Who owns HTAB?
Hartford Schroders Tax-Aware Bond ETF · Hartford
48 institutions reported holding HTAB, worth $237.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HTAB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CPC Advisors, LLC | Atlanta, GA | $41.2M | 2,149,572 | +128,975 shares |
| Bank of New York Mellon Corp | New York, NY | $40.0M | 2,085,861 | −100,547 shares |
| Bank of America Corp. | Charlotte, NC | $18.1M | 946,182 | +7,155 shares |
| LPL Financial LLC | Fort Mill, SC | $17.8M | 925,807 | −227,155 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $17.7M | 924,489 | +21,235 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $14.4M | 749,155 | −17,897 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $12.9M | 669,960 | +4,421 shares |
| Wealthspire Advisors, LLC | New York, NY | $10.3M | 538,467 | −2,189 shares |
| Yarger Wealth Strategies, LLC | Westerville, OH | $9.2M | 480,097 | +2,426 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.2M | 322,980 | +30,426 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HTAB?
48 institutional managers reported holding HTAB in Form 13F filings for June 30, 2026, worth $237.9M in total. The largest reported position was held by CPC Advisors, LLC, at $41.2M.
Did institutions buy or sell HTAB last quarter?
Reported 13F value rose 2.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HTAB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.