| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 12% | +19% | $41,809,552 | +$19.13 | 2,185,549 | +0% | Bank of New York Mellon Corp | 30 Sep 2025 |
As of 30 Sep 2025, 54 institutional investors reported holding 13,615,154 shares of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB). This represents 77% of the company’s total 17,768,691 outstanding shares.
The largest institutional shareholders of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) together control 74% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 12% | 2,185,549 | +4.5% | 0.01% | $41,809,543 |
| CPC Advisors, LLC | 10% | 1,821,706 | +145% | 3.7% | $34,849,248 |
| LPL Financial LLC | 8.3% | 1,470,511 | -34% | 0.01% | $28,130,870 |
| BANK OF AMERICA CORP /DE/ | 5.1% | 912,528 | +19% | 0% | $17,456,659 |
| RAYMOND JAMES FINANCIAL INC | 5.1% | 904,218 | -47% | 0.01% | $17,297,689 |
| TRUIST FINANCIAL CORP | 4.3% | 763,825 | +7.2% | 0.02% | $14,611,968 |
| ENVESTNET ASSET MANAGEMENT INC | 4.2% | 752,125 | +9.1% | 0% | $14,388,159 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.8% | 672,483 | +8% | 0.01% | $12,864,615 |
| Main Street Financial Solutions, LLC | 3.1% | 555,651 | -1.5% | 0.68% | $10,629,606 |
| JONES FINANCIAL COMPANIES LLLP | 2.8% | 493,555 | +37% | 0.01% | $9,441,703 |
| YARGER WEALTH STRATEGIES, LLC | 2.6% | 466,043 | -0.69% | 4.1% | $8,915,411 |
| Cetera Investment Advisers | 1.7% | 304,503 | -7.1% | 0.01% | $5,825,149 |
| OSAIC HOLDINGS, INC. | 1.6% | 276,046 | -11% | 0.01% | $5,207,998 |
| AXXCESS WEALTH MANAGEMENT, LLC | 1.3% | 230,156 | +46% | 0.09% | $4,402,884 |
| Wealthcare Advisory Partners LLC | 1.2% | 215,155 | +4.6% | 0.09% | $4,115,909 |
| IAG Wealth Partners, LLC | 0.97% | 173,124 | -82% | 0.4% | $3,311,854 |
| Capital Asset Advisory Services LLC | 0.97% | 172,872 | +9.9% | 0.14% | $3,307,041 |
| Element Wealth, LLC | 0.74% | 131,452 | -1.3% | 1.1% | $2,514,677 |
| JANE STREET GROUP, LLC | 0.67% | 119,073 | -16% | 0% | $2,277,866 |
| ROYAL BANK OF CANADA | 0.63% | 112,210 | +0.56% | 0% | $2,147,000 |
| Kestra Advisory Services, LLC | 0.47% | 82,735 | +2.5% | 0.01% | $1,582,723 |
| LifeGoal Investments, LLC | 0.4% | 71,608 | -15% | 1.1% | $1,369,855 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.38% | 67,435 | -27% | 0% | $1,290,000 |
| GOLDMAN SACHS GROUP INC | 0.32% | 57,681 | 0% | $1,103,438 | |
| Amplius Wealth Advisors, LLC | 0.27% | 48,013 | -97% | 0.08% | $918,485 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 461,076 | $8,845,129 | -$188,131 | $19.15 | 5 |
| 2025 Q3 | 13,615,154 | $260,386,992 | -$74,411,680 | $19.13 | 54 |
| 2025 Q2 | 17,504,648 | $327,500,208 | +$8,112,100 | $18.71 | 59 |
| 2025 Q1 | 17,069,381 | $327,170,794 | +$3,423,072 | $19.17 | 60 |
| 2024 Q4 | 16,944,360 | $328,069,502 | +$41,901,577 | $19.36 | 57 |
| 2024 Q3 | 14,579,257 | $288,797,512 | +$60,205,527 | $19.81 | 55 |
| 2024 Q2 | 11,550,340 | $223,056,366 | +$46,351,499 | $19.31 | 58 |
| 2024 Q1 | 9,116,188 | $178,436,653 | +$32,758,962 | $19.58 | 54 |
| 2023 Q4 | 7,441,115 | $146,906,998 | +$33,931,829 | $19.76 | 43 |
| 2023 Q3 | 5,714,921 | $104,425,919 | +$11,313,002 | $18.27 | 39 |
| 2023 Q2 | 5,064,847 | $98,468,256 | +$35,628,624 | $19.44 | 38 |
| 2023 Q1 | 3,216,673 | $63,083,980 | +$12,935,393 | $19.61 | 28 |
| 2022 Q4 | 2,557,585 | $48,748,521 | +$288,677 | $19.06 | 18 |
| 2022 Q3 | 2,542,499 | $46,654,000 | -$16,543,024 | $18.35 | 11 |
| 2022 Q2 | 3,435,037 | $464,256,000 | -$842,398,996 | $19.27 | 11 |
| 2022 Q1 | 4,063,821 | $468,066,000 | +$58,270,494 | $19.97 | 14 |
| 2021 Q4 | 4,241,910 | $90,163,064 | -$9,528,382 | $21.25 | 15 |
| 2021 Q3 | 4,690,345 | $360,818,423 | +$36,275,298 | $21.64 | 13 |
| 2021 Q2 | 4,703,898 | $363,214,907 | -$41,199,622 | $21.76 | 14 |
| 2021 Q1 | 5,931,618 | $386,693,140 | +$265,109,558 | $21.60 | 15 |
| 2020 Q4 | 4,887,946 | $106,307,308 | +$15,761,030 | $21.75 | 15 |
| 2020 Q3 | 4,163,297 | $90,355,169 | +$25,612,106 | $21.71 | 13 |
| 2020 Q2 | 2,984,149 | $64,551,000 | +$10,734,228 | $21.63 | 11 |
| 2020 Q1 | 2,489,412 | $51,533,000 | -$8,829,165 | $20.69 | 11 |
| 2019 Q4 | 2,814,251 | $59,054,000 | +$40,147,993 | $20.99 | 11 |
| 2019 Q3 | 900,642 | $18,980,000 | +$7,937,967 | $21.07 | 6 |
| 2019 Q2 | 523,664 | $10,963,000 | -$188,538 | $20.93 | 2 |
| 2019 Q1 | 532,671 | $10,989,000 | -$990 | $20.63 | 2 |
| 2018 Q4 | 532,719 | $10,654,000 | +$47,980 | $20.00 | 2 |
| 2018 Q3 | 531,519 | $10,531,000 | +$9,606,854 | $19.82 | 3 |
| 2018 Q2 | 46,719 | $933,000 | +$933,000 | $19.97 | 1 |