Hartford Schroders Tax AwareHTABETF
13F holders, Q3 2025 (September 30)54holders −6
5new positions
10sold out
1famous investor
$19.12avg. 13F price*
At the end of Q3 2025, 54 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, down 6 from Q2 2025. 5 opened new positions and 10 sold out. The largest holders were Bank of New York Mellon Corp ($41.8M), CPC Advisors, LLC ($34.8M) and LPL Financial LLC ($28.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.9M |
| Exits | 10 | $9.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,840,792 shares bought and 5,741,798 shares sold, net −3,901,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 2,185,549 | $41.8M |
| CPC Advisors, LLC | 3.68% | Add +144.9% | 1,821,706 | $34.8M |
| LPL Financial LLC | 0.01% | Reduce -33.6% | 1,470,511 | $28.1M |
| Bank of America Corp. | 0.00% | Add +19.0% | 912,528 | $17.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -47.0% | 904,218 | $17.3M |
| Truist Financial Corp. | 0.02% | Add +7.2% | 763,825 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 752,125 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.0% | 672,483 | $12.9M |
| Main Street Financial Solutions, LLC | 0.68% | Reduce -1.5% | 555,651 | $10.6M |
| Jones Financial Companies LLLP | 0.01% | Add +37.3% | 493,555 | $9.4M |
| Yarger Wealth Strategies, LLC | 4.09% | Reduce -0.7% | 466,043 | $8.9M |
| Cetera Investment Advisers | 0.01% | Reduce -7.1% | 304,503 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.6% | 276,046 | $5.2M |
| Axxcess Wealth Management, LLC | 0.09% | Add +46.3% | 230,156 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +4.6% | 215,155 | $4.1M |
| IAG Wealth Partners, LLC | 0.40% | Reduce -81.9% | 173,124 | $3.3M |
| Capital Asset Advisory Services LLC | 0.14% | Add +9.9% | 172,872 | $3.3M |
| Element Wealth, LLC | 1.10% | Reduce -1.3% | 131,452 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -15.8% | 119,073 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 112,210 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 82,735 | $1.6M |
| LifeGoal Investments, LLC | 1.14% | Reduce -15.3% | 71,608 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.3% | 67,435 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 57,681 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -97.4% | 48,013 | $918K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +26.4% | 47,118 | $901K |
| Stifel Financial Corp. | 0.00% | Reduce -95.2% | 44,161 | $845K |
| Leelyn Smith, LLC | 0.11% | Reduce -1.6% | 37,863 | $724K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.4% | 36,800 | $704K |
| &partners | 0.00% | Add +0.5% | 36,703 | $702K |
| Stonebridge Financial Group, LLC | 0.06% | No change | 32,737 | $626K |
| West Michigan Advisors, LLC | 0.13% | Add +27.1% | 28,307 | $543K |
| Citadel Advisors | 0.00% | Add +44.4% | 26,348 | $504K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -47.9% | 26,158 | $500K |
| Harbour Investments, Inc. | 0.01% | Add +2.2% | 23,697 | $453K |
| Flow Traders U.S. LLC | 0.02% | New | 23,350 | $447K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.0% | 23,319 | $446K |
| USAdvisors Wealth Management, LLC | 0.15% | Reduce -20.4% | 22,942 | $438K |
| Keystone Financial Services, LLC | 0.27% | Add +7.7% | 20,144 | $385K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.7% | 19,485 | $373K |
| Opal Wealth Advisors, LLC | 0.09% | Add +5.1% | 17,602 | $337K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -35.3% | 16,764 | $321K |
| Natixis Advisors, LLC | 0.00% | New | 13,309 | $255K |
| Prostatis Group LLC | 0.06% | Reduce -13.8% | 12,500 | $239K |
| Fermata Advisors, LLC | 0.06% | No change | 11,631 | $223K |
| Mgo One Seven LLC | 0.00% | No change | 10,668 | $204K |
| Private Advisor Group, LLC | 0.00% | Reduce -73.0% | 10,197 | $195K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.7% | 6,947 | $133K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $38K |
| Wells Fargo & Company | 0.00% | New | 1,375 | $26K |
| UBS Group AG | 0.00% | New | 1,296 | $25K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,275 | $24K |
| Morgan Stanley | 0.00% | Add +6.8% | 125 | $2K |
| Cwm, LLC | 0.00% | No change | 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.