HTAB Institutional Ownership
Hartford Schroders Tax-Aware Bond ETF
1W: -0.8%
1M: -3.9%
3M: -6.8%
YTD: -6.3%
1Y: -6.0%
3Y: +6.0%
5Y: -5.0%
$17.90
-0.05 (-0.28%)
Weekly Expected Move ±0.8%
$18
$18
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HTAB
52
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
237M
Total Invested
6
New Positions
21
Increased
20
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CPC Advisors, LLC | 2,149,572 | 38M | +128,975 | +6.4% | 8Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2,085,861 | 37M | -100,547 | -4.6% | 27Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 946,182 | 17M | +7,155 | +0.8% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 925,807 | 17M | -227,155 | -19.7% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 924,489 | 17M | +21,235 | +2.4% | 7Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 749,155 | 13M | -17,897 | -2.3% | 14Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 669,960 | 12M | +4,421 | +0.7% | 11Q | SEC ↗ |
| 8 | Wealthspire Advisors, LLC | 538,467 | 10M | -2,189 | -0.4% | 2Q | SEC ↗ |
| 9 | YARGER WEALTH STRATEGIES, LLC | 480,097 | 9M | +2,426 | +0.5% | 13Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 322,980 | 6M | +30,426 | +10.4% | 14Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 319,584 | 6M | +9,578 | +3.1% | 10Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 314,986 | 6M | +61,971 | +24.5% | 14Q | SEC ↗ |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 264,611 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Capital Asset Advisory Services LLC | 247,337 | 4M | +7,072 | +2.9% | 15Q | SEC ↗ |
| 15 | Wealthcare Advisory Partners LLC | 186,550 | 3M | -20,874 | -10.1% | 11Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 178,640 | 3M | +151,106 | +548.8% | 7Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 163,103 | 3M | +1,689 | +1.0% | 26Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 114,260 | 2M | -5,623 | -4.7% | 27Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 98,288 | 2M | +4,605 | +4.9% | 10Q | SEC ↗ |
| 20 | Element Wealth, LLC | 95,621 | 2M | -1,142 | -1.2% | 11Q | SEC ↗ |
| 21 | IAG Wealth Partners, LLC | 86,184 | 2M | -27,628 | -24.3% | 10Q | SEC ↗ |
| 22 | NATIXIS ADVISORS, LLC | 66,362 | 1M | +26,834 | +67.9% | 4Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 41,474 | 742K | -269 | -0.6% | 13Q | SEC ↗ |
| 24 | Stonebridge Financial Group, LLC | 32,116 | 575K | — | +0.0% | 7Q | SEC ↗ |
| 25 | DAVENPORT & Co LLC | 31,190 | 558K | +170 | +0.5% | 10Q | SEC ↗ |
| 26 | Patriot Financial Group Insurance Agen | 30,771 | 551K | -33,601 | -52.2% | 10Q | SEC ↗ |
| 27 | JOURNEY STRATEGIC WEALTH LLC | 29,170 | 522K | +28 | +0.1% | 10Q | SEC ↗ |
| 28 | Leelyn Smith, LLC | 28,732 | 514K | -716 | -2.4% | 13Q | SEC ↗ |
| 29 | Arete Wealth Advisors, LLC | 26,418 | 473K | +6,269 | +31.1% | 9Q | SEC ↗ |
| 30 | &PARTNERS | 25,848 | 463K | +3,636 | +16.4% | 9Q | SEC ↗ |
| 31 | LifeGoal Investments, LLC | 25,392 | 455K | -657 | -2.5% | 7Q | SEC ↗ |
| 32 | USAdvisors Wealth Management, LLC | 25,082 | 449K | +1,765 | +7.6% | 11Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 24,760 | 443K | +42 | +0.2% | 15Q | SEC ↗ |
| 34 | WEST MICHIGAN ADVISORS, LLC | 24,105 | 431K | -4,529 | -15.8% | 10Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 18,986 | 340K | -31,938 | -62.7% | 15Q | SEC ↗ |
| 36 | Opal Wealth Advisors, LLC | 18,555 | 332K | +633 | +3.5% | 9Q | SEC ↗ |
| 37 | Keystone Financial Services, LLC | 17,606 | 315K | -4,677 | -21.0% | 7Q | SEC ↗ |
| 38 | OLD MISSION CAPITAL LLC NEW | 17,112 | 306K | — | +0.0% | 1Q | SEC ↗ |
| 39 | HighTower Advisors, LLC | 15,817 | 283K | -2,182 | -12.1% | 2Q | SEC ↗ |
| 40 | Amplius Wealth Advisors, LLC | 13,579 | 243K | -15,027 | -52.5% | 13Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC NEW | 12,832 | 230K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Fermata Advisors, LLC | 11,631 | 208K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. NEW | 10,994 | 197K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 7,202 | 129K | +578 | +8.7% | 14Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 6,038 | 108K | — | +0.0% | 2Q | SEC ↗ |
| 46 | PlanVest Financial, Inc | 3,668 | 66K | — | +0.0% | 2Q | SEC ↗ |
| 47 | MORGAN STANLEY | 3,080 | 55K | +6 | +0.2% | 12Q | SEC ↗ |
| 48 | Westside Investment Management, Inc. | 2,000 | 36K | — | +0.0% | 26Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC NEW | 1,216 | 22K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV NEW | 332 | 6K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 264,611 | 5M |
| OLD MISSION CAPITAL LLC | 17,112 | 306K |
| MML INVESTORS SERVICES, LLC | 12,832 | 230K |
| Equitable Holdings, Inc. | 10,994 | 197K |
| Integrated Wealth Concepts LLC | 1,216 | 22K |
| MERCER GLOBAL ADVISORS INC /ADV | 332 | 6K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 47,088 | 843K |
| CITADEL ADVISORS LLC | 39,602 | 709K |
| FLOW TRADERS U.S. LLC | 20,921 | 374K |
| AQR CAPITAL MANAGEMENT LLC | 13,354 | 239K |
| Prostatis Group LLC | 12,500 | 224K |
| Main Street Financial Solutions, LL | 11,103 | 199K |
| MGO ONE SEVEN LLC | 10,668 | 191K |
| Private Advisor Group, LLC | 10,157 | 182K |
| WELLS FARGO & COMPANY/MN | 1,375 | 25K |
| UBS Group AG | 331 | 6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +151,106 | +548.8% | 178,640 |
| CPC Advisors, LLC | +128,975 | +6.4% | 2,149,572 |
| TRUIST FINANCIAL CORP | +61,971 | +24.5% | 314,986 |
| ENVESTNET ASSET MANAGEMENT INC | +30,426 | +10.4% | 322,980 |
| NATIXIS ADVISORS, LLC | +26,834 | +67.9% | 66,362 |
| RAYMOND JAMES FINANCIAL INC | +21,235 | +2.4% | 924,489 |
| Cetera Investment Advisers | +9,578 | +3.1% | 319,584 |
| BANK OF AMERICA CORP /DE | +7,155 | +0.8% | 946,182 |
| Capital Asset Advisory Services LLC | +7,072 | +2.9% | 247,337 |
| Arete Wealth Advisors, LLC | +6,269 | +31.1% | 26,418 |
| Kestra Advisory Services, LLC | +4,605 | +4.9% | 98,288 |
| JONES FINANCIAL COMPANIES LLLP | +4,421 | +0.7% | 669,960 |
| &PARTNERS | +3,636 | +16.4% | 25,848 |
| YARGER WEALTH STRATEGIES, LLC | +2,426 | +0.5% | 480,097 |
| USAdvisors Wealth Management, LLC | +1,765 | +7.6% | 25,082 |
| OSAIC HOLDINGS, INC. | +1,689 | +1.0% | 163,103 |
| Opal Wealth Advisors, LLC | +633 | +3.5% | 18,555 |
| Steward Partners Investment Advisor | +578 | +8.7% | 7,202 |
| DAVENPORT & Co LLC | +170 | +0.5% | 31,190 |
| HARBOUR INVESTMENTS, INC. | +42 | +0.2% | 24,760 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -227,155 | -19.7% | 925,807 |
| Bank of New York Mellon Corp | -100,547 | -4.6% | 2,085,861 |
| Patriot Financial Group Insurance A | -33,601 | -52.2% | 30,771 |
| COMMONWEALTH EQUITY SERVICES, LLC | -31,938 | -62.7% | 18,986 |
| IAG Wealth Partners, LLC | -27,628 | -24.3% | 86,184 |
| Wealthcare Advisory Partners LLC | -20,874 | -10.1% | 186,550 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -17,897 | -2.3% | 749,155 |
| Amplius Wealth Advisors, LLC | -15,027 | -52.5% | 13,579 |
| ROYAL BANK OF CANADA | -5,623 | -4.7% | 114,260 |
| Keystone Financial Services, LLC | -4,677 | -21.0% | 17,606 |
| WEST MICHIGAN ADVISORS, LLC | -4,529 | -15.8% | 24,105 |
| Wealthspire Advisors, LLC | -2,189 | -0.4% | 538,467 |
| HighTower Advisors, LLC | -2,182 | -12.1% | 15,817 |
| Element Wealth, LLC | -1,142 | -1.2% | 95,621 |
| Leelyn Smith, LLC | -716 | -2.4% | 28,732 |
| LifeGoal Investments, LLC | -657 | -2.5% | 25,392 |
| STIFEL FINANCIAL CORP | -269 | -0.6% | 41,474 |