Latest Period
Q1 2026
Security Snapshot
Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) Institutional Ownership
CUSIP: 41653L404
13F Institutional Holders and Ownership History from Q2 2018 to Q1 2026
Institutions Reporting
46
Shares (Excl. Options)
12,220,773
Price
$19.00
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- Security type / class
- Equity / Hartford Schroders Tax-Aware Bond ETF
- Symbol
- HTAB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,220,773
- Total 13F value
- $232,200,715
- Portfolio coverage rank
- 0%
- Share change
- +430,908
- Value change
- +$8,138,875
- Number of holders
- 46
- Shares outstanding
- 17,768,691
- SEC-reported price per share
- $19.07
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF is tracked under CUSIP 41653L404.
- 46 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 50 to 46 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $236,198,141 to $232,200,715.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 46 institutions filings for Q1 2026.
Security key
41653L404
Latest holder period
Q1 2026
13F holders
46
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 41653L404:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
HTAB
| 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 31 Mar 2026, 46 institutional investors reported holding 12,220,773 shares of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB). This represents 69% of the company’s total 17,768,691 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
67%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 12% | 2,186,408 | +0.04% | 0.01% | $41,541,743 |
| CPC Advisors, LLC | 11% | 2,020,597 | +5.9% | 6.2% | $38,391,349 |
| LPL Financial LLC | 6.5% | 1,152,962 | -5.2% | 0.01% | $21,906,274 |
| BANK OF AMERICA CORP /DE/ | 5.3% | 939,027 | -1.3% | 0% | $17,841,521 |
| RAYMOND JAMES FINANCIAL INC | 5.1% | 903,254 | -5.5% | 0.01% | $17,161,831 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.3% | 767,052 | +14% | 0.01% | $14,573,984 |
| JONES FINANCIAL COMPANIES LLLP | 3.7% | 665,539 | +19% | 0.01% | $12,598,654 |
| Wealthspire Advisors, LLC | 3% | 540,656 | 0.08% | $10,272,458 | |
| YARGER WEALTH STRATEGIES, LLC | 2.7% | 477,671 | +4.1% | 3.7% | $9,075,753 |
| Cetera Investment Advisers | 1.7% | 310,006 | +3.4% | 0.01% | $5,890,122 |
| ENVESTNET ASSET MANAGEMENT INC | 1.6% | 292,554 | +12% | 0% | $5,558,527 |
| TRUIST FINANCIAL CORP | 1.4% | 253,015 | +3.6% | 0.01% | $4,807,281 |
| Capital Asset Advisory Services LLC | 1.4% | 240,265 | +24% | 0.18% | $4,615,968 |
| Wealthcare Advisory Partners LLC | 1.2% | 207,424 | +6.3% | 0.08% | $3,941,057 |
| OSAIC HOLDINGS, INC. | 0.91% | 161,414 | -2.5% | 0% | $3,066,873 |
| ROYAL BANK OF CANADA | 0.67% | 119,883 | +6.3% | 0% | $2,278,000 |
| IAG Wealth Partners, LLC | 0.64% | 113,812 | -5.2% | 0.24% | $2,162,428 |
| Element Wealth, LLC | 0.54% | 96,763 | -25% | 0.76% | $1,838,497 |
| Kestra Advisory Services, LLC | 0.53% | 93,683 | +7.1% | 0.01% | $1,779,984 |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | 64,372 | +32% | 0.07% | $1,223,068 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.29% | 50,924 | -7.2% | 0% | $967,550 |
| Independent Advisor Alliance | 0.27% | 47,088 | 0.01% | $894,670 | |
| STIFEL FINANCIAL CORP | 0.23% | 41,743 | +3.1% | 0% | $793,117 |
| NATIXIS ADVISORS, LLC | 0.22% | 39,528 | +104% | 0% | $751,000 |
| Stonebridge Financial Group, LLC | 0.18% | 32,116 | 0% | 0.05% | $610,204 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
32
Latest
Q1 2026
Rows shown
1-25 of 32
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 12,220,773 | $232,200,715 | +$8,138,875 | $19.00 | 46 |
| 2025 Q4 | 12,333,723 | $236,198,141 | -$23,163,933 | $19.15 | 50 |
| 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 |