Who Owns HARTFORD FDS EXCHANGE TRADE (HTAB)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $237.9M of HARTFORD FDS EXCHANGE TRADE (HTAB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CPC Advisors, LLC ($41.2M), Bank of New York Mellon Corp ($40.0M), BANK OF AMERICA CORP /DE/ ($18.1M), LPL Financial LLC ($17.8M), RAYMOND JAMES FINANCIAL INC ($17.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CPC Advisors, LLC	$41.2M	2.1M	Added
2	Bank of New York Mellon Corp	$40.0M	2.1M	Trimmed
3	BANK OF AMERICA CORP /DE/	$18.1M	946,182	Added
4	LPL Financial LLC	$17.8M	925,807	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$17.7M	924,489	Added
6	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.4M	749,155	Trimmed
7	JONES FINANCIAL COMPANIES LLLP	$12.9M	669,960	Added
8	Wealthspire Advisors, LLC	$10.3M	538,467	Trimmed
9	YARGER WEALTH STRATEGIES, LLC	$9.2M	480,097	Added
10	ENVESTNET ASSET MANAGEMENT INC	$6.2M	322,980	Added
11	Cetera Investment Advisers	$6.1M	319,584	Added
12	TRUIST FINANCIAL CORP	$6.0M	314,986	Added
13	AXXCESS WEALTH MANAGEMENT, LLC	$5.1M	264,611	New
14	Capital Asset Advisory Services LLC	$4.7M	247,337	Added
15	Wealthcare Advisory Partners LLC	$3.6M	186,550	Trimmed
16	JANE STREET GROUP, LLC	$3.4M	178,640	Added
17	OSAIC HOLDINGS, INC.	$3.1M	163,103	Added
18	Royal Bank of Canada	$2.2M	114,260	Trimmed
19	Kestra Advisory Services, LLC	$1.9M	98,288	Added
20	Element Wealth, LLC	$1.8M	95,621	Trimmed
21	IAG Wealth Partners, LLC	$1.7M	86,184	Trimmed
22	NATIXIS ADVISORS, LLC	$1.3M	66,362	Added
23	STIFEL FINANCIAL CORP	$795,559	41,474	Trimmed
24	Stonebridge Financial Group, LLC	$616,052	32,116	Hold
25	DAVENPORT & Co LLC	$598,281	31,190	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30