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 |
|---|---|---|---|---|---|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,250
shares
|
$197,312
0.07% of portfolio
|
Q3 2023
Reduced 51.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,197
shares
|
$196,292
0.0% of portfolio
|
Q3 2025
Reduced 72.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,500
shares
|
$144,375
0.0% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,947
shares
|
$133,729
0.0% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$38,500
0.01% of portfolio
|
Q4 2022
Reduced 75.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,375
shares
|
$26,468
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,296
shares
|
$24,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,275
shares
|
$24,543
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
125
shares
|
$2,406
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
76
shares
|
$1,463
0.0% of portfolio
|
Q2 2025
Reduced 53.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|