Who Owns Hartford AAA CLO ETF (TRPA)?Hedge Fund & Institutional Holders

$38.93+0.04 (+0.10%)Financial ServicesBATS

Institutional Holders

32

as of Q4 2025

Total Institutional Value

$2.438190006000452e+88T

% of Float Held

QoQ Change in Holders

+9 / -1

Price History

$38.58$38.74$38.90$39.06$39.22Apr 25Sep 25Mar 26

TRPA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+103K+$4.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+90K+$3.5M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+71K+$2.8M
Aptus Capital Advisors, LLCNew Position+32K+$1.0M
OLD MISSION CAPITAL LLCNew Position+17K+$646K
TRUIST FINANCIAL CORPNew Position+16K+$612K
Oregon Pacific Wealth Management, LLCNew Position+7K+$255K
FLOW TRADERS U.S. LLCNew Position+13K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+7K+$0
STIFEL FINANCIAL CORPIncreased+328+$-294.6M
Stratos Wealth Partners, LTD.Increased+6K+$-801.7M
Convergence Financial, LLCIncreased+11K+$-1.6B
ROYAL BANK OF CANADAIncreased+51K+$-2.0B
OSAIC HOLDINGS, INC.Increased+906+$-2.8B
Mariner, LLCIncreased+4K+$-2.9B

TRPA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-120K-$13.9B
RAYMOND JAMES FINANCIAL INCDecreased-94K-$7.2B
GOLDMAN SACHS GROUP INCDecreased-1K-$6.2B
ForthRight Wealth Management, LLCDecreased-25K-$5.5B
Regal Investment Advisors LLCDecreased-54K-$3.1B
Garden State Investment Advisory Services LLCDecreased-14K-$2.2B
CITADEL ADVISORS LLCClosed Position-42K-$1.6B
Private Advisor Group, LLCDecreased-4K-$1.4B
JANE STREET GROUP, LLCDecreased-2K-$1.4B
Kingsview Wealth Management, LLCDecreased-2K-$299.1M
Cetera Investment AdvisersDecreased-730-$252.0M
HARBOUR INVESTMENTS, INC.Decreased-868-$125.6M
MORGAN STANLEYDecreased-21-$975K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fiduciary Planning LLC626,613$24.4M7.40%Share
2LPL Financial LLC238,086$9.0M0.00%Share
3GOLDMAN SACHS GROUP INC157,578$6.0M0.00%Share
4ForthRight Wealth Management, LLC116,251$4.5M1.30%Share
5Kestra Advisory Services, LLC115,775$4.0M0.02%Share
6ROYAL BANK OF CANADA103,340$4.0M0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC103,075$4.0M0.01%Share
8EVERGREEN CAPITAL MANAGEMENT LLC90,010$3.5M0.08%Share
9Mariner, LLC79,382$3.0M0.00%Share
10RAYMOND JAMES FINANCIAL INC87,347$3.0M0.00%Share
11FLAGSHIP HARBOR ADVISORS, LLC71,344$2.8M0.13%Share
12Convergence Financial, LLC52,176$2.0M0.30%Share
13OSAIC HOLDINGS, INC.56,558$2.0M0.00%Share
14Garden State Investment Advisory Services LLC41,392$1.6M0.36%Share
15Stratos Wealth Partners, LTD.26,826$1.0M0.01%Share
16Aptus Capital Advisors, LLC31,705$1.0M0.01%Share
17JANE STREET GROUP, LLC34,821$1.0M0.00%Share
18Private Advisor Group, LLC32,865$1.0M0.00%Share
19Regal Investment Advisors LLC25,264$983K0.06%Share
20OLD MISSION CAPITAL LLC16,624$646K0.01%Share
21TRUIST FINANCIAL CORP15,743$612K0.00%Share
22Oregon Pacific Wealth Management, LLC6,559$255K0.26%Share
23AXXCESS WEALTH MANAGEMENT, LLC6,392$248K0.00%Share
24HARBOUR INVESTMENTS, INC.2,363$91K0.00%Share
25MORGAN STANLEY4$00.00%Share
26OSAIC HOLDINGS, INC.15,402$00.00%Share
27Cetera Investment Advisers5,749$00.00%Share
28RAYMOND JAMES FINANCIAL INC3,219$00.00%Share
29JONES FINANCIAL COMPANIES LLLP7,438$00.00%Share
30FLOW TRADERS U.S. LLC12,636$00.00%Share
31Kingsview Wealth Management, LLC5,578$00.00%Share
32STIFEL FINANCIAL CORP7,904$00.00%Share

TRPA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$80.7M+8
Q3 202522$82.2B-5
Q2 202527$69.6B+0
Q1 202527$83.3B+2
Q4 202425$1.5T+8
Q3 202417$30.5T-1
Q2 202418$38.9T-3
Q1 202421$43.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 32 institutional investors hold TRPA (Hartford AAA CLO ETF). The largest holder is Fiduciary Planning LLC with $24.4M in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own TRPA?

As of Q4 2025, 32 institutional investors report holding TRPA (Hartford AAA CLO ETF) in their 13F filings.

Who is the largest institutional holder of TRPA?

The largest institutional holder of TRPA is Fiduciary Planning LLC with $24.4M in shares.

Is institutional ownership of TRPA increasing or decreasing?

This quarter, 9 institutions opened new positions in TRPA and 1 closed their positions.