Hartford Aaa Clo ETFTRPAETF
13F holders, Q1 2024 (March 31)26holders
1famous investor
$38.98avg. 13F price*
At the end of Q1 2024, 26 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings. The largest holders were Schorn Wealth LLC ($23.5M), LPL Financial LLC ($22.2M) and Evergreen Capital Management LLC ($11.0M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.8M |
| Exits | 3 | $1.8M |
Ownership 26 holders
| Schorn Wealth LLC | 8.88% | Add +0.6% | 603,161 | $23.5M |
| LPL Financial LLC | 0.01% | Add +2.3% | 568,818 | $22.2M |
| Evergreen Capital Management LLC | 0.42% | Reduce -0.9% | 280,613 | $11.0M |
| Jane Street Group, LLC | 0.01% | Reduce -47.3% | 123,292 | $4.8M |
| Belpointe Asset Management LLC | 0.28% | New | 96,320 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +121.2% | 63,989 | $2.5M |
| Centric Wealth Management | 0.62% | Reduce -71.8% | 50,000 | $1.9M |
| ForthRight Wealth Management, LLC | 0.68% | Add +21.0% | 48,537 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +13.0% | 39,978 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -67.8% | 26,069 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.2% | 19,233 | $749K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.0% | 18,799 | $733K |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 14,746 | $574K |
| Flow Traders U.S. LLC | 0.03% | Reduce -67.3% | 12,290 | $479K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.0% | 11,697 | $457K |
| Citadel Advisors | 0.00% | Add +10.6% | 9,791 | $381K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,000 | $351K |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 7,104 | $277K |
| Quad-Cities Investment Group, LLC | 0.16% | Reduce -16.9% | 7,009 | $273K |
| Avior Wealth Management, LLC | 0.01% | Add +1.3% | 6,998 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 6,264 | $244K |
| Jacobi Capital Management LLC | 0.02% | No change | 5,480 | $213K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,200 | $47K |
| UBS Group AG | 0.00% | Add +267.1% | 514 | $20K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 325 | $13K |
| Morgan Stanley | 0.00% | New | 1 | $47 |
"% of holder's portfolio" is TRPA's weight in each manager's 13F, not the share of Hartford Aaa Clo ETF the manager owns.