Who owns Hartford Schroders Tax-Aware Bond ETF?
Institutional ownership of HTAB from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
38
13F holders
$232.6M
value, 2026 filers
76.9%
of shares outstanding (12.2M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HTAB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CPC Advisors, LLC | 2.1M | $41.2M | 5.6% | 13.6% | +6.4% |
| 2 | Bank of New York Mellon Corp | 2.1M | $40.0M | 0.0% | 13.2% | -4.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 946,182 | $18.1M | 0.0% | 6% | +0.8% |
| 4 | LPL Financial LLC | 925,807 | $17.8M | 0.0% | 5.8% | -19.7% |
| 5 | RAYMOND JAMES FINANCIAL INC | 924,489 | $17.7M | 0.0% | 5.8% | +2.4% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 749,155 | $14.4M | 0.0% | 4.7% | -2.3% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 669,960 | $12.9M | 0.0% | 4.2% | +0.7% |
| 8 | Wealthspire Advisors, LLC | 538,467 | $10.3M | 0.1% | 3.4% | -0.4% |
| 9 | YARGER WEALTH STRATEGIES, LLC | 480,097 | $9.2M | 3.3% | 3% | +0.5% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 322,980 | $6.2M | 0.0% | 2% | +10.4% |
| 11 | Cetera Investment Advisers | 319,584 | $6.1M | 0.0% | 2% | +3.1% |
| 12 | TRUIST FINANCIAL CORP | 314,986 | $6.0M | 0.0% | 2% | +24.5% |
| 13 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 264,611 | $5.1M | 0.1% | 1.7% | new |
| 14 | Capital Asset Advisory Services LLC | 247,337 | $4.7M | 0.2% | 1.6% | +2.9% |
| 15 | Wealthcare Advisory Partners LLC | 186,550 | $3.6M | 0.1% | 1.2% | -10.1% |
| 16 | JANE STREET GROUP, LLC | 178,640 | $3.4M | 0.0% | 1.1% | +548.8% |
| 17 | OSAIC HOLDINGS, INC. | 163,103 | $3.1M | 0.0% | 1% | +1.0% |
| 18 | ROYAL BANK OF CANADA | 114,260 | $2.2M | 0.0% | 0.7% | -4.7% |
| 19 | Kestra Advisory Services, LLC | 98,288 | $1.9M | 0.0% | 0.6% | +4.9% |
| 20 | Element Wealth, LLC | 95,621 | $1.8M | 0.7% | 0.6% | -1.2% |
| 21 | IAG Wealth Partners, LLC | 86,184 | $1.7M | 0.2% | 0.5% | -24.3% |
| 22 | NATIXIS ADVISORS, LLC | 66,362 | $1,272 | 0.0% | 0.4% | +67.9% |
| 23 | Arete Wealth Advisors, LLC | 52,836 | $1.0M | 0.0% | 0.3% | +31.1% |
| 24 | STIFEL FINANCIAL CORP | 41,474 | $795,559 | 0.0% | 0.3% | -0.6% |
| 25 | Patriot Financial Group Insurance Agency, LLC | 30,771 | $590,252 | 0.1% | 0.2% | -52.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.