Hartford Schroders Tax AwareHTABETF
13F holders, Q2 2025 (June 30)60holders −1
5new positions
6sold out
1famous investor
$18.71avg. 13F price*
At the end of Q2 2025, 60 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, down 1 from Q1 2025. 5 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($41.4M), Bank of New York Mellon Corp ($39.1M) and Amplius Wealth Advisors, LLC ($34.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 6 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,791,134 shares bought and 1,369,217 shares sold, net +421,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| LPL Financial LLC | 0.01% | Reduce -19.5% | 2,215,133 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 2,091,553 | $39.1M |
| Amplius Wealth Advisors, LLC | 3.25% | Add +10.7% | 1,866,883 | $34.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.3% | 1,706,392 | $31.9M |
| IAG Wealth Partners, LLC | 2.37% | Reduce -18.6% | 958,130 | $17.9M |
| Stifel Financial Corp. | 0.02% | Add +2006.4% | 926,150 | $17.3M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 766,602 | $14.3M |
| CPC Advisors, LLC | 1.75% | Add +33.9% | 743,892 | $13.9M |
| Truist Financial Corp. | 0.02% | Reduce -2.7% | 712,631 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 689,563 | $12.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +55.9% | 622,564 | $11.6M |
| Main Street Financial Solutions, LLC | 0.77% | Reduce -1.7% | 563,959 | $10.6M |
| Yarger Wealth Strategies, LLC | 4.59% | Reduce -2.7% | 469,276 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +18.8% | 359,486 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +19.8% | 327,860 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 308,772 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -15.8% | 205,605 | $3.8M |
| Capital Asset Advisory Services LLC | 0.14% | Reduce -4.6% | 157,319 | $2.9M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -3.0% | 157,319 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.9% | 156,823 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +22.2% | 141,427 | $2.6M |
| Element Wealth, LLC | 1.15% | Reduce -10.3% | 133,148 | $2.5M |
| Mariner, LLC | 0.00% | Add +3.6% | 129,548 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 111,589 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.3% | 92,748 | $1.7M |
| LifeGoal Investments, LLC | 1.50% | Reduce -14.2% | 84,525 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.7% | 80,723 | $1.5M |
| ERn Financial, LLC | 0.32% | Reduce -18.0% | 80,111 | $1.5M |
| Financial Advocates Investment Management | 0.08% | New | 50,679 | $948K |
| Journey Strategic Wealth LLC | 0.03% | Add +31.9% | 50,213 | $939K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -24.1% | 42,025 | $786K |
| Leelyn Smith, LLC | 0.12% | Reduce -7.0% | 38,493 | $720K |
| Susquehanna International Group, LLP | 0.00% | Add +188.6% | 37,996 | $711K |
| Private Advisor Group, LLC | 0.00% | Add +5.3% | 37,695 | $705K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -35.1% | 37,287 | $698K |
| &partners | 0.01% | Add +33.5% | 36,538 | $684K |
| Stonebridge Financial Group, LLC | 0.06% | No change | 32,737 | $613K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.2% | 30,513 | $573K |
| USAdvisors Wealth Management, LLC | 0.20% | Add +3.7% | 28,839 | $539K |
| Arete Wealth Advisors, LLC | 0.03% | Add +31.7% | 25,921 | $485K |
| DAVENPORT & Co LLC | 0.00% | Add +0.8% | 24,042 | $450K |
| Harbour Investments, Inc. | 0.01% | Reduce -33.0% | 23,183 | $434K |
| West Michigan Advisors, LLC | 0.12% | Add +4.8% | 22,264 | $418K |
| Keystone Financial Services, LLC | 0.27% | Add +29.9% | 18,713 | $350K |
| Citadel Advisors | 0.00% | Reduce -8.8% | 18,248 | $341K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -55.7% | 16,746 | $313K |
| Prostatis Group LLC | 0.08% | Reduce -24.1% | 14,500 | $271K |
| HighTower Advisors, LLC | 0.00% | No change | 13,058 | $244K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 12,416 | $232K |
| Fermata Advisors, LLC | 0.06% | Reduce -46.8% | 11,631 | $218K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 11,168 | $209K |
| Equitable Holdings, Inc. | 0.00% | New | 11,130 | $208K |
| Mgo One Seven LLC | 0.01% | New | 10,668 | $200K |
| Cambria Investment Management, L.P. | 0.01% | New | 10,302 | $193K |
| Empowered Funds, LLC | 0.00% | New | 10,302 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.4% | 6,167 | $115K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $37K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $24K |
| Morgan Stanley | 0.00% | Reduce -97.9% | 117 | $2K |
| Cwm, LLC | 0.00% | Reduce -53.4% | 76 | $1K |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.