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Get Institutions for : 
Hartford Schroders Tax-aware Bond Etf (HTAB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
10,501,733  
% of shares held : 
11.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  24  
Amount of shares held : 
1,825,810  
% of shares held change : 
  2.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 72,711
 0.69%
 
Increased Positions :
34
 2,655,849
 25.29%
 
Unchanged Positions :
3
 3,820
 0.04%
 
Decreased Positions :
12
-638,959
-6.08%
 
Closed Positions :
3
-263,791
-2.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 783 - 2024-06-30 1,559,240 $30,109,000 1,293,351
   BANK OF NEW YORK MELLON CORP 1503 - 2024-06-30 1,169,984 $22,592,000 515
   RAYMOND JAMES & ASSOCIATES 821 - 2024-06-30 946,198 $18,271,000 40,468
   BANK OF AMERICA CORP /DE/ 2145 - 2024-06-30 820,888 $15,851,000 114,132
   BB&T CORP 466 - 2024-06-30 787,542 $15,207,000 602,191
   ENVESTNET ASSET MANAGEMENT INC 1322 - 2024-06-30 746,462 $14,414,000 566,514
   IAG Wealth Partners LLC 18 - 2024-06-30 476,916 $9,209,000 354,701
   ERn Financial LLC 22 - 2024-06-30 412,315 $7,962,000 19,432
   Main Street Financial Solutions LLC 28 - 2024-06-30 411,270 $7,942,000 37,062
   YARGER WEALTH STRATEGIES LLC 6 - 2024-06-30 389,153 $7,515,000 46,373
   Wealthcare Advisory Partners LLC 165 - 2024-06-30 163,591 $3,159,000 13,268
   COMMONWEALTH EQUITY SERVICES LLC. 1512 - 2024-06-30 153,825 $2,970,000 14,326
   Element Wealth LLC 16 - 2024-06-30 150,596 $2,908,000 1,954
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1320 - 2024-06-30 96,217 $1,858,000 7,462
   ROYAL BANK OF CANADA 2674 - 2024-06-30 83,119 $1,605,000 29,525
   Independent Wealth Network Inc. 40 - 2024-06-30 71,625 $1,383,000 1,614
   Financial Advocates Investment Management 269 - 2024-06-30 57,542 $1,111,000 20,730
   JONES FINANCIAL COMPANIES LLLP 463 - 2024-06-30 40,042 $773,000 35,451
   PROEQUITIES INC. 355 - 2024-06-30 39,320 $761,000 1,135
   JOURNEY STRATEGIC WEALTH LLC 124 - 2024-06-30 37,560 $725,000 8,640
   STIFEL FINANCIAL CORP 2459 - 2024-06-30 32,516 $628,000 1,186
   HARBOUR INVESTMENTS INC. 546 - 2024-06-30 31,736 $613,000 1,880
   RAYMOND JAMES TRUST CO 658 - 2024-06-30 30,264 $584,000 7,741
   FLOW TRADERS U.S. LLC 475 - 2024-06-30 29,589 $571,000 11,449
   EverSource Wealth Advisors LLC 320 - 2024-06-30 24,987 $489,000 8,431
   Private Advisor Group LLC 1575 - 2024-06-30 24,880 $480,000 26
   DAVENPORT & CO LLC 827 - 2024-06-30 22,043 $426,000 10,199
   USAdvisors Wealth Management LLC 84 - 2024-06-30 20,678 $399,000 144
   Trademark Financial Management LLC 67 - 2024-06-30 17,847 $345,000 45
   Kestra Advisory Services LLC 2127 - 2024-06-30 14,474 $279,000 4,436
   WEST MICHIGAN ADVISORS LLC 153 - 2024-06-30 13,590 $263,000 211
   MML INVESTORS SERVICES LLC 2266 - 2024-06-30 11,663 $225,000 99
   PRIVATE TRUST CO NA 662 - 2024-06-30 10,175 $196,000 3,282
   MORGAN STANLEY 6884 - 2024-06-30 62 $1,000 61
   UBS Group AG 8291 - 2024-06-30 6 $0 6

  35 Records found
  1    
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