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 $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,215,133
shares
|
$41.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,866,883
shares
|
$34.7 Million
3.55% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,706,392
shares
|
$31.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
958,130
shares
|
$17.8 Million
2.63% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
926,150
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
Added 2006.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
766,602
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
743,892
shares
|
$13.8 Million
1.96% of portfolio
|
Q2 2025
Added 33.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
712,631
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
689,563
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
622,564
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 55.9%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
563,959
shares
|
$10.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
469,276
shares
|
$8.73 Million
5.34% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
359,486
shares
|
$6.69 Million
0.01% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
335,721
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
327,860
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
205,605
shares
|
$3.83 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
157,319
shares
|
$2.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
157,319
shares
|
$2.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
156,823
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
141,427
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
133,148
shares
|
$2.48 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
129,548
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,589
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.22%
|