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 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,821,706
shares
|
$35.1 Million
4.12% of portfolio
|
Q3 2025
Added 144.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,470,511
shares
|
$28.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
912,528
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
904,218
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.01%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
763,825
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
752,125
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
672,483
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
555,651
shares
|
$10.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
493,555
shares
|
$9.5 Million
0.01% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
466,043
shares
|
$8.97 Million
4.87% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
304,503
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
276,046
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
230,156
shares
|
$4.43 Million
0.1% of portfolio
|
Q3 2025
Added 46.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
215,155
shares
|
$4.14 Million
0.09% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
173,124
shares
|
$3.33 Million
0.45% of portfolio
|
Q3 2025
Reduced 81.93%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
172,872
shares
|
$3.33 Million
0.14% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
131,452
shares
|
$2.53 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
119,073
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
112,210
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
84,525
shares
|
$1.63 Million
1.5% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
82,735
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
67,435
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
57,681
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|