Hartford Aaa Clo ETFTRPAETF
13F holders, Q2 2025 (June 30)29holders +2
4new positions
2sold out
1famous investor
$38.89avg. 13F price*
At the end of Q2 2025, 29 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Schorn Wealth LLC ($24.2M), LPL Financial LLC ($11.8M) and Goldman Sachs Group Inc. ($7.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.7M |
| Exits | 2 | $556K |
All 13F filers, Q1 2025 → Q2 2025: 321,339 shares bought and 417,723 shares sold, net −96,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Schorn Wealth LLC | 8.01% | Reduce -9.8% | 622,497 | $24.2M |
| LPL Financial LLC | 0.00% | Reduce -42.8% | 302,382 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 184,485 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +16.5% | 181,458 | $7.1M |
| ForthRight Wealth Management, LLC | 1.79% | Reduce -27.2% | 147,275 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.7% | 107,364 | $4.2M |
| Evergreen Capital Management LLC | 0.12% | Reduce -8.0% | 101,195 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.8% | 98,947 | $3.8M |
| Mariner, LLC | 0.00% | Add +77.4% | 74,540 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 66,768 | $2.6M |
| Garden State Investment Advisory Services LLC | 0.56% | Add +64.9% | 52,762 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.5% | 37,146 | $1.4M |
| Citadel Advisors | 0.00% | Add +106.8% | 28,017 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -43.5% | 17,677 | $687K |
| Convergence Financial, LLC | 0.11% | Add +46.8% | 16,806 | $653K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.9% | 13,601 | $531K |
| Jane Street Group, LLC | 0.00% | Reduce -68.7% | 12,833 | $499K |
| Royal Bank of Canada | 0.00% | Add +168.9% | 11,564 | $450K |
| Truist Financial Corp. | 0.00% | Add +15.0% | 10,417 | $405K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -8.0% | 8,660 | $337K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.4% | 8,596 | $334K |
| Stifel Financial Corp. | 0.00% | Reduce -9.8% | 7,802 | $303K |
| Quad-Cities Investment Group, LLC | 0.13% | Add +1.3% | 7,252 | $282K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -3.6% | 7,069 | $275K |
| Cetera Investment Advisers | 0.00% | New | 5,970 | $232K |
| Susquehanna International Group, LLP | 0.00% | New | 5,590 | $217K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,200 | $47K |
| UBS Group AG | 0.00% | New | 821 | $32K |
| Morgan Stanley | 0.00% | Reduce -3.7% | 26 | $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.