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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 2026-03-31, 12,231,876 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
25
Reduced
14
Sold out
9
Shares held by filers
12,231,876

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,186,408$41.5M0.01%+85913F-HRTimelineGroup
CPC Advisors, LLC2,020,597$38.4M6.22%+111,92913F-HRTimeline
LPL Financial LLC1,152,962$21.9M0.01%-63,23213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/939,027$17.8M<0.01%-12,25613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC903,254$17.2M0.01%-52,57913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…767,052$14.6M0.01%+94,19113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP665,539$12.6M0.01%+104,58713F-HRTimelineGroup
Wealthspire Advisors, LLC540,656$10.3M0.08%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC477,671$9.08M3.68%+18,94813F-HRTimeline
Cetera Investment Advisers310,006$5.89M0.01%+10,33213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC292,554$5.56M<0.01%+31,84613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP253,015$4.81M0.01%+8,84513F-HRTimelineGroup
Capital Asset Advisory Services LLC240,265$4.62M0.18%+45,89113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …207,424$3.94M0.08%+12,22313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,414$3.07M<0.01%-4,16513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,883$2.28M<0.01%+7,13713F-HRTimelineGroup
IAG Wealth Partners, LLC113,812$2.16M0.24%-6,26313F-HRTimeline
Element Wealth, LLC96,763$1.84M0.76%-33,06513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,683$1.78M0.01%+6,17313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…64,372$1.22M0.07%+15,75413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,924$968K<0.01%-3,96113F-HRTimeline
Independent Advisor Alliance47,088$895K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,743$793K<0.01%+1,25713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,528$751K<0.01%+20,13713F-HRTimelineGroup
Stonebridge Financial Group, LLC32,116$610K0.05%013F-HRTimeline
DAVENPORT & Co LLC31,020$589K<0.01%+8,34013F-HRTimeline
Leelyn Smith, LLC29,448$560K0.08%+79813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC29,170$554K0.01%+2813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC28,634$546K0.12%-23313F-HRTimeline
Amplius Wealth Advisors, LLC28,606$544K0.05%-8,58413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,534$523K<0.01%-105,68013F-HRTimelineGroup
LifeGoal Investments, LLC26,049$497K0.28%-45,51613F-HRTimeline
HARBOUR INVESTMENTS, INC.24,718$470K0.01%+1,04213F-HRTimeline
USAdvisors Wealth Management, LLC23,317$441K0.15%+1,08713F-HRTimeline
Keystone Financial Services, LLC22,283$423K0.28%+1,47013F-HRTimeline
&PARTNERS22,212$422K<0.01%-15,15013F-HRTimeline
FLOW TRADERS U.S. LLC20,921$397K0.01%-41,53413F-HRTimeline
Arete Wealth Advisors, LLC20,149$383K0.03%+4,30013F-HR/ATimeline
HighTower Advisors, LLC17,999$342K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC17,922$341K0.08%+35013F-HRTimeline
Fermata Advisors, LLC11,631$221K0.05%013F-HRTimeline
Main Street Financial Solutions, LLC11,103$211K0.02%-562,47213F-HRTimeline
Steward Partners Investment Advisory, L…6,624$126K<0.01%+44313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,038$115K<0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc3,668$69.7K0.05%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,074$58.4K<0.01%+2,96613F-HRTimelineGroup
Westside Investment Management, Inc.2,000$38K0.01%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