Who owns TRPA?
Hartford AAA CLO ETF · Hartford
26 institutions reported holding TRPA, worth $86.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TRPA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Schorn Wealth LLC | Englewood, FL | $24.9M | 641,399 | +5,245 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.8M | 199,971 | +41,121 shares |
| Convergence Financial, LLC | Columbia, MO | $7.5M | 192,686 | +96,617 shares |
| LPL Financial LLC | Fort Mill, SC | $6.6M | 170,123 | −54,854 shares |
| Kestra Advisory Services, LLC | Austin, TX | $4.8M | 124,731 | +4,622 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.7M | 121,817 | +13,274 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.8M | 96,736 | −19,175 shares |
| Evergreen Capital Management LLC | Bellevue, WA | $3.4M | 86,120 | +445 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.1M | 78,629 | +3,985 shares |
| Flagship Harbor Advisors, LLC | Boston, MA | $2.6M | 67,294 | −6,206 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 TRPA?
26 institutional managers reported holding TRPA in Form 13F filings for June 30, 2026, worth $86.0M in total. The largest reported position was held by Schorn Wealth LLC, at $24.9M.
Did institutions buy or sell TRPA last quarter?
Reported 13F value rose 7.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 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 TRPA 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.