Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / Hartford Schroders Tax-Aware Bond ETF
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Shares outstanding
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17,768,691
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Number of holders
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55
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Total 13F shares, excl. options
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14,579,257
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Shares change
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+3,036,417
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Total reported value, excl. options
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$288,797,512
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Value change
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+$60,205,527
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Number of buys
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47
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Number of sells
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-6
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Price
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$19.81
Significant Holders of Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) as of Q3 2024
58 filings reported holding HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF as of Q3 2024.
Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF (HTAB) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,579,257 shares
of 17,768,691 outstanding shares and own 82% of the company stock.
Largest 10 shareholders include LPL Financial LLC (2,252,156 shares), Bank of New York Mellon Corp (1,976,013 shares), BANK OF AMERICA CORP /DE/ (1,031,671 shares), RAYMOND JAMES & ASSOCIATES (989,385 shares), TRUIST FINANCIAL CORP (881,304 shares), ENVESTNET ASSET MANAGEMENT INC (856,920 shares), Amplius Wealth Advisors, LLC (755,505 shares), Raymond James Financial Services Advisors, Inc. (753,843 shares), IAG Wealth Partners, LLC (599,321 shares), and YARGER WEALTH STRATEGIES, LLC (453,539 shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.