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 66 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
92,748
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
84,525
shares
|
$1.62 Million
1.5% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,723
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 28.68%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
80,111
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,935
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
50,679
shares
|
$968,982
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
50,213
shares
|
$960,072
0.03% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
38,493
shares
|
$735,986
0.12% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
37,996
shares
|
$726,483
0.0% of portfolio
|
Q2 2025
Added 188.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,695
shares
|
$720,728
0.0% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
37,287
shares
|
$712,927
0.09% of portfolio
|
Q2 2025
Reduced 35.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,862
shares
|
$704,801
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
36,538
shares
|
$698,606
0.01% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
32,737
shares
|
$625,931
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,513
shares
|
$583,408
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
28,839
shares
|
$551,401
0.2% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,921
shares
|
$495,609
0.03% of portfolio
|
Q2 2025
Added 31.73%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
24,042
shares
|
$459,683
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
23,183
shares
|
$443,258
0.01% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
22,264
shares
|
$425,687
0.13% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
18,713
shares
|
$357,792
0.27% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,248
shares
|
$348,901
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
16,746
shares
|
$320,183
0.09% of portfolio
|
Q2 2025
Reduced 55.72%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
14,500
shares
|
$277,240
0.08% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,058
shares
|
$249,668
0.04% of portfolio
|
Q3 2024
Added 26.74%
|