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 63 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $316 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
103,760
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
101,844
shares
|
$1.91 Million
0.3% of portfolio
|
Q4 2024
Reduced 75.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
66,454
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
57,501
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,935
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
52,590
shares
|
$984,484
0.06% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
40,403
shares
|
$756,344
0.03% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,200
shares
|
$752,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
39,347
shares
|
$736,575
0.14% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
37,819
shares
|
$707,971
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,604
shares
|
$703,946
0.0% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,862
shares
|
$690,056
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
33,860
shares
|
$633,859
0.04% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
33,647
shares
|
$629,871
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,057
shares
|
$618,827
0.05% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
32,737
shares
|
$612,836
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
32,736
shares
|
$612,817
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
32,195
shares
|
$602,690
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
29,799
shares
|
$557,837
0.0% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
29,251
shares
|
$547,578
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
27,100
shares
|
$507,311
0.15% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
25,999
shares
|
$486,701
0.16% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
25,950
shares
|
$485,783
0.0% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
22,962
shares
|
$429,848
0.15% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
21,881
shares
|
$409,612
0.08% of portfolio
|
Q4 2024
New holding
|