HARTFORD FDS EXCHANGE TRADED (HTAB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
47
Reporting holders
$237.3M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CPC Advisors, LLC | $41.2M | 2,149,572 | 5.56% | 8q | +6.4%+$2.5M |
| Bank of New York Mellon Corp | $40.0M | 2,085,861 | 0.01% | 27q | -4.6%-$1.9M |
| BANK OF AMERICA CORP /DE/ | $18.1M | 946,182 | 0.00% | 12q | +0.8%+$137.2K |
| LPL Financial LLC | $17.8M | 925,807 | 0.00% | 15q | -19.7%-$4.4M |
| RAYMOND JAMES FINANCIAL INC | $17.7M | 924,489 | 0.00% | 7q | +2.4%+$407.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.4M | 749,155 | 0.01% | 14q | -2.3%-$343.3K |
| JONES FINANCIAL COMPANIES LLLP | $12.9M | 669,960 | 0.01% | 11q | +0.7%+$85.1K |
| Wealthspire Advisors, LLC | $10.3M | 538,467 | 0.06% | 2q | HELD |
| YARGER WEALTH STRATEGIES, LLC | $9.2M | 480,097 | 3.29% | 13q | +0.5%+$46.3K |
| ENVESTNET ASSET MANAGEMENT INC | $6.2M | 322,980 | 0.00% | 14q | +10.4%+$583.6K |
| Cetera Investment Advisers | $6.1M | 319,584 | 0.01% | 10q | +3.1%+$183.7K |
| TRUIST FINANCIAL CORP | $6.0M | 314,986 | 0.01% | 14q | +24.5%+$1.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.1M | 264,611 | 0.08% | new | NEW |
| Capital Asset Advisory Services LLC | $4.7M | 247,337 | 0.17% | 15q | +2.9%+$135.7K |
| Wealthcare Advisory Partners LLC | $3.6M | 186,550 | 0.07% | 11q | -10.1%-$400.4K |
| JANE STREET GROUP, LLC | $3.4M | 178,640 | 0.00% | 7q | +548.8%+$2.9M |
| OSAIC HOLDINGS, INC. | $3.1M | 163,103 | 0.00% | 26q | +1.0%+$32.4K |
| ROYAL BANK OF CANADA | $2.2M | 114,260 | 0.00% | 27q | -4.7%-$107.9K |
| Kestra Advisory Services, LLC | $1.9M | 98,288 | 0.01% | 10q | +4.9%+$88.6K |
| Element Wealth, LLC | $1.8M | 95,621 | 0.69% | 11q | -1.2%-$21.9K |
| IAG Wealth Partners, LLC | $1.7M | 86,184 | 0.16% | 10q | -24.3%-$530.0K |
| Arete Wealth Advisors, LLC | $1.0M | 52,836 | 0.02% | 9q | +162.2%+$626.9K |
| WEST MICHIGAN ADVISORS, LLC | $1.0M | 52,739 | 0.10% | 10q | +84.2%+$461.5K |
| STIFEL FINANCIAL CORP | $795.6K | 41,474 | 0.00% | 13q | -0.6%-$5.2K |
| Stonebridge Financial Group, LLC | $616.1K | 32,116 | 0.05% | 7q | HELD |
| DAVENPORT & Co LLC | $598.3K | 31,190 | 0.00% | 10q | +0.5%+$3.3K |
| Patriot Financial Group Insurance Agency, LLC | $590.3K | 30,771 | 0.06% | 10q | -52.2%-$644.5K |
| Leelyn Smith, LLC | $551.1K | 28,732 | 0.07% | 13q | -2.4%-$13.7K |
| &PARTNERS | $495.8K | 25,848 | 0.00% | 9q | +16.4%+$69.7K |
| LifeGoal Investments, LLC | $487.1K | 25,392 | 0.22% | 7q | -2.5%-$12.6K |
| HARBOUR INVESTMENTS, INC. | $474.9K | 24,760 | 0.01% | 15q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $364.2K | 18,986 | 0.00% | 15q | -62.7%-$612.6K |
| Opal Wealth Advisors, LLC | $355.9K | 18,555 | 0.08% | 9q | +3.5%+$12.1K |
| Keystone Financial Services, LLC | $337.7K | 17,606 | 0.20% | 7q | -21.0%-$89.7K |
| OLD MISSION CAPITAL LLC | $328.2K | 17,112 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $303.4K | 15,817 | 0.00% | 2q | -12.1%-$41.9K |
| Amplius Wealth Advisors, LLC | $260.5K | 13,579 | 0.02% | 13q | -52.5%-$288.3K |
| MML INVESTORS SERVICES, LLC | $246.1K | 12,832 | 0.00% | new | NEW |
| Fermata Advisors, LLC | $223.1K | 11,631 | 0.05% | 7q | HELD |
| Equitable Holdings, Inc. | $210.9K | 10,994 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $138.2K | 7,202 | 0.00% | 14q | +8.7%+$11.1K |
| Rockefeller Capital Management L.P. | $115.8K | 6,038 | 0.00% | 2q | HELD |
| PlanVest Financial, Inc | $70.4K | 3,668 | 0.05% | 2q | HELD |
| MORGAN STANLEY | $59.1K | 3,080 | 0.00% | 12q | HELD |
| Westside Investment Management, Inc. | $38.4K | 2,000 | 0.01% | 26q | HELD |
| Integrated Wealth Concepts LLC | $23.3K | 1,216 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $6.4K | 332 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $1.3K | 66,362 | 0.00% | 4q | +67.9% |
| USAdvisors Wealth Management, LLC | $481 | 25,082 | 0.14% | 11q | +7.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $237.3M | 12,368,240 | 6 | 18 | 15 | 0.0% |
| Q1 2026 | 44 | $230.8M | 12,148,110 | 4 | 20 | 14 | 0.0% |
| Q4 2025 | 48 | $234.7M | 12,317,061 | 2 | 16 | 18 | 0.0% |
| Q3 2025 | 48 | $258.7M | 13,526,653 | 3 | 20 | 19 | 0.0% |
| Q2 2025 | 54 | $324.4M | 17,341,439 | 5 | 18 | 26 | 0.0% |
| Q1 2025 | 54 | $321.9M | 16,795,464 | 6 | 23 | 17 | 0.0% |
| Q4 2024 | 52 | $321.2M | 16,590,358 | 4 | 28 | 9 | 0.0% |
| Q3 2024 | 49 | $280.0M | 14,135,214 | 1 | 39 | 3 | 0.0% |
| Q2 2024 | 50 | $224.4M | 11,617,968 | 5 | 26 | 12 | 0.0% |
| Q1 2024 | 48 | $172.8M | 8,828,898 | 13 | 23 | 6 | 0.0% |
| Q4 2023 | 38 | $140.9M | 7,138,656 | 7 | 18 | 10 | 0.0% |
| Q3 2023 | 35 | $98.3M | 5,378,985 | 7 | 16 | 6 | 0.0% |
| Q2 2023 | 32 | $91.3M | 4,697,497 | 7 | 15 | 4 | 0.0% |
| Q1 2023 | 25 | $60.0M | 3,059,108 | 11 | 8 | 5 | 0.0% |
| Q4 2022 | 13 | $47.0M | 2,464,460 | 4 | 3 | 6 | 0.0% |
| Q3 2022 | 11 | $46.7M | 2,542,499 | 2 | 4 | 4 | 0.0% |
| Q2 2022 | 10 | $65.6M | 3,402,337 | 2 | 2 | 4 | 0.0% |
| Q1 2022 | 13 | $68.1M | 3,962,921 | 3 | 3 | 7 | 0.0% |
| Q4 2021 | 14 | $88.9M | 4,183,622 | 5 | 2 | 5 | 0.0% |
| Q3 2021 | 12 | $100.5M | 4,645,122 | 1 | 3 | 4 | 0.0% |
| Q2 2021 | 13 | $101.3M | 4,656,998 | 1 | 5 | 5 | 0.0% |
| Q1 2021 | 14 | $127.0M | 5,882,118 | 3 | 5 | 5 | 0.0% |
| Q4 2020 | 15 | $116.9M | 5,375,446 | 2 | 8 | 2 | 0.0% |
| Q3 2020 | 12 | $88.0M | 4,052,825 | 3 | 4 | 2 | 0.0% |
| Q2 2020 | 11 | $64.6M | 2,984,149 | 1 | 3 | 3 | 0.0% |
| Q1 2020 | 11 | $51.5M | 2,489,412 | 1 | 1 | 6 | 0.0% |
| Q4 2019 | 12 | $59.1M | 2,814,279 | 6 | 3 | 2 | 0.0% |
| Q3 2019 | 6 | $19.0M | 900,642 | 4 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $11.0M | 523,664 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $11.0M | 532,671 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $10.7M | 532,719 | 0 | 0 | 0 | 0.0% |