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Disclosery

HTAB HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

57 managers (57 13F filers) reported a position in HTAB shares at 2024-12-31, 16,944,361 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
57
13F filers
57
New
4
Added
31
Reduced
14
Sold out
3
Shares held by filers
16,944,361

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC2,655,983$51.4M0.02%+403,82713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,975,538$38.2M0.01%-47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,833,882$35.5M0.01%13F-HR/ATimelineGroup
Amplius Wealth Advisors, LLC1,775,173$34.4M3.52%+1,019,66813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,088,142$21.1M<0.01%+56,47113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP965,736$18.7M0.03%+84,43213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC950,312$18.4M0.01%+93,39213F-HRTimelineGroup
IAG Wealth Partners, LLC735,334$14.2M2.51%+136,01313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC482,110$9.33M5.38%+28,57113F-HRTimeline
Main Street Financial Solutions, LLC450,428$8.72M0.86%+11,69313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …437,511$8.47M0.24%+22,53713F-HRTimelineGroup
CPC Advisors, LLC425,308$8.23M1.12%+231,46013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…323,554$6.26M0.01%+146,50313F-HRTimelineGroup
Cetera Investment Advisers232,019$4.49M0.01%+6,57113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189,176$3.66M<0.01%+76,79913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC178,594$3.46M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,037$3.43M0.01%-126,61713F-HR/ATimelineGroup
Element Wealth, LLC150,072$2.91M1.52%-76213F-HRTimeline
Capital Asset Advisory Services LLC149,041$2.89M0.14%+7,84413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC149,030$2.89M0.07%+8,39713F-HRTimeline
Cambridge Investment Research Advisors,…141,639$2.74M0.01%-97,64513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,113$2.73M<0.01%+5,42513F-HRTimeline
Mariner, LLCin group Mariner, LLC125,000$2.42M<0.01%new13F-HRTimelineGroup
LifeGoal Investments, LLC113,916$2.21M2.39%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,760$2.01M<0.01%+17,23113F-HRTimelineGroup
ERn Financial, LLC101,844$1.97M0.3%-317,41613F-HRTimeline
Patriot Financial Group Insurance Agenc…78,480$1.52M0.2%-59,87413F-HRTimeline
Financial Advocates Investment Manageme…66,454$1.29M0.07%+2,48213F-HRTimeline
Sanctuary Advisors, LLC55,935$1.08M0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…52,590$1.02M0.06%+6,63013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC40,403$782K0.03%+2,84313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,200$778K<0.01%new13F-HRTimelineGroup
Leelyn Smith, LLC39,347$762K0.14%+42213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,604$728K<0.01%+8,30913F-HRTimelineGroup
Opal Wealth Advisors, LLC37,179$720K0.22%+17,82213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,860$656K0.04%+8,82213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.33,647$651K0.02%-12813F-HRTimeline
&PARTNERS32,195$648K0.01%-13013F-HRTimeline
Arete Wealth Advisors, LLC33,057$640K0.05%-1,55413F-HRTimeline
Stonebridge Financial Group, LLC32,737$634K0.07%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,736$634K<0.01%-43613F-HRTimelineGroup
Private Advisor Group, LLC29,799$577K<0.01%+4,26013F-HRTimeline
Atria Wealth Solutions, Inc.29,251$569K0.01%-29613F-HRTimeline
Prostatis Group LLC27,100$525K0.15%+5,00013F-HRTimeline
USAdvisors Wealth Management, LLC25,999$503K0.16%+4,21613F-HRTimeline
DAVENPORT & Co LLC25,950$502K<0.01%+2,13013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,962$446K0.13%-3,42313F-HRTimeline
Fermata Advisors, LLC21,881$424K0.08%new13F-HRTimeline
PRIVATE TRUST CO NA13,945$270K0.03%+1,01013F-HRTimeline
Keystone Financial Services, LLC12,654$245K0.22%13F-HRTimeline
MML INVESTORS SERVICES, LLC12,195$236K<0.01%+6313F-HRTimeline
Trademark Financial Management, LLC10,072$195K0.15%-2,55913F-HRTimeline
Steward Partners Investment Advisory, L…5,647$109K<0.01%+23913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,455$106K<0.01%-10413F-HR/ATimelineGroup
Westside Investment Management, Inc.2,000$38.7K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,275$24.7K0.01%013F-HRTimeline
Graney & King, LLC500$9.68K0.01%13F-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