Hartford Schroders Tax AwareHTABETF
13F holders, Q1 2026 (March 31)47holders −4
4new positions
9sold out
$19.00avg. 13F price*
At the end of Q1 2026, 47 institutions reported holding Hartford Schroders Tax Aware (HTAB) in their 13F filings, down 4 from Q4 2025. 4 opened new positions and 9 sold out. The largest holders were Bank of New York Mellon Corp ($41.5M), CPC Advisors, LLC ($38.4M) and LPL Financial LLC ($21.9M).
- Company
- Hartford Schroders Tax Aware
- CUSIP
- 41653L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.6M |
| Exits | 9 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,122,714 shares bought and 1,299,794 shares sold, net −177,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Bank of New York Mellon Corp | 0.01% | Add +0.0% | 2,186,408 | $41.5M |
| CPC Advisors, LLC | 6.22% | Add +5.9% | 2,020,597 | $38.4M |
| LPL Financial LLC | 0.01% | Reduce -5.2% | 1,152,962 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 939,027 | $17.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 903,254 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.0% | 767,052 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +18.6% | 665,539 | $12.6M |
| Wealthspire Advisors, LLC | 0.08% | New | 540,656 | $10.3M |
| Yarger Wealth Strategies, LLC | 3.68% | Add +4.1% | 477,671 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 310,006 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 292,554 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 253,015 | $4.8M |
| Capital Asset Advisory Services LLC | 0.18% | Add +23.6% | 240,265 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +6.3% | 207,424 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 161,414 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 119,883 | $2.3M |
| IAG Wealth Partners, LLC | 0.24% | Reduce -5.2% | 113,812 | $2.2M |
| Element Wealth, LLC | 0.76% | Reduce -25.5% | 96,763 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.0% | 93,683 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +32.4% | 64,372 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 50,924 | $968K |
| Independent Advisor Alliance | 0.01% | New | 47,088 | $895K |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 41,743 | $793K |
| Natixis Advisors, LLC | 0.00% | Add +103.8% | 39,528 | $751K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 32,116 | $610K |
| DAVENPORT & Co LLC | 0.00% | Add +36.8% | 31,020 | $589K |
| Leelyn Smith, LLC | 0.08% | Add +2.8% | 29,448 | $560K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 29,170 | $554K |
| West Michigan Advisors, LLC | 0.12% | Reduce -0.8% | 28,634 | $546K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -23.1% | 28,606 | $544K |
| Jane Street Group, LLC | 0.00% | Reduce -79.3% | 27,534 | $523K |
| LifeGoal Investments, LLC | 0.28% | Reduce -63.6% | 26,049 | $497K |
| Harbour Investments, Inc. | 0.01% | Add +4.4% | 24,718 | $470K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +4.9% | 23,317 | $441K |
| Keystone Financial Services, LLC | 0.28% | Add +7.1% | 22,283 | $423K |
| &partners | 0.00% | Reduce -40.5% | 22,212 | $422K |
| Flow Traders U.S. LLC | 0.01% | Reduce -66.5% | 20,921 | $397K |
| Arete Wealth Advisors, LLC | 0.03% | Add +27.1% | 20,149 | $383K |
| HighTower Advisors, LLC | 0.00% | New | 17,999 | $342K |
| Opal Wealth Advisors, LLC | 0.08% | Add +2.0% | 17,922 | $341K |
| Fermata Advisors, LLC | 0.05% | No change | 11,631 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -98.1% | 11,103 | $211K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.2% | 6,624 | $126K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,038 | $115K |
| PlanVest Financial, Inc | 0.05% | — | 3,668 | $70K |
| Morgan Stanley | 0.00% | Add +2746.3% | 3,074 | $58K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,000 | $38K |
"% of holder's portfolio" is HTAB's weight in each manager's 13F, not the share of Hartford Schroders Tax Aware the manager owns.