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Hartford Schroders Tax-Aware Bond ETF (HTAB) Institutional Ownership

$18.72 -0.05 (-0.27%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$197.51M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$22.84M
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HTAB Institutional Buying and Selling by Quarter

Hartford Schroders Tax-Aware Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025 Opal Wealth Advisors LLC37,819$725K0.2%+1.7%0.161%
4/16/2025 IAG Wealth Partners LLC1,176,456$22.55M3.5%+60.0%5.017%
4/16/2025 Wealth Enhancement Advisory Services LLC11,156$214K0.0%N/A0.048%
4/15/2025 Wealthcare Advisory Partners LLC244,343$4.68M0.1%-44.2%1.042%
4/14/2025 Patriot Financial Group Insurance Agency LLC57,501$1.10M0.1%-26.7%0.245%
4/10/2025 Amplius Wealth Advisors LLC1,686,359$32.33M3.4%-5.0%7.191%
4/9/2025 Capital Asset Advisory Services LLC164,851$3.15M0.2%+10.6%0.703%
3/21/2025Prostatis Group LLC27,100$525K0.2%+22.6%0.115%
3/14/2025Keystone Financial Services LLC12,654$245K0.2%N/A0.054%
2/17/2025Cetera Investment Advisers232,019$4.49M0.0%+2.9%1.531%
2/17/2025Citadel Advisors LLC40,200$778K0.0%N/A0.265%
2/17/2025Bank of America Corp DE1,088,142$21.07M0.0%+5.5%7.182%
2/14/2025Jane Street Group LLC178,594$3.46M0.0%N/A1.179%
2/14/2025Concourse Financial Group Securities Inc.52,590$1.02M0.1%+14.4%0.347%
2/13/2025Main Street Financial Solutions LLC450,428$8.72M0.9%+2.7%2.973%
2/13/2025Mariner LLC125,000$2.42M0.0%N/A0.825%
2/13/2025Raymond James Financial Inc.1,833,883$35.50M0.0%N/A12.105%
2/13/2025Envestnet Asset Management Inc.950,312$18.40M0.0%+10.9%6.273%
2/12/2025Arete Wealth Advisors LLC33,057$640K0.0%-4.5%0.218%
2/11/2025LPL Financial LLC2,655,983$51.42M0.0%+17.9%17.531%
2/10/2025Axxcess Wealth Management LLC149,030$2.89M0.1%+6.0%0.984%
2/10/2025Commonwealth Equity Services LLC141,113$2.73M0.0%+4.0%0.931%
2/10/2025 IAG Wealth Partners LLC735,334$14.24M2.5%+22.7%4.854%
2/10/2025EverSource Wealth Advisors LLC33,860$656K0.0%+35.2%0.223%
2/6/2025Raymond James Financial Inc.1,833,883$35.50M0.0%N/A12.105%
2/6/2025Jones Financial Companies Lllp189,176$3.66M0.0%+68.3%1.249%
2/5/2025West Michigan Advisors LLC22,962$446K0.1%-13.0%0.152%
2/5/2025Private Trust Co. NA13,945$270K0.0%+7.8%0.092%
2/5/2025LifeGoal Wealth Advisors113,916$2.21M2.4%N/A0.752%
2/3/2025Element Wealth LLC150,072$2.91M1.5%-0.5%0.991%
2/3/2025Private Advisor Group LLC29,799$577K0.0%+16.7%0.197%
1/31/2025Truist Financial Corp965,736$18.70M0.0%+9.6%6.374%
1/30/2025Trademark Financial Management LLC10,072$195K0.2%-20.3%0.066%
1/29/2025Consolidated Planning Corp425,308$8.23M1.1%+119.4%2.807%
1/29/2025Stonebridge Financial Group LLC32,737$634K0.1%N/A0.216%
1/29/2025 Opal Wealth Advisors LLC37,179$720K0.2%+92.1%0.245%
1/27/2025Financial Advocates Investment Management66,454$1.29M0.1%+3.9%0.439%
1/24/2025Journey Strategic Wealth LLC40,403$782K0.0%+7.6%0.267%
1/24/2025DAVENPORT & Co LLC25,950$502K0.0%+8.9%0.171%
1/23/2025USAdvisors Wealth Management LLC25,999$503K0.2%+19.4%0.172%
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1/22/2025 Patriot Financial Group Insurance Agency LLC78,480$1.52M0.2%-43.3%0.518%
1/22/2025 Capital Asset Advisory Services LLC149,041$2.89M0.1%+5.6%0.984%
1/16/2025 Amplius Wealth Advisors LLC1,775,173$34.37M3.5%+135.0%11.717%
1/15/2025 Wealthcare Advisory Partners LLC437,511$8.47M0.2%+5.4%2.888%
1/15/2025 Yarger Wealth Strategies LLC482,110$9.33M5.4%+6.3%3.182%
1/15/2025 Fermata Advisors LLC21,881$424K0.1%N/A0.144%
1/14/2025ERn Financial LLC101,844$1.97M0.3%-75.7%0.672%
11/25/2024Sanctuary Advisors LLC55,935$1.10M0.0%+85.2%0.369%
11/18/2024Arete Wealth Advisors LLC34,611$686K0.1%+40.3%0.228%
11/15/2024Stifel Financial Corp33,172$657K0.0%+2.0%0.219%
11/13/2024Private Trust Co. NA12,935$256K0.0%+27.1%0.085%
11/12/2024Leelyn Smith LLC38,925$771K0.1%-6.1%0.257%
11/6/2024Main Street Financial Solutions LLC438,735$8.69M0.8%+6.7%2.896%
11/5/2024Harbour Investments Inc.33,775$669K0.0%+6.4%0.223%
11/4/2024Axxcess Wealth Management LLC140,633$2.79M0.1%+8.1%0.928%
10/31/2024Consolidated Planning Corp193,848$3.84M0.6%N/A1.280%
10/31/2024Trademark Financial Management LLC12,631$250K0.2%-29.2%0.083%
10/29/2024 IAG Wealth Partners LLC599,321$11.87M2.2%+25.7%3.956%
10/25/2024Financial Advocates Investment Management63,972$1.27M0.1%+11.2%0.422%
10/24/2024 Patriot Financial Group Insurance Agency LLC138,354$2.74M0.4%+9.9%0.913%
10/23/2024West Michigan Advisors LLC26,385$524K0.2%+94.2%0.174%
10/22/2024Private Advisor Group LLC25,539$506K0.0%+2.6%0.169%
10/18/2024Raymond James & Associates989,385$19.60M0.0%+4.6%6.531%
10/16/2024 Amplius Wealth Advisors LLC755,505$14.97M1.6%+1.6%4.987%
10/16/2024 Opal Wealth Advisors LLC19,357$383K0.1%+5,446.4%0.128%
10/16/2024ERn Financial LLC419,260$8.31M1.3%+1.7%2.767%
10/10/2024Concourse Financial Group Securities Inc.45,960$913K0.1%+16.9%0.303%
9/5/2024Sanctuary Advisors LLC30,195$576K0.0%N/A0.199%
8/22/2024Cetera Investment Advisers213,770$4.13M0.0%-10.1%1.411%
8/21/2024Truist Financial Corp787,542$15.21M0.0%+324.9%5.198%
8/16/2024Northwestern Mutual Wealth Management Co.129,228$2.50M0.0%-1.8%0.853%
8/14/2024EverSource Wealth Advisors LLC24,987$489K0.0%+50.9%0.165%
8/13/2024Benjamin F. Edwards & Company Inc.7,500$145K0.0%-14.8%0.050%
8/10/2024Axxcess Wealth Management LLC130,115$2.51M0.1%-3.4%0.859%
8/10/2024 Yarger Wealth Strategies LLC389,153$7.52M4.5%+13.5%2.569%
8/8/2024Envestnet Asset Management Inc.746,462$14.41M0.0%+314.8%4.927%
8/8/2024Leelyn Smith LLC41,433$800K0.2%-5.4%0.273%
8/8/2024Main Street Financial Solutions LLC411,270$7.94M0.7%+9.9%2.715%
7/31/2024Commonwealth Equity Services LLC153,825$2.97M0.0%+10.3%1.015%
7/29/2024Financial Advocates Investment Management57,542$1.11M0.1%+56.3%0.380%
7/26/2024Harbour Investments Inc.31,736$613K0.0%+6.3%0.209%
7/26/2024 Patriot Financial Group Insurance Agency LLC125,947$2.43M0.4%-22.0%0.831%
7/26/2024Cambridge Investment Research Advisors Inc.96,217$1.86M0.0%+8.4%0.635%
7/26/2024Bank of New York Mellon Corp1,169,984$22.59M0.0%+0.0%7.723%
7/24/2024&PARTNERS31,125$601K0.0%N/A0.205%
7/23/2024Concourse Financial Group Securities Inc.39,320$761K0.0%+3.0%0.260%
7/23/2024 Amplius Wealth Advisors LLC743,792$14.36M1.6%-21.4%4.910%
7/20/2024Raymond James Financial Services Advisors Inc.671,248$12.96M0.0%-20.2%4.431%
7/19/2024Raymond James & Associates946,198$18.27M0.0%+4.5%6.246%
7/17/2024ERn Financial LLC412,315$7.96M1.3%+4.9%2.722%
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7/17/2024 IAG Wealth Partners LLC476,916$9.21M1.9%+290.2%3.148%
6/11/2024EverSource Wealth Advisors LLC16,556$316K0.0%N/A0.109%
5/24/2024Cetera Investment Advisers237,814$4.66M0.0%N/A1.570%
5/20/2024Independent Wealth Network Inc.70,011$1.37M0.6%+2.0%0.462%
5/16/2024Jane Street Group LLC211,680$4.15M0.0%N/A1.397%
5/14/2024Axxcess Wealth Management LLC134,650$2.64M0.1%-2.6%0.889%
5/14/2024Leelyn Smith LLC43,807$858K0.2%+15.7%0.289%
5/8/2024Trademark Financial Management LLC17,802$349K0.3%+3.3%0.139%
5/2/2024USAdvisors Wealth Management LLC20,534$399K0.2%+40.5%0.160%
4/30/2024Private Advisor Group LLC24,854$487K0.0%+67.2%0.194%
(Data available from 1/1/2016 forward)

HTAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTAB shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Hartford Schroders Tax-Aware Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($51.42M), Raymond James Financial Inc. ($35.50M), Amplius Wealth Advisors LLC ($32.33M), Bank of New York Mellon Corp ($22.59M), IAG Wealth Partners LLC ($22.55M), Bank of America Corp DE ($21.07M), and Raymond James & Associates ($19.60M).Learn more on HTAB's institutional investors.

Which institutional investors have been buying Hartford Schroders Tax-Aware Bond ETF stock?

Of the 61 institutional investors that purchased Hartford Schroders Tax-Aware Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.67M), Amplius Wealth Advisors LLC ($1.72M), IAG Wealth Partners LLC ($1.18M), Raymond James & Associates ($989.39K), Truist Financial Corp ($894.80K), Raymond James Financial Services Advisors Inc. ($871.64K), and Envestnet Asset Management Inc. ($850.74K).

How much institutional buying is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have bought a total of 14,907,293 shares in the last 24 months. This purchase volume represents approximately $288.55M in transactions.

Which Hartford Schroders Tax-Aware Bond ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold Hartford Schroders Tax-Aware Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($495.94K), Raymond James Financial Services Advisors Inc. ($468.24K), ERn Financial LLC ($317.42K), Amplius Wealth Advisors LLC ($291.39K), Wealthcare Advisory Partners LLC ($193.17K), Patriot Financial Group Insurance Agency LLC ($116.33K), and Wagner Wealth Management LLC ($108.03K).

How much institutional selling is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have sold a total of 2,273,151 shares in the last 24 months. This volume of shares sold represents approximately $44.18M in transactions.


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This page (NYSEARCA:HTAB) was last updated on 4/18/2025 by MarketBeat.com Staff
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