Hartford Schroders Tax AwareHTABETF
13F holders, Q2 2024 (June 30)58holders +4
6new positions
3sold out
$19.31avg. 13F price*
At the end of Q2 2024, 58 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, up 4 from Q1 2024. 6 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($30.1M), Bank of New York Mellon Corp ($22.6M) and Raymond James & Associates ($18.3M).
- Company
- Hartford Schroders Tax Aware
- CUSIP
- 41653L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 3 | $5.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,330,751 shares bought and 926,794 shares sold, net +2,403,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.01% | Add +486.4% | 1,559,240 | $30.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 1,169,984 | $22.6M |
| Raymond James & Associates | 0.01% | Add +4.5% | 946,198 | $18.3M |
| Bank of America Corp. | 0.00% | Add +16.1% | 820,888 | $15.9M |
| Truist Financial Corp. | 0.02% | Add +324.9% | 787,542 | $15.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +314.8% | 746,462 | $14.4M |
| Amplius Wealth Advisors, LLC | 1.60% | Reduce -21.4% | 743,792 | $14.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -20.1% | 671,248 | $13.0M |
| IAG Wealth Partners, LLC | 1.85% | Add +290.2% | 476,916 | $9.2M |
| ERn Financial, LLC | 1.32% | Add +5.0% | 412,315 | $8.0M |
| Main Street Financial Solutions, LLC | 0.75% | Add +9.9% | 411,270 | $7.9M |
| Yarger Wealth Strategies, LLC | 4.52% | Add +13.5% | 389,153 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.1% | 288,796 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -10.1% | 213,770 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +8.8% | 163,591 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.3% | 153,825 | $3.0M |
| Element Wealth, LLC | 1.64% | Add +1.3% | 150,596 | $2.9M |
| Capital Asset Advisory Services LLC | 0.14% | Reduce -1.6% | 132,458 | $2.6M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -3.4% | 130,115 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 129,228 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -22.0% | 125,947 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.4% | 96,217 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +55.1% | 83,119 | $1.6M |
| Independent Wealth Network Inc. | 0.65% | Add +2.3% | 71,625 | $1.4M |
| Financial Advocates Investment Management | 0.07% | Add +56.3% | 57,542 | $1.1M |
| Leelyn Smith, LLC | 0.15% | Reduce -5.4% | 41,433 | $800K |
| Jones Financial Companies LLLP | 0.00% | Add +772.2% | 40,042 | $773K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +3.0% | 39,320 | $761K |
| Journey Strategic Wealth LLC | 0.03% | Add +29.9% | 37,560 | $725K |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 32,516 | $628K |
| Harbour Investments, Inc. | 0.02% | Add +6.3% | 31,736 | $613K |
| &partners | 0.03% | New | 31,125 | $601K |
| Raymond James Trust N.A. | 0.01% | Add +34.4% | 30,264 | $584K |
| Sanctuary Advisors, LLC | 0.00% | — | 30,195 | $576K |
| Flow Traders U.S. LLC | 0.03% | Add +63.1% | 29,589 | $571K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.6% | 29,125 | $564K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +50.9% | 24,987 | $489K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 24,880 | $480K |
| Arete Wealth Advisors, LLC | 0.04% | New | 24,670 | $477K |
| DAVENPORT & Co LLC | 0.00% | Add +86.1% | 22,043 | $426K |
| USAdvisors Wealth Management, LLC | 0.14% | Add +0.7% | 20,678 | $399K |
| Trademark Financial Management, LLC | 0.28% | Add +0.3% | 17,847 | $345K |
| Prostatis Group LLC | 0.12% | No change | 17,100 | $330K |
| Kestra Advisory Services, LLC | 0.00% | Add +44.2% | 14,474 | $279K |
| West Michigan Advisors, LLC | 0.08% | Add +1.6% | 13,590 | $263K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 11,663 | $225K |
| Financial Planning & Information Services, Inc. | 0.03% | New | 10,303 | $199K |
| Jane Street Group, LLC | 0.00% | Reduce -95.2% | 10,261 | $198K |
| Private Trust Co. NA | 0.02% | Add +47.6% | 10,175 | $196K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -14.8% | 7,500 | $145K |
| Global Retirement Partners, LLC | 0.00% | New | 6,264 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 4,926 | $95K |
| 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% | No change | 545 | $10K |
| Opal Wealth Advisors, LLC | 0.00% | New | 349 | $7K |
| Morgan Stanley | 0.00% | Add +6100.0% | 62 | $1K |
| UBS Group AG | 0.00% | New | 6 | $116 |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.