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Disclosery

HTAB HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

47 managers (47 13F filers) reported a position in HTAB shares at 2026-06-30, 12,403,084 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
21
Reduced
17
Sold out
3
Shares held by filers
12,403,084

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CPC Advisors, LLC2,149,572$41.2M5.56%+128,97513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,085,861$40M0.01%-100,54713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/946,182$18.1M<0.01%+7,15513F-HRTimelineGroup
LPL Financial LLC925,807$17.8M<0.01%-227,15513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC924,489$17.7M<0.01%+21,23513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…749,155$14.4M0.01%-17,89713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP669,960$12.9M0.01%+4,42113F-HRTimelineGroup
Wealthspire Advisors, LLC538,467$10.3M0.06%-2,18913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC480,097$9.17M3.29%+2,42613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC322,980$6.2M<0.01%+30,42613F-HR/ATimelineGroup
Cetera Investment Advisers319,584$6.13M0.01%+9,57813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP314,986$6.04M0.01%+61,97113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC264,611$5.08M0.08%new13F-HRTimeline
Capital Asset Advisory Services LLC247,337$4.74M0.17%+7,07213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …186,550$3.58M0.07%-20,87413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC178,640$3.43M<0.01%+151,10613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,103$3.13M<0.01%+1,68913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,260$2.19M<0.01%-5,62313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,288$1.89M0.01%+4,60513F-HRTimelineGroup
Element Wealth, LLC95,621$1.83M0.69%-1,14213F-HRTimeline
IAG Wealth Partners, LLC86,184$1.65M0.16%-27,62813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers66,362$1.27M<0.01%+26,83413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,474$796K<0.01%-26913F-HRTimelineGroup
Stonebridge Financial Group, LLC32,116$616K0.05%013F-HRTimeline
DAVENPORT & Co LLC31,190$598K<0.01%+17013F-HRTimeline
Patriot Financial Group Insurance Agenc…30,771$590K0.06%-33,60113F-HRTimeline
Leelyn Smith, LLC28,732$551K0.07%-71613F-HRTimeline
Arete Wealth Advisors, LLC26,418$507K0.03%+6,26913F-HR/ATimeline
&PARTNERS25,848$496K<0.01%+3,63613F-HRTimeline
LifeGoal Investments, LLC25,392$487K0.22%-65713F-HRTimeline
USAdvisors Wealth Management, LLC25,082$481K0.14%+1,76513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,760$475K0.01%+4213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC24,105$464K0.09%-4,52913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC18,986$364K<0.01%-31,93813F-HRTimeline
Opal Wealth Advisors, LLC18,555$356K0.08%+63313F-HRTimeline
Keystone Financial Services, LLC17,606$338K0.2%-4,67713F-HRTimeline
OLD MISSION CAPITAL LLC17,112$328K0.01%new13F-HRTimeline
HighTower Advisors, LLC15,817$303K<0.01%-2,18213F-HRTimeline
Amplius Wealth Advisors, LLC13,579$260K0.02%-15,02713F-HRTimeline
MML INVESTORS SERVICES, LLC12,832$246K<0.01%new13F-HRTimeline
Fermata Advisors, LLC11,631$223K0.05%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,994$211K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,202$138K<0.01%+57813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,038$116K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc3,668$70.4K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,080$59.1K<0.01%+613F-HRTimelineGroup
Westside Investment Management, Inc.2,000$38.4K0.01%013F-HRTimeline

Events

  • Bank of New York Mellon Corp and 1 other reporting person reported 47,180 HTAB shares, 0.4% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001390777-26-000098

    Accepted , ingested