Hartford Aaa Clo ETFTRPAETF
13F holders, Q1 2025 (March 31)27holders −1
5new positions
6sold out
1famous investor
$38.86avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Schorn Wealth LLC ($26.8M), LPL Financial LLC ($20.5M) and ForthRight Wealth Management, LLC ($7.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.1M |
| Exits | 6 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 392,535 shares bought and 87,086 shares sold, net +305,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Schorn Wealth LLC | 8.84% | Add +3.0% | 690,495 | $26.8M |
| LPL Financial LLC | 0.01% | Add +7.3% | 528,473 | $20.5M |
| ForthRight Wealth Management, LLC | 2.63% | Add +3.9% | 202,324 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +171.0% | 155,713 | $6.0M |
| Evergreen Capital Management LLC | 0.14% | Reduce -18.1% | 109,990 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.5% | 102,528 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +29.2% | 94,387 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1030.5% | 59,648 | $2.3M |
| Mariner, LLC | 0.00% | New | 42,024 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +69.7% | 41,054 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 38,911 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.40% | Add +209.4% | 31,994 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | New | 31,299 | $1.2M |
| Citadel Advisors | 0.00% | New | 13,546 | $526K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -15.0% | 13,343 | $521K |
| Convergence Financial, LLC | 0.09% | Add +27.1% | 11,447 | $445K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.0% | 9,415 | $366K |
| Advisor Resource Council | 0.03% | New | 9,313 | $362K |
| Truist Financial Corp. | 0.00% | Add +52.6% | 9,055 | $352K |
| Stifel Financial Corp. | 0.00% | Reduce -23.3% | 8,650 | $336K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 8,476 | $329K |
| Oregon Pacific Wealth Management, LLC | 0.28% | Add +4.2% | 7,334 | $285K |
| Quad-Cities Investment Group, LLC | 0.14% | Add +1.7% | 7,158 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.4% | 5,000 | $194K |
| Royal Bank of Canada | 0.00% | No change | 4,300 | $167K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,200 | $47K |
| Morgan Stanley | 0.00% | Add +2600.0% | 27 | $1K |
"% of holder's portfolio" is TRPA's weight in each manager's 13F, not the share of Hartford Aaa Clo ETF the manager owns.