Skip to content
Disclosery

HTAB HARTFORD FDS EXCHANGE TRADED

Follow

ETF (fund)

51 managers (51 13F filers) reported a position in HTAB shares at 2025-12-31, 12,405,288 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
2
Added
19
Reduced
24
Sold out
5
Shares held by filers
12,405,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,185,549$41.9M0.01%013F-HRTimelineGroup
CPC Advisors, LLC1,908,668$36.6M3.69%+86,96213F-HRTimeline
LPL Financial LLC1,216,194$23.3M0.01%-254,31713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC955,833$18.3M0.01%+51,61513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/951,283$18.2M<0.01%+38,75513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…672,861$12.9M0.01%+37813F-HR/ATimelineGroup
Main Street Financial Solutions, LLC573,575$11M0.82%+17,92413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP560,952$10.7M0.01%+67,39713F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC458,723$8.78M3.78%-7,32013F-HRTimeline
Cetera Investment Advisers299,674$5.74M0.01%-4,82913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC260,708$4.99M<0.01%-491,41713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC244,475$4.68M0.08%+14,31913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP244,170$4.68M0.01%-519,65513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …195,201$3.74M0.07%-19,95413F-HRTimelineGroup
Capital Asset Advisory Services LLC194,374$3.74M0.15%+21,50213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.165,579$3.17M<0.01%-110,46713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,214$2.55M<0.01%+14,14113F-HRTimelineGroup
Element Wealth, LLC129,828$2.49M1.03%-1,62413F-HRTimeline
IAG Wealth Partners, LLC120,075$2.3M0.27%-53,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,746$2.16M<0.01%+53613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,510$1.68M0.01%+4,77513F-HRTimelineGroup
FLOW TRADERS U.S. LLC62,455$1.2M0.04%+39,10513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,885$1.05M<0.01%-12,55013F-HRTimeline
Patriot Financial Group Insurance Agenc…48,618$931K0.11%+1,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,486$775K<0.01%-3,67513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,602$758K<0.01%+13,25413F-HRTimelineGroup
Amplius Wealth Advisors, LLC37,190$712K0.06%-10,82313F-HRTimeline
&PARTNERS37,362$706K<0.01%+65913F-HRTimeline
Stonebridge Financial Group, LLC32,116$615K0.05%-62113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC29,142$558K0.01%+2,98413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC28,867$555K0.13%+56013F-HRTimeline
Leelyn Smith, LLC28,650$549K0.08%-9,21313F-HRTimeline
LifeGoal Investments, LLC71,565$495K0.33%-4313F-HRTimeline
HARBOUR INVESTMENTS, INC.23,676$453K0.01%-2113F-HRTimeline
DAVENPORT & Co LLC22,680$434K<0.01%-63913F-HRTimeline
USAdvisors Wealth Management, LLC22,230$425K0.14%-71213F-HRTimeline
Keystone Financial Services, LLC20,813$399K0.27%+66913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,391$371K<0.01%+6,08213F-HRTimelineGroup
Opal Wealth Advisors, LLC17,572$337K0.09%-3013F-HRTimeline
Arete Wealth Advisors, LLC15,849$304K0.02%-91513F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,354$256K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,642$242K<0.01%new13F-HRTimeline
Prostatis Group LLC12,500$239K0.06%013F-HRTimeline
Fermata Advisors, LLC11,631$223K0.05%013F-HRTimeline
MGO ONE SEVEN LLC10,668$204K<0.01%013F-HRTimeline
Private Advisor Group, LLC10,157$195K<0.01%-4013F-HRTimeline
Steward Partners Investment Advisory, L…6,181$118K<0.01%-76613F-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%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG331$6.34K<0.01%-96513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY108$2.07K<0.01%-1713F-HR/ATimelineGroup

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