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 61 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,935
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
48,013
shares
|
$924,250
0.11% of portfolio
|
Q3 2025
Reduced 97.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
47,118
shares
|
$907,021
0.13% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,161
shares
|
$850,099
0.0% of portfolio
|
Q3 2025
Reduced 95.23%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
37,863
shares
|
$728,862
0.11% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,862
shares
|
$709,593
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,703
shares
|
$706,532
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
32,737
shares
|
$630,187
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,513
shares
|
$587,375
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
28,307
shares
|
$544,909
0.14% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,348
shares
|
$507,199
0.0% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
26,158
shares
|
$503,541
0.01% of portfolio
|
Q3 2025
Reduced 47.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,697
shares
|
$456,167
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,350
shares
|
$449,487
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
23,319
shares
|
$448,890
0.0% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
22,942
shares
|
$441,633
0.15% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
20,144
shares
|
$387,772
0.27% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,485
shares
|
$375,086
0.0% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
17,602
shares
|
$338,838
0.1% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,764
shares
|
$322,707
0.02% of portfolio
|
Q3 2025
Reduced 35.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,309
shares
|
$256,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,058
shares
|
$251,366
0.04% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
12,500
shares
|
$240,625
0.06% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
11,631
shares
|
$223,896
0.06% of portfolio
|
Q2 2025
Reduced 46.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,668
shares
|
$205,359
0.01% of portfolio
|
Q2 2025
New holding
|
|