HARTFORD SCHRODERS TAX AWARE

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HTAB·41653L404·US·ETF-13D/G

HTAB (HARTFORD SCHRODERS TAX AWARE) is held by 25 institutional investors as of Q2 2026. Largest holders: Bank of New York Mellon Corp ($40M), BANK OF AMERICA CORP /DE/ ($18.1M), LPL Financial LLC ($17.8M). Net institutional sentiment: Mixed.

25

Holders

(2 Elite)

$168.7M

Total Value

67% (24)

Consensus

16 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)48

Activist (13D/13G)74

Congressional (STOCK Act)70

Holder Quality

12

★★★★★

Elite

50

★★★★

Strong

20

★★★

Solid

58

★★

Below

19

★

Weak

Held by 25 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Apr 28, 2026 · Congress none

ActivistBank of New York Mellon Corp13.8%Apr 28, 2026

View all activist filings

Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	Decreased	2.1M(-4.6%)	$40M	0.0%	-2.09%	0
BANK OF AMERICA CORP /DE/	Increased	946,182(+0.8%)	$18.1M	0.0%	-1.80%	28
LPL Financial LLC	Decreased	925,807(-19.7%)	$17.8M	0.0%	-0.32%	0
RAYMOND JAMES FINANCIAL INC	Increased	924,489(+2.4%)	$17.7M	0.0%	-1.65%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	749,155(-2.3%)	$14.4M	0.0%	-0.71%	0
JONES FINANCIAL COMPANIES LLLP	Increased	669,960(+0.7%)	$12.9M	0.0%	-2.38%	28
WAWealthspire Advisors, LLC	Decreased	538,467(-0.4%)	$10.3M	0.1%	-4.26%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	322,980(+10.4%)	$6.2M	0.0%	-0.79%	30
Cetera Investment Advisers	Increased	319,584(+3.1%)	$6.1M	0.0%	-0.48%	28
TRUIST FINANCIAL CORP	Increased	314,986(+24.5%)	$6M	0.0%	-1.01%	33
AXXCESS WEALTH MANAGEMENT, LLC	New	264,611	$5.1M	0.1%	-6.05%	37
JANE STREET GROUP, LLC	Increased	178,640(+548.8%)	$3.4M	0.0%	-5.37%	43
OSAIC HOLDINGS, INC.	Increased	163,103(+1.1%)	$3.1M	0.0%	+0.59%	27
ROYAL BANK OF CANADA	Decreased	114,260(-4.7%)	$2.2M	0.0%	-0.90%	0
Kestra Advisory Services, LLC	Increased	98,288(+4.9%)	$1.9M	0.0%	-1.62%	27
STIFEL FINANCIAL CORP	Decreased	41,474(-0.6%)	$795,559	0.0%	+0.09%	0
DAVENPORT & Co LLC	Increased	31,190(+0.6%)	$598,281	0.0%	-1.17%	24
&PARTNERS	Increased	25,848(+16.4%)	$495,827	0.0%	-0.59%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	18,986(-62.7%)	$364,180	0.0%	+3.86%	0
HighTower Advisors, LLC	Decreased	15,817(-12.1%)	$303,403	0.0%	-4.26%	0

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HTABHARTFORD SCHRODERS TAX AWARE

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer