Hartford Aaa Clo ETFTRPAETF
13F holders, Q1 2026 (March 31)26holders −4
1new positions
5sold out
$38.76avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding Hartford Aaa Clo ETF (TRPA) in their 13F filings, down 4 from Q4 2025. 1 opened new positions and 5 sold out. The largest holders were Schorn Wealth LLC ($24.7M), LPL Financial LLC ($8.7M) and Raymond James Financial Inc. ($6.2M).
- Company
- Hartford Aaa Clo ETF
- CUSIP
- 41653L602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $388K |
| Exits | 5 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 196,771 shares bought and 321,485 shares sold, net −124,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Schorn Wealth LLC | 7.45% | Add +1.5% | 636,154 | $24.7M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 224,977 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +75.4% | 158,850 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.7% | 120,109 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 115,911 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 108,543 | $4.2M |
| Convergence Financial, LLC | 0.39% | Add +84.1% | 96,069 | $3.7M |
| Evergreen Capital Management LLC | 0.07% | Reduce -4.8% | 85,675 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 74,644 | $2.9M |
| ForthRight Wealth Management, LLC | 0.81% | Reduce -36.4% | 73,954 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +3.0% | 73,500 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.6% | 41,560 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +426.2% | 39,140 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -58.2% | 33,147 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 31,154 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.2% | 30,901 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -33.8% | 27,416 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -17.7% | 26,080 | $1.0M |
| Regal Investment Advisors LLC | 0.04% | Reduce -24.6% | 19,042 | $738K |
| Truist Financial Corp. | 0.00% | Add +12.8% | 17,750 | $688K |
| Flow Traders U.S. LLC | 0.01% | Reduce -18.8% | 10,256 | $397K |
| Independent Advisor Alliance | 0.00% | New | 10,004 | $388K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.9% | 5,630 | $218K |
| Old Mission Capital LLC | 0.01% | Reduce -66.5% | 5,561 | $215K |
| Cetera Investment Advisers | 0.00% | Reduce -8.2% | 5,275 | $204K |
| Morgan Stanley | 0.00% | Reduce -25.0% | 3 | $123 |
"% of holder's portfolio" is TRPA's weight in each manager's 13F, not the share of Hartford Aaa Clo ETF the manager owns.