HARTFORD SCHRODERS TAX AWARE HTAB
$19.20
+0.1% 52w: $17.74 – $19.24
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data17.7418.4919.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
-5 QoQ
13F value
$232.2M
-1.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HTAB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | Diversified mechanical | 2.2M | $41.5M | 0.0% | 0.0% |
| CPC Advisors, LLC | Wealth advisor | 2.0M | $38.4M | 6.2% | +5.9% |
| LPL Financial LLC | Bank broker | 1.2M | $21.9M | 0.0% | -5.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 939.0K | $17.8M | 0.0% | -1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 903.3K | $17.2M | 0.0% | -5.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 767.1K | $14.6M | 0.0% | +14.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 665.5K | $12.6M | 0.0% | +18.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 540.7K | $10.3M | 0.1% | New |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 477.7K | $9.1M | 3.7% | +4.1% |
| Cetera Investment Advisers | Wealth advisor | 310.0K | $5.9M | 0.0% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 292.6K | $5.6M | 0.0% | +12.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 253.0K | $4.8M | 0.0% | +3.6% |
| Capital Asset Advisory Services LLC | Wealth advisor | 240.3K | $4.6M | 0.2% | +23.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 207.4K | $3.9M | 0.1% | +6.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 161.4K | $3.1M | 0.0% | -2.5% |
| ROYAL BANK OF CANADA | Bank broker | 119.9K | $2.3M | 0.0% | +6.3% |
| IAG Wealth Partners, LLC | Wealth advisor | 113.8K | $2.2M | 0.2% | -5.2% |
| Element Wealth, LLC | Wealth advisor | 96.8K | $1.8M | 0.8% | -25.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 93.7K | $1.8M | 0.0% | +7.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 64.4K | $1.2M | 0.1% | +32.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 50.9K | $968K | 0.0% | -7.2% |
| Independent Advisor Alliance | Wealth advisor | 47.1K | $895K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 41.7K | $793K | 0.0% | +3.1% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 39.5K | $751K | 0.0% | +103.8% |
| Stonebridge Financial Group, LLC | Wealth advisor | 32.1K | $610K | 0.1% | Held |
| DAVENPORT & Co LLC | Diversified mechanical | 31.0K | $589K | 0.0% | +36.8% |
| Leelyn Smith, LLC | Other | 29.4K | $560K | 0.1% | +2.8% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 29.2K | $554K | 0.0% | +0.1% |
| WEST MICHIGAN ADVISORS, LLC | Other | 28.6K | $546K | 0.1% | -0.8% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 28.6K | $544K | 0.0% | -23.1% |
| JANE STREET GROUP, LLC | Market maker | 27.5K | $523K | 0.0% | -79.3% |
| LifeGoal Investments, LLC | Wealth advisor | 26.0K | $497K | 0.3% | -63.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 24.7K | $470K | 0.0% | +4.4% |
| USAdvisors Wealth Management, LLC | Wealth advisor | 23.3K | $441K | 0.1% | +4.9% |
| Keystone Financial Services, LLC | Wealth advisor | 22.3K | $423K | 0.3% | +7.1% |
| &PARTNERS | Diversified mechanical | 22.2K | $422K | 0.0% | -40.5% |
| FLOW TRADERS U.S. LLC | Market maker | 20.9K | $397K | 0.0% | -66.5% |
| Arete Wealth Advisors, LLC | Wealth advisor | 20.1K | $383K | 0.0% | +27.1% |
| HighTower Advisors, LLC | Diversified mechanical | 18.0K | $342K | 0.0% | New |
| Opal Wealth Advisors, LLC | Wealth advisor | 17.9K | $341K | 0.1% | +2.0% |
| Fermata Advisors, LLC | Wealth advisor | 11.6K | $221K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 6.6K | $126K | 0.0% | +7.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 6.0K | $115K | 0.0% | New |
| PlanVest Financial, Inc | Wealth advisor | 3.7K | $70K | 0.1% | — |
| MORGAN STANLEY | Bank broker | 3.1K | $58K | 0.0% | +2746.3% |
| Westside Investment Management, Inc. | Diversified mechanical | 2.0K | $38K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.