Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / Hartford Schroders Tax-Aware Bond ETF
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Shares outstanding
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17.8M
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Number of holders
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59
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Total 13F shares, excl. options
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17.5M
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Shares change
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+435K
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Total reported value, excl. options
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$328M
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Value change
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+$8.11M
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Number of buys
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27
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Number of sells
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-34
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Price
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$18.71
Significant Holders of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q2 2025
65 filings reported holding HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF as of Q2 2025.
Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.5M shares
of 17.8M outstanding shares and own 98.51% of the company stock.
Largest 10 shareholders include LPL Financial LLC (2.22M shares), Bank of New York Mellon Corp (2.09M shares), Amplius Wealth Advisors, LLC (1.87M shares), RAYMOND JAMES FINANCIAL INC (1.71M shares), IAG Wealth Partners, LLC (958K shares), STIFEL FINANCIAL CORP (926K shares), BANK OF AMERICA CORP /DE/ (767K shares), Consolidated Planning Corp (744K shares), TRUIST FINANCIAL CORP (713K shares), and ENVESTNET ASSET MANAGEMENT INC (690K shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.