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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CPC Advisors, LLC | History | Added to | 2,149,572 | 41,233 | 5.56% | 6.22% | 1 | +128,975 | 6.38% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,085,861 | 40,011 | 0.01% | 0.01% | 2 | -100,547 | -4.6% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 946,182 | 18,149 | 0.0% | 0.0% | 3 | +7,155 | 0.76% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 925,807 | 17,758 | 0.0% | 0.01% | 4 | -227,155 | -19.7% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 924,489 | 17,733 | 0.0% | 0.01% | 5 | +21,235 | 2.35% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 749,155 | 14,370 | 0.01% | 0.01% | 6 | -17,897 | -2.33% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 669,960 | 12,890 | 0.01% | 0.01% | 7 | +4,421 | 0.66% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 538,467 | 10,328 | 0.06% | 0.08% | 8 | -2,189 | -0.4% | Q2 2026 | Aug 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 480,097 | 9,169 | 3.29% | 3.65% | 9 | +2,426 | 0.51% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 322,980 | 6,195 | 0.0% | 0.0% | 10 | +30,426 | 10.4% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 319,584 | 6,130 | 0.01% | 0.01% | 11 | +9,578 | 3.09% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 314,986 | 6,042 | 0.01% | 0.01% | 12 | +61,971 | 24.49% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 264,611 | 5,075 | 0.08% | — | 13 | +264,611 | New | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 247,337 | 4,744 | 0.17% | 0.18% | 14 | +7,072 | 2.94% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 186,550 | 3,578 | 0.07% | 0.08% | 15 | -20,874 | -10.06% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 178,640 | 3,426 | 0.0% | 0.0% | 16 | +151,106 | 548.8% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 163,103 | 3,128 | 0.0% | 0.0% | 17 | +1,689 | 1.05% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 114,260 | 2,192 | 0.0% | 0.0% | 18 | -5,623 | -4.69% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,288 | 1,891 | 0.01% | 0.01% | 19 | +4,605 | 4.92% | Q2 2026 | Jul 28, 2026 |
| Element Wealth, LLC | History | Reduced | 95,621 | 1,834 | 0.69% | 0.76% | 20 | -1,142 | -1.18% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 86,184 | 1,653 | 0.16% | 0.24% | 21 | -27,628 | -24.28% | Q2 2026 | Aug 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 66,362 | 1,272 | 0.0% | 0.0% | 22 | +26,834 | 67.89% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 41,474 | 795 | 0.0% | 0.0% | 23 | -269 | -0.64% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 32,116 | 616 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 31,190 | 598 | 0.0% | 0.0% | 25 | +170 | 0.55% | Q2 2026 | Jul 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 30,771 | 590 | 0.06% | 0.07% | 26 | -33,601 | -52.2% | Q2 2026 | Jul 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 29,170 | 554 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Leelyn Smith, LLC | History | Reduced | 28,732 | 551 | 0.07% | 0.08% | 28 | -716 | -2.43% | Q2 2026 | Jul 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,418 | 506 | 0.03% | 0.03% | 29 | +6,269 | 31.11% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 25,848 | 495 | 0.0% | 0.0% | 30 | +3,636 | 16.37% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 25,392 | 487 | 0.22% | 0.28% | 31 | -657 | -2.52% | Q2 2026 | Jul 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 25,082 | 481 | 0.14% | 0.15% | 32 | +1,765 | 7.57% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,760 | 474 | 0.01% | 0.01% | 33 | +42 | 0.17% | Q2 2026 | Aug 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 24,105 | 463 | 0.09% | 0.12% | 34 | -4,529 | -15.82% | Q2 2026 | Aug 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,986 | 364 | 0.0% | 0.0% | 35 | -31,938 | -62.72% | Q2 2026 | Jul 29, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 18,555 | 355 | 0.08% | 0.08% | 36 | +633 | 3.53% | Q2 2026 | Jul 20, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 17,606 | 337 | 0.2% | 0.28% | 37 | -4,677 | -20.99% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,112 | 328 | 0.01% | — | 38 | +17,112 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,817 | 303 | 0.0% | 0.0% | 39 | -2,182 | -12.12% | Q2 2026 | Aug 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 13,579 | 260 | 0.02% | 0.05% | 40 | -15,027 | -52.53% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 12,832 | 246 | 0.0% | — | 41 | +12,832 | New | Q2 2026 | Aug 07, 2026 |
| Fermata Advisors, LLC | History | No change | 11,631 | 223 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | New | 10,994 | 210 | 0.0% | — | 43 | +10,994 | New | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,202 | 138 | 0.0% | 0.0% | 44 | +578 | 8.73% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,038 | 115 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 3,668 | 70 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 3,080 | 59 | 0.0% | 0.0% | 47 | +6 | 0.2% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,000 | 38 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -47,088 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,921 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,103 | -100.0% | Q2 2026 | Aug 07, 2026 |