Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AAA CLO ETF
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
2,237,104
-
Shares change
-
+305,449
-
Total reported value, excl. options
-
$86,925,064
-
Value change
-
+$11,857,092
-
Number of buys
-
20
-
Number of sells
-
-11
-
Price
-
$38.84
Significant Holders of HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF (TRPA) as of Q1 2025
33 filings reported holding TRPA - HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF as of Q1 2025.
HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF (TRPA) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,237,104 shares
.
Largest 10 shareholders include Fiduciary Planning LLC (690,495 shares), LPL Financial LLC (528,473 shares), ForthRight Wealth Management, LLC (202,324 shares), RAYMOND JAMES FINANCIAL INC (155,713 shares), EVERGREEN CAPITAL MANAGEMENT LLC (109,990 shares), Kestra Advisory Services, LLC (102,528 shares), COMMONWEALTH EQUITY SERVICES, LLC (94,387 shares), OSAIC HOLDINGS, INC. (59,648 shares), Mariner, LLC (42,024 shares), and JANE STREET GROUP, LLC (41,054 shares).
This table shows the top 27 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.