Hartford Funds Exchange-Traded Trust - HTAB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | No change | 2,185,549 | 41,853 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CPC Advisors, LLC | History | Added to | 1,908,668 | 36,550 | 3.69% | 3.68% | 2 | +86,962 | 4.77% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Reduced | 1,216,194 | 23,290 | 0.01% | 0.01% | 3 | -254,317 | -17.29% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 955,833 | 18,304 | 0.01% | 0.01% | 4 | +51,615 | 5.71% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 951,283 | 18,217 | 0.0% | 0.0% | 5 | +38,755 | 4.25% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 672,861 | 12,885 | 0.01% | 0.01% | 6 | +378 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 573,575 | 10,983 | 0.82% | 0.68% | 7 | +17,924 | 3.23% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 560,952 | 10,742 | 0.01% | 0.01% | 8 | +67,397 | 13.66% | Q4 2025 | Feb 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 458,723 | 8,784 | 3.78% | 4.09% | 9 | -7,320 | -1.57% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 299,674 | 5,738 | 0.01% | 0.01% | 10 | -4,829 | -1.59% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 260,708 | 4,992 | 0.0% | 0.0% | 11 | -491,417 | -65.34% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 244,475 | 4,681 | 0.08% | 0.09% | 12 | +14,319 | 6.22% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 244,170 | 4,675 | 0.01% | 0.02% | 13 | -519,655 | -68.03% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 195,201 | 3,738 | 0.07% | 0.09% | 14 | -19,954 | -9.27% | Q4 2025 | Jan 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 194,374 | 3,737 | 0.15% | 0.14% | 15 | +21,502 | 12.44% | Q4 2025 | Jan 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 165,579 | 3,170 | 0.0% | 0.01% | 16 | -110,467 | -40.02% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 133,214 | 2,551 | 0.0% | 0.0% | 17 | +14,141 | 11.88% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Reduced | 129,828 | 2,486 | 1.02% | 1.09% | 18 | -1,624 | -1.24% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 120,075 | 2,299 | 0.27% | 0.4% | 19 | -53,049 | -30.64% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 112,746 | 2,159 | 0.0% | — | 20 | +112,746 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,510 | 1,675 | 0.01% | 0.01% | 21 | +4,775 | 5.77% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 62,455 | 1,196 | 0.04% | 0.02% | 22 | +39,105 | 167.47% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,885 | 1,051 | 0.0% | 0.0% | 23 | -12,550 | -18.61% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 48,618 | 931 | 0.11% | 0.12% | 24 | +1,500 | 3.18% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 40,486 | 775 | 0.0% | 0.0% | 25 | -3,675 | -8.32% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,602 | 758 | 0.0% | 0.0% | 26 | +13,254 | 50.3% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 37,190 | 712 | 0.06% | 0.08% | 27 | -10,823 | -22.54% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 37,362 | 705 | 0.0% | 0.0% | 28 | +659 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 32,116 | 615 | 0.05% | 0.06% | 29 | -621 | -1.9% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 29,142 | 558 | 0.01% | 0.01% | 30 | +2,984 | 11.41% | Q4 2025 | Feb 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 28,867 | 554 | 0.13% | 0.13% | 31 | +560 | 1.98% | Q4 2025 | Jan 28, 2026 |
| Leelyn Smith, LLC | History | Reduced | 28,650 | 548 | 0.08% | 0.11% | 32 | -9,213 | -24.33% | Q4 2025 | Jan 28, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 71,565 | 494 | 0.33% | 1.14% | 33 | -43 | -0.06% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 23,676 | 453 | 0.01% | 0.01% | 34 | -21 | -0.09% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 22,680 | 434 | 0.0% | 0.0% | 35 | -639 | -2.74% | Q4 2025 | Jan 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 22,230 | 425 | 0.14% | 0.15% | 36 | -712 | -3.1% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Services, LLC | History | Added to | 20,813 | 398 | 0.27% | 0.27% | 37 | +669 | 3.32% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,391 | 371 | 0.0% | 0.0% | 38 | +6,082 | 45.7% | Q4 2025 | Feb 10, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 17,572 | 336 | 0.09% | 0.09% | 39 | -30 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,849 | 304 | 0.02% | 0.02% | 40 | -915 | -5.46% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 13,354 | 255 | 0.0% | — | 41 | +13,354 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 12,642 | 242 | 0.0% | — | 42 | +12,642 | New | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | No change | 12,500 | 239 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | No change | 11,631 | 222 | 0.05% | 0.06% | 44 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,668 | 204 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,157 | 194 | 0.0% | 0.0% | 46 | -40 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,181 | 118 | 0.0% | 0.0% | 47 | -766 | -11.03% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,000 | 38 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,375 | 26 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 331 | 6 | 0.0% | 0.0% | 50 | -965 | -74.46% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 108 | 2 | 0.0% | 0.0% | 51 | -17 | -13.6% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,681 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,375 | -100.0% | Q3 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,485 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,275 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 15, 2025 |