Hartford Aaa Clo ETFTRPAETF
13F holders, Q2 2026 (June 30)26holders
6new positions
6sold out
1famous investor
$38.87avg. 13F price*
At the end of Q2 2026, 26 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 6 sold out. The largest holders were Schorn Wealth LLC ($24.9M), Raymond James Financial Inc. ($7.8M) and Convergence Financial, LLC ($7.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Aaa Clo ETF
- CUSIP
- 41653L602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.3M |
| Exits | 6 | $2.7M |
All 13F filers, Q1 2026 → Q2 2026: 310,733 shares bought and 169,444 shares sold, net +141,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Schorn Wealth LLC | 6.52% | Add +0.8% | 641,399 | $24.9M |
| Raymond James Financial Inc. | 0.00% | Add +25.9% | 199,971 | $7.8M |
| Convergence Financial, LLC | 0.60% | Add +100.6% | 192,686 | $7.5M |
| LPL Financial LLC | 0.00% | Reduce -24.4% | 170,123 | $6.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.9% | 124,731 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.2% | 121,817 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 96,736 | $3.8M |
| Evergreen Capital Management LLC | 0.06% | Add +0.5% | 86,120 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 78,629 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -8.4% | 67,294 | $2.6M |
| ForthRight Wealth Management, LLC | 0.65% | Reduce -12.1% | 65,034 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +44.4% | 56,512 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +54.1% | 48,006 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 45,290 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.8% | 38,730 | $1.5M |
| Citadel Advisors | 0.00% | New | 35,277 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.5% | 31,981 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.2% | 25,497 | $991K |
| Garden State Investment Advisory Services LLC | 0.19% | Reduce -11.1% | 24,383 | $950K |
| Regal Investment Advisors LLC | 0.04% | Reduce -6.7% | 17,765 | $690K |
| Citigroup Inc. | 0.00% | New | 16,067 | $624K |
| Truist Financial Corp. | 0.00% | Reduce -15.2% | 15,057 | $585K |
| Susquehanna International Group, LLP | 0.00% | New | 6,594 | $256K |
| Axxcess Wealth Management, LLC | 0.00% | New | 6,392 | $248K |
| Private Trust Co. NA | 0.00% | New | 500 | $19K |
| Morgan Stanley | 0.00% | No change | 3 | $151 |
"% of holder's portfolio" is TRPA's weight in each manager's 13F, not the share of Hartford Aaa Clo ETF the manager owns.