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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,058
shares
|
$249,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,416
shares
|
$237,393
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
11,631
shares
|
$222,384
0.06% of portfolio
|
Q2 2025
Reduced 46.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,168
shares
|
$213,532
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,130
shares
|
$212,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,668
shares
|
$203,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
10,302
shares
|
$196,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
10,302
shares
|
$196,974
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,250
shares
|
$195,980
0.07% of portfolio
|
Q3 2023
Reduced 51.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,500
shares
|
$143,400
0.0% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,167
shares
|
$117,913
0.0% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$38,240
0.01% of portfolio
|
Q4 2022
Reduced 75.9%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,275
shares
|
$24,378
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
117
shares
|
$2,237
0.0% of portfolio
|
Q2 2025
Reduced 97.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
76
shares
|
$1,453
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
|