Hartford Aaa Clo ETFTRPAETF
13F holders, Q3 2025 (September 30)30holders +1
4new positions
2sold out
1famous investor
$38.90avg. 13F price*
At the end of Q3 2025, 30 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings, up 1 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Schorn Wealth LLC ($24.1M), LPL Financial LLC ($13.9M) and Raymond James Financial 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.5M |
| Exits | 2 | $249K |
All 13F filers, Q2 2025 → Q3 2025: 301,483 shares bought and 48,597 shares sold, net +252,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Schorn Wealth LLC | 7.35% | Reduce -0.7% | 618,419 | $24.1M |
| LPL Financial LLC | 0.00% | Add +18.4% | 358,154 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 184,080 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.0% | 158,740 | $6.2M |
| ForthRight Wealth Management, LLC | 1.60% | Reduce -4.1% | 141,192 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.5% | 110,100 | $4.3M |
| Evergreen Capital Management LLC | 0.09% | Reduce -0.6% | 100,580 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 95,993 | $3.7M |
| Regal Investment Advisors LLC | 0.20% | New | 79,063 | $3.1M |
| Mariner, LLC | 0.00% | Add +1.6% | 75,722 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 71,054 | $2.8M |
| Garden State Investment Advisory Services LLC | 0.55% | Add +5.0% | 55,423 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +350.0% | 52,035 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +140.3% | 42,481 | $1.7M |
| Citadel Advisors | 0.00% | Add +49.0% | 41,752 | $1.6M |
| Convergence Financial, LLC | 0.24% | Add +142.8% | 40,814 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 37,244 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +186.8% | 36,811 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +140.1% | 20,642 | $803K |
| Truist Financial Corp. | 0.00% | Add +34.1% | 13,968 | $543K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -11.2% | 7,692 | $299K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 7,576 | $295K |
| Oregon Pacific Wealth Management, LLC | 0.24% | Add +0.3% | 7,094 | $276K |
| Cetera Investment Advisers | 0.00% | Add +8.5% | 6,479 | $252K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,392 | $249K |
| Quad-Cities Investment Group, LLC | 0.10% | Reduce -20.9% | 5,736 | $223K |
| Harbour Investments, Inc. | 0.00% | New | 3,231 | $126K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,200 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 313 | $12K |
| Morgan Stanley | 0.00% | Reduce -3.9% | 25 | $975 |
"% of holder's portfolio" is TRPA's weight in each manager's 13F, not the share of Hartford Aaa Clo ETF the manager owns.