Hartford Schroders Tax AwareHTABETF
13F holders, Q3 2024 (September 30)55holders −3
1new positions
3sold out
$19.81avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, down 3 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($44.6M), Bank of New York Mellon Corp ($39.1M) and Bank of America Corp. ($20.4M).
- Company
- Hartford Schroders Tax Aware
- CUSIP
- 41653L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3.8M |
| Exits | 3 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,173,753 shares bought and 137,336 shares sold, net +3,036,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| LPL Financial LLC | 0.02% | Add +44.4% | 2,252,156 | $44.6M |
| Bank of New York Mellon Corp | 0.01% | Add +68.9% | 1,976,013 | $39.1M |
| Bank of America Corp. | 0.00% | Add +25.7% | 1,031,671 | $20.4M |
| Raymond James & Associates | 0.01% | Add +4.6% | 989,385 | $19.6M |
| Truist Financial Corp. | 0.03% | Add +11.9% | 881,304 | $17.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.8% | 856,920 | $17.0M |
| Amplius Wealth Advisors, LLC | 1.63% | Add +1.6% | 755,505 | $15.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +12.3% | 753,843 | $14.9M |
| IAG Wealth Partners, LLC | 2.19% | Add +25.7% | 599,321 | $11.9M |
| Yarger Wealth Strategies, LLC | 4.97% | Add +16.6% | 453,539 | $9.0M |
| Main Street Financial Solutions, LLC | 0.80% | Add +6.7% | 438,735 | $8.7M |
| ERn Financial, LLC | 1.26% | Add +1.7% | 419,260 | $8.3M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +153.7% | 414,974 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +5.1% | 303,654 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +148.7% | 239,284 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +5.5% | 225,448 | $4.5M |
| CPC Advisors, LLC | 0.57% | New | 193,848 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.0% | 177,051 | $3.5M |
| Element Wealth, LLC | 1.58% | Add +0.2% | 150,834 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Add +8.1% | 140,633 | $2.8M |
| Capital Asset Advisory Services LLC | 0.14% | Add +6.6% | 141,197 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +9.8% | 138,354 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 135,688 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +180.7% | 112,377 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 86,529 | $1.7M |
| Financial Advocates Investment Management | 0.07% | Add +11.2% | 63,972 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +85.3% | 55,935 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +16.9% | 45,960 | $913K |
| Leelyn Smith, LLC | 0.14% | Reduce -6.0% | 38,925 | $771K |
| Journey Strategic Wealth LLC | 0.03% | No change | 37,560 | $744K |
| Raymond James Trust N.A. | 0.02% | Add +21.8% | 36,862 | $730K |
| Arete Wealth Advisors, LLC | 0.06% | Add +40.3% | 34,611 | $686K |
| Harbour Investments, Inc. | 0.02% | Add +6.4% | 33,775 | $669K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 33,172 | $657K |
| &partners | 0.01% | Add +3.9% | 32,325 | $640K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.4% | 29,547 | $587K |
| Kestra Advisory Services, LLC | 0.00% | Add +102.4% | 29,295 | $580K |
| West Michigan Advisors, LLC | 0.16% | Add +94.2% | 26,385 | $524K |
| Private Advisor Group, LLC | 0.00% | Add +2.6% | 25,539 | $506K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.2% | 25,038 | $496K |
| DAVENPORT & Co LLC | 0.00% | Add +8.1% | 23,820 | $472K |
| Prostatis Group LLC | 0.14% | Add +29.2% | 22,100 | $438K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +5.3% | 21,783 | $432K |
| Opal Wealth Advisors, LLC | 0.12% | Add +5446.4% | 19,357 | $383K |
| Financial Planning & Information Services, Inc. | 0.04% | Add +26.7% | 13,058 | $259K |
| Private Trust Co. NA | 0.03% | Add +27.1% | 12,935 | $256K |
| Trademark Financial Management, LLC | 0.20% | Reduce -29.2% | 12,631 | $250K |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 12,132 | $240K |
| Global Retirement Partners, LLC | 0.00% | No change | 6,264 | $124K |
| Morgan Stanley | 0.00% | Add +8866.1% | 5,559 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.8% | 5,408 | $107K |
| UBS Group AG | 0.00% | Add +66000.0% | 3,966 | $79K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 545 | $10K |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.