Who Owns Hartford Schroders Tax-Aware Bond ETF (HTAB)?Hedge Fund & Institutional Holders

$19.14+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7000000110000003e+214T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$18.37$18.75$19.13$19.52$19.90Sep 24Jun 25Mar 26

HTAB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+39K+$17.0B
JONES FINANCIAL COMPANIES LLLPNew Position+561K+$10.0B
YARGER WEALTH STRATEGIES, LLCNew Position+459K+$8.8B
Element Wealth, LLCNew Position+130K+$2.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+55K+$1.0B
Amplius Wealth Advisors, LLCNew Position+37K+$712.0M
Stonebridge Financial Group, LLCNew Position+32K+$615.0M
Keystone Financial Services, LLCNew Position+21K+$398.0M
Main Street Financial Solutions, LLCIncreased+18K+$353.4M
Opal Wealth Advisors, LLCNew Position+18K+$336.0M
Prostatis Group LLCNew Position+13K+$239.0M
Bank of New York Mellon CorpNew Position+2.2M+$41.0M
Westside Investment Management, Inc.New Position+2K+$38.0M
CPC Advisors, LLCNew Position+1.9M+$36.5M
WEST MICHIGAN ADVISORS, LLCIncreased+560+$10.7M

HTAB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-254K-$28.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-669K-$12.9B
Cetera Investment AdvisersDecreased-5K-$5.8B
OSAIC HOLDINGS, INC.Decreased-110K-$3.2B
LifeGoal Investments, LLCDecreased-43-$1.4B
GOLDMAN SACHS GROUP INCClosed Position-58K-$1.1B
STIFEL FINANCIAL CORPDecreased-4K-$844.8M
HARBOUR INVESTMENTS, INC.Decreased-21-$452.9M
Wealthcare Advisory Partners LLCDecreased-20K-$377.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-19K-$372.7M
Private Advisor Group, LLCDecreased-40-$195.1M
Steward Partners Investment Advisory, LLCDecreased-766-$132.9M
Tanglewood Legacy Advisors, LLCClosed Position-1K-$24.4M
UBS Group AGDecreased-965-$18.8M
IAG Wealth Partners, LLCDecreased-53K-$1.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/904,645$17.0B0.00%Share
2RAYMOND JAMES FINANCIAL INC585,533$11.0B0.00%Share
3Main Street Financial Solutions, LLC573,575$11.0B0.82%Share
4JONES FINANCIAL COMPANIES LLLP560,952$10.0B0.01%Share
5YARGER WEALTH STRATEGIES, LLC458,723$8.8B3.78%Share
6RAYMOND JAMES FINANCIAL INC357,210$6.0B0.00%Share
7Wealthcare Advisory Partners LLC195,201$3.7B0.07%Share
8Element Wealth, LLC129,828$2.5B1.02%Share
9OSAIC HOLDINGS, INC.132,381$2.0B0.00%Share
10ROYAL BANK OF CANADA112,746$2.0B0.00%Share
11COMMONWEALTH EQUITY SERVICES, LLC54,885$1.0B0.00%Share
12Amplius Wealth Advisors, LLC37,190$712.0M0.06%Share
13Stonebridge Financial Group, LLC32,116$615.0M0.05%Share
14WEST MICHIGAN ADVISORS, LLC28,867$554.0M0.13%Share
15Keystone Financial Services, LLC20,813$398.0M0.27%Share
16Opal Wealth Advisors, LLC17,572$336.0M0.09%Share
17Prostatis Group LLC12,500$239.0M0.06%Share
18Fermata Advisors, LLC11,631$222.0M0.05%Share
19Bank of New York Mellon Corp2,185,547$41.0M0.01%Share
20Westside Investment Management, Inc.2,000$38.0M0.01%Share
21CPC Advisors, LLC1,908,668$36.5M3.69%Share
22LPL Financial LLC1,216,194$23.0M0.01%Share
23UBS Group AG331$6.0M0.00%Share
24Cetera Investment Advisers299,674$5.0M0.01%Share
25AXXCESS WEALTH MANAGEMENT, LLC244,475$4.7M0.02%Share
26TRUIST FINANCIAL CORP244,170$4.7M0.01%Share
27ENVESTNET ASSET MANAGEMENT INC260,708$4.0M0.00%Share
28Capital Asset Advisory Services LLC194,374$3.7M0.15%Share
29IAG Wealth Partners, LLC120,075$2.3M0.27%Share
30JANE STREET GROUP, LLC133,214$2.0M0.00%Share
31Sanctuary Advisors, LLC55,375$1.1M0.01%Share
32Sanctuary Advisors, LLC55,375$1.1M0.01%Share
33Kestra Advisory Services, LLC87,510$1.0M0.00%Share
34Patriot Financial Group Insurance Agency, LLC48,618$931K0.11%Share
35Sanctuary Advisors, LLC42,025$786K0.00%Share
36Leelyn Smith, LLC28,650$548K0.08%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,952$539K0.00%Share
38LifeGoal Investments, LLC71,565$494K0.33%Share
39HARBOUR INVESTMENTS, INC.23,676$453K0.01%Share
40DAVENPORT & Co LLC22,680$434K0.00%Share
41USAdvisors Wealth Management, LLC22,230$425K0.14%Share
42Arete Wealth Advisors, LLC15,849$304K0.02%Share
43MGO ONE SEVEN LLC10,668$204K0.00%Share
44FLOW TRADERS U.S. LLC62,455$1K0.03%Share
45STIFEL FINANCIAL CORP40,486$00.00%Share
46NATIXIS ADVISORS, LLC19,391$00.00%Share
47Steward Partners Investment Advisory, LLC6,181$00.00%Share
48Bank of New York Mellon Corp2$00.00%Share
49MORGAN STANLEY108$00.00%Share
50JOURNEY STRATEGIC WEALTH LLC13,370$00.00%Share

HTAB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$78.2B+16
Q3 202536$103.3B-19
Q2 202555$228.6B-5
Q1 202560$237.4B+10
Q4 202450$3.6T+11
Q3 202439$104.8T-1
Q2 202440$41.6T+6
Q1 202434$33.8T—

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As of Q4 2025, 50 institutional investors hold HTAB (Hartford Schroders Tax-Aware Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $17.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HTAB?

As of Q4 2025, 50 institutional investors report holding HTAB (Hartford Schroders Tax-Aware Bond ETF) in their 13F filings.

Who is the largest institutional holder of HTAB?

The largest institutional holder of HTAB is BANK OF AMERICA CORP /DE/ with $17.0B in shares.

Is institutional ownership of HTAB increasing or decreasing?

This quarter, 12 institutions opened new positions in HTAB and 3 closed their positions.