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Disclosery

HTAB HARTFORD FDS EXCHANGE TRADED

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ETF (fund)

54 managers (54 13F filers) reported a position in HTAB shares at 2025-09-30, 13,615,154 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
54
13F filers
54
New
5
Added
21
Reduced
22
Sold out
10
Shares held by filers
13,615,154

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,185,549$41.8M0.01%+93,99613F-HRTimelineGroup
CPC Advisors, LLC1,821,706$34.8M3.68%+1,077,81413F-HRTimeline
LPL Financial LLC1,470,511$28.1M0.01%-744,62213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/912,528$17.5M<0.01%+145,92613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC904,218$17.3M0.01%-802,17413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP763,825$14.6M0.02%+51,19413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC752,125$14.4M<0.01%+62,56213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…672,483$12.9M0.01%+49,91913F-HRTimelineGroup
Main Street Financial Solutions, LLC555,651$10.6M0.68%-8,30813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP493,555$9.44M0.01%+134,06913F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC466,043$8.92M4.09%-3,23313F-HRTimeline
Cetera Investment Advisers304,503$5.83M0.01%-23,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.276,046$5.21M0.01%-32,72613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC230,156$4.4M0.09%+72,83713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …215,155$4.12M0.09%+9,55013F-HRTimelineGroup
IAG Wealth Partners, LLC173,124$3.31M0.4%-785,00613F-HRTimeline
Capital Asset Advisory Services LLC172,872$3.31M0.14%+15,55313F-HRTimeline
Element Wealth, LLC131,452$2.51M1.1%-1,69613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC119,073$2.28M<0.01%-22,35413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,210$2.15M<0.01%+62113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC82,735$1.58M0.01%+2,01213F-HRTimelineGroup
LifeGoal Investments, LLC71,608$1.37M1.14%-12,91713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,435$1.29M<0.01%-25,31313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,681$1.1M<0.01%new13F-HRTimelineGroup
Amplius Wealth Advisors, LLC48,013$918K0.08%-1,818,87013F-HRTimeline
Patriot Financial Group Insurance Agenc…47,118$901K0.12%+9,83113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,161$845K<0.01%-881,98913F-HRTimelineGroup
Leelyn Smith, LLC37,863$724K0.11%-63013F-HRTimeline
Sanctuary Advisors, LLC36,800$704K<0.01%-5,22513F-HR/ATimeline
&PARTNERS36,703$702K<0.01%+16513F-HRTimeline
Stonebridge Financial Group, LLC32,737$626K0.06%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC28,307$543K0.13%+6,04313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,348$504K<0.01%+8,10013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC26,158$500K0.01%-24,05513F-HRTimeline
HARBOUR INVESTMENTS, INC.23,697$453K0.01%+51413F-HRTimeline
FLOW TRADERS U.S. LLC23,350$447K0.02%new13F-HRTimeline
DAVENPORT & Co LLC23,319$446K<0.01%-72313F-HRTimeline
USAdvisors Wealth Management, LLC22,942$438K0.15%-5,89713F-HRTimeline
Keystone Financial Services, LLC20,144$385K0.27%+1,43113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,485$373K<0.01%-18,51113F-HRTimelineGroup
Opal Wealth Advisors, LLC17,602$337K0.09%+85613F-HRTimeline
Arete Wealth Advisors, LLC16,764$321K0.02%-9,15713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,309$255K<0.01%new13F-HRTimelineGroup
Prostatis Group LLC12,500$239K0.06%-2,00013F-HRTimeline
Fermata Advisors, LLC11,631$223K0.06%013F-HRTimeline
MGO ONE SEVEN LLC10,668$204K<0.01%013F-HRTimeline
Private Advisor Group, LLC10,197$195K<0.01%-27,49813F-HRTimeline
Steward Partners Investment Advisory, L…6,947$133K<0.01%+78013F-HRTimeline
Westside Investment Management, Inc.2,000$38.3K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,375$26.3K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,296$24.8K<0.01%new13F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,275$24.4K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125$2.4K<0.01%+813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC76$1K<0.01%013F-HRTimelineGroup

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