Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / AAA CLO ETF
-
Total 13F shares
-
2,140,720
-
Share change
-
-96,384
-
Total reported value
-
$83,258,034
-
Price per share
-
$38.88
-
Number of holders
-
29
-
Value change
-
-$3,745,432
-
Number of buys
-
17
-
Number of sells
-
13
Institutional Holders of HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF (TRPA) as of Q2 2025
As of 30 Jun 2025,
HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF (TRPA) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,140,720 shares.
The largest 10 holders included
Fiduciary Planning LLC, LPL Financial LLC, GOLDMAN SACHS GROUP INC, RAYMOND JAMES FINANCIAL INC, ForthRight Wealth Management, LLC, Kestra Advisory Services, LLC, EVERGREEN CAPITAL MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, Mariner, LLC, and OSAIC HOLDINGS, INC..
This page lists
29
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.