Hartford Schroders Tax AwareHTABETF
13F holders, Q4 2024 (December 31)57holders +2
4new positions
3sold out
1famous investor
$19.36avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($51.4M), Bank of New York Mellon Corp ($38.2M) and Raymond James Financial Inc. ($35.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.1M |
| Exits | 3 | $213K |
All 13F filers, Q3 2024 → Q4 2024: 2,786,757 shares bought and 622,194 shares sold, net +2,164,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| LPL Financial LLC | 0.02% | Add +17.9% | 2,655,983 | $51.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.0% | 1,975,538 | $38.2M |
| Raymond James Financial Inc. | 0.01% | — | 1,833,882 | $35.5M |
| Amplius Wealth Advisors, LLC | 3.52% | Add +135.0% | 1,775,173 | $34.4M |
| Bank of America Corp. | 0.00% | Add +5.5% | 1,088,142 | $21.1M |
| Truist Financial Corp. | 0.03% | Add +9.6% | 965,736 | $18.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.9% | 950,312 | $18.4M |
| IAG Wealth Partners, LLC | 2.51% | Add +22.7% | 735,334 | $14.2M |
| Yarger Wealth Strategies, LLC | 5.38% | Add +6.3% | 482,110 | $9.3M |
| Main Street Financial Solutions, LLC | 0.86% | Add +2.7% | 450,428 | $8.7M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +5.4% | 437,511 | $8.5M |
| CPC Advisors, LLC | 1.12% | Add +119.4% | 425,308 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +82.8% | 323,554 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +2.9% | 232,019 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +68.3% | 189,176 | $3.7M |
| Jane Street Group, LLC | 0.01% | New | 178,594 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -41.7% | 177,037 | $3.4M |
| Element Wealth, LLC | 1.52% | Reduce -0.5% | 150,072 | $2.9M |
| Capital Asset Advisory Services LLC | 0.14% | Add +5.6% | 149,041 | $2.9M |
| Axxcess Wealth Management, LLC | 0.07% | Add +6.0% | 149,030 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -40.8% | 141,639 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 141,113 | $2.7M |
| Mariner, LLC | 0.00% | New | 125,000 | $2.4M |
| LifeGoal Investments, LLC | 2.39% | — | 113,916 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +19.9% | 103,760 | $2.0M |
| ERn Financial, LLC | 0.30% | Reduce -75.7% | 101,844 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -43.3% | 78,480 | $1.5M |
| Financial Advocates Investment Management | 0.07% | Add +3.9% | 66,454 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | No change | 55,935 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +14.4% | 52,590 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Add +7.6% | 40,403 | $782K |
| Citadel Advisors | 0.00% | New | 40,200 | $778K |
| Leelyn Smith, LLC | 0.14% | Add +1.1% | 39,347 | $762K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.4% | 37,604 | $728K |
| Opal Wealth Advisors, LLC | 0.22% | Add +92.1% | 37,179 | $720K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +35.2% | 33,860 | $656K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.4% | 33,647 | $651K |
| &partners | 0.01% | Reduce -0.4% | 32,195 | $648K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -4.5% | 33,057 | $640K |
| Stonebridge Financial Group, LLC | 0.07% | — | 32,737 | $634K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 32,736 | $634K |
| Private Advisor Group, LLC | 0.00% | Add +16.7% | 29,799 | $577K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.0% | 29,251 | $569K |
| Prostatis Group LLC | 0.15% | Add +22.6% | 27,100 | $525K |
| USAdvisors Wealth Management, LLC | 0.16% | Add +19.4% | 25,999 | $503K |
| DAVENPORT & Co LLC | 0.00% | Add +8.9% | 25,950 | $502K |
| West Michigan Advisors, LLC | 0.13% | Reduce -13.0% | 22,962 | $446K |
| Fermata Advisors, LLC | 0.08% | New | 21,881 | $424K |
| Private Trust Co. NA | 0.03% | Add +7.8% | 13,945 | $270K |
| Keystone Financial Services, LLC | 0.22% | — | 12,654 | $245K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 12,195 | $236K |
| Trademark Financial Management, LLC | 0.15% | Reduce -20.3% | 10,072 | $195K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.4% | 5,647 | $109K |
| Morgan Stanley | 0.00% | Reduce -1.9% | 5,455 | $106K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $39K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $25K |
| Graney & King, LLC | 0.01% | — | 500 | $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.