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Disclosery

HTAB HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

62 managers (62 13F filers) reported a position in HTAB shares at 2025-03-31, 17,124,756 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
62
New
8
Added
27
Reduced
20
Sold out
3
Shares held by filers
17,124,756

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC2,750,565$52.7M0.02%+94,58213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,130,786$40.8M0.01%+155,24813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,901,369$36.4M0.01%+67,48713F-HRTimelineGroup
Amplius Wealth Advisors, LLC1,686,359$32.3M3.36%-88,81413F-HRTimeline
IAG Wealth Partners, LLC1,176,456$22.6M3.51%+441,12213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/789,205$15.1M<0.01%-298,93713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP732,270$14M0.02%-233,46613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC712,754$13.7M<0.01%-237,55813F-HRTimelineGroup
Main Street Financial Solutions, LLC573,942$11M0.96%+123,51413F-HRTimeline
CPC Advisors, LLC555,676$10.7M1.47%+130,36813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC482,421$9.25M5.39%+31113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…399,333$7.66M0.01%+75,77913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330,515$6.34M0.01%+153,47813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP302,503$5.76M0.01%+113,32713F-HR/ATimelineGroup
Cetera Investment Advisers273,770$5.25M0.01%+41,75113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …244,343$4.68M0.13%-193,16813F-HRTimelineGroup
Capital Asset Advisory Services LLC164,851$3.15M0.16%+15,81013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC162,233$3.11M0.08%+13,20313F-HRTimeline
Cambridge Investment Research Advisors,…153,836$2.95M0.01%+12,19713F-HRTimeline
Element Wealth, LLC148,505$2.85M1.53%-1,56713F-HRTimeline
Mariner, LLCin group Mariner, LLC125,000$2.4M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,511$2.23M<0.01%+12,75113F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,755$2.22M<0.01%-62,83913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,506$2M<0.01%-36,60713F-HRTimeline
LifeGoal Investments, LLC98,513$1.89M2.04%-15,40313F-HRTimeline
ERn Financial, LLC97,711$1.87M0.3%-4,13313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,734$1.2M0.01%+25,13013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…57,501$1.1M0.15%-20,97913F-HRTimeline
Sanctuary Advisors, LLC55,375$1.06M0.01%-56013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,968$843K<0.01%+11,23213F-HRTimelineGroup
Leelyn Smith, LLC41,375$793K0.14%+2,02813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC38,054$729K0.03%-2,34913F-HRTimeline
Opal Wealth Advisors, LLC37,819$725K0.22%+64013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,700$704K<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC35,793$686K<0.01%+5,99413F-HRTimeline
HARBOUR INVESTMENTS, INC.34,629$664K0.02%+98213F-HRTimeline
Stonebridge Financial Group, LLC32,737$628K0.07%013F-HRTimeline
Atria Wealth Solutions, Inc.29,845$574K0.01%+59413F-HRTimeline
USAdvisors Wealth Management, LLC27,799$532K0.19%+1,80013F-HRTimeline
&PARTNERS27,370$521K0.01%-4,82513F-HRTimeline
DAVENPORT & Co LLC23,847$457K<0.01%-2,10313F-HRTimeline
Fermata Advisors, LLC21,881$419K0.08%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,254$409K0.14%-1,70813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,011$384K<0.01%-20,18913F-HRTimelineGroup
Arete Wealth Advisors, LLC19,677$377K0.03%-13,38013F-HRTimeline
Prostatis Group LLC19,100$366K0.12%-8,00013F-HRTimeline
Keystone Financial Services, LLC14,409$276K0.23%+1,75513F-HRTimeline
PRIVATE TRUST CO NA13,945$267K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,164$252K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC13,058$250K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,319$236K<0.01%+12413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,156$214K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,992$211K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,886$132K<0.01%+1,23913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,660$109K<0.01%+20513F-HRTimelineGroup
Westside Investment Management, Inc.2,000$38.3K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,637$31.4K<0.01%new13F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,275$24.4K0.01%013F-HRTimeline
Graney & King, LLC500$9.59K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC435$8.34K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC163$3K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-52,59013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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