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 |
|---|---|---|---|---|---|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
98,513
shares
|
$1.83 Million
2.04% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
97,711
shares
|
$1.82 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
62,734
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 66.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
57,501
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,935
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
43,968
shares
|
$818,244
0.0% of portfolio
|
Q1 2025
Added 34.31%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
41,375
shares
|
$769,988
0.14% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
38,054
shares
|
$708,184
0.03% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
37,819
shares
|
$703,811
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,862
shares
|
$686,001
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
36,700
shares
|
$682,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
35,793
shares
|
$666,107
0.0% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,629
shares
|
$644,445
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
32,737
shares
|
$609,235
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,845
shares
|
$555,415
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
27,799
shares
|
$517,339
0.19% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,370
shares
|
$509,355
0.01% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
23,847
shares
|
$443,792
0.0% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
21,881
shares
|
$407,205
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
21,254
shares
|
$395,536
0.14% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,011
shares
|
$372,404
0.0% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,677
shares
|
$366,188
0.03% of portfolio
|
Q1 2025
Reduced 40.48%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
19,100
shares
|
$355,451
0.12% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
14,409
shares
|
$268,151
0.23% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,945
shares
|
$259,516
0.03% of portfolio
|
Q4 2024
Added 7.81%
|