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 60 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,655,983
shares
|
$52 Million
0.02% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,833,883
shares
|
$35.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,775,173
shares
|
$34.8 Million
4.04% of portfolio
|
Q4 2024
Added 134.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,088,142
shares
|
$21.3 Million
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
965,736
shares
|
$18.9 Million
0.03% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
950,312
shares
|
$18.6 Million
0.01% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
735,334
shares
|
$14.4 Million
2.62% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
482,110
shares
|
$9.44 Million
6.09% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
450,428
shares
|
$8.82 Million
0.85% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
437,511
shares
|
$8.57 Million
0.24% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
425,308
shares
|
$8.33 Million
1.26% of portfolio
|
Q4 2024
Added 119.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
323,554
shares
|
$6.34 Million
0.01% of portfolio
|
Q4 2024
Added 82.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
232,019
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
189,176
shares
|
$3.7 Million
0.0% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
178,594
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
150,072
shares
|
$2.94 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
149,041
shares
|
$2.92 Million
0.14% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
149,030
shares
|
$2.92 Million
0.07% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
141,639
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
141,113
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
134,301
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
125,000
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
113,916
shares
|
$2.23 Million
2.39% of portfolio
|
Q4 2024
New holding
|