
273,770
shares
|
$5.09 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
|
$4.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
164,851
shares
|
$3.07 Million
0.16% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
162,233
shares
|
$3.02 Million
0.09% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
153,836
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
148,505
shares
|
$2.76 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,000
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
116,511
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
115,755
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
104,506
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.94%
|