Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / Hartford Schroders Tax-Aware Bond ETF
Symbol
HTAB
Shares outstanding
17,768,691
Price per share
$19.21
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
12,333,723
Total reported value
$236,198,141
% of total 13F portfolios
0%
Share change
-1,209,823
Value change
-$23,163,933
Number of holders
50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 12% +19% $41,809,552 +$19.13 2,185,549 +0% Bank of New York Mellon Corp 30 Sep 2025

As of 31 Dec 2025, 50 institutional investors reported holding 12,333,723 shares of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB). This represents 69% of the company’s total 17,768,691 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bank of New York Mellon Corp 12% 2,185,549 0% 0.01% $41,853,256
CPC Advisors, LLC 11% 1,908,668 +4.8% 3.7% $36,550,997
LPL Financial LLC 6.8% 1,216,194 -17% 0.01% $23,290,106
RAYMOND JAMES FINANCIAL INC 5.4% 955,833 +5.7% 0.01% $18,304,201
BANK OF AMERICA CORP /DE/ 5.4% 951,283 +4.2% 0% $18,217,068
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.8% 672,861 +0.06% 0.01% $12,885,291
Main Street Financial Solutions, LLC 3.2% 573,575 +3.2% 0.82% $10,983,965
JONES FINANCIAL COMPANIES LLLP 3.2% 560,952 +14% 0.01% $10,742,221
YARGER WEALTH STRATEGIES, LLC 2.6% 458,723 -1.6% 3.8% $8,784,543
Cetera Investment Advisers 1.7% 299,674 -1.6% 0.01% $5,738,750
ENVESTNET ASSET MANAGEMENT INC 1.5% 260,708 -65% 0% $4,992,565
AXXCESS WEALTH MANAGEMENT, LLC 1.4% 244,475 +6.2% 0.08% $4,681,681
TRUIST FINANCIAL CORP 1.4% 244,170 -68% 0.01% $4,675,865
Wealthcare Advisory Partners LLC 1.1% 195,201 -9.3% 0.07% $3,738,093
Capital Asset Advisory Services LLC 1.1% 194,374 +12% 0.15% $3,737,804
OSAIC HOLDINGS, INC. 0.93% 165,579 -40% 0% $3,170,846
JANE STREET GROUP, LLC 0.75% 133,214 +12% 0% $2,551,048
Element Wealth, LLC 0.73% 129,828 -1.2% 1% $2,486,206
IAG Wealth Partners, LLC 0.68% 120,075 -31% 0.27% $2,299,439
ROYAL BANK OF CANADA 0.63% 112,746 +0.48% 0% $2,159,000
Kestra Advisory Services, LLC 0.49% 87,510 +5.8% 0.01% $1,675,824
FLOW TRADERS U.S. LLC 0.35% 62,455 +167% 0.04% $1,196,000
COMMONWEALTH EQUITY SERVICES, LLC 0.31% 54,885 -19% 0% $1,051,050
Patriot Financial Group Insurance Agency, LLC 0.27% 48,618 +3.2% 0.11% $931,035
STIFEL FINANCIAL CORP 0.23% 40,486 -8.3% 0% $775,309

Institutional Holders of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 12,333,723 $236,198,141 -$23,163,933 $19.15 50
2025 Q3 13,615,154 $260,386,992 -$74,411,680 $19.13 54
2025 Q2 17,504,648 $327,500,208 +$8,112,100 $18.71 59
2025 Q1 17,069,381 $327,170,794 +$3,423,072 $19.17 60
2024 Q4 16,944,360 $328,069,502 +$41,901,577 $19.36 57
2024 Q3 14,579,257 $288,797,512 +$60,205,527 $19.81 55
2024 Q2 11,550,340 $223,056,366 +$46,351,499 $19.31 58
2024 Q1 9,116,188 $178,436,653 +$32,758,962 $19.58 54
2023 Q4 7,441,115 $146,906,998 +$33,931,829 $19.76 43
2023 Q3 5,714,921 $104,425,919 +$11,313,002 $18.27 39
2023 Q2 5,064,847 $98,468,256 +$35,628,624 $19.44 38
2023 Q1 3,216,673 $63,083,980 +$12,935,393 $19.61 28
2022 Q4 2,557,585 $48,748,521 +$288,677 $19.06 18
2022 Q3 2,542,499 $46,654,000 -$16,543,024 $18.35 11
2022 Q2 3,435,037 $464,256,000 -$842,398,996 $19.27 11
2022 Q1 4,063,821 $468,066,000 +$58,270,494 $19.97 14
2021 Q4 4,241,910 $90,163,064 -$9,528,382 $21.25 15
2021 Q3 4,690,345 $360,818,423 +$36,275,298 $21.64 13
2021 Q2 4,703,898 $363,214,907 -$41,199,622 $21.76 14
2021 Q1 5,931,618 $386,693,140 +$265,109,558 $21.60 15
2020 Q4 4,887,946 $106,307,308 +$15,761,030 $21.75 15
2020 Q3 4,163,297 $90,355,169 +$25,612,106 $21.71 13
2020 Q2 2,984,149 $64,551,000 +$10,734,228 $21.63 11
2020 Q1 2,489,412 $51,533,000 -$8,829,165 $20.69 11
2019 Q4 2,814,251 $59,054,000 +$40,147,993 $20.99 11
2019 Q3 900,642 $18,980,000 +$7,937,967 $21.07 6
2019 Q2 523,664 $10,963,000 -$188,538 $20.93 2
2019 Q1 532,671 $10,989,000 -$990 $20.63 2
2018 Q4 532,719 $10,654,000 +$47,980 $20.00 2
2018 Q3 531,519 $10,531,000 +$9,606,854 $19.82 3
2018 Q2 46,719 $933,000 +$933,000 $19.97 1