Hartford Schroders Tax AwareHTABETF
13F holders, Q1 2025 (March 31)61holders +4
8new positions
3sold out
1famous investor
$19.17avg. 13F price*
At the end of Q1 2025, 61 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, up 4 from Q4 2024. 8 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($52.7M), Bank of New York Mellon Corp ($40.8M) and Raymond James Financial Inc. ($36.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 3 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,589,956 shares bought and 1,356,971 shares sold, net +232,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| LPL Financial LLC | 0.02% | Add +3.6% | 2,750,565 | $52.7M |
| Bank of New York Mellon Corp | 0.01% | Add +7.9% | 2,130,786 | $40.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.7% | 1,901,369 | $36.4M |
| Amplius Wealth Advisors, LLC | 3.36% | Reduce -5.0% | 1,686,359 | $32.3M |
| IAG Wealth Partners, LLC | 3.51% | Add +60.0% | 1,176,456 | $22.6M |
| Bank of America Corp. | 0.00% | Reduce -27.5% | 789,205 | $15.1M |
| Truist Financial Corp. | 0.02% | Reduce -24.2% | 732,270 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.0% | 712,754 | $13.7M |
| Main Street Financial Solutions, LLC | 0.96% | Add +27.4% | 573,942 | $11.0M |
| CPC Advisors, LLC | 1.47% | Add +30.6% | 555,676 | $10.7M |
| Yarger Wealth Strategies, LLC | 5.39% | Add +0.1% | 482,421 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.4% | 399,333 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +86.7% | 330,515 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +59.9% | 302,503 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +18.0% | 273,770 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -44.1% | 244,343 | $4.7M |
| Capital Asset Advisory Services LLC | 0.16% | Add +10.6% | 164,851 | $3.2M |
| Axxcess Wealth Management, LLC | 0.09% | Add +8.9% | 162,233 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.6% | 153,836 | $2.9M |
| Element Wealth, LLC | 1.53% | Reduce -1.0% | 148,505 | $2.8M |
| Mariner, LLC | 0.00% | No change | 125,000 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 116,511 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -35.2% | 115,755 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.9% | 104,506 | $2.0M |
| LifeGoal Investments, LLC | 2.04% | Reduce -13.5% | 98,513 | $1.9M |
| ERn Financial, LLC | 0.30% | Reduce -4.1% | 97,711 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +66.8% | 62,734 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -26.7% | 57,501 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.0% | 55,375 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +34.3% | 43,968 | $843K |
| Leelyn Smith, LLC | 0.14% | Add +5.2% | 41,375 | $793K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -5.8% | 38,054 | $729K |
| Opal Wealth Advisors, LLC | 0.22% | Add +1.7% | 37,819 | $725K |
| Goldman Sachs Group Inc. | 0.00% | New | 36,700 | $704K |
| Private Advisor Group, LLC | 0.00% | Add +20.1% | 35,793 | $686K |
| Harbour Investments, Inc. | 0.02% | Add +2.9% | 34,629 | $664K |
| Stonebridge Financial Group, LLC | 0.07% | No change | 32,737 | $628K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.0% | 29,845 | $574K |
| USAdvisors Wealth Management, LLC | 0.19% | Add +6.9% | 27,799 | $532K |
| &partners | 0.01% | Reduce -15.0% | 27,370 | $521K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.1% | 23,847 | $457K |
| Fermata Advisors, LLC | 0.08% | No change | 21,881 | $419K |
| West Michigan Advisors, LLC | 0.14% | Reduce -7.4% | 21,254 | $409K |
| Citadel Advisors | 0.00% | Reduce -50.2% | 20,011 | $384K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -40.5% | 19,677 | $377K |
| Prostatis Group LLC | 0.12% | Reduce -29.5% | 19,100 | $366K |
| Keystone Financial Services, LLC | 0.23% | Add +13.9% | 14,409 | $276K |
| Private Trust Co. NA | 0.03% | No change | 13,945 | $267K |
| Susquehanna International Group, LLP | 0.00% | New | 13,164 | $252K |
| HighTower Advisors, LLC | 0.00% | New | 13,058 | $250K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 12,319 | $236K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,156 | $214K |
| Flow Traders U.S. LLC | 0.01% | New | 10,992 | $211K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.9% | 6,886 | $132K |
| Morgan Stanley | 0.00% | Add +3.8% | 5,660 | $109K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $38K |
| UBS Group AG | 0.00% | New | 1,637 | $31K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $24K |
| Graney & King, LLC | 0.01% | No change | 500 | $10K |
| FWL Investment Management, LLC | 0.00% | New | 435 | $8K |
| Cwm, LLC | 0.00% | New | 163 | $3K |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.