Hartford Schroders Tax AwareHTABETF
13F holders, Q4 2025 (December 31)51holders −3
2new positions
5sold out
2famous investors
$19.08avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, down 3 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Bank of New York Mellon Corp ($41.9M), CPC Advisors, LLC ($36.6M) and LPL Financial LLC ($23.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Hartford Schroders Tax Aware
- CUSIP
- 41653L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $498K |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 409,113 shares bought and 1,618,979 shares sold, net −1,209,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Bank of New York Mellon Corp | 0.01% | No change | 2,185,549 | $41.9M |
| CPC Advisors, LLC | 3.69% | Add +4.8% | 1,908,668 | $36.6M |
| LPL Financial LLC | 0.01% | Reduce -17.3% | 1,216,194 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.7% | 955,833 | $18.3M |
| Bank of America Corp. | 0.00% | Add +4.3% | 951,283 | $18.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 672,861 | $12.9M |
| Main Street Financial Solutions, LLC | 0.82% | Add +3.2% | 573,575 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Add +13.7% | 560,952 | $10.7M |
| Yarger Wealth Strategies, LLC | 3.78% | Reduce -1.6% | 458,723 | $8.8M |
| Cetera Investment Advisers | 0.01% | Reduce -1.6% | 299,674 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -65.3% | 260,708 | $5.0M |
| Axxcess Wealth Management, LLC | 0.08% | Add +6.2% | 244,475 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -68.0% | 244,170 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -9.3% | 195,201 | $3.7M |
| Capital Asset Advisory Services LLC | 0.15% | Add +12.4% | 194,374 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.0% | 165,579 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +11.9% | 133,214 | $2.6M |
| Element Wealth, LLC | 1.03% | Reduce -1.2% | 129,828 | $2.5M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -30.6% | 120,075 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 112,746 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.8% | 87,510 | $1.7M |
| Flow Traders U.S. LLC | 0.04% | Add +167.5% | 62,455 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.6% | 54,885 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +3.2% | 48,618 | $931K |
| Stifel Financial Corp. | 0.00% | Reduce -8.3% | 40,486 | $775K |
| Citadel Advisors | 0.00% | Add +50.3% | 39,602 | $758K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -22.5% | 37,190 | $712K |
| &partners | 0.00% | Add +1.8% | 37,362 | $706K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -1.9% | 32,116 | $615K |
| Journey Strategic Wealth LLC | 0.01% | Add +11.4% | 29,142 | $558K |
| West Michigan Advisors, LLC | 0.13% | Add +2.0% | 28,867 | $555K |
| Leelyn Smith, LLC | 0.08% | Reduce -24.3% | 28,650 | $549K |
| LifeGoal Investments, LLC | 0.33% | Reduce -0.1% | 71,565 | $495K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 23,676 | $453K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.7% | 22,680 | $434K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -3.1% | 22,230 | $425K |
| Keystone Financial Services, LLC | 0.27% | Add +3.3% | 20,813 | $399K |
| Natixis Advisors, LLC | 0.00% | Add +45.7% | 19,391 | $371K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 17,572 | $337K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 15,849 | $304K |
| AQR Capital Management | 0.00% | New | 13,354 | $256K |
| MML Investors Services, LLC | 0.00% | New | 12,642 | $242K |
| Prostatis Group LLC | 0.06% | No change | 12,500 | $239K |
| Fermata Advisors, LLC | 0.05% | No change | 11,631 | $223K |
| Mgo One Seven LLC | 0.00% | No change | 10,668 | $204K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 10,157 | $195K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.0% | 6,181 | $118K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $38K |
| Wells Fargo & Company | 0.00% | No change | 1,375 | $26K |
| UBS Group AG | 0.00% | Reduce -74.5% | 331 | $6K |
| Morgan Stanley | 0.00% | Reduce -13.6% | 108 | $2K |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.