Hartford Schroders Tax AwareHTABETF
13F holders, Q1 2024 (March 31)54holders
1famous investor
$19.57avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($22.9M), Amplius Wealth Advisors, LLC ($18.5M) and Raymond James & Associates ($17.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Schroders Tax Aware
- CUSIP
- 41653L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.4M |
| Exits | 2 | $1.4M |
Ownership 54 holders
| Bank of New York Mellon Corp | 0.00% | No change | 1,169,469 | $22.9M |
| Amplius Wealth Advisors, LLC | 2.08% | Add +37.5% | 946,364 | $18.5M |
| Raymond James & Associates | 0.01% | Add +11.0% | 905,730 | $17.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +36.0% | 840,660 | $16.5M |
| Bank of America Corp. | 0.00% | Add +25.7% | 706,756 | $13.8M |
| ERn Financial, LLC | 1.33% | Add +4.9% | 392,883 | $7.7M |
| Main Street Financial Solutions, LLC | 0.78% | Add +13.9% | 374,208 | $7.3M |
| Yarger Wealth Strategies, LLC | 4.57% | Add +19.0% | 342,780 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.0% | 304,413 | $6.0M |
| LPL Financial LLC | 0.00% | Add +50.0% | 265,889 | $5.2M |
| Cetera Investment Advisers | 0.01% | New | 237,814 | $4.7M |
| Citadel Advisors | 0.00% | New | 233,141 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 211,680 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +3.1% | 185,351 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 179,948 | $3.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.50% | New | 161,422 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +9.4% | 150,323 | $2.9M |
| Element Wealth, LLC | 1.70% | Reduce -0.2% | 148,642 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.7% | 139,499 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -2.6% | 134,650 | $2.6M |
| Capital Asset Advisory Services LLC | 0.15% | Reduce -2.8% | 134,677 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 131,624 | $2.6M |
| IAG Wealth Partners, LLC | 0.51% | New | 122,215 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.1% | 88,755 | $1.7M |
| Independent Wealth Network Inc. | 0.64% | Add +2.0% | 70,011 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +51.4% | 53,594 | $1.0M |
| Leelyn Smith, LLC | 0.17% | Add +15.7% | 43,807 | $858K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.8% | 38,185 | $750K |
| Financial Advocates Investment Management | 0.04% | Add +5.4% | 36,812 | $721K |
| Stifel Financial Corp. | 0.00% | Add +20.8% | 31,330 | $613K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.4% | 30,205 | $593K |
| Harbour Investments, Inc. | 0.02% | Add +19.3% | 29,856 | $585K |
| Journey Strategic Wealth LLC | 0.03% | Add +38.2% | 28,920 | $566K |
| Private Advisor Group, LLC | 0.00% | Add +67.2% | 24,854 | $487K |
| Raymond James Trust N.A. | 0.01% | New | 22,523 | $441K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +40.5% | 20,534 | $399K |
| Flow Traders U.S. LLC | 0.02% | New | 18,140 | $355K |
| CJM Wealth Advisers, Ltd. | 0.13% | New | 17,907 | $351K |
| Trademark Financial Management, LLC | 0.29% | Add +3.3% | 17,802 | $349K |
| Prostatis Group LLC | 0.13% | New | 17,100 | $335K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 16,556 | $316K |
| West Michigan Advisors, LLC | 0.09% | New | 13,379 | $262K |
| Birchcreek Wealth Management, LLC | 0.13% | No change | 12,743 | $250K |
| DAVENPORT & Co LLC | 0.00% | New | 11,844 | $232K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 11,564 | $226K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,038 | $197K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +20.6% | 8,800 | $172K |
| Private Trust Co. NA | 0.01% | Add +17.4% | 6,893 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.6% | 5,486 | $107K |
| Jones Financial Companies LLLP | 0.00% | Add +0.9% | 4,591 | $90K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $39K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 545 | $11K |
| Morgan Stanley | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.